What Warren Buffett is Dumping and Buying

by Fred Fuld III

You know, if you are thinking of investing in Apple (AAPL) stock, you just might want to consider buying shares of Warren Buffett’s Berkshire Hathaway (BRK-A) (BRK-B) stock, as 40% of the Berkshire portfolio is made up of Apple.

This way, if Apple does well, you participate through Berkshire, and if it doesn’t, at least you have diversification though Berkshire’s ownership of over 45 other stocks.

So let’s look at the rest of Buffett’s portfolio. In the first quarter of the year, he sold out of two companies, Suncor Energy (SU) and Synchrony Financial (SYF).

Warren Buffett has been reducing positions in a couple bank stocks, US Bancorp (USB) and Wells Fargo (WFC). He has also been lightening up on General Motors (GM), Chevron (CVX), Abbvie (ABBV), Bristol-Myers Squibb (BMY), Merck (MRK), Stoneco (STNE), Axalta Coating (AXTA), Sirius XM Radio (SIRI), and Liberty Global (LBTYA).

He hasn’t been buying much, but he has been adding to his positions in Verizon (VZ), buying over 12 million additional shares. He also added 17.5 million shares to his Kroger (KR) position, and bought more Restoration Hardware (RH) and Marsh & McLellan (MMC).

There is one brand new stock in the Berkshire Hathaway portfolio., the insurance company Aon (AON). The stock has a trailing price to earnings ratio of 27.5 and a forward P/E of 22.5. It pays a yield of 0.81%.

To see the list of all the Warren Buffett holdings, click HERE.

Maybe some of these stocks will make you as successful as Warren Buffett.

 

Disclosure: Author owns AAPL.

Corporate Stock Earnings Reports for Week 1 of December

Looking for some interesting moves in some stocks this upcoming week? Check out the companies that will be reporting earnings.

If earnings exceed analysts’ expectations, the stocks can shoot up. If the numbers underperform, the stock can tank. Then again, occasionally, stocks don’t move the way you would have expected.

Anyway, many traders use earnings plays for trading strategies. Also, option traders look for high implied volatility of stocks for for option selling strategies.

Here are many of the enormous number of stocks reporting earnings this week:

Monday

  • VNET
  • SFUN
  • SCVL
 
Tuesday
 
  • ADSK
  • BNS
  • FSC
  • MNK
  • SPLK
  • TIF
Wednesday
  • AEO
  • BOX
  • GES
  • LZB
Thursday
 
  • AMBA
  • DG
  • KR
  • LE
  • SWHC
  • TD
 
Friday
 
  • BIG
  • FRED

If you like interesting stock lists like this, be sure to check out many of the free stock lists here at WallStreetNewsNetwork.com.


Corporate Earnings Announcements for Week 2 of September

Looking for some interesting moves in some stocks this upcoming week? Check out the companies that will be reporting earnings this week.

If earnings exceed analysts’ expectations, the stocks can shoot up. If the numbers underperform, the stock can tank. Then again, occasionally, stocks don’t move the way you would have expected.

Anyway, many traders use earnings plays for trading strategies. Also, option traders look for high implied volatility of stocks for for option selling strategies.

Here are many of the enormous number of stocks reporting earnings this week:

Monday

 
n/a
 
Tuesday
 
CASY
PLAY
MRVL
SCWX

Wednesday
ABM
FCEL
HPE
JW-A
VAL
VRNT

Thursday
 
BKS
DCI
FNSR
KFY
NAV
SAIC

 
Friday
 
BRC
EROS
HOV
KR

If you like interesting stock lists like this, be sure to check out many of the free stock lists here at WallStreetNewsNetwork.com.