Berkshire Hathaway (NYSE: BRK.B) Archives

Berkshire Hathaway Comes Roaring Back

August 17, 2018 daniel Berkshire Hathaway, Berkshire Hathaway (NYSE: BRK.A), Berkshire Hathaway (NYSE: BRK.B), Berkshire Hathaway is making a Lot of Money again, Berkshire Hathaway Private Equity, BRK.B, Buffett Private Equity, How Much Cash is Berkshire Hathaway Generating?, The Buffett Empire, What Will Berkshire Hathaway Buy Next, Where will Berkshire Hathaway Invest, Why Berkshire Hathaway is Like a Hedge Fund, Why is Buffett Hoarding Cash?

My prediction is that Buffett will buy up lower priced stocks of cash-rich dividend paying companies. Since there are lots of those out there it is hard to predict what will catch his eye.
Berkshire will be confine major investments to private equity, which is booming right now. Likely, private equity targets for Berkshire Hathaway include Lyft, Instacart, and Airbnb.
Lyft and Airbnb which both have the potential to generate a lot of cash will attract Uncle Warren’s attention. Instacart, which has escaped attention by operating in an unsexy; but huge, market groceries might catch Buffett’s eye.

Market Insanity

Is CVS Health Making Money?

July 17, 2018July 21, 2018 daniel Aetna (NYSE: AET), Amazon (NASDAQ: AMZN), Are Amazon and Berkshire Hathaway planning a Retail Alliance, Berkshire Hathaway (NYSE: BRK.B), Can CVS Compete with Amazon, CVS Health, CVS Health (NYSE: CVS), Is CVS a Value Investment?, Is CVS Health Making Money?, Is CVS Making Money?, Medicare for all Threatens CVS Health, Why is CVS not making that much Money?

The idea is to create a private enterprise that functions something like Britain’s National Health Service (NHS). That is one stop shopping for all your health insurance and healthcare needs. The NHS operates hospitals and provides health insurance in the United Kingdom.

CVS is more like the NHS than many people think; it already operates more than 1,100 MinuteClinic walk-in healthcare facilities, for example. There are MinuteClinics in 33 states and the District of Columbia that have received more than 37 million visits.

Cryptocurrency Opportunities

Retailing Electricity on the Blockchain ICOs aim to make Electricity a Commodity

January 4, 2018January 27, 2018 daniel Are Electricity Based Cryptocurrencies Viable?, Berkshire Hathaway (NYSE: BRK.B), Energy-based Cryptocurrencies, Ethereum-based platforms designed for retailing electricity and other forms of energy, Many Companies Entering Retail Energy Market, MegaWatt Token, microgrids, MWAT Token, neo-retailers, peer-to-peer (P2P) marketplace for electricity and natural gas, Power Ledger, Power Ledger Aims to Retail Electricity, Power Ledger and Restart Energy, Power Ledger’s POWR Token, POWR, POWR Token, Proposed Cryptocurrency might contain a Megawatt of electricity, Red Network, Red-Platform, Restart RED Franchisees, Retailing Electricity on the Blockchain ICOs aim to make Electricity a Commodity, Tesla Energy, Tesla Motors (NASDAQ: TSLA, The POWR Token, Welcome to Energy Democracy, Will Energy-based Cryptocurrencies become a Value Investment?, Will Tesla Enter the Retail Electricity Market?

It looks as if the future of electricity marketing will take the form of retail. One wonders if this is a viable industry and if energy-based cryptocurrencies will one day become a value investment.

The marriage of cryptocurrency and energy might create a fascinating new class of investments. Only time will tell if these tokens will have any real value.

The Junk Pile

CenturyLink Stock is Junk

January 2, 2018 daniel Berkshire Hathaway (NYSE: BRK.B), Century Link Customer Service, CenturyLink (NYSE: CTL), CenturyLink Stock, Does CenturyLink prove that Warren Buffett is wrong about the Idiot Nephew?, How Much Float Does CenturyLink have?, Level 3, Level 3 CEO Jeff Storey, the CenturyLink bill, the Idiot Nephew, the idiot nephew principle, Verizon (NYSE: VZ) or ATT (NYSE: T), Warren Buffett is wrong, Warren Buffett is wrong about the Idiot Nephew

The cash flow might explain some of the problems at CenturyLink, the company is taking in just enough cash to pay the bills and finance a large salary for executives. It might also disprove a popular notion of Warren Buffett’s to invest businesses that are so simple to operate somebody’s idiot nephew can run them.

The reason Buffett might be wrong is that once in the executive suite, the idiot nephew is in a good position to loot the company. He might order a new corporate jet instead of updating the equipment, or sell off potentially profitable assets in order to raise the dividend and the price of the stock in his compensation package.

Good Stocks

Is the Union Pacific Making Money?

December 5, 2017 daniel battery-powered electric locomotive, Berkshire Hathaway (NYSE: BRK.B), Can Union Pacific Survive, CSX (NASDAQ: CSX), Does the Union Pacific Make Money?, Is the Union Pacific Making Money?, Is Union Pacific a Value Investment?, Kansas City Southern (NYSE: KSU), Norfolk Southern (NYSE: CSX), Tesla locomotives, Tesla Motors (NASDAQ: TSLA, The Union Pacific has a lot of Cash for a Railroad, Union Pacific, Union Pacific (NYSE: UNP), Union Pacific is a good stock to own

The Union Pacific has a pretty bright future because it owns four rail lines that connect the Great Plains to the West Coast.

