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Feb 26, 2024
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that includes stakes in berkshire hathaway.ng. >> good morning. >> i hate to start on the down note, but first quarter without charlie munger. did that influence your view of the stock or quarter? >> we actually thought that the stock was in solid position and that was the goal. that's what charlie munger and warren buffett built. built a stock that was resilient and built it for succession planning. we anticipated no hiccups. we were correct. it performed as expected. >> a strong quarter for berkshire hathaway. we have to talk about the cash pile. $168 billion. that's a lot of money. i looked this up. apple has $40 the40 b$40 billio. you said that aligns with you and the 360 community. why? why not have that money work in the market? are you worried that the company is missing out on huge gains? >> i think the missing out is a risk. what you want to do is sit tight and wait for the best opportunity. warren buffett is a value investor and many of our members are value investors. we have two of the top value investors who meet w
that includes stakes in berkshire hathaway.ng. >> good morning. >> i hate to start on the down note, but first quarter without charlie munger. did that influence your view of the stock or quarter? >> we actually thought that the stock was in solid position and that was the goal. that's what charlie munger and warren buffett built. built a stock that was resilient and built it for succession planning. we anticipated no hiccups. we were correct. it performed as expected....
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Feb 26, 2024
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we talk a lot about berkshire hathaway.'m curious whether you are running into the -- running into the same sort of problems that warren buffett is having, when you look at this market, where are you finding value, where you finding good companies trading at reasonable valuations? scott: that's a great question but the opportunities are there. if you look outside of the u.s. international stocks, they are deeply discounted to u.s. large caps. even if that is not your perspective, to go overseas or outside the u.s., u.s. small caps we think are extremely attractive. if you thing about where we are in the u.s. small caps valuation perspective, we are basically a 60% discount to u.s. large caps and that is the widest discount we have seen going back to 1999. a generational type of valuation opportunity, but when you look at small caps, you have to come in with a few caveats. first of all, concerns or economic growth, small caps historically lead into recessions and you have to handle that perspective. the capitalization across
we talk a lot about berkshire hathaway.'m curious whether you are running into the -- running into the same sort of problems that warren buffett is having, when you look at this market, where are you finding value, where you finding good companies trading at reasonable valuations? scott: that's a great question but the opportunities are there. if you look outside of the u.s. international stocks, they are deeply discounted to u.s. large caps. even if that is not your perspective, to go overseas...
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Feb 22, 2024
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berkshire's cash pile at a record high, gearing up fo earnings this weekend.what should team buffett do with all that money? we'll debate it, and we have a big interview next week. jpmorgan ceo jamie dimon will be live on "halftime" from that company's annual high yield and finance conference in miami. don't miss that. it is monday it's noon eastern, and we're back on "the half" right after this help you find and unlock opportunities in the market. e*trade from morgan stanley. with powerful, easy-to-use tools, power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity. e*trade from morgan stanley. (clock ringing) go. and go and go and go. (tense music) but what if you. (tense music) stop! you work hard. it's time for a bank that'll work hard for you. everbank performance savings is built to put your money to work with some of the highest rates in the country. going, that's what got you where you want to be. we're the partner
berkshire's cash pile at a record high, gearing up fo earnings this weekend.what should team buffett do with all that money? we'll debate it, and we have a big interview next week. jpmorgan ceo jamie dimon will be live on "halftime" from that company's annual high yield and finance conference in miami. don't miss that. it is monday it's noon eastern, and we're back on "the half" right after this help you find and unlock opportunities in the market. e*trade from morgan...
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Feb 27, 2024
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hathaway, and a longtime friend of berkshire's ceo warren buffett, the school says that gift has been to attract talented and diverse students who otherwise might not be able to avoid medical school. the president, ceo of the school's parent company calling the gift transformational really incredible credible story there, great to end the show on that. thanks very much for joining me this morning. i'm jim acosta, the next hour of newsroom with wolf blitzer starts right now, have a great happening this hour
hathaway, and a longtime friend of berkshire's ceo warren buffett, the school says that gift has been to attract talented and diverse students who otherwise might not be able to avoid medical school. the president, ceo of the school's parent company calling the gift transformational really incredible credible story there, great to end the show on that. thanks very much for joining me this morning. i'm jim acosta, the next hour of newsroom with wolf blitzer starts right now, have a great...
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Feb 15, 2024
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berkshire trimming its position in apple. big deal or little deal?nk anything that happens with apple feels big, but it is business as usual. it is a fantastic company that tends to do well. >> we have to leave it there. great to see you. thank you. >>> time for the check on the top corporate stories with silvana henao. >> rank, good morning. meta is adding a ceo to the board. broa br broadcom is a key company to meta. meta spent $500 million from broadcom last year. meta names john arnold to the bo board. he is a former gas trader at enron. >>> twilio started a business segment. it bought the customer data platform in 2020. act vst activists have pushed twilio to ditch the company. >>> and spacex had filed to move from delaware to texas. the move comes after the delaware judge voided elon musk's $56 billion pay package from tesla last month. last week, musk moved the corporate home from delaware to nevada. he had said he plans to ask shareholders to vote on moving the company to texas. musk disclosing he holds a stake of 20.5% in tesla as of decembe
berkshire trimming its position in apple. big deal or little deal?nk anything that happens with apple feels big, but it is business as usual. it is a fantastic company that tends to do well. >> we have to leave it there. great to see you. thank you. >>> time for the check on the top corporate stories with silvana henao. >> rank, good morning. meta is adding a ceo to the board. broa br broadcom is a key company to meta. meta spent $500 million from broadcom last year. meta...
