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Berkshire Hathaway & Buffett Q2-2009 Holdings G to O (BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NLC, NKE, NSC, NRG)

Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has released its Q2-2009 public equity holdings as of June 30, 2009. There are some portfolio changes that have been seen here from the end of Q1 and we have broken these down into 3 groups of ‘A to F’ and ‘G to O’ and ‘P to Z’ so these are easier to see on one page. Here are Warren Buffett’s holdings and accompanying notes for the group ‘G to O.’

Gannett Co. (NYSE: GCI) 3.447 million shares, same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the preferred investment from late 2008.
GlaxoSmithkline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 2.757 million, actually less than the 3.7 million shares in Q1.
Ingersoll-Rand (NYSE: IR) 7.78 million, same as last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) was just over 36.91 million shares; ABOVE the 32.5 million last quarter and above the 28.6 million in Q4. This is still well under the huge 62 million shares last year.
Kraft Foods (NYSE: KFT) over 138 million; looks roughly the same as before.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as before unlike at Home Depot.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) 48 million shares are listed as the same as before, however we already know that Buffett CUT THIS SINCE JUNE 30 and may cut it further.
Nalco Holding (NYSE: NLC) 9.0 million shares, same as Q1 after the Q1 position had been raised.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before.
NRG Energy (NYSE: NRG) 7.2 million, same as before.

BUFFETT HOLDINGS ‘A to F’

BUFFETT HOLDINGS ‘P to Z’

JON C. OGG
AUGUST 14, 2009

Posted on: August 14, 2009 – 5:02 pm in Buffett, BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NLC, NRG, NSC

More Stocks For Buffett To Unload (BRK-A, MCO, COP, CEG, GCI, WPO, MTB, WBC)

How frequently has Warren Buffett been bashed by the media over Berkshire Hathaway Inc.’s (NYSE: BRK-A) lackluster performance ? What was interesting to see is his stake being lowered in Moody’s Corp. (NYSE: MCO). The only thing that was surprising to us was that it took the Oracle of Omaha this long to begin selling these shares. Because Buffett is such a large stakeholder, we do expect that he’ll always hold some shares. Conversely, we think he’ll continue to lighten up his stake in Moody’s. Along those lines, we reviewed Buffett’s holdings and found several more stocks that he might want to consider selling some or all of his stake.

Some of these positions could include ConocoPhillips (NYSE: COP), Constellation Energy Group, Inc. (NYSE: CEG), Gannett Co. Inc. (NYSE: GCI), Washington Post Co. (NYSE: WPO), M&T Bank Corp. (NYSE: MTB) and WABCO Holdings (NYSE: WBC). There are others, such as his stakes in drug and health care sectors that could have been mentioned, but those big directional bets may have to wait until after health care reform is enacted. As you will see, we listed the reasons that Buffett should or could cut the stakes.
Read More »

Posted on: July 27, 2009 – 11:48 am in Activist Investor, Buffett, Insider Activity, Value Investing, BRK-A, CEG, COP, GCI, MCO, MTB, WBC, WPO

Buffett & Berkshire Hathaway Disclose Holdings G to O (BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NLC, NKE, NSC, NRG)

The first quarter of 2009 Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) holdings are now out for the cut off date here of March 31, 2009. There are some changes from the end of Q4. We have broken these down into 3 groups A to F, G to O, and P to Z so these fit on one page easier. Here is the list ‘G to O.’

Gannett Co. (NYSE: GCI) 3.447 million shares, the same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the 10% preferred from last year.
GlaxoSmithkline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 3.7 million shares; same as before.
Ingersoll-Rand (NYSE: IR) 7.78 million, same as last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) about 32.5 million, ABOVE the prior 28.6 million shares but still down from the 62 million last year.
Kraft Foods (NYSE: KFT) over 138 million; looks roughly the same as before.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as before.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) 48 million shares, same as before.
Nalco Holding (NYSE: NLC) 9.0 million shares; ABOVE our report of 8.730 million last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before.
NRG Energy (NYSE: NRG) 7.2 million, same as before.

