DIRECTV stands out among Berkshire's fourth-quarter stock purchases; IBM and Wells Fargo are other big buys.
Looking for 'tollbooths' and 'advantaged businesses' with the managers at RS Capital Appreciation Fund.
Our top managers could look beyond pharmaceuticals for additional yield.
Fears about the European credit crisis spreading and an increase in investor redemptions impacted our top managers' purchases and sales during the most recent period.
IBM was not the only new addition to the insurer's stock portfolio during the third quarter.
An early read of their purchases shows that our top managers were building up stakes in more defensive names during the third quarter.
Our top managers continue to look to the pharmaceutical industry for yield.
A majority of our managers' top holdings and purchases are beating the market over the last year.
Investor redemptions are starting to impact our managers' purchases and sales.
More than a few names in Berkshire's portfolio are beginning to look attractive.
Google emerges as a value stock, and our managers continue to say yes to tech.
Our Ultimate Stock-Pickers have tapped into some higher-yielding holdings.
This manager's recent purchases have highlighted five stocks worth considering.
We're seeing more new money purchases and outright sales from our top managers.
Berkshire's hidden first-quarter transactions leave plenty to the imagination.
"Old tech" and "fortress balance sheets" are drawing our top managers' interest.
Our top managers' bank holdings will benefit from dividend increases this year.
Shifts in market leadership have turned the tables on 2010's top performers.
The market rally has made it much harder for our managers to put money to work.
Forced and unforced sales are building up cash at this Ultimate Stock-Picker.
Recent buying activity offers insight into the thinking of our top managers.
Our Ultimate Stock-Pickers have found yield in some beaten-down stock sectors.
A deeper look at two top sectors yields eight stocks investors should consider.
Market volatility has shaped the performance of many top managers this year.
We saw a higher level of trading by our top managers in the most recent period.
Lou Simpson's retirement and the hiring of Todd Combs could lead to more changes.
Even with the rally in the markets, we found a few stocks worth considering.
Recent new money purchases offer insight into the thinking of our top managers.
The drop in the markets has created buying opportunities for our top managers.
Berkshire still buying into the 'tapeworm' with its second quarter purchases.
These top managers have a good sense of what's working in the equity market.
Combining our managers' recent activity with our ratings uncovers some ideas.
These widely held dividend-paying firms have lower uncertainty than most.
We apply Jensen's approach to stock picking to generate quality buy ideas.
Cautious optimism gave way to more risk taking during the first four months of 2010.
On a price-to-fair value basis, Berkshire's portfolio still looks cheap to us.
Bruce Berkowitz has been aggressively buying financials for his Fairholme fund.
Six managers with a good sense of what's working in the market, and what's not.
A deep dive into Davis NY Venture's portfolio construction and top holdings.
A deeper look at Berkowitz's sale of Pfizer and other big sales by our managers.
Several high conviction purchases by our top managers are still attractive.
Our managers have tweaked their holdings in response to last year's market rally.
Berkshire's quarterly holdings are always well received (and well picked through).
Berkowitz wasn't the only manager we saw actively trading in the fourth quarter.
We've taken a deep look at the dividend-paying stocks held by our top managers.
Berkowitz's Fairholme Fund wasn't the only top performer on our list last year.
A walk through the securities highlighted during 2009 yields ten 5-star stocks.
We've found solid 5-star stocks in the new money purchases of our top managers.
Most managers are positioning themselves for the next stage of the market rally.
Burlington Northern was just one of several purchases Berkshire has made lately.