The Motley Fool

MAY 11, 2024

released its first-quarter report and hosted its annual meeting of shareholders. Another reason for the sale was to take advantage of lower federal tax rates on corporate capital gains, which Buffett fears might increase if the government's fiscal policy changes. 1, 2016, which is hard to believe. a share to $57.09 Even at a 28.5

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Stakes Shareholders Taxes Capital 243

The Motley Fool

SEPTEMBER 1, 2024

During a shareholder conference back in May, Buffett strongly suggested that he thought changes to the tax code were on the horizon, which subsequently inspired some of his decision-making to take gains off the table. Berkshire Hathaway initially started buying Apple stock during the first quarter of 2016.

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Taxes Shareholders Stakes Portfolios 243

The Motley Fool

APRIL 1, 2024

Berkshire is not big on newcomers," he jokes in his most recent annual letter to shareholders. Buffett initially started accumulating shares of Apple between 2016 and 2018. While Buffett has trimmed his Apple position a few times in the past, it appears to be for tax purposes more than anything.

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Investing Shareholders Stakes Taxes 246

The Motley Fool

FEBRUARY 27, 2024

They all have dividend yields above the 10% mark and have delivered market-beating returns for shareholders. per share to its shareholders, translating to a trailing annualized yield of 13.3%. per share to its shareholders, equating to a trailing-12-month yield of 12%. These high-yield dividend stocks are crushing the market 1.

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The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. The conglomerate has spent around $38 billion accumulating shares starting in 2016, and its position is now worth $177.6 holding company since 1965.

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The Motley Fool

SEPTEMBER 30, 2024

Buffett has said that the decision to sell portions of Berkshire's investments in stocks like Apple or Bank of America is based on the idea that corporate tax rates will rise when the current tax law expires at the end of next year. Buffett also has the challenge of producing above-market returns for shareholders.

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Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

OCTOBER 27, 2024

In 2016, Berkshire Hathaway stunned Wall Street when it purchased a position in the ultra-popular consumer electronics company Apple (NASDAQ: AAPL). Buffett attributed the decision to his belief that the government would raise the corporate tax rate in the future to get a handle on widening fiscal deficits.

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Taxes Stakes Financial Services Shareholders 244

The Motley Fool

MAY 14, 2024

billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and $1.2 The good news is that I saved some of the more potent aspects of the bullish argument for the end to justify at least holding Sirius XM if you are already a shareholder. It has posted an annual profit every year since 2010.

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Amortization Depreciation Earnings Before Interest Shareholders 246

The Motley Fool

MAY 4, 2024

It marks the company's largest sale of Apple stock since it began purchasing shares in 2016 -- far larger than the 10 million or so shares Berkshire sold in Q4. Hoarding a treasure trove of cash Buffett has long spoken about the faith Berkshire shareholders entrust in him and his team to safeguard and grow their wealth.

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The Motley Fool

AUGUST 22, 2024

Berkshire slashed its largest position by half Berkshire spent around $38 billion acquiring shares in iPhone maker Apple between 2016 and 2023. In the first quarter of 2024 (ended March 31), Berkshire sold around 13% of its Apple stake for tax reasons (according to Buffett). Image source: The Motley Fool. Berkshire has now spent $2.9

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The Motley Fool

OCTOBER 23, 2024

During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. To add to this point, Berkshire's chief has continued to praise Apple's business, even as he sizably pared down his company's No. 1 position.

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Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

OCTOBER 21, 2024

Buffett and Apple stock Berkshire began buying Apple stock in 2016. Buffett hasn't said much about why he cut Berkshire's exposure to Apple, though he did allude to the risk of an increase in the capital gains tax rate at the Berkshire shareholder meeting in May. Did Buffett make a big mistake? Let's take a closer look.

