Berkshire Hathaway Inc News and Headlines -

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Guru's firm buys one new stock, cuts down Berkshire Hathaway position

Wallace Weitz (Trades, Portfolio), head of Weitz Investment Management, disclosed his first-quarter portfolio earlier this week.

When picking stocks, the guru's Omaha, Nebraska-based firm combines Benjamin Graham's principles of price sensitivity and insistence on margin of safety with a conviction that qualitative factors that allow the company to control its future can be more important than statistical metrics like book value and earnings.

In his first-quarter letter, Weitz observed that the "reopening" trade that was kickstarted by positive vaccine trials in November continued into the new year, while "'stay at home' winners took a breather."

"With

0 Views    Sydnee Gatewood    2021-05-14 16:57
According to Jain, the insurance company fell behind in risk pricing

Berkshire Hathaway's (BRK.A) (BRK.B) GEICO is the second-largest auto insurer in the U.S. According to S&P Global, GEICO controlled 13.6% of the market at the end of 2020. It was second only to State Farm, which finished the year with a 16.2% share of the market, up from 16.1% in the prior year.

With a 13.3% market share, coming in third place was Progressive (PGR), which was up from 12.2% at the end of 2019, making the company the fastest growing of the three. Not only is Progressive the faster-growing company, but it's also far better at underwriting than GEICO.

0 Views    Rupert Hargreaves    2021-05-14 16:11
Market observations from GuruFocus' founder and CEO

Starting this week, I will be writing a weekly column on the market. Over the years, I have put most of my effort into the technology side of GuruFocus, though I still wrote my book, "Invest Like a Guru." I have spent more time observing the market lately. I hope that by sharing my observations of the market, it will help our GuruFocus community. Please do follow me here on GuruFocus.com.

I cannot start this column by overlooking that the once red-hot ARK Innovation ETF (ARKK) dipped below $100 for the first time since last November. ARKK is now

4 Views    GuruFocus    2021-05-14 13:51
Investment company Harspring Capital Management, LLC (Current Portfolio) buys Stamps.com Inc, Zillow Group Inc, Alphabet Inc, Enova International Inc, PAR Technology Corp, sells Ubiquiti Inc, Change Healthcare Inc, LGI Homes Inc, Wells Fargo, Cardlytics Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Harspring Capital Management, LLC. As of 2021Q1, Harspring Capital Management, LLC owns 32 stocks with a total value of $551 million. These are the details of the buys and sells.
0 Views    insider    2021-05-14 11:38
Palo Alto, CA, based Investment company Sand Hill Global Advisors, LLC (Current Portfolio) buys American Tower Corp, Intel Corp, Chevron Corp, Fidelity National Information Services Inc, CRISPR Therapeutics AG, sells Vanguard Intermediate-Term Bond ETF, AT&T Inc, Verizon Communications Inc, Brown-Forman Corp, MongoDB Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Sand Hill Global Advisors, LLC. As of 2021Q1, Sand Hill Global Advisors, LLC owns 135 stocks with a total value of $1.5 billion. These are the details of the buys and sells.
0 Views    insider    2021-05-14 03:38
Investment company Weitz Investment Management Inc (Current Portfolio) buys AutoZone Inc, Fidelity National Information Services Inc, Dun & Bradstreet Holdings Inc, sells Berkshire Hathaway Inc, Diageo PLC, CarMax Inc, Oracle Corp, Summit Materials Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Weitz Investment Management Inc. As of 2021Q1, Weitz Investment Management Inc owns 57 stocks with a total value of $2.2 billion. These are the details of the buys and sells.
0 Views    insider    2021-05-13 21:38
The company still has exposure to the aviation industry

At this year's annual meeting of Berkshire Hathaway (BRK.A) (BRK.B) shareholders, Warren Buffett (Trades, Portfolio) spoke at length about his decision to sell the company's airline investments last year.

The group went into the pandemic owning as much as 10% in some of the largest airlines in the U.S. A few months into the outbreak, Buffett decided to dump these positions.

