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☆ UBS shares its 5 top takeaways for investors from Berkshire Hathaway's 'best annual meeting in years' — including how Warren Buffett's successor will take over
▼ + stars: | 2023-05-09 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Berkshire Hathaway had a successful annual meeting following its Q1 earnings report. Warren Buffett's Berkshire Hathaway had its "best annual meeting in years" over the weekend, according to UBS analyst Brian Meredith — and it wasn't just because of its strong earnings report. 5 top takeaways from Berkshire Hathaway's annual meetingStrong earnings results were just one impressive component from Berkshire Hathaway's annual meeting. "We viewed Berkshire's 2023 annual meeting as the best in several years with quality questions and insightful answers," Meredith wrote. After BNSF undershot on volumes and suffered from higher compensation costs, Berkshire investors may start to wonder if the company would reconsider its stance against PSR.

☆ Jim Cramer's top 6 things to watch in the stock market Monday
▼ + stars: | 2023-05-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Berkshire Hathaway shares rise as investors cheer earnings beat and Geico's quick turnaround
▼ + stars: | 2023-05-08 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

Warren Buffett tours the grounds at the Berkshire Hathaway Annual Shareholders Meeting in Omaha Nebraska. Berkshire's B shares climbed 1.5% in premarket trading, set to add to their 5% gain so far this year. — Berkshire Hathaway shares rose on Monday as Warren Buffett's conglomerate wooed investors with a strong earnings report and an insightful "Woodstock for Capitalists" over the weekend. The strong performance was driven by a rebound in Berkshire's insurance business, especially auto insurer Geico. Geico's surprise recoveryGeico, the crown jewel of Berkshire's insurance empire and Buffett's favorite child, saw a big turnaround in the quarter, returning to an underwriting profit of $703 million.

☆ Warren Buffett says American banks could face more turbulence ahead, but deposits are safe
▼ + stars: | 2023-05-06 | by ( Hugh Son | ) www.cnbc.com time to read: +2 min

Buffett, when asked about the recent tumult that led to the collapse of three mid-sized institutions since March, launched into a lengthy diatribe about the matter. In the early 1990s, Buffett served as CEO of Salomon Brothers, helping rehabilitate the Wall Street firm's tattered reputation. The core problem, as Buffett sees it, is that the public doesn't understand that their bank deposits are safe, even those that are uninsured. Meanwhile, Buffett said that he keeps his personal funds at a local institution, and isn't worried despite exceeding the threshold for FDIC coverage. "The messaging has been very poor, it's been poor by the politicians who sometimes have an interest in having it poor," he said.

☆ Why Warren Buffett is so keen on Japan's versions of Berkshire Hathaway
▼ + stars: | 2023-05-05 | by ( Tim Hornyak | ) www.cnbc.com time to read: +9 min

But Warren Buffett added a spark in April when he visited Japan to announce that Berkshire Hathaway boosted its investment in Japanese trading houses to 7.4%. Buffett said the five — Itochu Corp., Marubeni Corp., Mitsubishi Corp., Mitsui, and Sumitomo Corp. — are comparable to Berkshire itself. Samurai roots for Buffett's Japanese stocks The five trading firms that Berkshire has invested in are the biggest of Japan's so-called sogo-shosha, or general trading companies. Today, Japan's trading companies derive most of their revenue from non-trade activities. Shosha: The Big Five Mitsubishi The largest of Japan's trading companies is Mitsubishi Corp. , set up in 1954.

☆ Warren Buffett's Berkshire Hathaway has been a fortress stock during recessions and bear markets. Here's how
▼ + stars: | 2023-05-05 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

Since 1980, Berkshire shares have beat the broader market over the course of six recessions by a median of 4.41 percentage points. The iPhone maker has outperformed throughout the bear market, similarly driving outperformance for Berkshire Hathaway as Apple accounts for roughly 45% of the firm's portfolio, according to CNBC's Berkshire Hathaway portfolio tracker. That has helped Berkshire Hathaway Class A shares climb more than 4% this year. That's who's gotten rich from owning Berkshire Hathaway," said Bill Smead, founder and chairman of Smead Capital Management and a Berkshire shareholder. "People held Berkshire Hathaway to a fault and they got that benefit."

