Warren Buffet's Portfolio

If you don't already know, Warren Buffet shared with investors, his 2006 Berkshire Hathaway portfolio today. The list only contains companies that make up at least $700 million worth of investment in his portfolio. New additions for 2006 were Johnson & Johnson (JNJ), Posco (PKX), Conoco Phillips (COP), US Bankcorp (USB) and Tesco (a British grocer). Following are his holdings: [click to enlarge]

While a couple of undisclosed names are missing, there are a couple of things I would like to mention. First, as long as Warren Buffet is ok, Berkshire Hathaway and all the stocks that are part of its portfolio will be ok. If something were to happen to Buffet (health wise), these stocks will be in some trouble. Until then, if you own any of these, you should be ok. The ones I like from this group are USG Corporation (USG) (I have been bullish since the first time Buffet bought this), COP, White Mountains Insurance Group, Ltd. (WTM) and PKX if you want to own anything from this list.

Comments

[DaveJ:]

What kind of analysis is that? Just because Buffett owns a stock, it is Ok? Buffett would say that such mindless imitation is not the way to do well in the stock market. You need your own ideas.

2007 Mar 06 12:04 AM

[Faisal Laljee:]

No one will ever argue that following Buffet's move is the wrong way to go. Individual investors follow smart money one way or another. The whole "technician theory" is based on following smart money and I believe Buffet is smart money. BTW - this post is not an analysis. Its an observation.

2007 Mar 07 02:41 PM

[Sanjay Shetty:]

I find your statement "as long as Warren Buffet is ok, Berkshire Hathaway and all the stocks that are part of its portfolio will be ok. If something were to happen to Buffet (health wise), these stocks will be in some trouble." quite strange. So if Buffet is no more these companies would stop being the wonderful companies they are? Warren Buffet doesn't run those companies does he? Nor is he the main buyer of their products nor is thier industry going to collapse cause he's no more? Or is it that you feel the current stock market valuations of these companies is high and not near their intrinsic value as the market is giving Buffets holding in them additional points. Would love if you could clarify what you're saying here. Thanks.

2007 Sep 19 03:52 PM

[Faisal Laljee:]

Many investors pile into the Buffett owned to piggy back on his success. If he were suddenly not an investor in the rail stocks for example, I believe other investors would pull out as well. That does not change how great a company is, but it sure affects the stock price.

2007 Sep 25 10:43 AM