Here is the full list of Buffett holdings “A to F”

Here is the full list of Buffett holdings “P to Z”

Jon C. Ogg
May 15, 2009

Posted on: May 15, 2009 – 4:04 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Insider Activity, Mutual Funds, Value Investing, BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NLC, NRG, NSC

Top Analyst Downgrades (ARMH, CHU, ERIC, EXPE, GGG, MTB, SNE, TEX)

These are the top downgrades and negative research calls we have seen so far from Wall Street analysts this Thursday morning:

Arm Holdings (ARMH) Cut to Neutral at Goldman Sachs.
China Unicom Hong Kong (CHU) Cut to Equal Weight at Morgan Stanley.
Ericsson (ERIC) Cut to Market Perform at Bernstein.
Expedia (EXPE) Cut to Neutral at JPMorgan.
Graco Inc. (GGG) Cut to Underperform at Baird.
M&T Bank (MTB) Cut to Hold at Citigroup.
Sanofi-Aventis (SNE) Reiterated as Underperform at Jefferies.
Terex (TEX) Cut to Masrket Perform at Wachovia.

JON C. OGG

Posted on: March 19, 2009 – 6:30 am in Analyst Calls, ARMH, CHU, ERIC, EXPE, GGG, MTB, SNE, TEX

Buffett & Berkshire Hathaway Disclose Holdings H to R (HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NLC, NKE, NSC, NRG, PG)

buffett_image4 The second group is out, and here are the year-end holdings of Warren Buffett and Berkshire Hathaway, Inc. (NYSE: BRK-A). This filing shows the holdings alphabetically as “H to R” for stocks and the cut off date is December 31, 2008. We also added in some color for reference to the prior report:

Home Depot Inc. (NYSE: HD) 3.7 Million shares; same as before but down from June.
Ingersoll-Rand (NYSE: IR) 7.78 million, above the 5.6366 million before.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as last quarter.
Johnson & Johnson (NYSE: JNJ) 28.6 million shares, down by more than half from about 62 million last quarter.
Kraft Foods (NYSE: KFT) over 138 million. We had 148 million last time but that could have been a carrying difference we didn’t catch.
Lowes Companies (NYSE: LOW) 6.5 million shares, same as last quarter.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as last quarter.
Moody’s (NYSE: MCO) about 48 million shares, same as before but may actually be larger since the 12/31 reporting.
Nalco Holding (NYSE: NLC) 8.730 million shares; NEW HOLDING from last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as last quarter.
Norfolk Southern (NYSE: NSC) 1.933 million shares, still same.
NRG Energy (NYSE: NRG) 7.2 million, up from 5 million last quarter.
Procter & Gamble (NYSE: PG) 96.3 million, down from more than 105.8 million last quarter.

BUFFETT HOLDINGS “A to G”
BUFFETT HOLDINGS “S to Z”

Jon C. Ogg
February 17, 2009

Posted on: February 17, 2009 – 5:50 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Financial Stocks, Berkshire Hathaway, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NLC, NRG, NSC, PG, Warren Buffett

Top Pre-Market Analyst Downgrades (AEG, AAPL, BHP, CSIQ, CWST, JASO, MTB, NT, RRGB, STP, TRMB, WMI)

These are some of the top pre-market analyst downgrades we have seen this Thursday morning with more than two hours until the market opens:

Aegon (AEG) Cut to Sell at UBS.
Apple (AAPL) Cut to Underperform at RBC.
BHP Billiton (BHP) Cut to Neutral at Credit Suisse.
Canadian Solar (CSIQ) Cut to Neutral at Broadpoint AmTech.
Casella Waste Systems (CWST) Cut to Neutral at JPMorgan.
JA Solar (JASO) Cut to Neutral at Broadpoint AmTech.
M&T Bank (MTB) Started as Underperform at FBR.
Nortel (NT) Cut to Underperform at CIBC.
Red Robin Gourmet (RRGB) Cut to Neutral at Piper Jaffray.
Suntech Power (STP) Cut to Neutral at Broadpoint AmTech.
Trimble Navigation (TRMB) Cut to Underweight at JPMorgan.
Waste Management (WMI) Cut to Neutral at JPMorgan.

Jon C. Ogg
January 15, 2009

Posted on: January 15, 2009 – 7:39 am in Analyst Calls, AAPL, AEG, BHP, CSIQ, CWST, JASO, MTB, NT, RRGB, STP, TRMB, WMI

A Bank Merger With M&T and Provident (MTB, PBKS)

M&T Bank Corporation (NYSE: MTB) has agreed to acquire Provident Bankshares Corporation (NASDAQ: PBKS) for roughly $401 million in stock.

