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Berkshire Hathaway Inc (BRK.A)

  • Nov. 14, 2011, 10:20 AM
    Warren Buffett's play to buy up a 5.5% stake in Big Blue (IBM +0.9%) escaped the radar of both the company and the Street because he received permission from the SEC to avoid disclosure. His latest Form 13F filing tips off the secretive purchase: "Confidential information has been omitted from the Form 13F and filed separately with the Commission." Buffett added another teaser in his CNBC interview, saying there are more "surprises" to come when Berkshire Hathaway's (BRK.A -0.9%) quarterly stock holdings are revealed.
    | Nov. 14, 2011, 10:20 AM | 14 Comments
  • Nov. 14, 2011, 8:11 AM
    Warren Buffett claims IBM didn't know about his 5.5% stake in the company until hearing about it this morning on CNBC which brings to mind a bit of a mad scramble at corporate headquarters among execs after the news broke. The position - accumulated mostly in Q3 - will be detailed in Berkshire Hathaway's (BRK.A) SEC 13-F filing later today.
    | Nov. 14, 2011, 8:11 AM | Comment!
  • Nov. 14, 2011, 7:37 AM
    Warren Buffett tells CNBC's Squawk Box Berkshire Hathaway (BRK.A) is a 5.5% owner of IBM, whose shares are getting a bit of a bounce, +0.8% premarket. The Oracle also tells the gang he's been adding to his Wells Fargo (WFC) position "month after month."
    | Nov. 14, 2011, 7:37 AM | 16 Comments
  • Nov. 9, 2011, 11:52 AM
    What was Warren Buffett buying in Q3? Rocco Huang thinks it was a delivery company. As in Buffett's 2009 Burlington buy, UPS or FedEx (FDX) would be another leveraged contrarian bet on the global economy. "Similar to railroads, package delivery businesses have high operating leverage due to high fixed costs... Any up- or downturn of the economy can translate into large swings in profitability and valuation."
    | Nov. 9, 2011, 11:52 AM | 2 Comments
  • Nov. 7, 2011, 12:19 PM
    Whitney Tilson, one of Berkshire’s big investors (BRK.A -1%), sees “great news” in Q3 results, as Warren Buffett bought $6.9B in equities, completed the Lubrizol purchase and invested $5B in Bank of America (BAC). “Berkshire’s operating businesses grew at a healthy double-digit rate [and] Buffett made some great investments.”
    | Nov. 7, 2011, 12:19 PM | Comment!
  • Nov. 7, 2011, 6:48 AM
    Berkshire Hathaway (BRK.A) invested more money in Q3 than any quarter in 15 years, according to a SEC filing. Though the firm hasn't yet filed a statement of stocks owned, industry insiders say it broadened its holdings outside of the traditional consumer product and banking names led by star portfolio manager Todd Combs. "I hope Buffett went to the movies one day and Combs got on the phone and went crazy with buy orders," notes Wedgewood Parters' David Rolfe.
    | Nov. 7, 2011, 6:48 AM | Comment!
  • Nov. 4, 2011, 5:29 PM
    Berkshire Hathaway (BRK.A): Q3 EPS of $2,309 beats by $513. Operating earnings per equivalent share of $1,380. The company bought back $16.2M of its Class B shares to go along with nearly $20M in purchases of its class A stock. (PR)
    | Nov. 4, 2011, 5:29 PM | Comment!
  • Nov. 4, 2011, 8:55 AM
    Drops in financial stocks along with losses on Warren Buffett's bullish derivative bets may cause Berkshire Hathaway's (BRK.A) first quarterly drop in book value since early 2010. This could affect the company's heralded stock buyback program, which hinges on the shares trading no higher than 110% of book.
    | Nov. 4, 2011, 8:55 AM | Comment!
  • Oct. 18, 2011, 2:33 PM
    J.C. Penney (JPC +4.4%) adds to gains after Whitney Tilson gives it a shout at the Value Investing Congress. JCP is Tilson's 2nd largest holding after Berkshire Hathaway (BRK.A). Folks buying on his recommendation should be aware Tilson hasn't exactly had a hot hand lately.
    | Oct. 18, 2011, 2:33 PM | Comment!
  • Oct. 18, 2011, 11:33 AM
    U.S. home prices may get a boost from a pickup in short sales, Home Services of America (BRK.A) CEO Ron Peltier says. He sees a "dramatic shift" in banks’ willingness to sell a property for less than the mortgage balance to avoid foreclosing. Distressed sales brokered by HomeServices used to be 60% foreclosures, 40% short sales, Peltier says; now that ratio has flipped.
    | Oct. 18, 2011, 11:33 AM | Comment!
  • Oct. 11, 2011, 10:16 AM
    Patrick Chovanec sees China's buying of bank shares as a "head fake," a preemptive move to stop a crash and make it easier for the lenders to raise capital. He quotes Vitaliy Katsenelson: "China's SWF is not Warren Buffett... when he's buying BRK.A, he actually thinks it's undervalued. China (is) just trying to create confidence."
    | Oct. 11, 2011, 10:16 AM | Comment!
  • Oct. 11, 2011, 9:46 AM
    Chinese bank stocks sky after Huijin Investments - an arm of China's SWF - buys $31M worth of shares in the 4 major lenders. Huijin is already controlling shareholder of those banks, so its move is not totally unlike Berkshire Hathaway stepping into the market to buy up stock in BRK.A.
    | Oct. 11, 2011, 9:46 AM | Comment!
  • Oct. 11, 2011, 9:37 AM
    The battle for Transatlantic (TRH) takes another turn as the reinsurer enters negotiations with a fourth, unnamed, suitor. The talks add to discussions TRH has been holding with Validus (VR), Berkshire's (BRK.A) National Indemnity, and an additional undisclosed party. (PR)
    | Oct. 11, 2011, 9:37 AM | Comment!
  • Oct. 8, 2011, 8:44 PM
    Markets sniff out weakness, and the relentless selling in financials may be no more than frontrunning John Paulson, whose Advantage Plus fund is reportedly off 47% through September's end. Redemptions - perhaps massive ones - are a possibility, meaning Paulson will have to unload financial shares, and others, he has been so fond of. One could do worse than picking a bottom in the XLF on the day he is forced to give up on the sector.
    | Oct. 8, 2011, 8:44 PM | 12 Comments
  • Oct. 4, 2011, 3:18 PM
    "If I can buy dollar bills for 90 cents, I'll buy them," says Warren Buffett of his decision to start buying back Berkshire (BRK.A) stock. "The book value happens to be an understated measure," of Berkshire's value he says, explaining why he will buy shares for up to 110% of book.
    | Oct. 4, 2011, 3:18 PM | Comment!
  • Sep. 30, 2011, 10:35 AM
    Warren Buffett tells CNBC that Berkshire Hathaway (BRK.A -1.1%) has already started repurchasing stock under the company's recently announced buyback. He doesn't say how much, since the "paperwork was just completed yesterday." The buyback program should not be seen as a sign he doesn't see potential acquisitions, Buffett adds.
    | Sep. 30, 2011, 10:35 AM | 7 Comments
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Company Description
Berkshire Hathaway Inc is a conglomerate holding company owning subsidiaries engaged in a number of business activities, including property and casualty insurance and reinsurance, utilities and energy, finance, manufacturing, service and retailing.