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Feb 26, 2024
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next back to berkshire, sandy made a lot of his money.zon one of the best performing mag seven stocks this year and this morning one of the 30 names making up the dow jones industrial average. is that a good thing? avenue to kate rooney who has more on that move. >> david, good morning. it depends on if you're superstitious. something called the dow jinx the companies added tend under perform. davis research has new data on this. a few months after being dropped from the dow companies do tend to lag, some of that is psychological with selling around that news of their removal. fundamental reasons why they're being replaced. but over a year dow components booted are up 18% on average while new constituents gain about 10%. and that did hold true when apple replaced at&t, for example, and then you have salesforce replacing exxonmobil that dynamic held in that case. amazon's case it's going to take a momentum shift for the jinx to hold up. it's up about 90% over the past year with the rest of the high flying mag seven and this ai boom walgree
next back to berkshire, sandy made a lot of his money.zon one of the best performing mag seven stocks this year and this morning one of the 30 names making up the dow jones industrial average. is that a good thing? avenue to kate rooney who has more on that move. >> david, good morning. it depends on if you're superstitious. something called the dow jinx the companies added tend under perform. davis research has new data on this. a few months after being dropped from the dow companies do...
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Feb 26, 2024
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his big bet on japan pays off as berkshire hathaway's caspi
his big bet on japan pays off as berkshire hathaway's caspi
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Feb 2, 2024
02/24
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to your question on berkshire hathaway, why did the strategy go out of berkshire hathaway it bought berkshireober at 341 it sells out of it today at 384. what's the challenge when you look at berkshire hathaway, the way the company is constructed, because it is so diversified, it never really will score well on the quality metric for return on equity. it is always going to be low so what will happen -- >> what was it in the first place then >> i was getting to that point >> moving you along. >> eventually momentum gets white hot and you're able almost for a trade to go into berkshire hathaway and ride the momentum >> can we see a one year >> it's been phenomenal. we made a profit on it we just sold out of it recently. berkshire hathaway will never score well on return on he can pit. >> sometimes you have to make an exemption to the rule. >> the rules are the rules if i didn't follow the rules, i wouldn't be in the position i'm in >> you cut your energy exposure in half. >> what financials benefited from really came from energy the strategy was overweight 12.8%. we had 16 names. we didn't sell
to your question on berkshire hathaway, why did the strategy go out of berkshire hathaway it bought berkshireober at 341 it sells out of it today at 384. what's the challenge when you look at berkshire hathaway, the way the company is constructed, because it is so diversified, it never really will score well on the quality metric for return on equity. it is always going to be low so what will happen -- >> what was it in the first place then >> i was getting to that point >>...
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Feb 14, 2024
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that's bigger than berkshire hathaway. if it were a company, it would be the seventh-biggest in the united states. take a look at some of the proxies, coin base, microstrategy, marathon digital, all up double digits today. the moves coming as in flows into the spot bitcoin etfs pick up steam. the funds attracts 1.2 billion in investments last week. this according to fund strat, and seeing prices soar alongside it. so, can this rise continue? and what does this mean for risk appetite in the market, tim? >> there's high correlation there. and it's a little ironic, because in the last week or so, we've digested inflation data, dynamics around the fed that say the fed is higher for longer. it's a case where i think if you have less fed, this is one of the core ten innocent tants beh bitcoin. it's about having a currency or an instrument or a security or -- we're not calling it that yet, that actually is grounded in some kind of -- of, you know, backed, you know, where you can actually not just print money forever. that's the r
that's bigger than berkshire hathaway. if it were a company, it would be the seventh-biggest in the united states. take a look at some of the proxies, coin base, microstrategy, marathon digital, all up double digits today. the moves coming as in flows into the spot bitcoin etfs pick up steam. the funds attracts 1.2 billion in investments last week. this according to fund strat, and seeing prices soar alongside it. so, can this rise continue? and what does this mean for risk appetite in the...
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Feb 25, 2024
02/24
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berkshire is jumping to a record $167 billion. billionaire investors are saying they are struggling to find deals at attractive valuations. we get the details next. this is bloomberg. annabelle: we will be watching gdp and inflation readings out of the u.s.. bloomberg economics expects headline and core pci to come in hot for the fourth quarter. japan is also releasing a core inflation 2%. against the economy sleeping deck slipping into recession and we will get fresh pmi readings out of china on friday likely to show activity pulling back due to disruptions from the lunar new year holiday. the reserve bank of new zealand is expected to keep rates on hold waiting for more evidence inflation is under control. on the earnings front we are watching baidu as china tightens a grip across tech companies and lenders could post a stronger net income following in the footsteps of some other southeast asian banks so far. that is your week ahead. haidi: berkshire hathaway's cash bar hit a new record of $167.6 billion fourth-quarter. the cong
berkshire is jumping to a record $167 billion. billionaire investors are saying they are struggling to find deals at attractive valuations. we get the details next. this is bloomberg. annabelle: we will be watching gdp and inflation readings out of the u.s.. bloomberg economics expects headline and core pci to come in hot for the fourth quarter. japan is also releasing a core inflation 2%. against the economy sleeping deck slipping into recession and we will get fresh pmi readings out of china...
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Feb 26, 2024
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it's an extraordinary time to be a holder of berkshire.xpect the momentum to keep up forever. insurance revenue up double digits on a quarterly basis year over year for the last five quarters in a row, and they are crushing it in most of the core businesses and the investment portfolio is lit. i am happy with what is going on overall, the letter not withstanding. >>> when we come back, we will talk about alphabet shares. serious questions about their ai positioning. we will discuss that, next. one for you, one for you. oh, you're a messy one. cool, right? so cool. anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. hot dogs! fresh, warm hot dogs! before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. ♪ ♪ fu every day, businesseses, everywhere are asking:s is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provi
it's an extraordinary time to be a holder of berkshire.xpect the momentum to keep up forever. insurance revenue up double digits on a quarterly basis year over year for the last five quarters in a row, and they are crushing it in most of the core businesses and the investment portfolio is lit. i am happy with what is going on overall, the letter not withstanding. >>> when we come back, we will talk about alphabet shares. serious questions about their ai positioning. we will discuss...
