Tag: SYF

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.

Warren Buffett has Been Buying Apple

Warren Buffett’s Berkshire Hathaway (BRK-A) (BRK-B) just filed its latest shareholdings with the SEC a few days ago, and shows some interesting data. Buffett has added to three new positions and reduced holdings in some stocks.

Most importantly, his shareholdings in Apple (AAPL) increased by almost four million shares during the third quarter of this year. Could that be the cause of the significant boost in the stock price or just a great call on the part of Buffett? Or both? After all, he made a great call on General Electric (GE) by dumping the stock earlier in the year.

Warren Buffett has also been adding to his positions in Monsanto (MON) and Synchrony Financial (SYF).

Reductions were made in the shareholdings of a few stocks. Berkshire sold over $17 million shares of IBM (IBM). Plus, he sold some Charter Communications (CHTR) stock and shares in Wells Fargo (WFC).

Warren Buffett has an outstanding track record, so reviewing his buys and sells may be helpful to you and your portfolio.