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Warren Buffett Just Bought $1.33 Billion Worth of These 3 Stocks
The Motley Fool· 2025-10-16 09:00
Berkshire Hathaway is still an active stock trader even with Buffett set to retire at the end of this year.It can pay to follow Warren Buffett's investments. Through the conglomerate Berkshire Hathaway, the investor has made some remarkable stock picks, such as his 100-bagger investment in American Express. Even though Buffett is set to retire at the end of this year, he and his investment team are still buying stocks for Berkshire's portfolio.Here are three stocks that they just plowed a combined $1.33 bil ...
Constellation Brands: Buffett's $2.2B Bet May Have Hit Bottom
MarketBeat· 2025-10-10 15:39
Constellation Brands TodaySTZConstellation Brands$141.91 -1.06 (-0.74%) 52-Week Range$131.20▼$247.63Dividend Yield2.88%P/E Ratio20.70Price Target$186.44Add to WatchlistSince hitting rock bottom, Warren Buffett’s $2.2 billion bet, Constellation Brands NYSE: STZ, has managed to stage a modest recovery. Constellation shares fell to less than $132 in late September. The last time shares traded so low was in March 2020, due to the COVID market crash. However, shares have since rebounded by about 8% to trade jus ...
1 Buffett Stock to Buy Right Now and 1 to Avoid
Yahoo Finance· 2025-10-10 11:00
Key Points Warren Buffett has made thousands of investors financially richer over the years. Lennar, a recent purchase, looks set to benefit from tailwinds in the housing market. Constellation Brands cut its guidance recently and sees multiple challenges ahead. 10 stocks we like better than Lennar › Berkshire Hathaway CEO Warren Buffett is rightly regarded as the greatest investor of all time. Over a career spanning more than 60 years, Berkshire has crushed the S&P 500. From 1965 to 2024, it repor ...
Warren Buffett Just Spent Over $4 Billion Buying 13 Different Stocks. Here's the Best of the Bunch.
The Motley Fool· 2025-10-09 18:07
Core Insights - Warren Buffett is finding value in the current market, with a particular focus on a standout investment opportunity [1][12] - Berkshire Hathaway has been a net seller of stocks for 11 consecutive quarters, but has recently invested over $4 billion in 13 different stocks [3][4] Berkshire Hathaway's Recent Activities - The company disclosed purchases of 10 stocks in its portfolio during the second quarter, spending $3.9 billion on equities [4][5] - Notable purchases include an investment of approximately $106 million in Sirius XM and an increase in stake in Mitsubishi from 9.74% to 10.23% [5][6] Investment Strategy - Buffett's strategy involves buying into companies facing short-term challenges, exemplified by his investment in UnitedHealth, which is currently under pressure due to rising costs and regulatory investigations [7][8] - Other companies in which Buffett has invested include Nucor, Lennar, Constellation Brands, Pool Corp, and Domino's Pizza [9] Constellation Brands Analysis - Constellation Brands has revised its fiscal 2026 outlook downward due to macroeconomic uncertainty affecting premium beer sales, particularly among Hispanic consumers [14] - Despite a dip in beer sales, the company's profit margins remain strong, supported by top brands like Modelo and Corona [15] - The company is developing new products in the nonalcoholic and ready-to-drink categories, indicating a proactive approach to market challenges [16] Market Performance and Valuation - Constellation Brands has seen a 45% growth in beer sales from 2020 to 2024, although slower growth is expected in 2025 and a decline in 2026 has pressured its stock price [17] - The stock is currently trading at 12.5 times forward earnings expectations, presenting a significant bargain for long-term investors [18]
Constellation Brands: Still A Buy As Investment Cycle Nears End, Macro Tailwinds Materialize (NYSE:STZ)
Seeking Alpha· 2025-10-09 10:18
Since covering them back in late July and calling them an “ Undervalued Beverage Leader Backed By Excellent Fundamentals ,” Constellation Brands, Inc. (NYSE: STZ ) is down about 20%, mostly due to recent macroAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe co ...
