The Motley Fool

SEPTEMBER 28, 2024

The legendary investor has been a net seller of stocks for seven consecutive quarters. But one of them still looks like a great pick for income investors. The 94-year-old investor reduced Berkshire's position in Chevron (NYSE: CVX) by 3.6% However, there are periods when he's liked them less. Now is one of those times.

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The Motley Fool

SEPTEMBER 19, 2023

While that stake is only worth about 1% of Berkshire's total portfolio, the investment conglomerate owns over 12% of HP shares overall. Here's the likely reason Buffett made the choice, why it hasn't worked out so well, and what investors can learn. But I believe Buffett bought the wrong HP stock, at least up until this point.

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The Motley Fool

JULY 28, 2024

That value investing strategy has paid off wonderfully for Berkshire and its investors. In his most recent letter to shareholders, Buffett suggested another stock that should perform better than the average American company, and it could turn out to be a great value stock for investors. in that time. Image source: The Motley Fool.

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The Motley Fool

MARCH 2, 2024

The multibillionaire continues to own many great stocks that other investors should like, too. I'd argue that the company's prospects are better now, too. homebuilder in the fourth quarter, but the conglomerate's portfolio still includes two homebuilders. Buffett isn't as much of a value investor as he used to be.

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The Motley Fool

DECEMBER 3, 2024

in 1965, Buffett has delivered 20% annually to its investors. Chubb One staple in Buffett's Berkshire Hathaway conglomerate is its investments in insurance companies. In 1995, Berkshire Hathaway acquired Geico, and the conglomerate continues to add insurance companies to its investment portfolio. million today!

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The Motley Fool

AUGUST 18, 2024

There's good news if you're in that group: Berkshire Hathaway's portfolio offers several great ideas for cash-strapped investors. Sure, the prospects of the Federal Reserve reducing interest rates could cause BofA's net interest income to decline. Note, though, that the Japanese conglomerate trades via two over-the-counter stocks.

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Conglomerates Banks Stakes Shareholders 189

The Motley Fool

MAY 25, 2024

Just because the legendary investor isn't putting Berkshire's money to work doesn't mean you shouldn't put yours to work in the market. One number in Amazon's first-quarter results sums up why investors like the stock so much these days: 229%. Marubeni is a huge Japanese conglomerate. The stock soared nearly 81% last year.

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The Motley Fool

OCTOBER 16, 2024

Investors have largely ignored Chinese companies in recent years amid challenges such as the tech crackdown by the Chinese government, and its deteriorating relationship with the U.S. Lately, however, the vast stimulus package announced by the Chinese government has brought Chinese companies back on investors' radar.

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The Motley Fool

JULY 28, 2024

Thanks to his unbelievable track record of allocating capital as the longtime CEO of Berkshire Hathaway , it's not a shock that Warren Buffett is one of the most closely watched investors out there. The conglomerate has dozens of holdings, but there's a single position that stands out. Investors appear to be taking a bit of a breather.

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The Motley Fool

JULY 20, 2023

Johnson & Johnson (NYSE: JNJ) and IBM (NYSE: IBM) both released their latest financial results, and investors were quite pleased with what they saw from both companies. The healthcare conglomerate reported second-quarter financial results that gave its shareholders just about everything they had wanted to see. near midday on Thursday.

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The Motley Fool

NOVEMBER 26, 2023

Warren Buffett remains a value investor at heart. The conglomerate's stake in BofA is currently worth a whopping $30.6 billion worth of Oxy shares, enough to make it the conglomerate's sixth-largest holding. Berkshire's stake in the Japanese conglomerate totals nearly $5.6 However, Buffett still loves to find bargains.

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The Motley Fool

NOVEMBER 14, 2024

The legendary investor also loaded up on Sirius XM Holdings. So does this make Berkshire Hathaway a no-brainer buy right now for other investors? Its energy businesses have solid prospects. However, I nonetheless believe the stock will deliver solid gains for investors over the long run. billion this year.