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Feb 15, 2024
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besh berkshire holds $19 billion.t's firm slashed ownership in hp by 78% to hold under $700 million at the end of december. berkshire reducing the ownership in paramount global by one-third to hold under $1 billion worth. berkshire sold 10 million shares of apple. sounds like a lot, but it is 1% for the firm which is roughly $174 billion as of the end of the year. reminder that these forms are all snapshots from six weeks ago. they may have changed since then. for cnbc business news, i'm leslie picker. >>> bitcoin recaptured the $1 trillion market cap for the first time since 2021 on wednesday crossing the $52,000 mark. it is up month to date. 20% for you. arjun joins us with more. we talked about the drivers for the bitcoin performance. the key is the launch of the etfs. >> that is a huge driver. after the etfs were approved, we saw a dip. a couple of interesting stats on tuesday with $651 million of flows into etfs according to coinshares. the largest of any since the launch of the etfs in january. that was tuesday.
besh berkshire holds $19 billion.t's firm slashed ownership in hp by 78% to hold under $700 million at the end of december. berkshire reducing the ownership in paramount global by one-third to hold under $1 billion worth. berkshire sold 10 million shares of apple. sounds like a lot, but it is 1% for the firm which is roughly $174 billion as of the end of the year. reminder that these forms are all snapshots from six weeks ago. they may have changed since then. for cnbc business news, i'm leslie...
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Feb 12, 2024
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>> yeah, there's a lot of moving parts to berkshire.can rule out that apple is what is moving berkshire higher. the other two parts that i listed, one was the insurance business and we have seen insurers do well recently, and then look at what has been going on like railroads for union pacific. maybe there's enthusiasm for the oxyd oxy deal as well. what is propelling berkshire higher is due to mainly their industrial companies. >>> we will take you live to miami for a conference, and bob joins us with a special eft edge, next. so you can rise from pain. icy hot. ( ♪♪ ) we're in the security business... our job is to help people feel safe. not only our customers but those who matter most to them. just like our company does for us. we have great benefits from principal. so i know i'm taken care of. and (pause) not just me. but the ones who matter most to me. ( ♪♪ ) at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors mee
>> yeah, there's a lot of moving parts to berkshire.can rule out that apple is what is moving berkshire higher. the other two parts that i listed, one was the insurance business and we have seen insurers do well recently, and then look at what has been going on like railroads for union pacific. maybe there's enthusiasm for the oxyd oxy deal as well. what is propelling berkshire higher is due to mainly their industrial companies. >>> we will take you live to miami for a...
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Feb 20, 2024
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>> berkshire hathaway. >> all right. sirat? >> schlumberger.. >> i know. >> she keeps buying it. >> i do, lower and lower. >> me, too. >> joe t.? >> jpmorgan. i think we get a $200 print on this stock. >> why? >> because this company is so well diversified. >> ai? >> okay. >> ai. >> there you go. so we are still down, as we said -- did i get to you? go ahead. >> toyota motors. >> thanks. see you on "closing bell." ♪ ♪ >>> thank you, scott. i'm brian sullivan. here's what is ahead. the job market is still tight, the consumer isstill strong, and even some of the most negative data points of the economy are getting less bad. what is the economy is actually getting stronger? >>> plus, one food stock with solid earnings has been red hot. you probably never heard about it. we're talking to the ceo about what the company is not going to do this year. >>> and he may be a vegan, but he's sinking his teeth int
>> berkshire hathaway. >> all right. sirat? >> schlumberger.. >> i know. >> she keeps buying it. >> i do, lower and lower. >> me, too. >> joe t.? >> jpmorgan. i think we get a $200 print on this stock. >> why? >> because this company is so well diversified. >> ai? >> okay. >> ai. >> there you go. so we are still down, as we said -- did i get to you? go ahead. >> toyota motors. >> thanks. see...
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Feb 15, 2024
02/24
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berkshire adding to its chevron position. the integrated oil name which is, of course, a dow component, is popping about a 3.6%. but look just beneath it. berkshire hathaway is breakfasting to another record high. this gain of just 1% actually equals 6,507, and now one share of berkshire is $607,0 -- 507 because it's never flit -- split. if it closes here, that will be its ninth record of the year since 2024 began. it works both ways because buffett trimmed his massive stake in apple shares. soros dissolved his entire stake in the iphone maker. so we've got apple shares down just under 1. that's off the a lows of the session. berkshire also chopped about a third of its stake in paramount which is down 5% to $12.54. data comes in second as far as moving the markets here. we did get a softer than expected retail sales number that may be helping the bulls. january retail sales tumbled% 8% month over month in january versus a .if 1% drop. and year-over-year you are seek up .6%. keep in mind december was one to remember. sales pop
berkshire adding to its chevron position. the integrated oil name which is, of course, a dow component, is popping about a 3.6%. but look just beneath it. berkshire hathaway is breakfasting to another record high. this gain of just 1% actually equals 6,507, and now one share of berkshire is $607,0 -- 507 because it's never flit -- split. if it closes here, that will be its ninth record of the year since 2024 began. it works both ways because buffett trimmed his massive stake in apple shares....
