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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Listen to the DovesOne of the problems the FOMC has is that some of the economic data it is monitoring is masking the manufacturing recession that may get worse if the UAW strikes. The latest Federal Open Market Committee (FOMC) minutes were released on Wednesday and revealed that “Most participants continued to see significant upside risks to inflation, which could require further tightening of monetary policy.” That was the hawkish comment. The dovish comment was “A number of participants judged th...
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Berkshire Hathaway’s EarningsWith wide-moat Berkshire Hathaway reporting second-quarter results that were in line with our expectations, we expect to leave our $555,000 ($370) per Class A (B) share fair value estimate in place. Second-quarter (first-half) reported revenue, which includes unrealized and realized gains/losses from Berkshire‘s investment portfolios, increased to $125.6 billion ($245.7 billion) from $9.3 billion ($78.1 billion) in the year-ago period(s). Excluding the impact of investment gains/losses and other adjustments, second-quarter (first-half) operating revenue increased 2...
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Key Points Buffett’s Berkshire Hathaway acquired an additional 2.1 million shares of Occidental Petroleum, boosting its ownership to over 25%.Analysts predict a 20.12% upside for OXY, with a consensus price target of $70.29.Occidental presents a compelling investment opportunity with an appealing valuation, strong management, and potential growth in the oil and gas sector.5 stocks we like better than BRK-AWarren Buffett‘s Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) disclosed in a filing late Wednesday that it purchased an additional 2,138,250 shares of Occidental Petroleum (NYSE:OXY). Buffett...
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Activists Demand Warren Buffett to Relinquish PowerNLPC presented a similar proposal at last year’s meeting, where the organization’s Chairman, Peter Flaherty, said in a speech that since Mr. Buffett is “the face of capitalism, why don’t you do something to save it?” Flaherty will again present this year’s proposal, and plans to address the company’s flawed reasoning for delaying the preordained outcome. NLPC filed a proxy memorandum with the Securities and Exchange Commission on Friday, which explains why the transition from Mr. Buffett’s concentrated leadership and power should start now ins...
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My first trip to the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual meeting in Omaha was over 20 years ago, in 2002. I was a rookie analyst at Fidelity Investments, and the firm sent a whole contingent of analysts and portfolio managers for the annual pilgrimage. It was quite an initiation into the cult of Warren Buffett. The size of the gathering was quite modest by today’s standards, a “mere” 10,000 attendees. Working for one of the largest investment firms had its perks – Morgan Stanley hosted a dinner with Warren the night before the meeting for its most important clients, and I got t...
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Warren Buffett has placed his next big bet.This investment is among the biggest bets he’s ever made.Will 2023 be the year it pays off?Why Warren Buffett Just Invested $29 Billion In This “Dying Industry”Warren Buffett has placed his next big bet. His firm, Berkshire Hathaway Inc (NYSE:BRK.A) (NYSE:BRK.B), has increased its stake in this firm to 21%. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you're ready to be matched with local advisors that ...
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Warren Buffett’s Berkshire Hathaway firm was busy last quarter, adding to energy and initiating a big position in Taiwan Semiconductor. Unlike most funds, Berkshire Hathaway (NYSE:BRK.A, NYSE:BRK.B) is a public company, which means we get a good idea of what Warren Buffett and Charlie Munger are buying and selling when the company reports earnings. Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you're ready to be matched with local advisors that c...
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It’s easy to find hot stocks in a hot market because a rising tide lifts all ships. It’s much harder to find hot stocks when the market for the S&P 500 (NYSEARCA:SPY) is tepid because investors and their money are more cautious. In this scenario, stocks will generally move sideways within a trading range but this is not true of all issues. There are good stocks and bad stocks for all market conditions, it just takes a little work to root out the truffles from the trash. Today we’re looking at three ways to find hot stocks in a tepid market that work well on an individual basis and very well in...
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Here are five stocks that Warren Buffett has been buying in his Berkshire Hathaway firm. Warren Buffett and Berkshire Hathaway (NYSE:BRK.A, NYSE:BRK.B) spent more than $40 billion this year buying large chunks of several companies’ shares after keeping their powder dry during the height of the COVID-19 pandemic. Over the last several years, low volatility and a constant grind higher in the stock market had left Berkshire, Buffett, and Charlie Munger sitting on a record cash balance. This year, they began to spend. Q2 2022 hedge fund letters, conferences and more Find A Qualified Financial Advi...
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The Oracle of Omaha began buying OXY in March and accumulated about a 20% stake Occidental Petroleum (NYSE:OXY) continues to find a constant bid in its stock price. That’s as Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) keeps accumulating a larger position. The Oracle of Omaha has spoken many times in the last few years about the lack of opportunities in the market. With the bull market driving stocks higher and higher, Warren Buffett, Charlie Munger and the rest of the Berkshire Crew have had trouble finding good businesses to buy at good prices. Q2 2022 hedge fund letters, c...
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