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Conglomerates Banks Stakes Taxes 246

The Motley Fool

AUGUST 6, 2023

In his 1988 annual letter to shareholders, Buffett penned that when it comes to owning outstanding businesses with excellent management, "our favorite holding period is forever." As for why Buffett's love grew for Apple, the company returns an incredible amount of capital to its shareholders in the form of dividends and share buybacks.

Stakes 246

Stakes Debt Leveraging Shareholders 246

The Motley Fool

JANUARY 3, 2024

billion in loans from 2016 through 2022. If you're an existing shareholder sitting on gains, you may not want to sell shares of a growing business and pay capital gains taxes. Shopify is benefiting from small businesses looking for financial assistance during a challenging retail environment. Shopify Capital issued $4.7

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Banks Capital Taxes Shareholders 244

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

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Portfolios Stakes Investing Banks 241

The Motley Fool

APRIL 22, 2024

As I've highlighted in the past, Tesla also generates a sizable percentage of its pre-tax income from unsustainable sources that include interest income on its cash and regulatory tax credits. Three catalysts continue to make Berkshire Hathaway's shareholders richer over time. In the U.S.,

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The Motley Fool

APRIL 1, 2024

shareholders that “when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” He clarified his position in his 2016 letter to shareholders: “It is true that we own some stocks that I have no intention of selling for as far as the eye can see (and we’re talking 20/20 vision).

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The Motley Fool

MAY 11, 2024

He especially likes companies returning money to shareholders through dividends and stock buybacks. Berkshire first invested in the iPhone maker in 2016, and it has spent around $38 billion accumulating shares since then. Berkshire's incredible run of success stems from a simple strategy. Apple: 39.7%

Portfolios 246

Portfolios Conglomerates Investing Stakes 246

The Motley Fool

AUGUST 18, 2023

It's a vital part of a constantly evolving industrial conglomerate's raison d'etre and why shareholders put their money to work in equity -- management is supposed to generate a better return on your money than you can do yourself. Honeywell's conservative balance sheet means it's set to end 2023 with just $11.2

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Conglomerates Amortization Depreciation Earnings Before Interest 246

The Motley Fool

FEBRUARY 21, 2024

In the previous five years, from 2016 to 2021, sales decreased at a compound annual rate of 2%. This gives the leadership team confidence that 2024 will see adjusted earnings before interest and taxes of $10 billion to $12 billion, better than what it produced in 2023. This was after revenue jumped 16% in 2022.

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The Motley Fool

JUNE 16, 2023

Basically, through thick and thin, the MLP has made sure that its shareholders receive a steady and growing quarterly disbursement. For example, its ratio of debt to EBITDA ( earnings before interest, taxes, depreciation, and amortization ) is generally among the lowest of its closest peer group. That isn't the only thing to consider.

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The Motley Fool

APRIL 27, 2024

Berkshire first purchased shares in the first quarter of 2016. Forever stock The first possible reason that Buffett remains a shareholder is because his favorable holding period is forever. Because Berkshire isn't selling off a sizable chunk of its shares, Buffett can be sure that his firm isn't left paying a huge tax bill.

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Conglomerates Taxes Stakes Capital 187

The Motley Fool

NOVEMBER 26, 2024

When Berkshire began buying Apple in 2016, it caught people a little off-guard. He may also be wary of sitting on such a profitable pick when tax rates on capital gains may be about to rise. In other words, Buffett is on the same side of the table as Berkshire's shareholders. Again, take the hint.

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Conglomerates Stakes Taxes Shareholders 246

The Motley Fool

AUGUST 13, 2024

Capital-gains tax rates could be rising soon, and having grown to become Berkshire's second-biggest position, Buffett may simply be thinking strategically about ways to cost-effectively balance the portfolio. And that's based on a dividend, by the way, that's grown every year since 2016 at an average annualized growth rate of more than 20%.

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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. The cloud computing company is growing, but it's a long way from achieving profitability, and it doesn't return any money to shareholders.

