Warren Buffett

Warren Buffett

Last Update: 09-19-2016

Number of Stocks: 49
Number of New Stocks: 0

Total Value: $129,705 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Warren Buffett Watch

  • Rite Aid Is a Solid Risk Arbitrage Trade

    Rite Aid (NYSE:RAD) is the third-largest drug store retailer in the U.S. and is the target of an acquisition by Walgreens Boots Alliance (NASDAQ:WBA).


    A few months ago, CNBC reported that the FTC is likely to approve the Rite Aid sale to Walgreens Boots Alliance. On Sept. 12 Walgreens provided an update, per the requirements stated by the U.S. Federal Trade Commission; for the acquisition to be closed, both must divest between 500 and 1,000 of its stores. That’ll leave them around 12,000 total stores.

      


  • Ruane Cunniff Cuts Allergan, Berkshire, IBM

    Ruane Cunniff (Trades, Portfolio) is a value investor focused on the intrinsic value of business. It manages a portfolio composed of 118 stocks with a total value of $10.499 billion. During the second quarter the guru traded the following stocks.


    The investor reduced shares in Berkshire Hathaway Inc. Class A (BRK.A) by 19.52% with an impact of -2.78% on the portfolio.

      


  • Where Are the Customers' Yachts?

    Earlier this year, I attended my first Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) meeting that was held in Omaha. During the meeting, Warren Buffett (Trades, Portfolio) described a book, which he claimed that he read back in 1940 when he was 10 years old, called “Where are the Customers' Yachts?" or "A Good Hard Look at Wall Street."


    The book is a fairly fast read at 170 pages. The book was originally published in 1940. It is interesting to note that certain human behavioral tendencies remain the same some 76 years after the book was originally published. It is also clear that our stock analysis through modern information and technolgy has evolved 10-fold compared to the information that was being used nearly eight decades ago.

      


  • 15 Questions with John Szramiak of Vintage Value Investing

    1. How and why did you get started investing? What is your background?


    I got started investing in a sort of roundabout way... actually, I owe it all to Google. In middle school and high school I was probably on Google for several hours every day - searching different topics and learning about whatever I was curious about that day (it was basically my equivalent to hanging out in a library and trying to read every book). I loved Google the search engine and how you could think of any question and then find the answer to it within a few seconds. And I also loved Google the company - its vision, its culture, its philosophy, its other products, and its success.

      


  • 15 Questions With Eric Schleien of Eisco Value Partners

    1. How did you get started investing?


    When I was 14 years old I walked into a Barnes & Noble with my mom and decided to be a big boy and not go to the teens section and I went to the business section instead. Found a book called ​"​The Motley Fool Investment Guide for Teens: 8 Steps to Having More Money Than Your Parents Ever Dreamed Of​." The book had basic financial concepts in it but everything changed for me when I saw a compound interest graph and became obsessed of how to invest. So I started reading about different investors mentioned in the book but the only one that truly made sense to me was Warren Buffett (Trades, Portfolio). Then I started reading books he read when he was younger and down the rabbit hole I went!​

      


  • Determining the Best Growth Rates for a Discounted Cash Flow Model

    Warren Buffett (Trades, Portfolio) once likened valuation to Aesop’s fable, “a bird in the hand is worth two in the bush.” The trick though, he tells us, lies in figuring out how many birds are in the bush, when they will appear, and our certainty of the birds’ existence. Let’s take a closer look at a key valuation input, growth rates, and see if we can better determine how many birds are in the bush.


    Growing Pains

      


  • Wallace Weitz's Largest 2nd-Quarter Trades

    Wallace Weitz (Trades, Portfolio) manages a portfolio composed of 68 stocks with a total value of $2.663 billion. During the second quarter the guru’s largest trades were:


    The investor bought 4,268,970 shares in Liberty SiriusXM Group Class C (LSXMK) with an impact of 4.95% on the portfolio.

      


  • 15 Questions With Wally Weitz

    1. How and why did you get started investing? What is your background?


    As a kid (12) I tagged along to a lunch with a stockbroker. Something about his pitch intrigued me and I bought “How to Buy Stocks” by Louis Engel on the way home. I bought my first stock a few weeks later and was hooked. I went through a charting phase in high school and then discovered Ben Graham while at Carleton College. My only formal training was my economics degree from Carleton.