☆ A fund manager who beat 95% of competitors in the last 2 years explains how he finds 'tremendous opportunities' for value creation and returns amid today's volatile stock market
▼ + stars: | 2023-04-24 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +3 min

Companies with healthy balance sheets and access to low or no-cost funding are likely to outperform. Ferguson is a fund manager for the BNY Mellon Dynamic Value Fund at Newton Investment Management. Across all sectors, Ferguson believes that companies with strong balance sheets and good liquidity will widely outperform their peers, especially in the face of a looming economic slowdown. Strong balance sheets in particular can help businesses endure turbulent times, since companies aren't forced to issue — and eventually pay back — a lot of high-cost debt. Likewise, Ferguson is currently bullish on the energy sector due to its incredibly strong balance sheets and focus on return of capital versus growth.

☆ Warren Buffett's trip to Tokyo is seen as a 'stamp of approval' for investing in Japan
▼ + stars: | 2023-04-13 | by ( Jihye Lee | ) www.cnbc.com time to read: +2 min

Berkshire Hathaway's stakes in all five trading houses is now 7.4%. Buffett's trip is a "stamp of approval" — especially for domestic investors in Japan, according to Monex Group's Jesper Koll. He emphasized Buffett's trip has the potential to boost confidence among Japanese investors as the nation continues to grapple with low consumption. "The real focus is confidence for Japanese investors, and that's where Warren Buffett's visit was very, very important," Koll said. The trading houses have helped grow the Japanese economy and contributed to the globalization of its business.

Berkshire Hathaway vice president Gregory Abel bought nearly $25 million worth of Berkshire's class A stock last week, filings show. He previously bought $68 million worth of Berkshire stock in September. Berkshire's class A shares, and the "Baby Berkshire" class B shares, both have dropped about 3.4% this year, underperforming the S & P 500. Berkshire Hathaway vice chair Greg Abel bought $24.6 million worth of Berkshire's class A stock on March 17. Capri Holdings CEO John Idol bought nearly $10 million worth of stock on March 16.

☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Powell Day 2, strong jobs
▼ + stars: | 2023-03-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Barclays raises price target on Zillow (Z) to $30 per share from $24 but keeps underweight (sell) rating. Industrial gas and engineering giant Linde (LIN) gets another price target boost: UBS goes to $410 per share from $375. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Here are Monday's biggest analyst calls: Tesla, Alphabet, Apple, Nvidia, Best Buy, Zillow & more
▼ + stars: | 2023-02-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Goldman Sachs upgrades Nomad Foods to buy from neutral Goldman said it sees an "attractive investment opportunity" to invest in the frozen food company. Goldman Sachs upgrades Willis Towers Watson to buy from neutral Goldman said it sees a robust turnaround for the insurance company. Barclays reiterates Tesla as overweight Barclays said it's standing by its buy rating heading into Tesla's investor event on March 1. Raymond James upgrades Frontier to strong buy from outperform Raymond James upgraded the cable company after its "impressive" earnings report. UBS reiterates Apple as buy UBS said its survey checks show Apple is the preferred brand in both the U.S. and China.

☆ UBS says Berkshire Hathaway is still an attractive play after earnings miss, sees 20% gain ahead
▼ + stars: | 2023-02-27 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

BRK.A 1Y mountain Berkshire Hathaway Still, UBS is bullish on Omaha-based Berkshire for several reasons. Berkshire's insurance and other businesses held cash, cash equivalents and U.S. Treasury Bills of $125 billion at the end of 2022, which included some $95 billion in U.S. Treasury Bills. Some of the short-term Treasury bills are now yielding 5% and more. Finally, UBS said Berkshire shares remain attractively valued, trading at a level where Buffett has historically bought back shares. Berkshire used $2.855 billion to buy back shares in the fourth quarter, bringing the 2022 total to nearly $8 billion.

