The Motley Fool

SEPTEMBER 16, 2024

for shareholders. For example, he put a lot of money into Apple (NASDAQ: AAPL) between 2016 and 2018, spending around $36 billion on that stock over the period. Buffett's stated reasoning for that move was that he wanted to take advantage of the current corporate tax rate. That's nearly twice the 10.2% Should you follow Buffett?

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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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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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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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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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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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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 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

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

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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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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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.

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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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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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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

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%

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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

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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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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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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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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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

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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.

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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.

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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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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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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!

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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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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?

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The Motley Fool

DECEMBER 19, 2023

I had owned a few shares of the graphics processing units (GPU) pioneer in the early days of my investing journey but ultimately sold them in an unprovoked bid of tax-loss harvesting in early 2010. Things changed quickly in 2016 when the stock tripled. After that, it just kept getting away from me. Fast forward to early 2018.

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The Motley Fool

SEPTEMBER 14, 2024

At the Berkshire Hathaway annual meeting in May, Buffett signaled that his Apple sales are linked to locking in the current 21% capital gains tax rate, and not due to a loss of faith in the company. He expects the tax rate to go up, considering the current size of the federal deficit. Berkshire started buying Apple shares back in 2016.

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Private Equity Insights

DECEMBER 6, 2023

Third Financial – led by CEO Ian Partington – started out in 2008 as a wealth management software business before moving into the investment platform technology market in 2016 following an investment from PE firm Grafton Capital. Out of its revenues, £3.4m came from its software service arm, £6.2m from its custody platform and £1.4m

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FEBRUARY 5, 2024

It's better than any business we own," he told shareholders at their annual meeting last May. Buffett has consistently added to Berkshire's position in Apple since its initial investment in 2016. There were a few times when Berkshire some shares for tax purposes, but Buffett later called those decisions a mistake.

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The Motley Fool

AUGUST 2, 2024

That should mean bigger dividends for shareholders year after year, all of which should also reflect in the stock's price. The market's fear is a buy signal In its latest letter to shareholders, Brookfield Renewable (NYSE: BEPC) (NYSE: BEP) called itself a "key enabler of one of the most significant growth trends in recent history."

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The Motley Fool

JUNE 5, 2024

That trickled down to increased adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) from $2 million to $40 million and the third straight quarter of positive operating income at $8 million. It's also only been on the stock market for two years and in operation since 2016. FRLPC margin improved by 1.1

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