Tag Archives: Favorite
This “Hated” Sector Could be Buffett’s New Favorite
Warren Buffett's annual letter to shareholders is one of the most highly anticipated reports in the financial community. (You can find a copy of his latest letter here)
Every year, investors around the world anxiously wait to hear what the world's most prolific investor has to say about what lies ahead… this year was no exception.
As always, this year's report sheds some light on the inner workings of Buffett's mind and identifies specific areas of opportunity… and his latest prediction might surprise you.
Believe it or not, Buffett, in his 47th annual letter, has given a ringing endorsement to what is arguably the most spurned of all investments: housing.
In fact, he boldly claimed that it would be smart for affluent investors to purchase not just a second or third home, but "load up" on "hundreds of thousands" of single-family homes.
My Odds-on Favorite to Run Berkshire Hathaway After Warren Buffett Retires
Warren Buffett is back in the news, and not on the opinion pages about the so-called "Buffett Rule" that would subject high-income earners to additional taxation.
Buffett is on Page One because he has colon cancer. It's Stage One, easily treatable and not life-threatening, The revered Oracle of Omaha says he not only feels great but will keep working his normal schedule, though his travel will be restricted later this summer as he undergoes radiation.
So, predictably, it's game-on for Buffett watchers, who are all over the airwaves speculating as to the palace intrigue and about how Ajit Jain clearly will be the next CEO. But Jain is too valuable as Lord Chancellor of Berkshire Hathaway's (NYSE: BRK-A) (BRK-B) reinsurance business. He's no crown prince. A coronation would be a lovely accolade, surely, but Jain is far too effective, and far too happy, to be moved from his current role. Keeping talent in place is a longstanding Berkshire tradition.
What's more, Berkshire's CEO candidate doesn't know that he or she has been chosen by the board as the leading contender, and there is nothing that happens at Berkshire that Jain isn't told about. Buffett talks to him every day. That also excludes Buffett's new stock pickers, Ted Weschler and Todd Combs, who took over running a portion of Berkshire's portfolio after longtime investment manager Lou Simpson retired from Geico in late 2010.
Every candidate being bandied about on financial TV is an operations guy. That's wrong. The chairman of Berkshire needs to be all about deal-making. After all, each Berkshire unit, from See's Candy to MidAmerican Energy, runs itself.
Cramer’s Lightning Round – My Favorite Biotech Stock (3/8/12)
By SA Editor Miriam Metzinger:
Stocks discussed on the Lightning Round session of Jim Cramer’s Mad Money TV Program, Thursday March 8.
Bullish Calls:
Celgene (CELG): “(CEO) Bob Hugin is money. They are going to blow out the numbers. It is going to be a big year for CELG. They have got a lot of new approvals. That is my favorite biotech stock.”
McDonald’s (MCD): “I like that…we’ve done enough work to know that these monthly numbers do not control it…I am a buy buy buyer of MCD.”
Wells Fargo (WFC): “…is the kind of bank I want to buy here…WFC is a buy, buy, buy.”
BGC Partners (BGCP): “…we had the CEO on…he made it clear the company can pay the dividend…I am not that concerned…will it have growth? We need to see the market a little bit better, but they can pay that dividend.”
Cypress Semiconductor (CY): “It’s inexpensive…I think CY gets hit
Warren Buffett’s Favorite Dow Stocks
A look at the Oracle’s top Dow picks.
Fool.com: The Motley Fool
A Pro’s Favorite Safety-First Indicator
Professional trader Hubert Senters explains how to use the Directional Movement Index (DMI) indicator to identify dangerous conditions when the best trade is no trade at all.
MoneyShow.com – Trading Strategies and Techniques
Obama’s New Favorite Energy Stock
Clean energy has been one of this president's favorite topics.
Mr. Obama calls his strategy "All of the Above" and has vowed to continue to fund energy research and development even if it fails. This is a bold statement considering the heat he took for losing more than $ 500 million in a failed energy startup called Solyndra. But the president is undeterred and says he's committed to energy innovation, and is willing to fund it.
Mr. Obama made these points recently in a speech at the University of Miami in Florida. His "commitment" was what made headlines, but it wasn't all the White House had to say on the matter.
The president also announced a $ 14 million grant funded through the research arm of the Energy Department to support the development of biofuels from algae and thus diversify the nation's energy portfolio.
Here's the thing: The technology is already proven.
At least one company is past the R&D phase and is already selling fuel derived from algae. Another, ExxonMobil (NYSE: XOM), has allocated $ 600 million to seek its own algae breakthroughs.
Calling all amigos to a favorite in “motion”
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Favorite Value Stocks
As evidenced by GM’s latest numbers, the auto industry is roaring back and Russell Croft, portfolio manager for the Croft Value Fund, expects auto parts maker Dana Corp. to come along for the ride.
“Dana’s new CEO is really focused on margins and we think that’s a catalyst for the stock which is already trading cheaply at around seven times next year’s earnings,” says Croft.
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Click to view a price quote on DAN.
Click to research the Automotive industry.
A Historical Analysis Of Cisco Systems Using Buffett’s Favorite Ratio
The following is a historical analysis of Cisco Systems (CSCO). The analysis will use a system that I designed that is based on the ratio that Mr. Warren Buffett released to the public in 1986, which he coined the term “Owner Earnings.” For those new to this type of analysis, I would recommend reading an introduction to my system by clicking here.
In analyzing Cisco Systems from 1991 to the present, I will also prove (using historical data) why the markets are inefficient. Back in 1995, Cisco Systems was trading on the stock market at a split-adjusted total market capitalization of approximately $ 9.1 billion. In that year most of us got our first look at an enterprising young CEO named John T. Chambers, who at the time began implementing a new game plan for his company. Using what he must have believed was an overvalued stock as currency, he began
My Favorite Defense Stock
Even in the wake of President Obama’s plan to cut more than $ 450 billion from the defense budget over the next 10 years, this company is positioned to prosper…
Daily Trade Alert