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. Berkshire spent approximately $38 billion buying Apple stock between 2016 and 2023.

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

APRIL 28, 2024

The activist investor made his fortune by acquiring sizable positions in companies and pushing management to make positive changes that increase shareholder value. Ackman first purchased Chipotle stock back in 2016 after the company experienced a spate of food safety issues which caused the stock to lose half its value.

Hedge Funds 246

Hedge Funds Portfolios Investors Resale 246

The Motley Fool

FEBRUARY 12, 2025

Current shareholders should consider trimming their positions, especially if those positions account for a large percentage of their portfolios. It introduced the 30-minute guarantee in 1984, began accepting online orders in 2004, and debuted the first delivery vehicles with built-in ovens in 2016, among other innovations.

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The Motley Fool

JANUARY 3, 2025

If you are a shareholder, I wish you the best. As I close this one out, I want to remind all of us about the tax consequences of selling. If you do have a big winner, you're going to be paying a big tax bill. If you really stick hard to the math, you have to think through the tax consequences. Thank you for this note.

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Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

DECEMBER 24, 2023

For one, its shareholder returns have been spectacular. Often considered tax havens, these locations are certainly favored by many of the global elite, and Butterfield has had a presence in these markets for well over a century. It is the largest manufacturer of polypropylene and polyethylene in Europe, the No. and the No. and Europe.

Banks 246

Banks Prospects Taxes Shareholders 246

The Motley Fool

MAY 12, 2024

shareholder's meeting was the reduction in its position in Apple (NASDAQ: AAPL) stock. Buffett implied the sale was for tax reasons, possibly in anticipation of higher tax rates in future years. Additionally, Berkshire bought most of its shares between the second quarter of 2016 and the second quarter of 2018.

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Banks Taxes Shareholders Returns 130

The Motley Fool

MAY 23, 2024

He especially likes businesses that return money to shareholders through dividends and stock buybacks. It would be even larger, but the conglomerate recently sold 13% of its position (reportedly for tax reasons). He looks for companies with steady growth, consistent profitability, and strong management teams. Berkshire spent $1.3

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Conglomerates Stakes Banks Portfolios 233

The Motley Fool

AUGUST 5, 2024

Since Berkshire's first investment back in 2016, Buffett has been a celebrated Apple bull, with the consumer electronics giant representing Berkshire's biggest equity holding. When Berkshire first sold a tranche of Apple stock in the first quarter, he suggested the move was made for tax purposes. Say it ain't so, Warren!

Taxes 130

Taxes Stakes Banks Shareholders 130

The Motley Fool

OCTOBER 21, 2024

That would mean even more returns available for shareholders in future years. times net debt to adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). That metric has dropped by 26% since 2016 and is expected to reach 3.9 Image source: Statista. by year-end.

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Debt Amortization Depreciation Earnings Before Interest 130

The Motley Fool

OCTOBER 3, 2024

Earlier this year, in Buffett's 2023 letter to shareholders, he wrote favorably about the dividend growth policies of American Express and Coca-Cola and predicted he would leave his holdings of these two favorites untouched this year. We don't have an exact explanation for these sales. Should you follow?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

NOVEMBER 14, 2024

In late 2015 Kinder Morgan told investors that it was going to increase its dividend by as much as 10% in 2016. Note that this means investors were rewarded with a growing income stream right through the 2016 energy downturn and through the 2020 coronavirus pandemic that proved so difficult for Kinder Morgan to navigate.

Taxes 130

Taxes Shareholders Assets Accounting 130

The Motley Fool

AUGUST 17, 2024

The well-known activist, who describes himself as a fundamental value investor, made a name for himself by taking sizable stakes in companies and pushing leaders to make changes that increase shareholder value. Howard Hughes Holdings delivered record MPC earnings before taxes (EBT) and record operating asset net operating income (NOI).

Portfolios 244

Portfolios Stakes Hedge Funds Investors 244