      


  • Flowers Foods a High-Yield Risk Worth Taking

    There are certain times when being a value investor also implies taking a contrarian approach. However, the terms “value investor” and “contrarian investor” are not always synonymous.


    On the other hand, when faced with a significantly overvalued marketplace like we see today with blue-chip dividend growth stocks, value investing and contrarian investing tend to become one and the same.

      


  • 5 Lessons From Warren Buffett

    Warren Buffett (Trades, Portfolio) is both one of the world’s greatest investors and a figurehead of the investing world. Not only has Buffett achieved exceptional returns for his investors and shareholders over the years, but his wisdom and teachings have helped educate thousands of other investment managers and individual investors over the past four decades.


    The lessons Warren Buffett (Trades, Portfolio) preaches all have their roots in value investing, but over the years Buffett has developed his own style of value investing, building on the roots his former teacher, Benjamin Graham, laid down 80 years ago.

      


  • Warren Buffett Wants You to Read These 3 Letters

    Pivoting away from a scandal involving one of his biggest holdings, Wells Fargo (NYSE:WFC), Warren Buffett (Trades, Portfolio) took some time to discuss a philanthropic initiative he created with Bill and Melinda Gates called The Giving Pledge.


    The pledge calls for the world's billionaires to donate a large majority of their wealth to charities.

      


  • Buffett Stock Wells Fargo Falls Close to 52-Week Low Post-Scandal

    Wells Fargo, a stock beloved by Warren Buffett (Trades, Portfolio), became his only holding besides Sanofi (NYSE:SNY) to fall to its 52-week low price Wednesday after it reported fraud involving fake accounts in its commercial banking. Rare pricing windows on Buffett stocks usually drawn investors, but the impact of the scam at Wells Fargo may obscure Wells Fargo's attractiveness.


    According to the Consumer Financial Protection Bureau, Wells Fargo illegally opened more than 2 million unauthorized deposits and credit card accounts, spurred by sales targets and compensation incentives. The bureau has already slapped a $185 million fine, its highest ever, on the bank.

      


  • 15 Questions With Justin Foeppel

    Justin Foeppel is a financial analyst and value investor based in Palo Alto, California.


    How did you get started investing? What is your background?

      


  • Warren Buffett’s Top 5 High Dividend Stocks

    Warren Buffett (Trades, Portfolio) has said that he never expects Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) to pay a dividend, at least while he's around. That rule hardly applies to Buffett's own investments however.


    Over the last 50 years, Berkshire Hathaway stock has compounded book value by nearly 20% annually, almost always beating the market by big strides over any multi-year period. And while Buffett isn't too fond of dividends—he'd rather the companies reinvest that money if returns are high—a big part of his success has come from dividend stocks.

      


  • Will Buffett Sell Wells Fargo?

    Warren Buffett (Trades, Portfolio) is one of Wells Fargo's (NYSE:WFC) premiere shareholders by not only reputation, but by the size of Berkshire Hathaway's (NYSE:BRK.A)(NYSE:BRK.B) stake. Wells Fargo has been shaken up by a scandal where over 5,000 employees were found to have opened accounts without customer consent in order to meet management quotas. These customers were hit with unjustified fees and unaware these accounts were opened in their names. Faced with this ethical crisis, what will Buffett do?


    This is relevant for three reasons:

      


  • 15 Questions With Matthew Peterson

    Matthew Peterson is a managing partner at Peterson Capital Management. We discuss the investors he admires, hidden assets and fundamental analysis.


    1. How and why did you get started investing? What is your background?

      


  • How to Find Dividend Stocks With Strong Competitive Advantages




    “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.”
      


  • 18 Questions With Dale Wettlaufer

    Dale Wettlaufer  is the founder and CIO of Charlotte Lane Capital Management, as well as an associate professor of business at Columbia Business School. We discuss his research methods, his long/short positions and his view of the central banks.


    How and why did you get started investing? What is your background?