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The Motley Fool

JUNE 23, 2024

Last month, Japanese conglomerate Sony Group (NYSE: SONY) announced a 5-for-1 stock split. Although stock-split stocks can carry interesting investment prospects, there are some important details smart investors might want to unpack before loading up on the company's stock. Image Source: Getty Images 1. SONY data by YCharts.

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The Motley Fool

FEBRUARY 28, 2024

Warren Buffett is widely considered to be one of the most successful investors in history. But that's just one of the conglomerate's many success stories. The conglomerate has the financial results to back up those substantial gains. A number of factors will probably work in the conglomerate's favor as the year progresses.

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The Motley Fool

DECEMBER 11, 2023

However, he could be in for some great news if they're right about one of the conglomerate's holdings. Seaport Global really likes the prospects for Liberty Live, but it's the lone analyst surveyed by LSEG that covers the stock. What I do believe, though, is that it isn't the best Buffett stock to buy for long-term investors.

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The Motley Fool

SEPTEMBER 11, 2024

Investors, in general, have concerns about the ongoing political tension between the U.S. However, such a pessimistic attitude toward these companies captures the interest of contrarian investors. Opportunities and risks The vast differences in business models mean that the prospects of Baidu and JD will depend on different factors.

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The Motley Fool

FEBRUARY 18, 2024

Through the ups and downs, investors by and large have remained positive. The top FAANG stock has soared over 40% since the start of 2023 as investors have sought to ride the momentum of strong returns. However, one critical metric should give investors pause. The elevated valuation implies high expectations from investors.

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The Motley Fool

SEPTEMBER 15, 2023

Despite Microsoft's solid stock return, investors are optimistic that the future remains even brighter for the company as it rides megatrends like cloud computing, artificial intelligence (AI), and more. Still, there are good reasons to be optimistic about Microsoft's prospects in the coming years. and Microsoft wasn't one of them!

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The Motley Fool

OCTOBER 8, 2024

The legendary investor and his team sold 11 stocks owned by Berkshire Hathaway in the second quarter. Many investors also took note of the fact that Buffett continued to downsize Berkshire's position in Bank of America. Analysts like strong growth prospects even more than previous growth. Snowflake impresses on this front, too.

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The Motley Fool

JANUARY 14, 2024

And it's a good place for investors to look for large-cap growth stocks. Tesla is still a high-growth story stock Lee Samaha (Tesla): There can't be many companies like Tesla that hold a 56% share of their core market but are still worth buying for their high growth prospects. But it's hardly the only game in town.

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The Motley Fool

OCTOBER 18, 2024

Many investors (including me) have observed that Warren Buffett has built a massive cash stockpile for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Does this mean the legendary investor can no longer find any stocks he likes? Last year, Buffett had the conglomerate repurchase a whopping $9.2 Not at all. billion of its shares.

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The Motley Fool

JULY 14, 2024

from a sleepy textile company into a conglomerate with a wide range of investments and subsidiaries. Two Berkshire holdings, Coca-Cola (NYSE: KO) and Moody's (NYSE: MCO) , still offer investors nice return potential. While it seems unlikely that the company can grow quickly at this stage, the stock appeals to dividend investors.

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The Motley Fool

SEPTEMBER 25, 2024

Demand for its most powerful graphics processing units (GPUs) has been off the charts, and investors have cheered on the stock accordingly. That said, many use cases for AI remain largely overlooked by investors. If investors are looking for a high-growth opportunity in healthcare AI, I see Eli Lilly as the best choice.

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The Motley Fool

SEPTEMBER 3, 2024

conglomerate just hit a market capitalization of $1 trillion for the first time, joining rare air occupied only by Microsoft , Nvidia , Apple , Alphabet , Amazon , and Meta Platforms. Most investors are probably familiar with Buffett's legend as Berkshire has delivered a compound annual return of 19.8% Keep reading to see why.

