Buying assets with long-term value.
Despite the distraction created by the proxy fight H.J. Heinz HNZ has waged with activist investor Nelson Peltz for much of the year, the company reported better-than-expected results for its fiscal first quarter. While we are comfortable with our long-term assumptions for the company, we are ...
Interest in Apple is heating up as the price falls, but how deep is the conviction?
Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
We'd like to see Buffett address future acquisitions, his take on the economy, the firm's succession plan, and more at this year's annual meeting.
Morningstar StockInvestor editor Matt Coffina shares takeaways from this year's Berkshire Hathaway annual meeting.
Funds with similar stock holdings to Warren Buffett have excelled over time.
Alternative methods have some use, but we think discounted cash flow is the most fundamentally sound way to value the conglomerate, as we discuss in the final installment of our 5-part series.
Consumer defensive stocks, though fairly valued, still offer opportunities for investors concerned about safety.
Assessing valuations in the consumer staples industry following the recent stock price appreciation, renewed M&A speculation, and CAGNY 2013.