They include the original transcontinental rail line from Omaha, Nebraska to Oakland, California and the Southern Pacific line from Los Angeles to Houston. Shorter routes include the line from Salt Lake City to Los Angeles, and the Oregon shortcut from Pocatello, Idaho, to Portland, Oregon, and Seattle. Other key routes include a line from El Paso to Chicago, the line from Houston to Chicago, and the line from Denver to Salt Lake City.

These tracks put the Union Pacific in a great position to cash in on all the raw materials shipped from the West and Midwest to Pacific and Gulf Coast Ports. It is also in a good position to haul all the consumer goods shipped from China to U.S. ports.

Crazy Stocks

Is Kansas City Southern on Track to Stock Market Catastrophe?

November 21, 2017November 21, 2017 daniel Berkshire Hathaway (NYSE: BRK.A), Berkshire Hathaway (NYSE: BRK.B), Is Kansas City Southern Sustainable as a Company?, Kansas City Southern (NYSE: KSU), Kansas City Southern is not necessarily a bad company, KSC acquisition, other high profile investors that might consider buying the KSC including Buffett’s running buddy Bill Gates, the Kansas City Southern looks like the opposite of a value investment, The Kansas City Southern would be a bargain for Berkshire, The Opposite of a Value Investment, Will Berkshire Hathaway buy Kansas City Southern?

Those who doubt that American stocks might be in a potentially catastrophic bubble need to take a look at the Kansas City Southern (NYSE: KSU). The railroad makes little money, yet its stock is dangerously overpriced.

Good Stocks

Berkshire Hathaway is now the House of Cash

November 10, 2017November 10, 2017 daniel Berkshire Hathaway (NYSE: BRK.A), Berkshire Hathaway (NYSE: BRK.B), Berkshire Hathaway is now the House of Cash, Borsheims Fine Jewelry, Brooks, GrubHub (NYSE: GRUB), Helzberg Diamonds, Kansas City Southern (NYSE: KSU), Nebraska Furniture Mart, Nordstrom (NYSE: JWN), Snap (NYSE: SNAP), Square (NYSE: SQ), The Amount of America Warren Buffett can buy is absolutely incredible, The Cash keeps rolling in at Berkshire Hathaway, Twitter (NYSE: TWTR), Why Isn’t Berkshire Hathaway spending more of its Money?, Would Berkshire Hathaway buy Nordstrom?

The potential of this are absolutely staggering. Just a few of the things Uncle Warren can do with all that cash include:
Buy America’s second largest grocer; Kroger (NYSE: KR), outright and still have $75.56 billion left in the bank. That’s amazing because Kroger reported revenues of $118.05 billion on 31 July 2017. Kroger had an enterprise value of $32.74 billion on November 10, 2017.

Stocks

Is Canadian Pacific the best Railway Stock?

November 8, 2017 daniel A dividend of 45.08¢, A quarterly profit margin of 31.97%., Berkshire Hathaway (NYSE: BRK.B), best Railway Stock?, Canadian National (CNI), Canadian National vs. Canadian Pacific, Canadian Pacific, CSX (NASDAQ: CSX), Is Canadian Pacific the best Railway Stock?, Kansas City Southern (NYSE: KSU), So why are Railroad Revenues increasing, The Canadian Pacific’s Resources are Too Limited, This puts CP at a terrible disadvantage, Union Pacific (NYSE: UNP), Why Investors Should Stay Away from Canadian Pacific

This exposes the Canadian Pacific’s greatest problem: its resources are simply too limited. The railway barely seems to make enough money to cover the cost of operations, let alone expand or modernize.

Good Stocks

Is Alphabet (Google) Finally Stumbling?

July 31, 2017 daniel Alphabet (NASDAQ: GOOG), Alphabet (NASDAQ: GOOGL), Alphabet the Revenue Growth Continues, Berkshire Hathaway (NYSE: BRK.B), Google Express, Google Fiber, How Much Money is Google Making?, Is Alphabet (Google) Finally Stumbling?, Is Google a Value Investment?, Is Google Too Big to Fail?, Is Increased Competition Hurting Google?, The company formerly known as Google, Waymo

Sports fans know that even the greatest winning streaks end sooner or later. The same can be said of stocks,

Hyperloop

What Companies will benefit from Hyperloop?

June 24, 2017June 24, 2017 daniel AECOM (NYSE: ACM), Airbus SE (OTC: EADSF), Amazon (NASDAQ: AMZN), Amazon Prime on Steroids, Berkshire Hathaway (NYSE: BRK.B), BNSF, Boeing (NYSE: BA), Elon Musk’s SpaceX, Hardt Global Mobility, Hyperloop investments, Hyperloop One, Hyperloop Stocks, Hyperloop Transportation Technologies (HTT), Kansas City Southern (NYSE: KSU), OC Oerlikon (OTC: OERLY), Prologis (NYSE: PLD), PulteGroup (NYSE: PHM) and Toll Brothers (NYSE: TOL), Some Companies that Might be Poised to Cash in on Hyperloop, UPS (NYSE: UPS) and FedEx (NYSE: FDX), What Companies will benefit from Hyperloop?

Amazon (NASDAQ: AMZN) – The Everything Store is basically a logistics company and Hyperloop is a next generation logistics solution. Hyperloop One CEO Rob Lloyd has even described his company’s technology as “Amazon Prime on steroids.” Hyperloop would make Amazon more profitable by greatly reducing transportation costs while speeding up delivery times. A fulfillment center in Ohio would be able to provide same day delivery for merchandise ordered in Chicago or New York by utilizing Hyperloop.

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