Selling airline stocks

He explained during the annual meeting that one of the reasons why he decided to sell is that the government might have refused to bail out these businesses had Berkshire remained a

199 Views    Rupert Hargreaves    2021-05-13 18:16
Investment company Shakespeare Wealth Management, Inc. (Current Portfolio) buys Premier Financial Bancorp Inc, Abbott Laboratories, Berkshire Hathaway Inc, Fifth Third Bancorp, sells Associated Banc-Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Shakespeare Wealth Management, Inc.. As of 2021Q1, Shakespeare Wealth Management, Inc. owns 71 stocks with a total value of $237 million. These are the details of the buys and sells.
0 Views    insider    2021-05-13 17:38
Formulas may be insufficient in determining a company's worth

There are an infinite number of ways to value a stock. For example, some investors choose to discount forecast future cash flows to their present value to determine a company's intrinsic value. Meanwhile, other investors may use ratios such as price-earnings or price-to-book to assess whether a firm offers good value for the money.

However, using one method in isolation may lead to an inefficient allocation of capital. Valuing a company may require an investor to take a wide range of factors into account. Indeed, Berkshire Hathaway (BRK.A) (BRK.B) vice chairman Charlie Munger (Trades, Portfolio) discussed this

32 Views    Robert Stephens, CFA    2021-05-13 15:41
Equities look set to outperform fixed-income securities

Low interest rates have had a positive impact on the stock market's performance in recent months. They have increased the appeal of shares through having a lower discount rate when calculating the present value of future cash flows. This has allowed higher valuations to emerge across many industries and sectors.

In addition, low interest rates have made other assets, such as bonds, far less appealing on a relative basis. Indeed, it is now difficult to obtain an inflation-beating yield from fixed-income securities. This has increased the relative appeal of stocks.

This point was highlighted by Berkshire Hathaway (BRK.A) (BRK.B) chairman

62 Views    Robert Stephens, CFA    2021-05-13 14:33
Investment company Roble, Belko & Company, Inc (Current Portfolio) buys Vanguard Extended Market Index ETF, Alphabet Inc, Qualcomm Inc, FedEx Corp, Vanguard Russell 2000 Index Fund, sells Vanguard Mid-Cap ETF, Vanguard Short-Term Corporate Bond ETF, iShares Broad USD High Yield Corporate Bond ETF, Protective Insurance Corp, Archer-Daniels Midland Co during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Roble, Belko & Company, Inc. As of 2021Q1, Roble, Belko & Company, Inc owns 324 stocks with a total value of $412 million. These are the details of the buys and sells.
  • New Purchases:
0 Views    insider    2021-05-12 23:38
Investment company Quadrant Capital Group Llc (Current Portfolio) buys Vanguard Real Estate Index Fund ETF, JPMorgan Chase, Berkshire Hathaway Inc, Gilead Sciences Inc, UnitedHealth Group Inc, sells VEREIT Inc, KB Home, VanEck Vectors Fallen Angel High Yield Bond ETF, Citigroup Inc, FLIR Systems Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Quadrant Capital Group Llc. As of 2021Q1, Quadrant Capital Group Llc owns 2428 stocks with a total value of $612 million. These are the details of the buys and sells.
0 Views    insider    2021-05-12 23:38
A look at the group's reinsurance division

In a previous article published ahead of Berkshire Hathaway's (BRK.A) (BRK.B) annual meeting earlier this month, I noted that one of the things I would be keeping an eye on in the meeting was any comments from the group's leadership about the general environment in the insurance market.