Posted on: December 19, 2008 – 9:00 am in Banking, Mergers and Buy Outs, MTB, PBKS

New Warren Buffett & Berkshire Hathaway Stocks I-S (IR, IRM, JNJ, KFT, LOW, MTB, MCO, NKE, NSC, NRG, PG, SNY, STI)

We have outlined the changes we have seen in the holdings of Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) and these were put into groups in alphabetical order from I to S for the quarter ended on September 30, 2008:

Ingersoll-Rand (NYSE: IR) 5,636,600 shares (same)
Iron Mountain (NYSE: IRM) 3,372,200 shares (same)
Johnson & Johnson (NYSE: JNJ) listed as almost 62 million (roughly same)
Kraft Foods (NYSE: KFT) about 148 million shares
Lowes Companies (NYSE: LOW) 6.5 million shares; Down from 7 million in June
M&T Bank Corp. (NYSE: MTB) 6.71 million shares (same)
Moody’s (NYSE: MCO) 48 million shares (same)
Nike Inc. (NYSE: NKE) 7.641 million shares (same)
Norfolk Southern (NYSE: NSC) 1.933 million shares (same)
NRG Energy (NYSE: NRG) 5,000,000 shares; UP from 3.238 million in June
Procter & Gamble (NYSE: PG) more than 105.8 million shares (same)
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares (same)
Sun Trust Bank (NYSE: STI) more than 3.2 million shares (same)

BUFFETT HOLDINGS "A to H"
BUFFETT HOLDINGS "T to Z"

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Jon C. Ogg
November 14, 2008

Posted on: November 14, 2008 – 5:28 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Insider Activity, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NRG, NSC, PG, SNY, STI

Top Pre-Market Analyst Upgrades (BXP, DWA, DUK, MET, MTB, PRXL, POR, PFG, PSA, UDR)

These are some of the top pre-market analyst calls we are seeing this Friday morning:

Boston Properties (BXP) Raised to Outperform at FBR.
DreamWorks Animation (DWA) Raised to Buy at Jefferies.
Duke Energy (DUK) Raised to Neutral at Goldman Sachs.
MetLife (MET) Resumed at Overweight at Morgan Stanley.
M&T Bank Corp (MTB) Raised to Neutral at Baird.
Parexel (PRXL) Raised to Outperform at William Blair.
Portland General (POR) Raised to Buy at Goldman Sachs.
Principal Financial (PFG) Raised to Equal-weight at Morgan Stanley.
Public Storage (PSA) Raised to Outperform at Wachovia.
UDR Inc. (UDR) Raised to Outperform at FBR.

Jon C. Ogg
October 10, 2008

Posted on: October 10, 2008 – 7:02 am in Analyst Calls, BXP, DUK, DWA, MET, MTB, PFG, POR, PRXL, PSA, UDR

Early Bird Analyst Downgrades (CHS, FIG, GE, MPEL, MTB, SNY, SLGN, STM, STI)

These are not all of the downgrades or negative analyst calls affecting stocks this Tuesday, but these are some of the highlights we have seen with over 2 and a half hours to the market open:

Chico’s FAS (NYSE: CHS) Cut to Neutral at Piper Jaffray.
Fortress Investment (NYSE: FIG) Cut to Market Perform at KBW.
General Electric (NYSE: GE) Cut to Neutral at Merrill Lynch.
Melco Crown Entertainment (NASDAQ: MPEL) Cut to Neutral at JPMorgan.
M&T Bank (NYSE: MTB) Cut to Underperform at Baird.
Sanofi-Aventis (NYSE: SNY) Cut to Underperform at Credit Suisse.
Silgan Holdings (NASDAQ: SLGN) Cut to Neutral at Goldman Sachs.
STMicroelectronics (NYSE: STM) Cut to Neutral at JPMorgan.
SunTrust Banks (NYSE: STI) Cut to Neutral at Baird.

