|Day Low/High||279.76 / 284.71|
|52 Wk Low/High||221.26 / 295.65|
From lollipops to locomotives, Warren Buffett's has a full buffet of topics to address Saturday.
The fact that Amazon is +$60/share today on a purchase by Berkshire Hathaway of at least five weeks ago (it probably was put on 2-3 months ago) is testimony to an increasingly speculative and complacent market. I could call it something else (silly ...
Amazon is hurtling toward a $1 trillion valuation after getting a big endorsement from the Oracle of Omaha.
Putting the BLS nonfarm payrolls into perspective, and how I am thinking about Planet Fitness after earnings.
"You do not want to give Jeff Bezos a seven-year head start." - Warren Buffett. Berkshire Hathaway (May, 2017) Though the purchase was from one of The Oracle of Omaha's kids (either Todd Combs or Ted Weschler), Warren Buffett's imprimatur was bestow...
Investors attempting to select between the two stocks have a fairly straightforward choice.
These 12 companies likely saw their shares hurt by tax-loss selling at the end of 2018, but most are outperforming the market so far this year.
Sometimes an attractive high-growth name will come to you rather than you having to chase it.
Warren Buffett's big bet on kidney dialysis provider DaVita may finally be primed to start paying off, albeit after five frustrating years of negative returns.
It has become almost too onerous to own something that could be in Amazon's crosshairs.
More is being shared of Buffett's conversation with CNBC's Becky Quick and the topic is Apple's move into streaming video and entertainment. Of course, Buffett would like Apple to succeed, after all, AAPL is the largest holding in Berkshire Hathaway...
Does Berkshire Hathaway still offer value for investors?
Investment experts pick their top bets in the airline sector.
UBS lowers its price target of Berkshire Hathaway this morning. The A shares price target goes from $387,500 to $364,500, and the B shares goes from $258 to $243.
No one wants a Kraft Heinz moment.
Cash is a lazy asset, but the genesis of Berkshire's underperformance has been choosing the wrong investments.
That's not to say that KHC won't recover, but that said recovery may be drawn out, and shares could head lower from here.
* Strong operating results seen, adjusted for the accounting (and loss) from marketable securities * More flaws became apparent in the company's investing portfolio - as moats in several large positions have been damaged (most notably Kraft Heinz) *...
Someone at Berkshire needs to step up and produce a mea culpa on Kraft Heinz.
So far there is no bounce in Kraft Heinz which is not a good sign.
Why does it always make me feel uncomfortable when my plan diverges from Warren Buffett's?
As much as I abhor the firm's prior business practices, I've got to give the numbers their due.
Healthcare is attracting some very healthy competition among mega-cap names.
Reward appears to far outweigh risk from the $46 to $47 price point.
* All views are not equal * Nearly every investment view has a different level of conviction * Four principal factors have changed the predictability of investment outcomes * The only certainty is the lack of certainty "The best lack all conviction,...
Apple has fallen back to Earth in recent months and made an impact on a number of companies in doing so.
I see no reason to buy Apple and get in front of the share price decline unless a material new product offering is delivered.
* Apple's abrupt and sizable preannouncement heralds the end of the company's growth and best days * Apple pushed the envelope of demand elasticity * The miss is a sign that the dangerous path of China/U.S. trade negotiations may lead the U.S. into ...
Here are some lessons/conclusions/concerns from Apple's lower guidance: * Be skeptical of company buybacks -- as I suggested in this afternoon's post. * Don't automatically follow the "whales," even Warren Buffett's Berkshire Hathaway (Berkshire has...
"Yeah, baby, yeah." - Austin Powers By my calculation, Berkshire Hathaway has lost over $19 billion (from the top) in their investment in Apple .