Berkshire Hathaway Classe B BRK.B

[TonyM]

Gap and Philips 66 Among Recent Insider Buys - GuruFocus.com

On Aug. 28, Berkshire Hathaway Inc. (NYSERK.A)(NYSERK.B), which has now more than 10% of ownership in Phillips 66 (PSX), bought 3,175,041 shares of the company at the price of $74.68 per share and a total cost of $237,112,000. Since that buy, the price of the stock has risen by 5.1%.

The company has an institutional ownership of 74%.

The price of Phillips 66 has dropped by 10% during the last 12 months and is trading with a very low P/E(ttm) ratio of 10.04 and an even lower P/B of 1.87. The company has a good profitability, with positive returns, ROA 8.72% and ROE 19.84%. Financial strength is rated 9/10 thanks to a good cash-to-debt of 0.57 and a high interest coverage of 22.61. These ratios are ranked lower than 58% of its competitors.

After this trade, Warren Buffett with his Berkshire Hathaway is the main shareholder of the company with 10.70% of outstanding shares, followed by James Barrow (Trades, Portfolio) with 3.35% and First Eagle Investment (Trades, Portfolio) with 0.91%.

 

[TonyM]

Berkshire Hathaway Is Undervalued On A Price/Book Value Basis (Updated) - Berkshire Hathaway Inc (NYSERK.A) | Seeking Alpha

Year Book Value Price Price/Book Value
2015 149,735 (June 30) 196,501 (Sept. 4) 1.31
2014 146,188 (Dec. 31) 226,000 (Dec. 31) 1.55
2013 134,973 177,900 1.32
2012 114,214 134,060 1.17
2011 99,860 114,755 1.15
2010 95,453 119,100 1.25
2009 84,487 99,200 1.17
2008 70,530 96,600 1.37
2007 78,008 141,600 1.82
2006 70,281 109,990 1.57
2005 59,377 88,620 1.49
2004 55,824 87,900 1.57
2003 50,498 84,250 1.67
2002 41,727 72,690 1.74
2001 37,920 75,600 1.99
2000 40,442 71,000 1.76
1999 37,987 56,100 1.48
1998 37,801 70,000 1.85
1997 25,488 46,000 1.80
1996 19,011 34,100 1.79
1995 14,426 32,100 2.23
1994 10,083 20,400 2.02
1993 8,854 16,325 1.84
1992 7,745 11,750 1.52
1991 6,437 9,050 1.41
1990 4,612 6,675 1.45
1989 4,296 8,675 2.02
1988 2,975 4,700 1.58
1987 2,477 2,950 1.19
1986 2,073 2,870 1.36
1985 1,644 2,470 1.50
Average 1.58

 

[TonyM]

bello questo articolo:
Could a deal for ConAgra be on Warren Buffett?s plate? - Omaha.com: Warren Watch

 

[TonyM]

Berkshire Hathaway buys 3.51 mln shares of Phillips 66
SEPT 9
Warren Buffett's Berkshire Hathaway Inc said it has purchased another 3.5 million shares of Phillips 66, bringing its total stake in the U.S. refiner to 11.4 percent.

The latest series of purchase, made from Sept. 4-9, brings Berkshire's beneficially owned shares to a total of 61.5 million, according to a regulatory filing. (1.usa.gov/1UI6Bsn)

Berkshire's stake in the company is now worth $4.96 billion, based on Phillips 66's Wednesday closing price of $80.65.

Last month, Buffet reported a passive stake of 10.8 percent, or 58 million shares, as of Aug 25. (1.usa.gov/1UI6zAU) (Reporting by Ankush Sharma in Bengaluru; Editing by Leslie Adler)

 

[TonyM]

Un grafichino.....

 

[TonyM]

Acquistato il primo pacchettino di azioni.

 

[TonyM]

Berkshire Hathaway: L'obiettivo ha rilanciato a $ 265,000
L'integrazione di Precision Castparts e le varie prospettive di redditività aziendale spiegare la variazione di fair value.
Greggory Warren, CFA 2015/09/24
"Abbiamo sollevato la nostra stima del fair value per le azioni (azioni B) di Berkshire Hathaway (BRK) a 265.000 $ (177 dollari) per azione contro i USD 252.500 (168 dollari), prima, per tenere conto di nuove ipotesi di crescita e la redditività delle sue imprese, e l'impatto dell'acquisizione di Precision Castparts "scrive Greggory Warren di Morningstar in una nota datata 21 settembre.
Questa nuova stima valori fino a 1,8 volte il patrimonio netto per azione, che era di 149 735 dollari alla fine del secondo trimestre 2015 ($ 100 per classe di azioni B).
Recenti investimenti di BRK in Kraft e Heinz Precision Castparts rappresentano un valore di 14.300 dollari e 20.600 dollari rispettivamente nella somma della valutazione parti del gruppo.
Tra le modifiche principali, la valutazione delle attività assicurative è stato rivisto al ribasso al 15% per riflettere minori dinamica delle vendite di polizze assicurative.
Il valore di Burlington Northern Santa Fe (rail) è anche abbassato da 5% a rappresentare una riduzione dei volumi a breve termine trasportati.
Al contrario, il valore delle divisioni del gruppo energetico e industriale è rivisto al rialzo del 4%, a causa di una migliore performance all'interno delle diverse società che compongono queste divisioni.
I recenti investimenti effettuati dal gruppo nel Kraft Heinz Warren Buffett ($ 5300000000) e Precision Castparts (22,4 miliardi di euro) dovrebbero ridurre di cassa del Gruppo 15,7 miliardi. Dato altri investimenti in azioni quotate (come Phillips66) Greggory Warren crede che potrebbe cadere a $ 10 miliardi alla fine del terzo trimestre.
- See more at: Berkshire Hathaway : l?objectif relevé à 265.000... | Morningstar

 

[TonyM]

Morningstar Increases Fair Value Estimate on Warren Buffett's Berkshire Hathaway - GuruFocus.com

 

[TonyM]

Warren Buffett says it’s the one indicator he’d want if he were stuck on a desert island
THE INDICATOR
The one indicator Warren Buffett can’t live without
The Globe and Mail
Published Thursday, Sep. 24, 2015 3:31PM EDT
Last updated Thursday, Sep. 24, 2015 3:31PM EDT
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Warren Buffett says it’s the one indicator he’d want if he were stuck on a desert island: the weekly index of U.S. railcar traffic compiled by the Association of American Railroads, which tells you the volume of raw materials and finished goods being carried around the country.

Why does it still matter?

Yes, railcar traffic is a very old school, 19th-century economic barometer. About three-quarters of U.S. GDP is now generated by services, and railways compete with trucks and airlines. But a recent Bank of America Merrill Lynch study found that railcar traffic tracks shifts in GDP more accurately than five other major weekly indicators–electricity output, steel production, lumber shipments, chain store sales and initial jobless claims.

How can it help you invest?

Average weekly railcar declined over the first seven months of 2015, but stock markets climbed. Were the markets getting ahead of the economy? The trend was clear well before August.

 

[TonyM]

Un po di dati sul traffico si possono trovare qui:

https://www.aar.org/data-center/rail-traffic-data