Jon C. Ogg
September 23, 2008

Posted on: September 23, 2008 – 6:03 am in Analyst Calls, CHS, FIG, GE, MPEL, MTB, SLGN, SNY, STI, STM

Buffett & Berkshire Hathaway Holdings H to S (HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NKE, NSC, NRG, PG, SNY, STI)

These are more of Warren Buffett’s and Berkshire Hathaway Inc. (NYSE: BRK-A) holdings as of June 30, 2008:

Home Depot Inc. (NYSE: HD) 4,181,000 shares
Ingersoll-Rand (NYSE: IR) 5,636,600 shares
Iron Mountain (NYSE: IRM) 3,372,200 shares
Johnson & Johnson (NYSE: JNJ) listed about 61.75 million shares in multiple lots
Kraft Foods (NYSE: KFT) listed about 138.3 million shares in multiple lots
Lowes Companies (NYSE: LOW) 7 million shares
M&T Bank Corp. (NYSE: MTB) 6.71 million shares
Moody’s (NYSE: MCO) 48 million shares
Nike Inc. (NYSE: NKE) 7.641 million shares
Norfolk Southern (NYSE: NSC) 1.933 million shares
NRG Energy (NYSE: NRG) 3.238 million shares
Procter & Gamble (NYSE: PG) more than 105.8 million shares
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares
Sun Trust Bank (NYSE: STI) more than 3.2 million shares

We have also broken the other Buffett and Berkshire Hathaway holdings in two groups:

Those grouped A to G
Those grouped T to Z

Jon C. Ogg
August 14, 2008

Posted on: August 14, 2008 – 9:32 pm in Buffett, Buffett Holdings, Conglomerates, Financial Stocks, BRK-A, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NRG, NSC, PG, SNY, STI

Buffett & Berkshire Hathaway Holdings I-S (BRK.A, BRK.B, IR, IRM, JNJ, KFT, MTB, MCO, NKE, NSC, PG, SNY, STI)

After today’s close, we saw which stocks Warren Buffett held in Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) as of March 31, 2008. Buffett’s filing cut off date is longer as he has 45-days to make his filings. This is a snapshot of his various holdings, and these were broken down. Some of these have multiple positions because of the various entities that are held.

Ingersoll Rand (NYSE: IR) small position

Iron Mountain (NYSE: IRM) small position

Johnson & Johnson (NYSE: JNJ)

$280M for 4,322,500 shares
$1.314 BIL for 20,266,300 shares
$1.711 BIL for 26,386,148 shares
$21M for 325,300 shares
$589M for 9,087,200 shares
$51 for 792,000 shares
$37M for 575,000 shares

Kraft Foods (NYSE: KFT)

$2.766 BIL for 89,222,400 shares
$954.8M for 30,790,300 shares
$310M for 10,000,000 shares
$8M for 259,800 shares
$248M for 8,000,000 shares

M & T Bank (NYSE: MTB)

$483.1M for 6,003,360 shares
$43.9M for 546,000 shares
$13.3M for 165,700 shares

Moody’s (NYSE: MCO)

$1.124 BIL for 32,280,600 shares
$547.5M for 15,719,400 shares

Nike (NYSE: NKE)

$519.5M for 7,641,000 shares

Norfolk Southern (NYSE: NSC)

$105M for 1,933,000 shares

Procter & Gamble (NYSE: PG)

$4,099 BIL for 58,500,000 shares
$1.524 BIL for 21,752,000 shares
$437M for 6,240,000 shares
$501M for 7,154,500 shares
$54,655 for 780,000 shares
$109,309 for 1,560,000 shares
$384,369 for 5,485,500 shares
$306,556 for 4,375,000 shares

Sanofi-Aventis (NSE: SNY)

$18.3M for 488,500 shares
$96.8M for 2,578,933 shares
$6.3M for 169,300 shares
$13.1M 350,000 shares

SunTrust Banks (NYSE: STI)

$129.2M for 2,344,600 shares
$47.4M for 860,000 shares

Very Small Position defined as "under $100 Million." That may be anempire for the rest of us, but it isn’t worth nothing on Mr. Buffett’sscale.

