The Motley Fool

SEPTEMBER 30, 2024

These specialized entities are popular among income-seeking investors because they can avoid paying income taxes by distributing nearly all of their earnings to shareholders in the form of dividend payments. With a brief exception in 2018, it's been making monthly dividend payments that have risen or remained steady since 2011.

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The Motley Fool

SEPTEMBER 22, 2024

Image source: Bank of America Buffett and Bank of America Buffett has long been a fan of Bank of America, singing the praises of CEO Brian Moynihan time and again, and he's owned the stock since he bought preferred shares of BofA in 2011. The conglomerate already has a record-high cash balance after dumping so much of its Apple stake.

Banks 246

Banks Conglomerates Stakes Assets 246

The Motley Fool

SEPTEMBER 9, 2024

Realty Income If you're looking for a stock that pays a recurring monthly dividend, it makes sense to own a stake in a company that charges its customers on a recurring monthly basis. On the surface, it's a concerning specialty for would-be shareholders. That's exactly what AGNC and its shareholders want to see.

Stakes 246

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The Motley Fool

AUGUST 6, 2024

Buffett releases his annual letter to shareholders. Buffett speaks candidly with investors during Berkshire's annual shareholder meeting. billion fair value estimate for Berkshire's stake in Apple, as of June 30, implies that nearly half of the company's holdings in the tech stalwart were disposed of during the second quarter.

Banks 246

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The Motley Fool

SEPTEMBER 16, 2024

for shareholders. At one point, Berkshire Hathaway's Apple stake grew to become about 50% of its equity portfolio, but Buffett has been selling the stock lately. But Buffett's decision to trim his Apple stake also suggests he views the shares as fairly valued or at best, only slightly undervalued relative to their intrinsic value.

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The Motley Fool

JULY 5, 2023

A big stake and a big smile? Buffett is Berkshire's biggest individual shareholder, with 15.6% Arguably, no person on the planet benefits as much from Apple reaching this milestone as Warren Buffett. But what does Buffett think about Apple's $3 trillion market cap ? Well, it's complicated. ownership of the company.

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The Motley Fool

JUNE 12, 2024

As Buffett noted in 2023's letter to Berkshire's shareholders, "We particularly like [Occidental's] vast oil and gas holdings in the United States, as well as its leadership in carbon-capture initiatives." It's a company Buffett has held a stake in, however, going all the way back to 2011. of Visa itself.

Stakes 246

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The Motley Fool

JULY 24, 2023

last year was also its highest since 2011. Buffett now owns more than a 25% stake in Occidental, and the stock makes up 3.5% Last year, Berkshire received regulatory approval to buy a 50% stake in Occidental, fueling speculation that Buffett will eventually acquire the company. oil production. of his portfolio.

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Portfolios Investing Stakes Capital 246

The Motley Fool

MAY 13, 2024

CEO Warren Buffett held his company's first annual shareholder meeting in the cafeteria of a subsidiary and drew a few dozen people. During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. Some 51 years ago, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Banks 245

Banks Taxes Shareholders Stakes 245

The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

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Portfolios Investors Stakes Conglomerates 246

The Motley Fool

MAY 7, 2024

This past weekend, Omaha, Nebraska, was the destination for roughly 40,000 investors to attend Berkshire's annual shareholder meeting. After all, the "Oracle of Omaha," as he's jovially known by the investing community, has delivered a nearly 4,900,000% aggregate return for his company's Class A shareholders (BRK.A)

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Shareholders Banks Stock Market Stock Market 246

Private Equity Insights

JANUARY 13, 2025

The offering will feature shares held by Mid Europa, which owns a 47.83% stake in the company. Under Mid Europas ownership since 2011, Diagnostyka achieved a 24% compound annual growth rate, supported by strategic acquisitions. Market estimates suggest the IPO could value Diagnostyka at over $1.2bn.

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The Motley Fool

OCTOBER 12, 2024

While the Trust continues to own stakes in two dozen companies, to close out the second quarter, 81% of its holdings comprised just four stocks. There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. Image source: Getty Images. The current yield of 0.8%

Portfolios 246

Portfolios Stakes Amortization Depreciation 246

The Motley Fool

AUGUST 16, 2024

Many lengthy books have been written highlighting the formula the rightly named "Oracle of Omaha" has used to deliver outsized gains for his shareholders. This includes buying stakes in businesses with well-defined moats or competitive advantages and hanging onto these positions for multiple years, if not decades. per share.