Constellation Brands: Still A Buy As Investment Cycle Nears End, Macro Tailwinds Materialize
Seeking Alpha· 2025-10-09 10:18
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Constellation Brands CEO serves up serious warning on economy
Yahoo Finance· 2025-10-09 02:03
Core Insights - Alcohol sales in the U.S. are declining, with a Gallup survey indicating that only 54% of adults consume alcohol, the lowest in nearly 90 years [2] - The decline is attributed to health concerns, economic factors, and the rise of alternative beverages [3] Industry Overview - Economic factors such as inflation and rising living costs are making consumers more selective in discretionary spending [3] - The availability of alternatives like cannabis and nonalcoholic beverages is providing consumers with more choices [3] Company Performance - Constellation Brands reported better-than-expected fiscal second-quarter results but lowered its full-year guidance due to macroeconomic challenges [4] - The company noted significant volatility in sales, particularly in high Hispanic Zip Code areas, which are crucial for its Modelo brand [5] - 80% of surveyed consumers expressed concern about the socioeconomic environment, with 70% specifically worried about personal finances [6] Consumer Behavior - There is a noted increase in brand loyalty for Constellation's products, particularly for Corona and Modelo among Hispanic consumers [7] - The company has a higher share of Gen Z consumers compared to the industry average [8] Financial Outlook - Despite current headwinds, the company remains confident in its long-term growth trajectory [9] - The expected tariff impact on Constellation's beer business is about $70 million, with an additional $20 million on the wine business [9] - Constellation's stock has decreased by 35% this year and nearly 41% from the previous year [10] Competitor Insights - Boston Beer has also faced challenges, with its stock down nearly 27% this year [11] - The company sees long-term growth opportunities in nonbeer alcoholic beverages, which represent over 85% of its volume [12] - Anheuser-Busch InBev reported a decline in volumes, particularly in China, despite revenue and profit increases [13]
Constellation Brands CEO says the Modelo maker is feeling the squeeze from softer economy, fewer drinkers
Yahoo Finance· 2025-10-08 17:26
Constellation Brands (STZ) is navigating a tough beer market as multiple pressures weigh on consumption. "The overall industry is a bit suppressed because of the lack of engagement and the lack of consumers going out and drinking and consuming in the way that they normally would," CEO Bill Newlands told Yahoo Finance's Opening Bid. The company's stock is down nearly 36% year to date. Over the same period, shares of Coors Light maker Molson Coors (TAP) are down 20%, while Bud Light maker Anheuser-Busch's ...
Constellation Brands investors need ‘patience': analysts
Proactiveinvestors NA· 2025-10-08 17:02
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Gold vs. crypto in the debasement trade, Goldman Sachs says there's 'no market bubble
Youtube· 2025-10-08 15:18
Market Overview - The U.S. stock market is experiencing upward momentum, with all three major indices opening in the green, led by the Dow and Nasdaq [5][10] - The S&P 500 recently broke a seven-day winning streak, indicating some downward momentum [6] - The U.S. dollar has come under pressure year-to-date, down more than 9%, but showed a slight increase of about 0.2% this morning [7][24] Debasement Trade - Investors are increasingly turning to gold and cryptocurrencies like Bitcoin due to waning confidence in the government and fears of inflation, a trend referred to as the "debasement trade" [3][12] - Gold futures have crossed $4,000 per ounce, reflecting a more than 6% increase over the past 10 days, while Bitcoin has risen approximately 9% in the same period [7][32] - The simultaneous rise of both gold and Bitcoin is unusual, as gold is typically seen as a safe haven while Bitcoin is viewed as a riskier asset [27] Federal Reserve Insights - Goldman Sachs has stated that while there is no current stock market bubble, bubble-like activity is being observed in stock valuations and market concentration [11] - Federal Reserve officials are focusing on private sector data due to the government shutdown, with a 94% chance of a rate cut expected at the end of the month [18][19] - The Fed's potential rate cuts are seen as a positive catalyst for the stock market, encouraging investors to remain long on stocks [20][22] Company-Specific Insights - Nvidia is investing up to $2 billion in Elon Musk's AI company, XAI, as part of a larger $20 billion funding round, indicating strong interest in AI technologies [9] - Constellation Brands reported a 7% decline in beer sales and a 19% drop in wine and spirits sales, attributed to various factors including immigration policies and a slowing job market [39][42] - Despite challenges, Constellation Brands remains optimistic about its brand performance, having gained market share in 49 of 50 markets year-to-date [46]