When I was asked to write this piece for our ongoing series on Berkshire Hathaway's (NYSE: BRK-A ) (NYSE: BRK-B ) annual meeting, I struggled to come up with seven legitimate reasons to sell the Omaha, Neb.-based company. After thinking it over, however, I believe I've drawn up a list of factors that fits the bill. To be clear, there's little about Berkshire that leads me to believe it's a "sell" right now. But that's not to say this won't change in the not-too-distant future.
1. Warren Buffett
If Buffett had it his way, he'd probably run Berkshire forever. But he doesn't. And in last year's annual letter to shareholders, the Oracle of Omaha assured investors that the board of directors has not only picked a successor ("an individual to whom they have had a great deal of exposure and whose managerial and human qualities they admire") but that they've identified two "superb backup candidates" as well.
This may be so, but the fact remains that Berkshire won't be the same without Buffett. Aside from his ethereal ability to grow and manage an increasingly massive conglomerate, Buffett has become a magnate for deals. When Solomon Brothers fell on hard times, who'd they call? When Long-Term Capital Management nearly imploded, Buffett was among the first to offer assistance. And when Goldman Sachs (NYSE: GS ) and Bank of America (NYSE: BAC ) needed to reassure the market of their respective solvencies, it was Buffett who came to the rescue.
Top 10 Semiconductor Companies To Watch In Right Now: Blue Nile Inc.(NILE)
Blue Nile, Inc. operates as an online retailer of diamonds and fine jewelry worldwide. Its fine jewelry selection includes diamond, gemstone, platinum, gold, pearl and sterling silver jewelry, and accessories, as well as wedding bands, earrings, necklaces, pendants, bracelets, and watches. Blue Nile, Inc. sells its products through the Web sites bluenile.com, bluenile.ca, and bluenile.co.uk. The company was formerly known as Internet Diamonds, Inc. and changed its name to Blue Nile, Inc. in November 1999. Blue Nile, Inc. was founded in 1999 and is headquartered in Seattle, Washington.
Advisors' Opinion:- [By Holly LaFon]
We think the next chapter of Internet growth will be driven by increasing broadband penetration and mobile 3G rollouts globally. Baron invests in the global Internet in two ways: 1) U.S. based Internet companies that have substantial international businesses, and 2) foreign based Internet companies. Several Baron portfolio holdings such as Google, Inc. and priceline.com, Inc. receive 50% or more of their revenues outside the U.S., and we think the faster growth of Internet access in emerging economies will be a substantial benefit to these companies. Other Baron portfolio companies such as LinkedIn Corp. (LNKD) and Blue Nile, Inc. (NILE) are also accelerating their efforts to penetrate international markets in 2012 and beyond.
10 Best Warren Buffett Stocks To Invest In 2014: Lamar Advertising Company(LAMR)
Lamar Advertising Company, together with its subsidiaries, provides outdoor advertising services. Its outdoor advertising displays include billboards, such as bulletins, posters, and digital billboards; and logo signs to advertise nearby gas, food, camping, lodging, and other attractions. The company also offers transit advertising displays that provide advertising space on the exterior and interior of public transportation vehicles, transit shelters, and benches. As of December 31, 2011, it owned and operated approximately 143,000 billboard advertising displays in 44 states, Canada, and Puerto Rico; operated approximately 112,000 logo advertising displays in 21 states and the province of Ontario, Canada; operated approximately 30,000 transit advertising displays in 16 states, Canada, and Puerto Rico; and owned and operated approximately 1,400 digital billboard advertising displays in 40 states, Canada, and Puerto Rico. The company was founded in 1989 and is headquartered in Baton Rouge, Louisiana.
Advisors' Opinion:- [By Steven Russolillo]
WATCH FOR: First-Quarter Productivity (8:30 a.m. Eastern Time): seen -1.1%; previously +1.8%. First-Quarter Unit Labor Costs (8:30): seen +2.8%; previously -0.1%. March Consumer Credit (3:00): seen +$16.1 B; previously $16.5B. Allergan(AGN), AOL(AOL), Avis Budget(CAR), CenturyLink, Chesapeake Energy(CHK), CF Industries(CF), Devon Energy(DVN), Duke Energy(DUK), Dynergy, Hertz, Humana, Keurig Green Mountain(GMCR), Lamar Advertising(LAMR), Molson Coors/Miller, Mondelez, Prudential, SolarCity(SCTY), Sotheby's(BID), Tesla Motors(TSLA), Transocean and 21st Century Fox are among companies scheduled to report quarterly results.
10 Best Warren Buffett Stocks To Invest In 2014: National Asset Recovery Corp (REPO)
National Asset Recovery Corp., formerly Nasus Consulting, Inc., incorporated on August 1, 2000, is a development-stage company. The Company focuses to design, develop and bring to market an immersive three dimensional (3D) virtual world, which provides an online, consumer entertainment experience that combines multiplayer gaming, virtual world and social networking elements.
On May 27, 2009, the Company ceased its information technology business. As of December 31, 2009, the Company had not recorded any revenues from its new business operations.
Advisors' Opinion:- [By Chandan Dubey]
Banks also borrow money from insurance companies and pension funds where the funds are non-depository in nature. These loans are generally collateralized against Treasuries or securities. These are called repurchase agreements (repo) and are mostly overnight. The funds are returned the next day with the interest.