      


  • Sanofi Sues Merck Over Patent Infringement

    French pharmaceutical giant Sanofi SA (NYSE:SNY) filed a lawsuit against Merck & Co. (NYSE:MRK) for supposed patent infringements last Friday.


    The company has taken action in an attempt to prevent its American rival from releasing a competing version of its best-selling insulin Lantus. Sanofi claims Merck’s international division, Merck Sharp & Dohme Corp., violated up to 10 patents held by the company. Among them are its Lantus and SoloStar products.

      


  • Did Warren Buffet Just Call a 2016 Stock Market Crash?

    Numerous gurus have commented on the rising frothiness of the U.S. equity market. The list includes John Hussman (Trades, Portfolio), Ray Dalio (Trades, Portfolio), George Soros (Trades, Portfolio), Jeremy Grantham (Trades, Portfolio) and others. Last month, Carl Icahn (Trades, Portfolio) warned that there was “danger ahead” in the financial markets.


    Today, one publication added one more name to that list: Warren Buffett (Trades, Portfolio).

      


  • Superinvestors of Benjamin Graham

    Benjamin Graham's influence on the investment industry paved the way for a group of investors to become “superinvestors.” Warren Buffett (Trades, Portfolio) discussed the success of Graham’s superinvestors in a 1984 speech titled, “The Superinvestors of Graham-and-Doddsville.


    Columbia Business School

      


  • 15 Questions With Jatin Khemani

    In this conversation, I was fortunate to talk to Jatin Khemani. Khemani has over five years of experience in investment analysis and portfolio management and is the founder and managing director at Stalwart Investment Advisors. We talked about his investing approach, the books that have influenced how he thinks and the scuttlebutt approach.


    How and why did you get started investing? What is your background?

      


  • 15 Questions With David Schneider of Nomadic Investor

    Today, I talked to David Schneider of the Nomadic Investor. The Nomadic Investor is a research site that finds business and investment opportunities worldwide. David talked about having patience and not chasing investment opportunities, what he expects from an investment, as well as why young people should not start out investing in stocks


    1. How did you get started investing? What is your background?
      



  • Wells Fargo Takes a Hit: What Will Warren Buffett Do Now?

    If there is one thing I have learned about investing in stocks, it is to expect the unexpected.


    Life is filled with uncertainty and surprises, and companies in our investment portfolios are no different.

      


  • 11 Billionaire Investors on Debt and Finance

    There’s no better place to look for financial advice than from the winners of the game. While leverage (debt) can be perceived as a useful tool, you may be surprised at what billionaires think about it.


      


  • 5 Most-Bought Stocks of All Large Funds in the US - Apple Tops List

    Apple defied its naysayers to rise 10.3% this week, including a 3.5% gain Thursday on positive news about its iPhone 7 sales. The benefit from the upturn will have widespread benefit for portfolio managers, as Apple (NASDAQ:AAPL) was the most-purchased S&P 500 stock of all large funds in the U.S. in the second quarter.


    Of approximately 4,500 firms managing more than $100 million, 1,177 bought or added to a position in Apple, according to GuruFocus data.

      


  • David Winters Sells Coca-Cola in 2nd Quarter

    David Winters (Trades, Portfolio) of Wintergreen Advisors extended three ongoing investment trends in the second quarter, divesting a stock that had been reduced gradually for more than a year and trimming two others that had been reduced since at least the start of this year.


    The guru sold out a 318,485-share holding in Coca-Cola (NYSE:KO), a carbonated soft drink maker based in Atlanta, for an average price of $45.21 per share. The divestiture had a -5.3% impact on the portfolio.

      


  • Sales of iPhone 7 Helping Apple’s Stock

    Since Apple’s (NASDAQ:AAPL) release of the iPhone 7 on Sept. 9, the stock has gained 6.78%. Year to date the stock is up 9.28%. Apple’s iPhone 7 sales have been a leading catalyst helping the stock to gain, and analysts are boosting their sales estimates helping to improve its outlook even more.


    Apple announced on Sept. 15 the iPhone 7 Plus had sold out, and the iPhone 7 was also sold out in jet black. Credit Suisse increased its sales estimate for the iPhone to 215 million in 2016 and 221 million in 2017. Estimates are up from 208 million for 2016 and 217 million for 2017. At the newly estimated pace, annual unit sales growth for the iPhone would improve to -7%.

