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3 Warren Buffett Stocks to Buy Hand Over Fist in February
The Motley Fool· 2026-02-03 09:44
These Buffett stocks could easily beat the market over the next 12 months.Sure, Warren Buffett has passed the torch as Berkshire Hathaway's (BRK.A +0.96%) (BRK.B +1.35%) CEO to Greg Abel. However, I still view all of the stocks currently in Berkshire's portfolio as Buffett stocks. They were all either personally picked by the legendary investor or by someone else operating under his watchful eye.Quite a few of the stocks Berkshire Hathaway owns are good picks right now. Here are three Buffett stocks to buy ...
Berkshire Hathaway: I'm More Bullish Than Ever
Seeking Alpha· 2026-02-03 04:44
Group 1 - The article discusses the potential of Greg Abel as a successor to Warren Buffett in managing Berkshire Hathaway, highlighting that the foundations for his success are present [1] - The author emphasizes the importance of building a resilient investment portfolio that can perform well in volatile markets, drawing from personal experience in a geopolitically unstable environment [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Berkshire Hathaway or its stock [2][3][4]
SpaceX宣布收购xAI!道指涨超1% 闪迪大涨15.44%!现货黄金跌超4% 原油大跌!美国推迟发布就业报告
Mei Ri Jing Ji Xin Wen· 2026-02-02 23:07
Market Performance - The U.S. stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with better-than-expected PMI data contributing to gains across major indices [1] - The S&P 500 index closed up 0.54% at 6976.44 points, the Nasdaq Composite rose 0.56% to 23592.11 points, and the Dow Jones Industrial Average increased by 1.05% to 49407.66 points [1] Sector Performance - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and approximately 20 points from its intraday high of 7002.28 points [3] - Notable stock movements included Nvidia down 2.89%, Google-A up 1.68%, Apple up 4.06%, and Amazon up 1.53% [3] - The "storage giants" performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [3] - The rare earth sector saw mixed results, with U.S. Antimony up 7.23%, while other companies like U.S. Rare Earths and Critical Metals experienced fluctuations [3] Cryptocurrency Impact - Bitcoin fell below $80,000, leading to a significant drop in Robinhood Markets by 9.62%, making it the largest decliner in the S&P 500 [4] - Other cryptocurrency-related stocks also faced declines on the same day [4] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.65% [5] Commodity Market - International oil prices fell, with WTI crude oil down $2.88 to $62.33 per barrel, a decline of 4.42% [6] - COMEX gold futures dropped $64.20, or 1.35%, to $4680.9 per ounce, while COMEX silver futures rose slightly by $0.73, or 0.93%, to $79.265 per ounce [6] - Spot gold decreased by $205.25, or 4.22%, to $4660.1 per ounce, and spot silver fell by $5.49, or 6.48%, to $79.21 per ounce [6]
Why These 2 Stocks Remain My Top Stocks to Buy for 2026 and Beyond
Yahoo Finance· 2026-02-02 17:39
Group 1: Market Overview - The start of 2026 has seen significant volatility in software stocks due to investor concerns about AI disrupting their businesses [1] - Despite the downturn in some high-profile stocks, the S&P 500 has managed a gain of about 2% year to date [1] Group 2: Investment Portfolio Insights - Top holdings for the company include Apple and Berkshire Hathaway, which are viewed as strong investments despite not matching market returns so far this year [2] - These investments are seen as a contrast to the speculative hype surrounding AI, providing a balanced portfolio [2] Group 3: Berkshire Hathaway Analysis - Berkshire Hathaway is down about 4% year to date, making it a more attractive buy compared to the beginning of the year [5] - The company has a significant cash position totaling about $378 billion, which is 36% of its total market capitalization, leading to a wait-and-see approach from the market [6] - Shares are trading at about 1.5 times their book value, indicating potential attractiveness for investors [7] - The conglomerate owns high-quality assets, including a diverse range of businesses and significant equity stakes in companies like American Express and Coca-Cola [7] - While earnings from the insurance business are cyclical, the company is well-positioned for long-term growth in earnings and book value [8]
Why I'm Even More Bullish About Berkshire Without Warren Buffett
247Wallst· 2026-02-02 13:33
opportunities.Undoubtedly, Kraft Heinz was a rare fumble for Berkshire under the Buffett era, and the firm seems to have held onto the struggling condiments play for a tad too long. Things have only gotten worse in the past few years, with shares of Kraft Heinz continuing to sink by around 46% from its 2022 highs, putting the name down more than 75% from its 2017 all-time highs.And with talks of a spin-off, something that Buffett previously voiced disapproval of, perhaps it was time to take a bold move by m ...