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Feb 26, 2024
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he said berkshire may only do slightly better than the average company because of their size. it's another way of saying markets are over concentrated into a few texts stocks and should investors stick with apple and nvidia. i'm happy to see her smiling. that means you must be happy with the way the markets are performing.>> so far so good. january and february have been positive. let's hope it continues for a while. the warning to investors from warren buffett, i think it needs to be heated. you cannot argue with his success. what it highlights is one of the problems with size. in order to move the needle on return of investment, he has to find bigger deals. we think here that a lot more opportunities could be transformational in the small and mid-cap space where they don't have to worry about 137 dollars in cash on the balance sheets. >> you touched on something i want to ask about. do you think his warning was more about how difficult it is for him and the people at berkshire to find companies of a scale better value place. but are large enough to move that big battleship,
he said berkshire may only do slightly better than the average company because of their size. it's another way of saying markets are over concentrated into a few texts stocks and should investors stick with apple and nvidia. i'm happy to see her smiling. that means you must be happy with the way the markets are performing.>> so far so good. january and february have been positive. let's hope it continues for a while. the warning to investors from warren buffett, i think it needs to be...
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Feb 26, 2024
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talking about berkshire hathaway, an amazing performance.s really an extension and reflection of the bid for quality stocks. quality as a factor with strong balance sheets and high profit margins, things like that. berkshire is really tracking this quality factor etf. and you have the quality apple. it's really not helping out. it's about half of berkshire's equity portfolio but really has not been much of a contributor in the last several weeks. in particular, you see this sort of x pattern where it's starting to outperform apple. of course, many people mentioning they didn't have much of a role in warren buffett's letter this time around. >> walmart's $58 now. $58.52. >> yeah. it feels like a decent excuse just to get amazon. it's hard to ignore the economic heft of amazon. they've wanted to capture the basic u.s. economy as best as possible, so this seems to be a pretty good kind of cover story to get amazon in there now that they've already been willing to have things like stocks that don't pay a dividend in there as well. >> all right.
talking about berkshire hathaway, an amazing performance.s really an extension and reflection of the bid for quality stocks. quality as a factor with strong balance sheets and high profit margins, things like that. berkshire is really tracking this quality factor etf. and you have the quality apple. it's really not helping out. it's about half of berkshire's equity portfolio but really has not been much of a contributor in the last several weeks. in particular, you see this sort of x pattern...
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Feb 26, 2024
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what's your read on just how much of an indicator berkshire hathaway is for the overall market? >> yeah, i don't know. i think for the overall market now and buffett made a good point in his letter he made similar things in the past and it's not likely to outperform much in a really good environment for the world, but where berkshire should shine is when they can take advantage of dislocations like, you know, the globalfinancial crisis is an extreme event and even in recession those kind of things where he'll get an opportunity to buy some things that they wouldn't get to see in a normal kind of comment because they have, as you mentioned, so much cash and no one worries about them backing away and not able to get financing because they don't need financing and those kinds of things and that's why i think it's a great all-weather stock or a company in the long run. you don't have to worry about the what i always say the risk of ruin because it's just running in a conservative position now. things continue to really cook along and probably can't necessarily keep up, though you ha
what's your read on just how much of an indicator berkshire hathaway is for the overall market? >> yeah, i don't know. i think for the overall market now and buffett made a good point in his letter he made similar things in the past and it's not likely to outperform much in a really good environment for the world, but where berkshire should shine is when they can take advantage of dislocations like, you know, the globalfinancial crisis is an extreme event and even in recession those kind...
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Feb 27, 2024
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. >> who was one of the earliest investors in warren buffett's conglomerate berkshire hathaway? >> oh, doctor ruth told the new york times last week in an interview that when her husband left her a whole bunch of berkshire hathaway stock, his instructions were to do whatever she thought was right with it. >> well, after making that decision, she said, quote, i hope he's smiling and not frowning. he gave me the opportunity to do this and i think he would be happy. i hope so, i think i'm saving now like 180,000. and then with interest, probably more took half a million. well, i'll tell you who's definitely happy now. i just like call my parents and they're like super, super happy about it. does this make you feel bad for all the times your alma mater is called for a donation and you're like, i gave you money already? yeah. >> i mean, in fact, to any billionaires out there that are watching the show, if you'd like to pay off current student loans for any university of miami graduate, that's let us know. we'll take it. >> i think it's like $1.7 trillion. is the national student debt
. >> who was one of the earliest investors in warren buffett's conglomerate berkshire hathaway? >> oh, doctor ruth told the new york times last week in an interview that when her husband left her a whole bunch of berkshire hathaway stock, his instructions were to do whatever she thought was right with it. >> well, after making that decision, she said, quote, i hope he's smiling and not frowning. he gave me the opportunity to do this and i think he would be happy. i hope so, i...
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Feb 26, 2024
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berkshire hathaway's cash award jumped to a record $167 billion. it struggled to find deals. more on that story, as well as what they may do with the cash, given the lack of deals on the horizon. for berkshire hathaway. stay with us. this is bloomberg. ♪ >> good morning. this is a big year. here are the stories any agenda. chinese and korean stocks waiting on markets in asia. it is a flood of economic data this week including the fed's preferred inflation gauge. let me zelensky says at least 31,000 ukrainian troops have died since russia's invasion two years ago. while vanilla his push for more u.s. military support. plus nikki haley this is a key financial backer after a crushing defeat to donald trump in her home state. we discussed whether she will leave the race for the republican presidential nomination. the gdp manufacturing consumer sentiment surveys. all of that coming through this week. ftse 100 futures down by 2/10 of a cent as well. nasdaq futures dipping below 18,000. by .2%. let's put the board and have a look at the assets. 422 on the u.s. benchmark. one a, curr
berkshire hathaway's cash award jumped to a record $167 billion. it struggled to find deals. more on that story, as well as what they may do with the cash, given the lack of deals on the horizon. for berkshire hathaway. stay with us. this is bloomberg. ♪ >> good morning. this is a big year. here are the stories any agenda. chinese and korean stocks waiting on markets in asia. it is a flood of economic data this week including the fed's preferred inflation gauge. let me zelensky says at...
