A Warren Buffett Sampler Before Annual Meeting

Warren Buffett deservedly gets loads of attention from fellow investors, both for his amazing record running Berkshire Hathaway (BRK.B) and for the outspoken, self-critical and quirky way he communicates. His annual letter to shareholders is a must-read and no doubt his remarks at this weekend’s annual meeting will make news.

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We at YCharts write quite a lot about Buffett, and as prelude to the meeting it’s worth looking at the wide array of topics and stocks that are included in the Buffett file:

DirecTv (DTV), a hot stock fund manager Ted Weschler brought to Berkshire.

Berkshire’s cash pile and a stock, DaVita (DVA), held by Berkshire and that would possibly make for a good takeover target.

DVA Chart

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So-called wide-moat stocks Buffett could love, and some wide-moat stocks with big dividend yields.

Prudent diversification? Not Warren Buffett, as we explained in multi-part series, looking at the considerable concentration of assets and Buffett’s big four: soda maker Coca-Cola (KO), risk-averse bank Wells Fargo (WFC), stock buyback champ International Business Machines (IBM), and example of Buffett’s great timing, American Express (AXP).

Buffett buys when others sell, and his financial crisis purchases of preferred shares in General Electric (GE), Goldman Sachs (GS) and Bank of America (BAC), are great examples. Of course, we mortals aren’t offered the great terms Uncle Warren gets.

And, like some long-lived guinea pig, Buffett is constantly being researched, with one study recently calling out his affinity for low-beta stocks.

The old boy likes to stir up trouble, too, as hen he mocked gold bugs last year, prompting hedge fund manager David Einhorn to, in turn, mock Warren Buffett.

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On to Omaha.

From the editors of YCharts. We can be reached at editor@ycharts.com.



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