Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 21:38 | Report Abuse

Kraft Heinz Co
36.97 USD
-52.45 (-58.66%)past 5 years
10 Jun, 9:37 am GMT-4

Kraft Heinz Co
36.98 USD
-9.02 (-19.62%)all time 2021
10 Jun, 9:37 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 21:39 | Report Abuse

Gilead Sciences, Inc.
60.48 USD
-3.66 (-5.71%)past 5 years
10 Jun, 9:38 am GMT-4 •

Gilead Sciences, Inc.
60.50 USD
+59.76 (8,537.14%)all time 1992
10 Jun, 9:39 am GMT-4 •

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 21:44 | Report Abuse

Stitch Fix Inc
6.80 USD
-8.31 (-54.85%)past 5 years
10 Jun, 9:43 am GMT-4


Stitch Fix Inc
6.80 USD
-8.31 (-54.85%)past 5 years 2017
10 Jun, 9:43 am GMT-4

Gruesome

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 21:49 | Report Abuse

Teladoc Health Inc
32.76 USD
-1.24 (-3.65%)past 5 years
10 Jun, 9:48 am GMT-4

Teladoc Health Inc
32.75 USD
+4.76 (17.00%)all time 2015
10 Jun, 9:49 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 21:51 | Report Abuse

Verizon Communications Inc.
50.73 USD
+4.14 (8.88%)past 5 years
10 Jun, 9:50 am GMT-4 •

Verizon Communications Inc.
50.73 USD
+43.01 (554.25%)all time 1983
10 Jun, 9:50 am GMT-4 •

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 21:58 | Report Abuse

Shopify Inc
354.99 USD
-876.28 (-71.18%)past year
10 Jun, 9:56 am GMT-4

Shopify Inc
354.99 USD
+267.89 (308.17%)past 5 years
10 Jun, 9:56 am GMT-4

Shopify Inc
354.99 USD
+326.51 (1,153.34%)all time 2015
10 Jun, 9:56 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:45 | Report Abuse

Hershey Co
211.64 USD
+99.72 (89.17%)past 5 years
10 Jun, 10:44 am GMT-4


Hershey Co
211.64 USD
+209.81 (12,058.05%)all time 1982
10 Jun, 10:44 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:47 | Report Abuse

Nike Inc
115.23 USD
+64.03 (125.30%)past 5 years
10 Jun, 10:46 am GMT-4


Nike Inc
115.19 USD
+114.90 (49,956.52%)all time 1982
10 Jun, 10:46 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:48 | Report Abuse

adidas AG
176.26 EUR
+2.21 (1.27%)past 5 years
10 Jun, 4:32 pm GMT+2

adidas AG
176.26 EUR
+136.33 (341.42%)all time 1998
10 Jun, 4:32 pm GMT+2

European

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:50 | Report Abuse

Marriott International Inc
163.28 USD
+58.69 (56.16%)past 5 years
10 Jun, 10:50 am GMT-4


Marriott International Inc
163.28 USD
+155.18 (1,937.33%)all time 1995
10 Jun, 10:50 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:52 | Report Abuse

McDonald's Corp
238.73 USD
+86.74 (57.07%)past 5 years
10 Jun, 10:51 am GMT-4

McDonald's Corp
238.73 USD
+237.03 (13,942.94%)all time 1982
10 Jun, 10:51 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:53 | Report Abuse

Procter & Gamble Co
141.68 USD
+52.05 (58.05%)past 5 years
10 Jun, 10:53 am GMT-4

Procter & Gamble Co
141.68 USD
+139.11 (5,350.38%)all time 1982
10 Jun, 10:53 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 22:56 | Report Abuse

Alphabet Inc Class A
2,217.64 USD
-217.52 (-8.93%)past year
10 Jun, 10:55 am GMT-4

Alphabet Inc Class A
2,217.64 USD
+1,258.99 (131.33%)past 5 years
10 Jun, 10:55 am GMT-4

Alphabet Inc Class A
2,217.64 USD
+2,163.45 (3,994.55%)all time 2004
10 Jun, 10:55 am GMT-4

*****

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 23:00 | Report Abuse

iShares iBoxx $ High Yield Corporate Bond ETF
75.74 USD
-11.85 (-13.52%)past year
10 Jun, 10:59 am GMT-4 •

In stagflation, sell bonds.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 23:07 | Report Abuse

Accenture Plc
286.94 USD
+159.38 (124.95%)past 5 years
10 Jun, 11:05 am GMT-4

Accenture Plc
286.94 USD
+268.63 (1,467.12%)all time 1998
10 Jun, 11:05 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 23:10 | Report Abuse

United Airlines Holdings Inc
41.35 USD
-4.18 (-9.18%)year to date
10 Jun, 11:07 am GMT-4

United Airlines Holdings Inc
41.35 USD
-14.95 (-26.56%)past year
10 Jun, 11:07 am GMT-4

United Airlines Holdings Inc
41.35 USD
-35.47 (-46.19%)past 5 years
10 Jun, 11:07 am GMT-4

United Airlines Holdings Inc
41.35 USD
-1.69 (-3.92%)all time 2006
10 Jun, 11:07 am GMT-4


Those who bought in March 2020, bought at the lowest price. 24 to 28

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 23:21 | Report Abuse

Berkshire Hathaway Inc. Class B
293.80 USD
+8.62 (3.03%)past year
10 Jun, 11:20 am GMT-4

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 23:25 | Report Abuse

Should I buy this big dip? Warren Buffett has spent a third of his cash hoard — so it might be a sharp idea to start nibbling
Vishesh Raisinghani
May 31, 2022·3 min read
Should I buy this big dip? Warren Buffett has spent a third of his cash hoard — so it might be a sharp idea to start nibbling
Should I buy this big dip? Warren Buffett has spent a third of his cash hoard — so it might be a sharp idea to start nibbling
Warren Buffett is back in his element. After sitting on a growing cash pile for years, Buffett is finally opening up his wallet.