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Feb 15, 2024
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shares of paying paramount, berkshire sold about a third of its stake in paramount.. >> more data crossing the tape. let's get to rick santelli. hey, rick. >> hi, carl. indeed, business inventories for the month of december, expected to be up 0.4%. come in as expected spot on. up 0.4%. what's interesting about this business inventories number is that we now are at the best inventories going back to when was the last time we were up 0.4%. we have to go all the way to august of '22 to find a higher inventory build than that. we had one other up 0.4% exactly that in august of last year. why is this important? because inventories boosting potential gdp figures for the fourth quarter. now, national association of home builders housing sentiment index for february hitting the wires at 48. 48. it is definitely better than expected. since it's under 50 builders confidence is positive. this is the best number going all the way back 48, you have to go back to the last time it was at 50, which is august of '23 to find a number above 50, that would be july of '23 when it was 56.
shares of paying paramount, berkshire sold about a third of its stake in paramount.. >> more data crossing the tape. let's get to rick santelli. hey, rick. >> hi, carl. indeed, business inventories for the month of december, expected to be up 0.4%. come in as expected spot on. up 0.4%. what's interesting about this business inventories number is that we now are at the best inventories going back to when was the last time we were up 0.4%. we have to go all the way to august of '22 to...
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Feb 26, 2024
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berkshire hathaway shares hitting an all-time high before pulling back today. it is upping its best on japan, saying it has increased its holdings in very large japanese companies. the average stake in those names now standing at nearly 9%. so, if warren buffett is all-in on japan, should you be? we asked our emerging markets specialist in the house, the ambassador tim seymour, for his top picks. so, tim, what are your -- >> i mean, look, i feel like i've been bullish on japan for a long time. it's one of the heaviest weighed in the international etf i advise on. and japan, to me, gets better and better because the macro around it is, we know deflation is over, we know if anything the bank of japan is no longer going to be targeting the yield curve, but down to companies themselves, the payout levels are growing. there's pressure on them from the tokyo stock exchange to actually increase those payout levels. the three names, the heavyweights, mitsubishi. it is clearly the jpmorgan of japan. you're getting at at .9 times price to tangible book. the spreads on th
berkshire hathaway shares hitting an all-time high before pulling back today. it is upping its best on japan, saying it has increased its holdings in very large japanese companies. the average stake in those names now standing at nearly 9%. so, if warren buffett is all-in on japan, should you be? we asked our emerging markets specialist in the house, the ambassador tim seymour, for his top picks. so, tim, what are your -- >> i mean, look, i feel like i've been bullish on japan for a long...
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suddenly an arm's length away with the help of the r headsets and controllers, students at random house berkshire school can tackle their subject matter up clips . biology lessons are also far more interactive and virtual reality. you can have a big beating hearts and you can see the flow of blood through it and it can understand those changes in defaults. this really should work through a hot oh, things like that. so it's really, really useful for children's deeper understanding of what they're studying for teachers. this opens up many new possibilities. reviews, but to reality, across every subject, as part of a pilot for virtual reality. some of the most impressive things we can do. science experiments who would otherwise be impossible or too dangerous to do in a classroom. virtual reality is already being integrated into vocational training training is that a mercedes benz workshop use the art to practice painting cars. this way they can learn to consistently keep the same distance, which is tricky for beginners education experts then you mean person says it's an ideal use case you saw on bec
suddenly an arm's length away with the help of the r headsets and controllers, students at random house berkshire school can tackle their subject matter up clips . biology lessons are also far more interactive and virtual reality. you can have a big beating hearts and you can see the flow of blood through it and it can understand those changes in defaults. this really should work through a hot oh, things like that. so it's really, really useful for children's deeper understanding of what...
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Feb 23, 2024
02/24
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jpmorgan chase and visa and berkshire and meta trading close to all-time highs or 52-week highs. we are looking at the treasury market and enthusiasm there with the stock market rising treasury yields are not doing a lot to dent this enthusiasm on wall street. the two-year note is moving higher since the cpi report. that's the morning money set up. >>> let's turn to the markets in asia and europe with jp ong and carolin roth jp, let's go to you. good morning >> reporter: good morning, frank. not like the gains we saw yesterday in asia on this friday, but modest gains for the major indices. markets in tokyo and japan were offline due to the emperor's birthday you can't blame traders for taking a breather. the kospi in seoul with gains and adding value for the biggest listed companies on monday you aring e seeing cautious excitement with the announcements. one of the macro points that people are watching out for in asia today was the fact that home prices in january con contracted again, but at a slower clip than previous months signs of improvement for the sector you talk about ch
jpmorgan chase and visa and berkshire and meta trading close to all-time highs or 52-week highs. we are looking at the treasury market and enthusiasm there with the stock market rising treasury yields are not doing a lot to dent this enthusiasm on wall street. the two-year note is moving higher since the cpi report. that's the morning money set up. >>> let's turn to the markets in asia and europe with jp ong and carolin roth jp, let's go to you. good morning >> reporter: good...
