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Stock Strategist

Our Picks from Berkshire's Portfolio

Seven 5-star stocks from the holdings of the famed investment conglomerate.

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Investment conglomerate  Berkshire Hathaway (BRK.B) recently released its first-quarter Form 13-F, which disclosed the company's equity investments as of March 31, 2007. Berkshire's investment portfolio is run by Chairman and CEO Warren Buffett, as well as his colleague at auto insurer GEICO, Lou Simpson. Both have impressive long-term investment track records, and I think that by comparing their picks with Morningstar's 5-star stock universe, investors can potentially uncover some very attractive investment ideas. Berkshire is but one of several investment managers I closely follow while managing The Morningstar Ultimate Stock-Picker's Portfolio. To continue receiving my analysis of Berkshire's portfolio along with several other top investment managers' portfolios, please be sure to subscribe to my free e-mail alerts.

Recent Thoughts on Investing
At this year's Berkshire Hathaway annual shareholders meeting, Buffett said that when analyzing securities at Berkshire, they favor companies where they can have a very good idea of what the business will look like down the road. What's more, he said that when Berkshire looks to buy a business or stock, it wants to purchase those that have earned--and can continue to earn--high returns on capital for owners.

Justin Fuller has a position in the following securities mentioned above: AXP, PG, WU. Find out about Morningstar’s editorial policies.

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