The Oracle of Omaha deployed $51 billion in the first three months of this year. That’s roughly one-third of the cash pile his company, Berkshire Hathaway, had at the end of 2021.

Here are all the stocks he added to the portfolio in the first quarter of 2022. If you’re looking to buy the dip, these ideas might be a good place to start.

Activision Blizzard (ATVI)
Buffett made a small bet on game developer Activision Blizzard earlier this year. However, when it was announced that the company was being acquired by Microsoft, he quadrupled his stake.

He now owns 9.5% of the game maker’s outstanding shares.

In a meeting with Berkshire Hathaway shareholders, Buffett claimed this was now part of a merger arbitrage strategy.

Microsoft has offered to pay $95 per share for the company. However, Activision shares trade at more than $78 on the Nasdaq stock exchange. If the deal with Microsoft closes as planned, Buffett can pocket $17 per share in low-risk profit.

Floor & Decor (FND)
Georgia-based retailer Floor & Decor has a favorable position in the flooring niche. The stock trades at 30 times earnings and has relatively robust margins. It fits in perfectly with the Berkshire Hathaway portfolio of home services and specialty retail, including RH and Nebraska Furniture Mart.

Buffett added a whopping 3.9 million shares of FND to his portfolio in the first quarter.

Chevron (CVX)
Buffett’s bet on energy is particularly noteworthy. The price of oil and gas has skyrocketed over the past year. It’s driven by a combination of rebounding demand and limited supply. The supply crunch is further exacerbated by sanctions on Russia — a key oil-producing nation — due to the country’s invasion of Ukraine.

This is a tailwind for companies like Chevron. The company produces 2% of global oil every year and also plays a key role in other parts of the energy supply chain.

Buffett first acquired a position in the company in 2020. However, he deployed much more capital in the first quarter of this year, making Chevron his fourth-largest position.

Occidental Petroleum (OXY)
Occidental Petroleum benefits from the same tailwinds as Chevron. The energy crisis has pushed this stock up 128% year to date. Despite that surge, it’s still trading at just 10.7 times earnings.

Buffett acquired 136 million shares of OXY in the first quarter of the year. It’s now the eighth-largest holding in the Berkshire Hathaway portfolio.

Apple (APPL)
Berkshire’s portfolio is still dominated by one name: Apple Inc.

At the start of the year, the company held roughly 887 million shares of the iPhone maker. In this quarter, Buffett added nearly 4 million more — pushing the aggregate value of this bet up to $155.5 billion. That’s nearly 43% of the entire portfolio.

HP (HPQ)
The Oracle of Omaha seems to have overcome his reluctance to bet on technology companies. Besides Apple and Activision, Buffett also added a position in device manufacturer HP Inc.

The overlooked consumer tech giant could be attractive because of its steady profitability. Over the past five years, the company has consistently delivered an annual free cash flow of $4 billion. Some experts expect this to rise modestly to $4.5 billion.

That implies a free cash flow yield of 12%. An ideal fit for Buffett’s portfolio.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-10 23:31 | Report Abuse

https://finance.yahoo.com/news/buy-big-dip-warren-buffett-142800704.html

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-17 06:19 | Report Abuse

Adobe, JnJ, Procter & Gamble, Eli Lilly

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-17 06:24 | Report Abuse

Wells Fargo, Morgan Stanley, Bank of America

How higher interest rates translates into additional net interest income and into higher earnings for the banks.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-17 06:39 | Report Abuse

Costsco is a retailer. It is also a club, it makes money whether the economy is up or down.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-17 06:43 | Report Abuse

Costco Wholesale Corporation
451.76 USD
-95.85 (-17.50%)past 6 months
Closed: 16 Jun, 6:21 pm

Costco Wholesale Corporation
451.76 USD
+67.01 (17.42%)past year
Closed: 16 Jun, 6:21 pm

Costco Wholesale Corporation
451.76 USD
+294.63 (187.51%)past 5 years
Closed: 16 Jun, 6:21 pm


Costco Wholesale Corporation
451.76 USD
+450.67 (41,345.87%)all time (Jun 1982)
Closed: 16 Jun, 6:21 pm

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-17 06:50 | Report Abuse

Adobe Inc
365.08 USD
-186.28 (-33.79%)past year
Closed: 16 Jun, 6:41 pm GMT-4



Adobe Inc
426.42 USD
+288.58 (209.36%)past 5 years
Closed: 10 Jun, 9:25 am GMT-4 •


Comment:

Adobe has dropped US 61 per share or 14.1% over 6 days.

Be greedy when others are fearful. For long term investors.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-17 08:15 | Report Abuse

Berkshire Hathaway Inc. Class B
268.56 USD
-32.23 (-10.72%)year to date
Closed: 16 Jun, 7:59 pm GMT-4 •

52-wk high
362.10
52-wk low
266.88