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Feb 15, 2024
02/24
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berkshire hathaway has started to trim that position. this is a great example of why technicals work. you have all of this choppiness over the last several months which likely represents some of the selling pressure from berkshire hathaway. they do not want to sell on a straight line otherwise it will reduce their profit. this is taking apple down. the momentum is going to the downside suggesting that the selling might be why apple is down 5%. we will not know that until may with the next round of 13 coming out. certainly something to keep an eye on. as go apple, the market goes. sonali: abigail doolittle we thank you. we will be joined by liberty cantrell, head of u.s. policy to discuss how the fed handles a presidential election year. that is for wall street week up next. psst. hey, sarah. hi. if you had to choose, would you listen to elevator music all day or deal with payroll compliance? payroll compliance, for sure. wait. for real? switching to gusto made staying compliant much easier. on top of seamless payroll, they automatically
berkshire hathaway has started to trim that position. this is a great example of why technicals work. you have all of this choppiness over the last several months which likely represents some of the selling pressure from berkshire hathaway. they do not want to sell on a straight line otherwise it will reduce their profit. this is taking apple down. the momentum is going to the downside suggesting that the selling might be why apple is down 5%. we will not know that until may with the next round...
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Feb 15, 2024
02/24
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berkshire hathaway sold 10 million shares in apple. it sounds like a lot but is 1% of the firm's ownership, worth roughly $174 billion at year end. tesla, the laggard of the group during q4, got a small boost from qd1 dissolved its stake completely. these are snapshots from the end of 2023. they may have changed in the six weeks since. those who remained in names like nvidia and alphabet likely see gains from there year to date. apple and tesla holders may be a little bit more disappointed from that time period, frank. >> leslie, thank you very much. our leslie picker. >>> josh, you've been taking some profits in nvidia. is it simply profit taking? you said you doan see -- >> it's not a market timing call. a stock goes up 1,000 percentage points. de facto it can be -- if no other stocks are growing at that rate, which, trust me, they aren't, it takes over your whole portfolio. it's tending a garden. i don't have a specific view on whether or not nvidia beats on their quarterly earnings. i'm not talking to asian suppliers about gpu ship
berkshire hathaway sold 10 million shares in apple. it sounds like a lot but is 1% of the firm's ownership, worth roughly $174 billion at year end. tesla, the laggard of the group during q4, got a small boost from qd1 dissolved its stake completely. these are snapshots from the end of 2023. they may have changed in the six weeks since. those who remained in names like nvidia and alphabet likely see gains from there year to date. apple and tesla holders may be a little bit more disappointed from...
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Feb 26, 2024
02/24
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per tradition the berkshire hathaway ceo release fourth-quarter earnings on saturday and the numbers were so impressive that initially the stock blasted to a record right at the open on the heels of the consumer energy and insurance conglomerate ever profit $97.1 billion. buffett says burke shire is built to last, shares reversed on news with the utility unit expects the department of justice to sue for nonpayment of cost related to a 2020 wildfire. arguably that is a blip considering burke shire has gained 103% over the past five years, did the oracle of omaha in his annual shareholder letter issue as thinly veiled warning that investors are getting too giddy and it could get dangerous. we have bill smead in the chair he's owed burke shire stock for 20 years and one of the best translators out there, what did he mean in his annual shareholder letter we can put this on the screen but he jumped out at me for whatever reasons markets now exhibit far more casino like behavior than they did when i was young, the casino resigns in many homes and daily temps occupants. is that code for wat
per tradition the berkshire hathaway ceo release fourth-quarter earnings on saturday and the numbers were so impressive that initially the stock blasted to a record right at the open on the heels of the consumer energy and insurance conglomerate ever profit $97.1 billion. buffett says burke shire is built to last, shares reversed on news with the utility unit expects the department of justice to sue for nonpayment of cost related to a 2020 wildfire. arguably that is a blip considering burke...
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Feb 15, 2024
02/24
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berkshire hathaway short 10 million sales of apple but that -- with roughly 174 billion dollars. at your end. tesla, the laggard of the group got a small boost from coast to, which increased its stake. also alongside -- tiger global- ing decreased nvidia well d1 dissolved its stake in nvidia completely. as a reminder, these are snapshots from the end of 2023, they may have changed in the six wheat sense. those remain in names -- and alphabet likely have continued to see gains from that time, because they are up year to date well apple and tesla holders may a little bit more disappointed. >> a question for you, these are reductions and stake, not necessarily illuminations of the stake in many cases, for example the apple steak that berkshire had, they took out 1% or thereabouts of the total holding. in other cases like nvidia, it may be the same thing, they reduce but didn't eliminate. >> exactly. there are certain instances like i mentioned a viking selling a billion dollars worth of, that was a total, they sold out of that microsoft position completely but biome large, we're kin
berkshire hathaway short 10 million sales of apple but that -- with roughly 174 billion dollars. at your end. tesla, the laggard of the group got a small boost from coast to, which increased its stake. also alongside -- tiger global- ing decreased nvidia well d1 dissolved its stake in nvidia completely. as a reminder, these are snapshots from the end of 2023, they may have changed in the six wheat sense. those remain in names -- and alphabet likely have continued to see gains from that time,...
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Feb 26, 2024
02/24
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you know berkshire hathaway likes companies with free cash flow. they have that.igna in particular seems to fit within their portfolio well. they increased their dividend. they're divesting the medicare part of the business which in my opinion is probably the part berkshire would have liked. so it seems like a good option to them to add to their portfolio. charles: before we go, where do you see this economy right now? >> look there is some momentum there and which don't want to take away from that so you want to be invested in the market, you want to participate in this momentum. we have to be cautious, there are too many elements out there flashing their red lights. leleis, shape of the yield curve, ecb saying they will not cut until after the fed, the cycle you can get in higher for longer. we think you need to be cautious in this market but be invested to take advantage of the upside. we like health care, we like financials. we think you can add to those sectors to take advantage of that. charles: all righty. always great having these level-headed conversation
you know berkshire hathaway likes companies with free cash flow. they have that.igna in particular seems to fit within their portfolio well. they increased their dividend. they're divesting the medicare part of the business which in my opinion is probably the part berkshire would have liked. so it seems like a good option to them to add to their portfolio. charles: before we go, where do you see this economy right now? >> look there is some momentum there and which don't want to take away...