Investing Legend Warren Buffett Sold 45% of Berkshire Hathaway's Bank of America Stake and Bought Shares of This Consumer Favorite for 5 Consecutive Quarters Before Retiring
Yahoo Finance· 2026-02-02 09:26
Core Viewpoint - Warren Buffett, the long-time CEO of Berkshire Hathaway, has officially stepped down, passing leadership to Greg Abel, while continuing to influence the company's strategic positioning before retirement [2]. Group 1: Leadership Transition - Warren Buffett has retired as CEO of Berkshire Hathaway at the end of 2025, transitioning leadership to Greg Abel [2]. - Despite stepping down from day-to-day operations, Buffett remains involved in strategic decisions to ensure the company's future success [2]. Group 2: Investment Moves - Prior to his retirement, Buffett was actively managing Berkshire's investment portfolio, as evidenced by Form 13F filings, which disclose the buying and selling activities of institutional investors [3]. - A notable action was Buffett's significant reduction of Berkshire's stake in Bank of America (BofA), a core holding for nearly a decade [4][5]. - Concurrently, Buffett was building a position in a popular consumer brand for five consecutive quarters leading up to his retirement [4]. Group 3: Bank of America Insights - Bank of America has been one of the top three holdings in Berkshire's portfolio, reflecting Buffett's comfort and understanding of the financial sector [5]. - Bank stocks, including BofA, benefit from the nonlinearity of economic cycles, allowing them to grow loan portfolios during periods of economic expansion [6]. - BofA's sensitivity to interest rate changes has been advantageous, particularly during the Federal Reserve's rate-hiking cycle from March 2022 to July 2023, which increased BofA's net interest income significantly [7].
Berkshire Keeps Falling, And We Keep Buying
Seeking Alpha· 2026-02-01 14:00
Core Insights - Warren Buffett stepped down as CEO effective January 1, leading to a decline in the firm's shares by 4.4%, contrasting with a gain in the S&P 500 [1] Company Analysis - The firm has experienced a notable share price drop following the leadership change, indicating potential investor concerns regarding future performance [1] Investment Strategy - The focus is on building a portfolio that balances strong growth potential with solid fundamentals, emphasizing high-quality businesses primarily in the U.S. and Europe [1]
Before Retiring, Warren Buffett Made a $58 Billion-Plus Bet on One Sector. Now, That Investment Is Starting to Work.
The Motley Fool· 2026-02-01 11:30
Core Insights - Warren Buffett has stepped down as CEO of Berkshire Hathaway but remains chairman, with his investment philosophy likely to influence the company for decades [2][4] - Berkshire Hathaway has invested at least $58 billion in the oil and gas sector, indicating a strong bullish stance despite recent market challenges [3][5] Investment Strategy - Berkshire Hathaway has significantly increased its stakes in oil and gas, including nearly $21 billion in Chevron and about $12 billion in Occidental Petroleum, making these substantial positions in its equities portfolio [7] - The company has also made strategic acquisitions in energy assets, including a $10 billion deal for Dominion Energy's natural gas and storage assets and a $3.3 billion investment in the Cove Point liquefied natural gas facility [7][4] Market Outlook - Despite bearish sentiments towards fossil fuels due to climate concerns, oil prices have risen over 14% this year, driven by geopolitical tensions and production shortages [8][9] - The U.S. Energy Information Administration projects sufficient crude oil and liquid fuels to meet global demand through 2050, although future supply and demand remain uncertain [11] Long-term Perspective - Oil is viewed as a finite resource that could serve as a unique portfolio diversifier, especially amid concerns over a weak U.S. dollar, suggesting that Berkshire Hathaway has identified a long-term trend in the energy sector [12]
1 Reason Now is a Great Time to Buy Berkshire Hathaway [BRK.B] Stock
The Motley Fool· 2026-02-01 10:41
Core Viewpoint - Berkshire Hathaway remains a strong investment option despite concerns over leadership changes, primarily due to its substantial cash reserves and flexibility in capital deployment [1][2]. Group 1: Financial Position - As of the end of Q3 2025, Berkshire's cash position reached an all-time high of nearly $382 billion, with expectations for further increases in Q4 [4]. - The company has a market capitalization of $1.0 trillion, with shares currently priced at $480.62, reflecting a decline of over 10% from its peak in early 2025 [8][14]. Group 2: Leadership Transition - Warren Buffett has stepped down as CEO, passing leadership to Greg Abel, who is expected to manage the company's capital similarly to Buffett but may also pursue more international and tech investments [9][10]. - Buffett expressed confidence in Abel's leadership, stating that Berkshire's prospects would improve under Abel's management [9]. Group 3: Investment Strategy - Berkshire's cash reserves serve as a significant insurance policy, allowing the company to capitalize on market downturns by acquiring stocks or businesses [7]. - The company is viewed as a diversified conglomerate, akin to an ETF, with operations across various sectors, reducing dependency on any single individual [13].
American Express challenges Apple for No. 1 slot in Berkshire's portfolio
CNBC· 2026-01-31 14:23
Core Viewpoint - Warren Buffett expresses optimism about stock market declines, viewing them as opportunities for long-term investment rather than reasons for panic [2][10]. Group 1: Market Reaction - The stock market was projected to drop by approximately 3% due to fears surrounding the coronavirus pandemic [1]. - Buffett indicates that he prefers to buy stocks when prices are lower, likening it to buying food at a discount [2][9]. - He notes that historical market declines have often presented good buying opportunities, suggesting that investors should not be deterred by short-term fluctuations [10][12]. Group 2: Long-term Investment Perspective - Buffett emphasizes that stocks should be viewed as businesses, and investors should focus on the long-term outlook rather than daily market movements [5][14]. - He asserts that the 10 to 30-year outlook for American businesses remains unchanged despite current market conditions [5][14]. - The company plans to continue buying stocks as long-term investments, reinforcing the idea that short-term market news should not dictate investment decisions [11][14].