      


  • Warren Buffett Keeps Buying Phillips 66

    Warren Buffett (Trades, Portfolio) purchased 1,019,974 shares of Phillips 66 (NYSE:PSX) for $77.21 per share on Sept. 14. With this transaction, the CEO of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) owns 80,671,982 shares of the oil refining company.


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  • 15 Questions With Jason Rivera

    Today, I had the pleasure of having a conversation with Jason Rivera. Jason tells us his favorite books, the investors he looks up to, the books he recommends, as well as his findings in the OTC market.


    How did you get started investing? What is your background?

      


  • 11 Questions With Asian and APS Investor Sid Choraria

    Today, I had the opportunity of speaking with Asian Equities investor Sid Choraria. We talk about his experience with Goldman Sachs, Asian markets and negative interest rates, as well as the investors and experiences that influenced him.


    What is your background?

      


  • What Does Warren Buffett See in IBM?

    What does Warren Buffett (Trades, Portfolio) see in International Business Machines (NYSE:IBM)? It’s the question the investing community has been asking ever since the Oracle of Omaha began acquiring shares in Big Blue several years ago.


    Indeed, Buffett’s buying of IBM first raised eyebrows because he has said in the past that he will never enter the tech sector as it is an industry he doesn't understand. Buffett has apparently changed his mind.

      


  • Predictable Companies Increase Value Opportunities

    During the 2008 financial crisis, many investors suffered great losses as the stock market tumbled to historical lows.


    However, the aftermath of the crisis presented good opportunities to “buy good stocks at fair prices,” the core of Warren Buffett (Trades, Portfolio)’s investing strategy. After backtesting Buffett’s strategy for the 10-year period from 1998 to 2008, GuruFocus discovered that predictable companies generally outperformed companies that experienced operating losses in the past 10 years.

      


  • On Long-Term Systematic Investing

    I started Sure Dividend to help individual investors invest better.


    Does that mean I’m some sort of stock-picking guru? I will be the first to tell you that I am not.

      


  • What Does Warren Buffett See in IBM?

    What does Warren Buffett (Trades, Portfolio) see in IBM (NYSE:IBM)? It’s the question the investing community has been asking ever since the Oracle of Omaha began acquiring shares in Big Blue several years ago.


    Indeed, Buffett’s buying of IBM first raised eyebrows because he has said in the past that he will never enter the tech sector as it is an industry he does not understand. Buffett has apparently changed his mind.

      


  • 5 Lessons From Michael Burry

    Dr. Michael Burry is a value investor and founder of Scion Capital. He shot to fame in 2008 after becoming one of the first fund managers to bet against the subprime housing market, a story later told in the 2015 film "The Big Short."


    Before Burry made a name for himself predicting the end of the financial world as we knew it, he was a devoted value investor. After spending several years trading on his own and running an investment blog, Burry started his hedge fund, Scion Capital in 2001. Burry’s stock picking skills immediately began to clock up impressive returns for investors.

      


  • 15 Questions With Tom Jacobs

    Today we are interviewing investing author Tom Jacobs. We talk about how he got his start in the market, the first stock he ever bought as well as the bargains he is finding in today's market.


    1. How did you get started investing?

      


  • Guru Buys Barclays, Office Depot, Morgan Stanley

    HOTCHKIS & WILEY was established in Los Angeles in 1980. In both the first and second quarters the guru bought shares in the following stocks:


    Barclays PLC ADR (BCS)

      


  • Disney Is a Stock Buffett Should Buy

    The Walt Disney Company (NYSE:DIS) is by many respects the best brand on earth. Here is a run down: ESPN, ABC, Disney Parks, Lucasfilm, Pixar and consumer products.


      


  • 15 Questions With Scott Thompson

    Today we talk to Scott Thompson, chairman and CEO of Ameritrust Group and author of "Art & Science of Value Investing." Thompson is a devoted disciple of the strategies of Warren Buffett and is an investor in high-quality undervalued real estate assets.