10 Best Warren Buffett Stocks To Invest In 2014: Eyes on The Go Inc (AXCG)
Eyes on the Go, Inc., incorporated on August 26, 2010, designs, implements, and provides services for the remote real-time monitoring of, and the control of equipment and devices located at, businesses and other facilities via computers, wireless handheld devices and television equipment using the Internet, through its Website, www.eyesonthego.com, or internal communications. As of May 1, 2011, the Company entered into a Plan and Agreement of Merger by and among the Company, Eyes Enterprises, Inc. and its wholly owned subsidiary, and EOTG, under which Enterprises was merged with and into EOTG, with EOTG being the surviving entity. As a result of this merger, the Company changed its name to Eyes on the Go, Inc. and EOTG changed its corporate name to Eyes Enterprises, Inc. On May 11, 2011 the Company completed a Plan and Agreement of Merger with Mutual Exchange Corp. The Company was considered to be the accounting acquirer, and the merger was accounted for as a reverse merger, whereby the Company being the accounting survivor.
Users of the Company�� services can view monitored facilities from video cameras, as well as receive temperature and other data; can remotely control devices, such as thermostats, lights and locks, and can receive e-mail-based alerts of door entries and other events with video clips and of equipment failures and deviations from temperature and other parameters. Its system can also store images and data for review. The Company markets primarily to business owners and managers in the hospitality industry.
The Company competes with Control4 Corporation, SVAT Electronics, Motorola, Inc., iControl Networks, Inc., Mi Casa Verde, Inc. and ADT Security Services, Inc.
Advisors' Opinion:- [By Peter Graham]
Last Friday, small cap stocks Kiwibox.com Inc (OTCMKTS: KIWB), Eyes on The Go Inc (OTCMKTS: AXCG) and Green Endeavors Inc (OTCMKTS: GRNE) were sinking 37.5%, 28.57% and 23.9%, respectively. Moreover, it should be mentioned that all three small cap stocks have been the subject of recent paid promotions or investor relation campaigns which have gotten them mentions in various investment newsletters or investor alerts. So are the promotional or investor relation campaigns over with for these three small caps? Here is a quick look to help you decide:
- [By Peter Graham]
Small cap stocks Eyes on The Go Inc (OTCMKTS: AXCG), Quadrant 4 Systems Corp (OTCMKTS: QFOR) and Cloud Security Corp (OTCMKTS: CLDS) were getting attention last week, but all three stocks trended downward on Monday. It should be mentioned that none of these stocks have been overly or heavily paid promotions. So what will these three small cap stocks do on the last trading day of the year and for the rest of this week? Here is a closer look:
10 Best Warren Buffett Stocks To Invest In 2014: Powershares Dynamic Pharmaceuticals Portfolio (PJP)
PowerShares Dynamic Pharmaceuticals Portfolio seeks investment results that correspond generally to the price and yield, before fees and expenses, of the Dynamic Pharmaceuticals Intellidex Index (the Pharmaceuticals Intellidex). The Fund will normally invest at least 80% of its total assets in common stocks of pharmaceutical companies. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Pharmaceuticals Intellidex. PowerShares Capital Management LLC (the Adviser) is the investment adviser for the Funds.
The Pharmaceuticals Intellidex comprises stocks of 30 United States-based pharmaceutical companies. These are companies that are principally engaged in the research, development, manufacture, sale or distribution of pharmaceuticals and drugs of all types. These companies may include, pharmaceutical companies and other companies involved in the research, development, manufacture, sale or distribution of drugs, including companies that facilitate the testing or regulatory approval of drugs.
Advisors' Opinion:- [By Jim Lowell]
Meanwhile, the PowerShares Dynamic Pharmaceuticals (PJP) has grabbed the top spot among sector ETFs.
The fund seeks investment results that correspond to the price and yield performance of the Dynamic Pharmaceuticals Intellidex Index, which is made up of 30 US companies involved in the research, development, production, sale, or distribution of pharmaceuticals and drugs.
10 Best Warren Buffett Stocks To Invest In 2014: iShares MSCI France ETF (EWQ)
iShares MSCI France Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the French market, as measured by the MSCI France Index (the Index). The Index seeks to measure the performance of the French equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Jeff Reeves]
So how can you play this trend? The iShares MSCI France ETF (EWQ) is one way, via a diversified fund that owns some of the biggest names in France. There�� also oil giant Total (TOT), which is headquartered in France but has a global flavor, as well as French healthcare giant Sanofi (SNY)
- [By Tom Aspray]
A few weeks ago, I focused on some of the euro countries' debt levels, as well as the improvement in some of their manufacturing data. Their stock markets have continued to rally sharply as the iShares MSCI France (EWQ) is up over 13% since early July and is doing just slightly better than Germany (EWG).
10 Best Warren Buffett Stocks To Invest In 2014: Aviva PLC (AVV)
Aviva plc (Aviva) is an insurance group engaged in provision of products and services, such as long-term insurance and savings, fund management and general insurance. Aviva provides long-term insurance and savings, general and health insurance, and fund management products and services. Its business is managed on four geographic regions: United Kingdom, Europe, North America and Asia Pacific. The four regions, together with Aviva Investors, function as six operating segments. The UK region is split into the UK Life and UK General Insurance segments, which undertake long-term insurance and savings business and general insurance, respectively. In April 2013, it transferred its holding in Spanish joint venture Aseval to Bankia. In October 2013, Aviva sold Aviva USA Corporation to Athene Holding Ltd. Effective December 12, 2013, Redefine International Plc, a unit of Redefine Properties Ltd, acquired Weston Favell Shopping Centre from Aviva Commercial Finance Ltd, a unit of Aviva plc. Advisors' Opinion:- [By Namitha Jagadeesh]
Kabel Deutschland Holding AG rose to a record after getting an offer from Liberty Global Plc. Aveva Group Plc (AVV) jumped 5.4 percent as Citigroup Inc. upgraded the shares. Danske Bank A/S (DANSKE) dropped 6.1 percent after Denmark�� financial regulator ordered it to increase its risk-weighted assets. Royal Imtech NV fell to the lowest price since 2004 after posting a first-quarter loss on costs relating to a fraud investigation.
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