☆ Jim Cramer's top 10 things to watch in the stock market Monday: Bouncing stocks, Club earnings ahead, inflation signs
▼ + stars: | 2023-02-27 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

My top 10 things to watch Monday, Feb. 27 1. One of the things we talked about was the first thing you must do before you buy a single stock. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ Inflation takes a back seat to earnings next week as stocks look to bounce back
▼ + stars: | 2023-02-24 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +7 min

The latest Fed projection for the so-called terminal rate — the level where the rate hikes stop — was just over 5%. Before this past week, those intraday levels hadn't been seen since November 2022. ET: ISM Services Looking back January's hot reading on core PCE on Friday was the most influential economic number of the past week. In Club earnings this past week, Nvidia (NVDA) was certainly the highlight. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Warren Buffett’s must-read annual letter arrives Saturday. Here’s what to expect from the investing legend
▼ + stars: | 2023-02-24 | by ( Yun Li | ) www.cnbc.com time to read: +4 min

Andrew Harnik | APWarren Buffett's loyal following of value investors is about to hear from the legend himself, at a crucial time when interest rates have soared and recession fears are raging. He believed that when interest rates are high, it could be a major "gravitational pull" on values. "We have a roughly 15-year period of abnormally and historically low interest rates. "Interest rates are the main determinant of equity prices, to quote Buffett, so I think I'm looking for and expecting a discussion on interest rates." "Private equity and others who are thinking of making acquisitions would have to go into the market to borrow [at] higher interest rates.

☆ Top 10 things the Club is watching in the stock market Thursday: PPI hot, stocks drop, Cisco pops
▼ + stars: | 2023-02-16 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The PPI data comes two days after a slightly hotter-than-expected consumer price index for last month. Cloud communications platform Twilio (TWLO) finally makes the pivot to emphasize profitability and the stock gets rewarded ... up 9% early Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ Top 10 things the Club is watching in the stock market Wednesday: Retail sales up, stocks dip, Airbnb soars
▼ + stars: | 2023-02-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Retail sales for January came in higher than expected. Remember, retail sales are not adjusted for inflation, which of course remains elevated but growing at a slower rate in recent months. Earnings per share (EPS) of 48 cents versus 25 cents expected. Kraft Heinz (KHC) EPS beats: 85 cents versus 78 cents expected. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Warren Buffett's Berkshire has beaten the market in past recessions, making it a 2023 defensive play
▼ + stars: | 2023-02-08 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

With a massive cash pile and diversified businesses, Warren Buffett 's Berkshire Hathaway has a track record of outperforming the market during economic downturns, according to UBS. It showed Berkshire shares outperforming the S & P 500 and other financials. The analyst also called Berkshire "a defensive play in an uncertain economic outlook." Berkshire agreed to buy insurance company Alleghany for $11.6 billion, or $848.02 per share, in cash, inking Buffett's biggest deal since 2016. Berkshire shares are now trading at a 20% discount to the conglomerate's intrinsic value , which may prompt the "Oracle of Omaha" to buy back more of his stock, UBS said.

☆ Berkshire stock is trading at 20% discount, a level where Buffett typically ramps up buyback, UBS says
▼ + stars: | 2023-02-07 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Shares of Warren Buffett's Berkshire Hathaway are now trading at a significant discount to the conglomerate's intrinsic value, which may prompt the "Oracle of Omaha" to buy back more of his stock, according to UBS. "BRK's shares are trading at more than a 20% discount to its intrinsic value based on the methodology outlined in BRK's 2018 Annual Letter to Shareholders," UBS' Berkshire analyst Brian Meredith said in a note. The conglomerate's stock held up well in 2022 with a 4% gain as investors favored more stable pockets of the market. The fifth grove of Berkshire is its insurance operations, which are not included in the calculation. Meanwhile, Berkshire suffered a $63.9 billion loss on its investments last year through September amid the broader market selloff.

☆ The Final Call: BRK.A & CAG
▼ + stars: | 2022-12-30 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Final Call: BRK.A & CAGThe traders make their final trades of the year. With CNBC's Melissa Lee and the Options Action traders, Brian Stutland, Mike Khouw and Guy Adami.