With Berkshire's head of insurance, Ajit Jain, joining Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio) on stage, it was indeed an excellent opportunity to learn more about the conglomerate's insurance business, which has been responsible for most of the group's growth over the past

479 Views    Rupert Hargreaves    2021-05-12 16:24
A simple buy-and-hold strategy can produce high returns

Berkshire Hathaway (BRK.A) (BRK.B) chairman Warren Buffett (Trades, Portfolio)'s 2021 letter to shareholders reminded investors of the importance of having a long-term approach. In typical Buffett style, he used a simple analogy that highlights the value of thinking beyond the short run. He said:

"Ownership of stocks is very much a 'positive-sum' game. Indeed, a patient and level-headed monkey, who constructs a portfolio by throwing 50 darts at a board listing all of the S&P 500, will – over time – enjoy dividends and capital gains, just as long as it never gets tempted to make

427 Views    Robert Stephens, CFA    2021-05-12 15:10
Low interest rates could make shares more attractive

Berkshire Hathaway (BRK.A) (BRK.B) chairman Warren Buffett (Trades, Portfolio) was asked for his views on present day company valuations at the 2021 annual shareholder meeting. Specifically, he was asked about the "crazy valuations" of technology stocks, such as Berkshire's holding in Apple (AAPL), that have made large gains over the past few years. In response, he said:

"If present (interest) rates were destined to be appropriate, if the 10 year (yield) should really be at the price it is, those companies that the fellow mentioned in this question, they're a bargain. I mean, they have the

7804 Views    Robert Stephens, CFA    2021-05-12 15:01
Hong Kong, K3, based Investment company Fosun International Ltd (Current Portfolio) buys Butterfly Network Inc, Oncorus Inc, Taiwan Semiconductor Manufacturing Co, Trip.com Group, International Flavors & Fragrances Inc, sells iShares iBoxx USD Investment Grade Corporate Bond , iShares 1-3 Year Credit Bond ETF, iShares U.S. Credit Bond ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares 0-5 Year High Yield Corporate Bond ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Fosun International Ltd. As of 2021Q1, Fosun International Ltd owns 176 stocks with a total value of $1.1 billion.
0 Views    insider    2021-05-12 07:38
Concord, NH, based Investment company D L Carlson Investment Group Inc (Current Portfolio) buys The Mosaic Co, AT&T Inc, American Airlines Group Inc, Berkshire Hathaway Inc, Archer-Daniels Midland Co, sells Roku Inc, Advanced Micro Devices Inc, Generac Holdings Inc, Twitter Inc, Square Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, D L Carlson Investment Group Inc. As of 2021Q1, D L Carlson Investment Group Inc owns 137 stocks with a total value of $543 million. These are the details of the buys and sells.
  • New Purchases: MOS, T,
0 Views    insider    2021-05-11 21:38
To say that we were surprised by some of the discussion at the Berkshire Hathaway annual meeting would be an understatement

"But it is not a price sensitive economy right now in the least. And I don't know exactly how one shows up in different price indices, but there's more inflation going on, quite a bit more inflation going on that people would have anticipated just six months ago or thereabouts." – Warren Buffett (Trades, Portfolio)

"Yeah. And there's one very intelligent man who thinks it's dangerous and that's just the start." – Charlie Munger (Trades, Portfolio)

To say that we were surprised by some of the discussion at the Berkshire Hathaway

885 Views    Smead Capital Management    2021-05-11 18:33
They look like bargain opportunities

One way to unearth value opportunities is to screen for stocks that are trading below their Graham Number, as such stocks could be trading at discount to their intrinsic value. The Graham Number is calculated as the square root of "earnings per share times book value per share times 22.5."

Thus, investors could be interested in the following stocks, as they are trading below their Graham Numbers.

Berkshire Hathaway Inc

The first stock investors could be interested in is Berkshire Hathaway Inc (BRK.A) (BRK.B), an Omaha, Nebraska-based international conglomerate holding company.

At close on Monday, the price was $439,460

51 Views    Alberto Abaterusso    2021-05-11 16:55
Buffett has lots of cash with which to search for deals

Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway (BRK.A) (BRK.B) has a tremendous amount of cash on its balance sheet. The conglomerate has been stockpiling cash since its last major acquisition in 2016.

As a result, even though it has spent nearly $30 billion buying back its own shares during the past 12 months, the cash pile has continued to grow.

The growing cash pile

In the first quarter, Berkshire's cash rose 5.2% from three months earlier to a near-record $145.4 billion at the end of March. This cash hoarding has attracted some criticism. Rather than retaining so

946 Views    Rupert Hargreaves    2021-05-11 16:18

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