Berkshire Hathaway Inc (BRK.B)

[gfp927z]

Bar, >> is this a stock Warren or Charlie would buy? <<

I ask that question too, but not having Buffett's stock analysis abilities (or anything close), I end up screening individual stocks mainly based on their 10-15 year charts. Does the chart have the steadiness and trajectory over time that would indicate a stable, consistently profitable business, and sound capable management? When the long term chart qualifies (CTAS for example), the rest of the analysis is usually favorable (margins, return on equity / assets, debt level, net income, cash flow, lack of shorts, div payout %, etc). But I figure Buffett would reject most of my picks based on valuation.

Buffett says a big problem is that the group of stocks qualifying for purchase by Berkshire is very limited, and they've been thoroughly picked over by others looking for the same type of bargains, hence Berkshire's huge cash position. The problem stems from his success --> having so much $ to invest means only the largest cap companies can be considered. If Buffett could go back to managing smaller sums, he could shoot the lights out every year like in the early days. But now he is forced into large and mega cap ideas.

Speaking of which, I see Apple is under anti-trust investigation by the US govt (link below). So that's the risk of having so much invested in one stock -


>>> Justice Department files antitrust suit against Apple <<<

https://finance.yahoo.com/news/justice-department-files-antitrust-suit-against-apple-145514025.html




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