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Buffett & Berkshire Hathaway Holdings A – H

Buffett & Berkshire Hathaway Holdings T – W

Jon C. Ogg
May 15, 2008

Posted on: May 15, 2008 – 5:03 pm in Buffett, Buffett Holdings, BRK/A, BRK/B, IR, IRM, JNJ, KFT, MCO, MTB, NKE, NSC, PG, SNY, STI

Buffett & Berkshire Hathaway Holdings “H to P” (BRK-A, BRK-B, HD, IR, IRM, JNJ, KFT, MTB, MCO, NKE, NSC, PG)

These are the new combined holdings (alphabetically H-P) from Warren Buffett’s Berkshire Hathaway (NYSE: BRK-A) for the period ended December 31, 2007:

Home Depot (NYSE: HD) 4.181 million shares for $112.6 million.
Ingersoll Rand (NYSE: IR) 636,600 shares for some $29.55 million, why even bother….
Iron Mountain (NYSE: IRM) 4.66 million shares for some $172.6 million.
Johnson & Johnson (NYSE: JNJ) 61.75 million shares for some $4.11 Billion.
Kraft Foods (NYSE: KFT) 132.39 million shares for some $4.32 Billion.
M & T Bank (NYSE: MTB) 6.7 million shares for some $547 million.
Moody’s (NYSE: MCO) about 48 million shares for some $1.71 Billion.
Nike (NYSE: NKE) 7.641 million shares for some $490.85 million.
Norfolk Southern (NYSE: NSC) 1.933 million shares for some $97.5 million, low for a rail for Buffett.
Procter & Gamble (NYSE: PG) 105.8 million shares for some $7.77 Billion.

Buffett’s Full List of holdings alphabetically A-G
Buffett’s Full List of holdings alphabetically S-Z

Jon C. Ogg
February 14, 2008

Posted on: February 14, 2008 – 5:54 pm in Buffett, Buffett Holdings, BRK-A, BRK-B, HD, IR, IRM, JNJ, KFT, MCO, MTB, NKE, NSC, PG

Baird on Banks (BAC, BBT, CMA, FITB, KEY, MI, MTB, PNC, STI, USB, WB, WFC)

ROBERT W.BAIRD has initiated mostly cautious coverage on Banks and Financials this morning. Most are Neutral rated, although there are a few Outperform ratings in the coverage group. Here are the initiations.

NEUTRAL ratings initiated on:

Bank of America (BAC),
BB&T (BBT),
Fifth Third (FITB)
Keycorp (KEY),
Marshall & Isley (MI),
SunTrust (STI),
US Bancorp (USB),
Wachovia (WB),
and Wells Fargo (WFC).

OUTPERFORM ratings initiated on:

Comerica (CMA),
M&T Bank (MTB),
and PNC Bank (PNC).

Jon C. Ogg
January 8, 2008

Posted on: January 8, 2008 – 8:28 am in Analyst Calls, Banking, BAC, BBT, CMA, FITB, KEY, MI, MTB, PNC, STI, USB, WB, WFC

Short Selling: Warren Buffett Holdings (June 2007)

BRK/A, BNI, KO, PG, WMT, USG, AXP, WFC, MCO, JNJ, COP, UNP, USB, MTB, ASD, NSC, WLP, UNH, IR, HRB

It is always interesting to see how Wall Street bets with or against Warren Buffett’s stock holdings. These are among the most recent holdings of the great Berkshire Hathaway (BRK/A-NYSE) and you’ll be able to see how there was more of an increase in short selling in the Buffett holdings. Keep in mind that by now many of these will no longer be current holdings because these public company holdings change from quarter to quarter, and for that matter there will be newer holdings that are not included in here.

Company       (TICKER)       JUNE    MAY CHANGE
Burlington Northern (BNI)    6.24M 6.19M +0.7%
Procter & Gamble (PG)       19.35M 14.2M +36%
American Express (AXP)    23.5M    21.6M +8.9%
Wells Fargo (WFC)                51.8M 35.9M +44%
Moody’s (MCO)                         18M    17.5M +3.3%
ConocoPhillips (COP)          21.38M 17.37M +23%
Union Pacific (UNP)             4.5M    4.4M    +1.9%
Anheuser-Busch (BUD)       9.81M    6.79M +44%
US Bancorp (USB)                35.4M    25.2M +40%
Wellpoint (WLP)                      5.62M    5.3M    +5.7%
UnitedHealth (UNH)             9.7M    8.94M    +8.5%
Ingersoll-Rand (IR)                5.11M 3.31M    +54%
H&R Block (HRB)                   20.3M 23.3M    -12.7%
Coca-Cola (KO)                   20.19M 27.8M    -27%
Wal-Mart (WMT)                      37.1M 38.1M    -2.5%
USG (USG)                            14.97M 16.05M    -6.7%
SunTrust Banks (STI)          7.42M    7.94M    -6.5%
Johnson & Johnson (JNJ) 15.37M 16.1M    -4.8%
M&T Bank (MTB)                   1.69M    1.93M    -12.7%
American Standard (ASD)    5.15M    7.46M    -30%
Norfolk Southern (NSC)       4.7M    5.47M    -14%