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The Motley Fool

NOVEMBER 17, 2024

Buffett highlighted eight stocks in his latest letter to Berkshire Hathaway shareholders that he expects the conglomerate to own "indefinitely." Why does the legendary investor like Occidental so much? I'm cautiously optimistic about the prospects for the company's carbon capture technology. Occidental was in the group.

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The Motley Fool

JULY 21, 2023

In response, the management team has broken the conglomerate into six independent units, each charting its own path forward. Not all investors are eager to own Alibaba's spinoffs When Alibaba announced its intent to set up six business units and let each of them chart its own path, it made a lot of sense. What should investors do now?

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The Motley Fool

JANUARY 18, 2024

The tech conglomerate formerly known as Google influences the entire digital landscape, starting from a distinct background of online search and advertising. Yet, the smaller company has a lot in common with the storied Google parent and may one day evolve into a similar cross-industry conglomerate. Let me show you how.

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The Motley Fool

AUGUST 11, 2024

It's not just the steep downward descent in prices that has crypto investors worried -- it's also the speed and velocity at which it occurred. Both cryptocurrencies have been around for more than a decade, showing their serious staying power, and both have delivered unparalleled returns to investors over that time period.

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The Motley Fool

MARCH 23, 2024

The remainder of the difference is rooted in something else well worth understanding, since it has implications for all investors, particularly for investors that like to borrow the occasional stock pick from Buffett. It's a conglomerate that just so happens to use much of its idle cash to hold stocks of publicly traded companies.

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The Motley Fool

JULY 5, 2024

But the sprawling conglomerate also has a gargantuan $394 billion public equities portfolio as well, headed by the Oracle of Omaha. Investors would be wise to peek at Berkshire's holdings to find potential portfolio ideas. It's currently the third-largest holding for Berkshire, with the conglomerate owning a sizable 21.1%

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The Motley Fool

NOVEMBER 17, 2024

The updates show the stocks that Buffett's conglomerate has bought and sold in the previous quarter. Buffett has also been a major investor in Coca-Cola , which counts restaurants as a key customer base. Buffett-watchers know that the Oracle of Omaha is a committed value investor. Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

DECEMBER 29, 2023

The industrial conglomerate has long been a fascinating investment proposition. yield, it's easy to see why 3M (NYSE: MMM) will attract income-seeking investors. 3M isn't perfect The industrial conglomerate is far from perfect. Nevertheless, it is a real possibility and hangs over the stock's prospects. billion to $12.5

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The Motley Fool

AUGUST 7, 2024

Investors recently switched lanes from inflation concerns to outright recession fears after a stream of weak economic data followed the Federal Open Market Committee's (FOMC) decision to hold interest rates steady until September. Investors began flocking to defensive investments, including stocks of recession-resistant businesses.

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The Motley Fool

AUGUST 16, 2023

Q2 update last week revealed the conglomerate was a net seller of stocks to the tune of nearly $8 billion. How they stack up Buffett's primary considerations when he buys a stock are valuation and earnings growth prospects. Horton, Lennar, and NVR should have strong long-term growth prospects. Lennar Group 10.32 However, D.R.

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The Motley Fool

APRIL 1, 2024

Factoring in its strong growth prospects makes Ally's price-to-earnings-to-growth (PEG) ratio of 0.91 Kraft Heinz Kraft Heinz (NASDAQ: KHC) checks off several boxes for investors. The reason it's not higher on the list is the company's growth prospects are underwhelming. look especially appealing.

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The Motley Fool

MARCH 29, 2024

General Electric (NYSE: GE) remains a household name after generations as a mega-conglomerate that dabbled in many industries, from home appliances to healthcare. From conglomerate to niche company General Electric nearly went bankrupt when its financial arm was caught up in the financial crisis. Should investors buy the stock?

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The Motley Fool

MARCH 23, 2024

Warren Buffett and David Tepper might not seem to have a lot in common -- aside from the fact that they're both wildly successful investors. It's by far the biggest position for Berkshire, accounting for nearly 43% of the conglomerate's portfolio. Buffett is much more cautious by nature and usually shies away from tech stocks.

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