☆ The managers of two of the best stock funds of 2022 told us about the 3 highest-conviction names in their portfolios
▼ + stars: | 2022-12-23 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Together, they run two of the highest-returning stock funds of 2022. BNY Mellon fund managers John Bailer and Brian Ferguson have done well at avoiding those sorts of traps. Bailer runs a dividend-focused stock fund that's returned 12% a year for investors over the last decade and earned a four-star rating, according to Morningstar. In a joint interview, Bailer and Ferguson told Insider about a couple of current favorites from across their portfolios. (3) Berkshire Hathaway (BRK.A)Warren Buffett is a legendary value investors himself, of course, and his Berkshire Hathaway conglomerate is a favorite for a lot of investors.

☆ The 'ultimate buy-and-hold' investment fund is beating 96% of its competitors this year — with the same stocks it's held since 1935. Here's how the risk aversion born after the Great Depression is sti
▼ + stars: | 2022-12-15 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +6 min

The Voya Corporate Leaders Trust Fund hasn't actively changed its strategy or holdings since 1935. Nearly a century after its inception, the Voya Corporate Leaders Trust Fund (LEXCX) is still going strong. That's why Client Portfolio Manager Christina Bargeron believes that the Voya Corporate Leaders Trust Fund was an unprecedented investment vehicle at its time — the "first truly passive offering" available to investors. "It's almost like taking a bet on your outlook for Union Pacific and energy," Bargeron explained. But going forward, Voya has no plans at all to change the guidelines for the Corporate Leaders Trust Fund.

☆ Here are Monday's biggest analyst calls: Tesla, Apple, Costco, DoorDash, Berkshire Hathaway & more
▼ + stars: | 2022-11-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Bank of America reiterates Synchrony as buy Bank of America said the financial services company is a "hidden" beneficiary of the PayPal-Apple partnership. Bank of America downgrades Funko to neutral from buy Bank of America said in its downgrade of Funko that it sees a "challenging" holiday for the toy company. Oppenheimer upgrading DoorDash to outperform from perform Oppenheimer said it sees improving margins for the food delivery company. Bank of America reiterates Northrop Grumman as a top pick Bank of America said the company has a "best in class" space business. Oppenheimer reiterates Walmart as buy Oppenheimer said investors should buy the dip heading into Walmart earnings next week.

☆ Stocks making the biggest moves in the premarket: BioNTech, Meta, Apple, Ouster and more
▼ + stars: | 2022-11-07 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Berkshire Hathaway (BRK.b) – Berkshire Hathaway gained 1.5% in premarket trading after Warren Buffett's firm reported better-than-expected earnings, with revenue also topping Street forecasts. Meta Platforms (META) – Meta added 2.6% in the premarket after The Wall Street Journal reported that the Facebook parent was preparing to announce large-scale layoffs this week. Apple (AAPL) – Apple shares slid 1.8% in the premarket after it said Covid-19 restrictions are hindering iPhone production at the Foxconn factory in China. Yamana Gold (AUY) – Yamana Gold lost 2.7% in the premarket after Gold Fields (GFI) said it would not change the terms of its takeover deal with Yamana. Ryanair (RYAAY) – The airline's stock gained 6.2% in premarket trading after it reported its largest-ever profit for the first half of the year.

☆ The "ultimate buy-and-hold" investment fund that hasn't changed its strategy since 1935 is crushing 94% of competitors this year. Here are its top 10 holdings — and how it's beating the bear market.
▼ + stars: | 2022-10-28 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +5 min

The Voya Corporate Leaders Trust Fund is the "ultimate buy and hold," says manager Christina Bargeron. The fund hasn't changed its strategy since 1935 — yet it's still outperforming 94% of competitors. Christina Bargeron may be the client portfolio manager of the Voya Corporate Leaders Trust Fund, but she won't take credit for its outrageous outperformance this year. So far this year, the Voya Corporate Leaders Trust Fund is down just 2%, compared to the average 9% decline among other funds in its category. The widespread Depression-induced distrust of banks also ensured that no financial firms made their way into the Voya Corporate Leaders Trust Fund.

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