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Banks Shareholders Stock Market Stock Market 246

The Motley Fool

DECEMBER 2, 2023

When including the shares held by subsidiary New England Asset Management (NEAM), Buffett's stake in Apple amounts to more than 915 million shares, worth roughly $174 billion. The company integrated its virtual digital assistant Siri into the iPhone 4S in 2011. Apple has long been at the forefront of AI technology. Amazon -- $1.47

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The Motley Fool

JANUARY 14, 2024

Instead of paying cash directly to shareholders in the form of dividends, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Despite the stock offering a relatively small yield for today's prices, Berkshire's massive investment stake means that its holdings in Apple are one of its biggest passive income generators. per share.

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Portfolios Banks Investing Accounting 246

Private Equity Wire

NOVEMBER 19, 2024

Private investment house Ardian has sold its 49% stake in Autopista Trados 45 (Trados) to Abertis, an international motorway operator headquartered in Spain. Abertis was already the majority shareholder in Trados.

Stakes 96

Stakes Shareholders Companies Investing 96

The Motley Fool

JUNE 7, 2024

With its stock up 30% since the company reported its fiscal first-quarter results late last week, the idea of stepping into a new stake in Chewy (NYSE: CHWY) right now could be a little intimidating. It's been built from the ground up since its founding in 2011 to be an online-only outfit. And this has proven to be no minor detail.

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Stakes Shareholders Returns Investors 246

The Motley Fool

JULY 7, 2023

stake Berkshire Hathaway has taken in Occidental Petroleum over the past 18 months is indicative of the belief that energy commodities, such as crude oil and natural gas, will tread water or (more than likely) rise over time. Since taking over as CEO in 2011, Tim Cook has maintained his company's dominance in U.S.

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Banks Debt Capital Shareholders 290

The Motley Fool

NOVEMBER 6, 2024

Warren Buffett's warning to Wall Street is louder than it's ever been Based on close to a half-century of annual letters from Buffett to his shareholders, as well as 50 years of annual shareholder meetings, it's plainly evident that Berkshire's chief is a long-term optimist who believes in the American economy and U.S. stock market.

Banks 246

Banks Stock Market Shareholders Stock Market 246

The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. However, I believe Apple is well-positioned to continue returning good shareholder value. Fast forward to today, and Apple's market cap is just under $3 trillion. Here are three reasons why.

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Public Companies Stakes Shareholders Returns 240

The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

JUNE 18, 2024

As you might expect, Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) largest shareholders are its two co-founders, Larry Page and Sergey Brin. Between the two, they own a 6% stake in the megacap tech giant. Beyond those two, Eric Schmidt, who served as CEO from 2001 to 2011, owns a 0.5% stake, worth about $11 billion.

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Hedge Funds Public Companies Stakes Shareholders 130

The Motley Fool

JULY 10, 2024

It's been a tough past three years for Chewy (NYSE: CHWY) shareholders. Whereas these familiar names are established brick-and-mortar stores that also manage e-commerce platforms, Chewy was established in 2011 to only operate online. Even with their recent strength, shares remain 79% below that high. Data source: StockAnalysis.com.

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The Motley Fool

SEPTEMBER 3, 2023

It's proof of both business success and a staunch commitment to returning value to shareholders. The renewable energy giant has grown its payout by at least 5% per year since its public listing in 2011. Regulated utility Black Hills is just such a Dividend King. So Black Hills looks fairly well priced today.

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Mergers and Acquisitions Stakes Assets Shareholders 246

The Motley Fool

APRIL 23, 2024

stake in the mega-bank. Berkshire is Bank of America's largest shareholder. In August 2011, Buffett invested $5 billion of Berkshire's capital in Bank of America preferred stock that paid a 6% dividend yield, generating $300 million in annual income. So, Buffett paid $7.14 But he never sold any of its Bank of America shares.