As a reminder, last night Jim Cramer reviewed some of the Buffett holdings as well with an opinion about piggybacking on each of these. Here is the critique Cramer gave for stock tickers UNP, USB, MTB, ASD, NSC, WLP, UNH, IR, HRB and here is the critique he gave for stock tickers BNI, KO, PG, WMT, USG, AXP, WFC, MCO, JNJ, COP.

Jon C. Ogg
June 22, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: June 22, 2007 – 9:12 am in Buffett, Conglomerates, Short Interest, ASD, AXP, BNI, BRK/A, COP, HRB, IR, JNJ, KO, MCO, MTB, NSC, PG, STI, UNH, UNP, USB, USG, WFC, WLP, WMT

Cramer Reviews 10 More Warren Buffett Stock Picks

Stock Tickers: BRK/A, UNP, USB, MTB, ASD, NSC, WLP, UNH, IR, HRB

On CNBC’s Mad Money tonight, Jim Cramer reviewed stock picks from Warren Buffett’s Berkshire Hathaway (BRK/A) to what is good in there and what isn’t. He already gave 10 other picks earlier, and here is his second list of reviews for Buffet’s picks:

Union Pacific (UNP)…Cramer loves it, even after the run he thinks the rail company can make you money.

US Bancorp (USB)….Cramer thinks it’s a serious buy for the high-yield and the balance sheet.

M&T Bank (MTB)….Cramer likes financials, but he doesn’t like this one because of the subprime contagion when you can buy a better bank now.

American Standard (ASD)….Cramer likes it because the break-up could yield $15 upside.

Norfolk Southern (NSC)….Cramer likes this rail pick too, although probably as third of the rail stocks.

Wellpoint (WLP)…Cramer thinks it is the best healthcare cost containment in the sector and he likes it.

UnitedHealth (UNH)….Cramer owns it and thinks it WAS a best of breed and now the cheapest in the group.

Ingersoll-Rand (IR)….Cramer said its buyback was great and it’s the best of its kind.

H&R Block (HRB)….Cramer said it deserves to go lower and he doesn’t know what Buffett was thinking because of the problems inside it.

Jon C. Ogg
June 21, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in any of the companies he covers.

Posted on: June 21, 2007 – 5:35 pm in Buffett, Cramer, ASD, BRK/A, HRB, IR, MTB, NSC, UNH, UNP, USB, WLP

Warren Buffett Rides More Railroads (BNI, NSC, UNP), Plus Other Holdings

This is an edited version of the first story to run an expanded list.

Last month we all found out that Warren Buffett’s Berkshire Hathaway decided to take a ride on the Reading by investing in Burlington Northern (BNI-NYSE). He also said that he had invested in two others, and now we know the holdings out of today’s larger filing. Here are the positions noted in the filing.

Here is a full list out of the SEC FILING:

Here are the rail positions: Burlington Northern (BNI), Norfolk Southern (NSC), Union Pacific (UNP).

American Express (AXP), American Standard (ASD), Ameriprise, Anheuser Busch (BUD), H&R Block (HRB), Coca Cola (KO), Comdisco, ConocoPhillips (COP), Costco (COST), First Data (FDC), Gannett (GCI), General Electric (GE), Home Depot (HD), Ingersoll Rand (IR), Iron Mountain (IRM), J&J (JNJ), Lowe’s (LOW), M&T Bank (MTB), Moody’s (MCO), Nike (NKE), PetroChina (PTR), Pier 1 Imports (PIR), P&G (PG), Sanofi Aventis (SNY), Servicemaster (SVM), Sun Trust Banks (STI), Torchmark, Tyco International (TYC), US Bancorp (USB), USG Corp (USG), United Parcel Service (UPS), United Health group (UNH), Wal-Mart (WMT), Washington Post (WPO), Wells Fargo (WFC), Wellpoint (WLP), Wesco, Western Union (WU)

Jon C. Ogg
May 15, 2007