    1. How did you get started investing? What is your background?

      


  • 14 Questions With Nicholas Bodnar

    Today we are interviewing Nano-cap, micro-cap, deep value and contrarian investor Nicholas Bodnar. We talk about how he got started investing, his investment strategy, his love of microcap stocks as well as the books and people that influenced him


      


  • Berkshire Hathaway Is Still a Great Stock Buy

    Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) is a company that splits opinions in the investing community. Most value investors are happy to own shares in the conglomerate, following Warren Buffett (Trades, Portfolio)’s lead. On the other hand, growth investors and some value investors avoid Berkshire Hathaway due to its industrial roots and key man risk.


    But while Berkshire stock splits opinions among investors, there is no denying that over the years, Warren Buffett (Trades, Portfolio) has achieved the best returns around for his investors. Since 1965 to December 2015, Berkshire’s shares have returned 20.8% per annum for a cumulative gain of 1,598,284%, compared to an overall gain for the S&P 500 with dividends included of 11,335%. Over the same period, Berkshire’s book value has increased by 19.2% per annum, or 798,981% on a cumulative basis.

      


  • When and Where to Start Investing

    Decision paralysis is the inability to make a decision. Nearly everyone has suffered from decision paralysis or analysis paralysis before.


    This is especially prevalent with investors new to the stock market.

      


  • Dodge & Cox Exits Time Warner Cable, Buys MetLife

    Dodge & Cox was founded in 1930, by Van Duyn Dodge and E. Morris Cox. During the second quarter the guru’s most heavily weighted trades were as follows:


    The guru closed its stake in Time Warner Cable Inc. (TWC) with an impact of -3.65% on the portfolio.

      


  • Hedge Funds Push Back on Buffett With Index Beat in August

    Hedge funds posted their sixth consecutive month of gains in August, beating world equities and pushing back on arguments that their fees do not justify performance as their returns slumped over the past year.


    The HFRI Fund Weighted Composite Index rose 0.4% for the month, beating the 0.12% gain for the S&P 500, Hedge Fund Research reported. Year to date, the HFRI index rose 3.5%, still lagging the 5.67% return of the S&P 500. Funds benefited primarily from lower market volatility, a resurgence in energy and basic materials stocks, and activist strategies.

      


  • The 6 Principles of Value Investing

    The world of investing can be a complicated place to navigate. Where do you start? For beginners, the sheer volume of information available to them on the internet has only served to make the process more complex and increase confusion.


    Moreover, it appears that most investment strategies are now called value strategies, even though they have little in common with the traditional value strategies laid out by the likes of Benjamin Graham and Walter Schloss.

      


  • How Investing Has Changed in the Information Age

    Investing has evolved over the last few decades to utilize the impact of new technological advances. No longer must investors dig deep into earnings reports to make sound investment decisions.


    There are several platforms now offering such information that’s already analyzed and ready for use when making investment decisions. A good example is GuruFocus, where among other forms of investment data, investors can also get tips on the latest gurus and insider positions.

      


  • Book Review: Deep Value

    With "Deep Value," Tobias Carlisle, founder of Carbon Beach Asset Management LLC, makes the most compelling case for value investing since Graham and Dodd.


    Using captivating case studies and strong academic research, he promotes a strategy which seeks stocks ripe for activist takeovers. The idea is that one catalyst or another will eventually close the gap on the discount between market price and intrinsic value.

      


  • US Stock Market Stays Significantly Overvalued

    With a total market cap / gross domestic product ratio of 122.3%, the U.S. stock market is still significantly overvalued as of Sept. 1. Based on this ratio, the stock market is expected to return 0% per year for the next eight years, including dividends.


    Market valuations still follow expected trends

      


  • Net Interest Margins: Source of Economic Stimulus


    The oft forgotten and abused financial sector may finally be ready for a breakout and the effects of an interest rate hike in September could possibly be a source of economic stimulus for the economy. It all comes down to net interest margins for the banks, the difference between the cost of capital and the income from interest received by other banks and debtors, a number greatly controlled by the Federal Funds rate. The higher this number rises, the more willing banks are going to be to form more traditional lending syndicates that help to finance small businesses and construction loans. The net interest margin is defined as; (Net Interest Income-Net Interest Expense)/Average Interest Earning Assets.

      


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