Posts Tagged buffett

Buffett on Housing

Here is Warren Buffett’s annual letter to shareholders. The following is an excerpt on housing (Buffett focuses on manufactured housing because Berkshire owns Clayton Homes): The [manufactured homes] industry is in shambles for two reasons, the first of which must be lived with if the U.S. economy is to recover

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A More Confident Berkshire Hathaway Letter From Buffett (BRK-B, BRK-A)

Warren Buffett’s new annual letter to shareholders is out.  This is a far different read than a year ago.  Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) said its annual shareholder value rose by 19.8%, a figure which would be great most years but was short of the return of the S&P 500 Index.  Book value per [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

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Next Week’s Top Must Watch Issues (AIG, BRK-B, CRXX, COST, MIL, TMO, MMM, SIRI, PAY, F, TM)

Earnings season has mostly wound down.  We have many key business events and key economic events scheduled for next week.  In asset sales and merger land, we will be paying close attention to American International Group Inc.

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Short Sellers Attack Buffett Holdings (BRK-B, BRK-A, AXP, BAC, BDX, KMX, KO, CMCSA, COP, COST, XOM, GCI, GE, GS, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, NLC, NKE, PG, RSG, SNY, STI, TMK, TRV, USG, UNH, UPS, WMT, WPO, WFC, WLP, WSC)

Short selling is seen for many reasons, but universally traders tend to track short selling to track the biggest changes in the short interest twice each month.  Whether these are hedges, forward delivery trades, or just raw short sales, the trend is generally viewed as a bet against the overall market.  During the month of [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

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The Buffett and Berkshire S&P Set-Up (BRK-B, BRK-A, BNI)

Today is the great trade set-up that many have been expecting and hoping would come for more than a decade.  Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) is completing the acquisition of Burlington Northern Santa Fe (NYSE: BNI), but more importantly this is the closing bell that Berkshire Hathaway gets added to the S&P 500 Index.  [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

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The Unusual Suspects (ACOR, AAPL, BX, PMI, VZ, T, BRK-A, BRK-B, CBY, HSY, KFT, C, BAC, WFC, GS)

This week’s Unusual Suspects are not just about earnings season, despite the deluge and onslaught we are about to see.  We have a watch for events this week in shares of Acorda Therapeutics, Inc. (NASDAQ: ACOR), Apple Inc.

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Comcast President Burke Now Top Candidate To Be Berkshire Hathaway CEO

Stephen Burke, the 51-year-old president of Comcast (NASDAQ:CMCSA), has to be the new lead choice to become CEO of Berkshire Hathaway (NYSE:BRK.A) when Warren Buffett retires or dies. Burke was added to the Berkshire board

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Buffett Dumping More & More Moody’s (MCO)

It wasn’t that long ago that we had given a list of stocks that Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) needed to dump to help pay for its Burlington Northern Santa Fe (NYSE: BNI) acquisition.  And to trim its equity portfolio.  Moody’s Corp. (NYSE: MCO) was one of those stocks.  He had already lightened [[ This is a content summary only.

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From Scandal to Finance: Tiger Woods Top Financial Pieces

As we expected, the Tiger Woods scandal has moved above and beyond just a scandal.  This has become one of the key business stories now with ramifications for many companies, many stocks, and may become a case study for businesses involved in scandals.  How many billionaire athletes get into this much soup and blow their [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

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As Buffett Dumps Moody’s (BRK-A, MCO)

Warren Buffett is dumping Moody’s Corp. (NYSE: MCO).  We’ll never know until it is already done whether the Oracle of Omaha wants to jettison it entirely from the holdings of Berkshire Hathaway Inc. (NYSE: BRK-A), but he has already lightened up twice in his stake, most recently this last week.  If you listened to Buffett [[ This is a content summary only.

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