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Feb 15, 2024
02/24
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in terms of apple and berkshire, that is likely house keeping.imming 10 million shares is 1%. $ $174 billion for apple is huge. >> leslie, thank you. >> joining us now for more is jay woods from freedom capital markets. what do you use this information for and who do you pay attention to here? >> you pay attention to the big names. that's what moves markets. the teppers and barrys of the world. it is a lagging indicator. this is from 45 days ago. this is interesting to see the trends. that's what people follow. some people like to follow that mentality and ride the coattails of the big names. as a young investor, i bought coca-cola because warren buffett bought it. you look for the overall market sentiment. sectors they are getting into or getting out of here? the magnificent seven is scrutinized. that rotation was jockeying. there were no big positions. then that's the last thing. look for new positions. two that struck me looking at michael and tepper. they got in hch healthcare and oracle. those are things people watch. there are the diamonds
in terms of apple and berkshire, that is likely house keeping.imming 10 million shares is 1%. $ $174 billion for apple is huge. >> leslie, thank you. >> joining us now for more is jay woods from freedom capital markets. what do you use this information for and who do you pay attention to here? >> you pay attention to the big names. that's what moves markets. the teppers and barrys of the world. it is a lagging indicator. this is from 45 days ago. this is interesting to see the...
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Feb 27, 2024
02/24
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hathaway, and a longtime friend of berkshire's ceo warren buffett, the school says that gift has been to attract talented and diverse students who otherwise might not be able to avoid medical school. the president, ceo of the school's parent company calling the gift transformational really incredible credible story there, great to end the show on that. thanks very much for joining me this morning. i'm jim acosta, the next hour of newsroom with wolf blitzer starts right now, have a great happening this hour showdown over at the white house. president biden and the top leaders in congress, democrats and republicans meet face-to-face to try and iron they're not there are differences with so much at stake at home and abroad plus, president biden's hope for a quote, ceasefire in gaza by monday. that statement taking an israeli official by surprise and the conflict of the middle east is a huge issue for voters today in the michigan primary, we're live in the battleground state this hour. >> hello. >> i'm wolf blitzer in washington and you're in cnn newsroom happening this hour, a meeting ov
hathaway, and a longtime friend of berkshire's ceo warren buffett, the school says that gift has been to attract talented and diverse students who otherwise might not be able to avoid medical school. the president, ceo of the school's parent company calling the gift transformational really incredible credible story there, great to end the show on that. thanks very much for joining me this morning. i'm jim acosta, the next hour of newsroom with wolf blitzer starts right now, have a great...
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Feb 26, 2024
02/24
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. >>> and warren buffett put out his annual letter to berkshire hathaway shareholders. of omaha says play the long game and ignore pundits offering financial forecasts. the 93-year-old has written an annual letter since 1965. >>> that's your cbs "money watch" report for this monday morning. i'm matt pieper, cbs news, new york. >>> five players are being suspended by the nba without pay for their roles in friday's wild fight during the miami heat-new orleans pelicans game. two players received three-game suspensions for leaving the bench area and fighting. two other players including miami's jimmy butler were suspended for one game each for instigating that fight. another player was also suspended for one game. butler will lose the most money, nearly $260,000. >>> and yesterday's nascar race in atlanta ended with a wild photo finish. take a look at this. three cars crossed the finish line at the cup series race in what looked like the exact same moment. but after a closer photo review, daniel suarez was declared the winner. the margin of victory -- get this -- .003 of a
. >>> and warren buffett put out his annual letter to berkshire hathaway shareholders. of omaha says play the long game and ignore pundits offering financial forecasts. the 93-year-old has written an annual letter since 1965. >>> that's your cbs "money watch" report for this monday morning. i'm matt pieper, cbs news, new york. >>> five players are being suspended by the nba without pay for their roles in friday's wild fight during the miami heat-new orleans...
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Feb 27, 2024
02/24
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chairwoman's late husband , who invested in berkshire hathaway.time for some energy. >> after weeks of speculation, we will see this performance at the oscars where i see love, she sees a friend. >> what will it take for her to see the man behind the ten and fight for me? >> ryan gosling will perform i'm just ken from barbie, and gosling is no stranger to singing on stage, getting his start on the mickey mouse club with britney spears and justin timberlake, and finally snoring is annoying, but to babies it can be downright disturbing. watch this baby's reaction to his dad snoring already has 8 million views on already has 8 million views on tiktok that is somethi i know what it's like to perform through pain. if you're like me, one of the millions suffering from pain caused by migraine, nurtec odt may help. it's the only medication that can treat a migraine when it strikes and prevent migraine attacks. treat and prevent, all in one. don't take if allergic to nurtec. allergic reactions can occur, even days after using. most common side effects were
chairwoman's late husband , who invested in berkshire hathaway.time for some energy. >> after weeks of speculation, we will see this performance at the oscars where i see love, she sees a friend. >> what will it take for her to see the man behind the ten and fight for me? >> ryan gosling will perform i'm just ken from barbie, and gosling is no stranger to singing on stage, getting his start on the mickey mouse club with britney spears and justin timberlake, and finally snoring...