Banks 130

Banks Stakes Investing Shareholders 130

The Motley Fool

DECEMBER 19, 2023

Buffett likes to buy stakes in profitable companies that are delivering steady growth, especially if they have strong management teams. He also favors companies returning money to shareholders through dividends and stock buybacks. Buffett has a simple, but effective strategy The simplest investment strategies are often the best.

Portfolios 246

Portfolios Investing Shareholders Stakes 246

The Motley Fool

JUNE 19, 2023

Berkshire Hathaway held stakes in approximately four dozen securities, as of June 14, 2023, with the total value of these investments topping $352 billion. The other path is investments. It's this investment portfolio that investors and Wall Street eye like a hawk. billion in equity securities.

Banks 246

Banks Public Companies Stakes Capital 246

The Motley Fool

AUGUST 12, 2024

The Oracle of Omaha made his biggest stock sale in the history of Berkshire Hathaway when he cut the company's stake in Apple in half last quarter. He bought a controlling stake in 1965 and promptly took over as CEO. Buffett's buyback philosophy Buffett sees share repurchases as the best way to return cash to shareholders.

Shareholders 130

Shareholders Stakes Banks Prospects 130

Private Equity Wire

NOVEMBER 29, 2024

Warburg Pincus, ESR’s largest shareholder with a 14% stake, plans to roll over its holdings into the new private entity rather than sell for cash, according to one of the sources. Since the initial take-private proposal was announced on 14 May, ESR’s shares have risen 14.4%, data from LSEG shows.

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Buyout Mergers and Acquisitions Stock Exchanges Shareholders 96

The Motley Fool

MARCH 24, 2024

But as much as Buffett likes Apple, Berkshire Hathaway has bigger stakes in other businesses as a percentage of their outstanding shares. DaVita Berkshire's stake in DaVita (NYSE: DVA) tops 41%. Buffett first initiated a position in DaVita in the fourth quarter of 2011. stake in Liberty SiriusXM Series C (NASDAQ: LSXMK).

Companies 100

Companies Conglomerates Stakes Shareholders 100

The Motley Fool

DECEMBER 19, 2023

I have added to my stake several times since. I had long been a shareholder of Amazon, but I recognized the value Shopify could bring to the online sales space. Remember the "Qwikster" fiasco of 2011? There's another lesson here. All the "Netflix killers" over the years? How about the loss of 1.2

Portfolios 246

Portfolios Investing Bidding Stakes 246

The Motley Fool

FEBRUARY 10, 2024

Berkshire owns a small stake in Sirius XM itself, and a larger position in Liberty Sirius XM (NASDAQ: LSXMA) (NASDAQ: LSXMK) , the tracking shares that have historically traded at a discount to the satellite radio monopoly's shares. billion shares outstanding in the summer of 2011 to 3.9 It generated $1.2 Image source: Getty Images.

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Leveraging Stakes Debt Shareholders 130

The Motley Fool

JULY 26, 2024

In a rare move, it even secretly bought a huge stake in one company that it only revealed recently. billion investment Whenever an investor or business purchases more than 5% of a company's outstanding shares, it's generally required to publicly disclose the stake with the Securities and Exchange Commission (SEC). That's a wise choice.

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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 130

The Motley Fool

MAY 11, 2024

Importantly, despite Buffett's sales, Berkshire's stake in Apple hasn't declined nearly as much thanks to the tech company's share repurchase program. As a result, despite selling over 20% of its shares, Berkshire's stake in Apple has only fallen from about 5.4% stake in the company. stake in the business.

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Portfolios Stakes Investing Banks 130

The Motley Fool

OCTOBER 11, 2024

Whether through his annual letter to shareholders or during Berkshire's annual meetings, Buffett often shares the characteristics he looks for in "wonderful companies," as well as offers his take on the American economy. When this investment was announced in August 2011, Bank of America was trading at less than 38% of its book value.

Banks 130

Banks Stakes Shareholders Legal 130

The Motley Fool

JANUARY 20, 2024

Instead, these routine purchases added to stakes I already had in a trio of companies that are part of the plodding but reasonably predictable income-focused investment path I've been on for the past several years as retirement loomed and has since arrived. In its latest shareholder presentation, AGNC said that $55.9

Stakes 130

Stakes Taxes Shareholders Portfolios 130