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Feb 2, 2024
02/24
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the river lambourn in berkshire, one of england's precious chalk streams.d you'll reach the white tent used for the great british bake off. head the other way and the crystal clear water turns dark brown. the culprit — one of tens of thousands of outfalls that drain water off our road network when it rains. so this is the outfall from the m4... charlotte has been testing what she calls the black gunk that lines the riverbed. so there's things like arsenic and lots of heavy metals. tyres and oil and all the things that cars shed. it's just coming straight off the road into the river? straight off the road into the river. there's now much greater awareness and information about the volume of raw sewage that spills into our rivers and seas. by contrast, there's very little monitoring of the runoff and pollution that washes from our roads into all the same places. the government accepts it's a serious issue, but freedom of information requests from the bbc to the environment agency have revealed it is doing no regular testing of the impact of pollution from our
the river lambourn in berkshire, one of england's precious chalk streams.d you'll reach the white tent used for the great british bake off. head the other way and the crystal clear water turns dark brown. the culprit — one of tens of thousands of outfalls that drain water off our road network when it rains. so this is the outfall from the m4... charlotte has been testing what she calls the black gunk that lines the riverbed. so there's things like arsenic and lots of heavy metals. tyres and...
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Feb 8, 2024
02/24
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>> a berkshire. >> by a lot.sena >> the drug obsessed left this pushing ispsychedelic mushrooms for a toworking mom since the latest effort to keep americansi distracted and we will expose their descent into zombie land, next. >> >> laura: the pro-drug legalization crowd is eager to get people hooked on weed because that's big money but they cloak their greeden by selling the great medicinal benefits. pati>> evidence exists that marijuana can be medically useful in many contexts, beneficial to children with epilepsy and autism in patients undergoing chemotherapy. it can stimulate appetite for people with aids and cancer and may play a role in reducing rates of opioid use in overdose .>> laura: of course no mention of the increase schizophrenia, bipolar disorder, manic depressive disorder, all that can be triggered and now there is a craze taking suburbia by storm, psychedelic mushrooms. welcome flto zombie land. >> off-duty he told the pilot and copilot i am not okay and dmitted to grabbing the red fire suppression handles to shut down the plane's engines. he hadaf been depressed for
>> a berkshire. >> by a lot.sena >> the drug obsessed left this pushing ispsychedelic mushrooms for a toworking mom since the latest effort to keep americansi distracted and we will expose their descent into zombie land, next. >> >> laura: the pro-drug legalization crowd is eager to get people hooked on weed because that's big money but they cloak their greeden by selling the great medicinal benefits. pati>> evidence exists that marijuana can be medically...
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Feb 2, 2024
02/24
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BBCNEWS
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the river lambourn in berkshire, one of england's precious chalk streams.ed for the great british bake—off. head the other way and the crystal clear water turns dark brown. the culprit — one of tens of thousands of outfalls that drain water off our road network when it rains. so this is the outfall from the m4... charlotte has been testing what she calls the black gunk that lines the river bed. so there's things like arsenic and lots of heavy metals. tyres and oil and all the things that cars shed. it's just coming straight off the road into the river? straight off the road into the river. there's now much greater awareness and information about the volume of raw sewage that spills into our rivers and seas. by contrast, there's very little monitoring of the run—off and pollution that washes from our roads into all the same places. the government accepts it's a serious issue, but freedom of information requests from the bbc to the environment agency have revealed it's doing no regular testing of the impact of pollution from our roads. if you or i were to dis
the river lambourn in berkshire, one of england's precious chalk streams.ed for the great british bake—off. head the other way and the crystal clear water turns dark brown. the culprit — one of tens of thousands of outfalls that drain water off our road network when it rains. so this is the outfall from the m4... charlotte has been testing what she calls the black gunk that lines the river bed. so there's things like arsenic and lots of heavy metals. tyres and oil and all the things that...
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Feb 21, 2024
02/24
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critical care tojoin thirds of hospitals providing critical care to join the scheme, but here at the royal berkshirell from a relative... they are clear what family style that has saved lives. irate they are clear what family style that has saved lives.— they are clear what family style that has saved lives. we often see that has saved lives. we often see that some of _ that has saved lives. we often see that some of the _ that has saved lives. we often see that some of the very, _ that has saved lives. we often see that some of the very, very - that has saved lives. we often see that some of the very, very early i that some of the very, very early signs that a patient is becoming more unwell are the most subtle, and these are the ones that the friends and family pick up. we really want to be pre—emptive. we want to act as quickly and as early as possible to give our patients the safest care we can, so it's really vital that we have those early indicators of deterioration or that something is changing. martha's parents say the pain of losing their daughter is hard to describe, and they are desperate
critical care tojoin thirds of hospitals providing critical care to join the scheme, but here at the royal berkshirell from a relative... they are clear what family style that has saved lives. irate they are clear what family style that has saved lives.— they are clear what family style that has saved lives. we often see that has saved lives. we often see that some of _ that has saved lives. we often see that some of the _ that has saved lives. we often see that some of the very, _ that has...
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the regional banks particularly fed starting to cut this year i think owning the large caps jpmorgan berkshirecompanies makes sense. >> we talked with jay lat field said if your expectation is bull market continues investment banks are poised to have a good run. in a bull market. >> i agree with, that. >> wealth management, gets higher. tiana: to bring up the china question case especially affects apple right apple had 10% annual growth, slowed down to 2%. as china begins to really not just with the, but huawei phones crowd out american credit apple a lot of americans -- how much do investors need worry about that beyond earnings he reports for this season, how much do we need to you know see tim cook that big on apple's augmented reality if that misses other are there fundamental issues that investors would look at with tech, as you know, sort of retren of into sort of cold war. >> great question we have to be concerned about china on different level many american companies tried to and an operations into u.s. back away slowly from china but a process. , china potentially could face a very o
the regional banks particularly fed starting to cut this year i think owning the large caps jpmorgan berkshirecompanies makes sense. >> we talked with jay lat field said if your expectation is bull market continues investment banks are poised to have a good run. in a bull market. >> i agree with, that. >> wealth management, gets higher. tiana: to bring up the china question case especially affects apple right apple had 10% annual growth, slowed down to 2%. as china begins to...