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Buffett & Berkshire Hathaway Q3-2009 Holdings (BRK-A, BRK-B, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, NLC, NKE, NSC, NRG)

Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has its Q3-2009 public equity holdings as of September 30, 2009. In our group “A to F” we noted some interim changes in the lot. 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 huge preferred investment from late 2008.
GlaxoSmithKline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 2.757 million, same as last quarter.
Ingersoll-Rand (NYSE: IR) 636,600 shares; WAY DOWN from the 7.78 million listed last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) was just over 36.91 million shares; Same as last quarter and still well under the 62 million shares at one point in 2008.
Kraft Foods (NYSE: KFT) over 138 million; same as last quarter.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as last quarter.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) was listed as over 39.2 million shares, but that is WAY DOWN from the 48 million last quarter. Be advised that he has noted sales and hinted at more sales here.
Nalco Holding (NYSE: NLC) 9.0 million shares, same as last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before, but we already know Buffett has or is selling out of non-BNSF shares in rail companies.
NRG Energy (NYSE: NRG) 7.2 million, same as before.

BUFFETT HOLDINGS A to F

BUFFETT HOLDINGS P to Z

You can join our open email distribution list to hear more news on Buffett and other investment gurus, IPOs, secondary offerings, private equity, key analyst calls, and more.

JON C. OGG

Posted on: November 16, 2009 – 4:48 pm in Activist Investor, Buffett, Conglomerates, BRK-A, BRK-B, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, NKE, NLC, NRG, NSC

The 100 Hardest Working Brands In The World

There are a number of ways to rank brand values. One of the most important is the level at which a brand contributes to the market value of a public company.

24/7 Wall St. asked Corebrand, the brand research and consulting firm, to look at the top 100 brands based their contribution to market capitalizaton. Using this method, the hardest working brand was Hershey (NYSE:HSY), followed by Coca-Cola (NYSE:KO) and Harley-Davidson (NYSE:HOG)

Corebrand described the process briefly to 24/7 Wall. St.

24/7 Wall St.: Corebard often refers to the brands on this list as the”hardest working brands”. How did you come to that description?

Corebrand: There are a lot of people measuring and examining the “strongest brands” or the “most valuable brands”. Our opinion is that examining one without the other is somewhat meaningless. How “strong” a brand is nice to know but not very relevant unless you understand how that strength benefits business. Similarly, “value” is little more than a measure of corporate size unless you understand the drivers of that value and how to influence it. By examining the strength of the brand and it’s contribution to total market value, we can help companies and their leadership manage that strength and value over time.

24/7 Wall St.: Is there any advantage or disadvantage to having a brand value be a very large percentage of market cap in the present and as an indication of a company’s future performance?

Corebrand: The brand will need to be in balance with the rest of the company’s assets. A company should strive to have it’s brand strong enough to fend off competitors or changing market conditions but not so strong that it becomes overly dependent on the brand as a single driver of value. If a company can achieve and maintain its appropriate maximum strength without becoming over-dependent, it will see greater returns in bull markets and retain greater value in bear markets.

The list: Read More »

Posted on: October 20, 2009 – 5:06 pm in Research, Uncategorized, AAPL, AET, ALL, AM, AVP, AXP, BA, BBBY, BDK, BGP, BKS, BMY, CAJ, CAL, CL, COF, CPB, CVS, CVX, DAI, DD, DELL, DIS, DLM, EBAY, EK, EL, F, FDX, FUJIY, GE, GIS, GOOG, GPS, GR, GT, HD, HMC, HNZ, HOG, HRB, HRL, HSY, IBM, JCP, JNJ, K, KFT, KO, KSS, L, LIZ, LOW, LZB, MAR, MAT, MCD, MOT, MS, MSFT, NKE, NSANY, NYT, ODP, PBI, PBY, PEP, PG, PZZA, RAD, RL, RSH, S, SBUX, SCHW, SHW, SKS, SLE, SNE, SPLS, SUN, T, TBL, TGT, TIF, TM, TSN, TUP, TXN, UPS, VZ, WAG, WEN, WHR, WMT, XOM, XRX, YHOO

Today’s Best Market Rumors (10/1/2009) (GE)(NKE)(BAC)(CSCO)

Updated throughout the day.

Update: RADVision (RVSN) is trading down over 33% on rumors that the Cisco (CSCO) buyout of Tandberg will cost it nearly 40% of its revenue. (Morgan Keegan)

Update: Friday’s unemployment numbers will be bogus (RealClearMarkets)

GE (GE) may or may not be talking to Comcast (CMCSA) about buying all or part of NBC Universal. Time Warner (TWX) was also identified as a potential bidder. (FT)

Inside candidates at Bank of America (BAC) may be out of luck if they hope to get the job of departing CEO Ken Lewis. Larry Fink, the head of Blackrock (BLK), and former Merrill Lynch President Greg Fleming may be in the running. (NYPost)

Hershey (HSY) will not make a bid for Cadbury (CBY) (WSJ)

Baxter International (BAX) may be the next buyout target in pharma. (The Deal).

Collins Stewart analyst Sandeep Aggarwal thinks a number of private internet companies will go public or be bought including Digg, Twitter, Facebook, LinkedIn, Glam, Zillow, eHarmony, and Yelp (Barron’s)

AOL’s (TWX) advertising business is losing money on an EBITDA basis. (Clusterstock)

CIT (CIT) is about to offer a massive debt exchange offer to its bondholders. (NYTimes)

Disgraced football player and dog fight lover Michael Vick may be re-signing with Nike (NKE) (CNBC) Update: Nike denies the rumor.

Douglas A. McIntyre

Posted on: October 1, 2009 – 9:13 am in Rumors, BAC, BAX, BHY, BLK, CBY, CMCSA, CSCO, GE, NKE, RVSN, TWX

Media Digest 9/30/2009 Reuters, WSJ, NY Times, FT, Bloomberg

Reuters: China celebrated 60 years of communist rule as a capitalist economy.

Reuters: The IMF cut global debt write-offs to $3.4 trillion.

Reuters: CIT (CIT) is close to a deal to give the company to bondholders. Read More »

Posted on: September 30, 2009 – 4:04 am in Press Digest, AMT, BAC, BSX, C, CBS, CIT, EBAY, GOOG, HPQ, JNJ, MCO, NKE, TM, WMG, WMT, WYNN

The 100 Most Valuable Brands Of 2009?

Several consulting firms post annual figures for the world’s most valuable brands. The two best known are probably the Interbrand and BrandZ surveys. They are notably different, up until now at least. BrandZ includes a number of large brands from Asia. Interbrand does not.

24/7 Wall St. has put together a list of the most valuable brands of 2009 by looking at valuation calculations from a number of sources. Then a base valuation was taken from the 2008 Interbrand data to fix values for this year and changes from last.

Most methods take into account the future earnings of a brand for its parent company. This is fundamentally a guess particularly during a turbulent period in the global economy. Interbrand’s rule is that a brand most get at least a third of its revenue from outside its country-of-origin. That is arbitrary, particularly as it apply to brands in China.

24/7 Wall St. has made the assumption that the value of most brands have been hurt log-term by the deep recession. Forward earnings estimates for many of the firms on this list show that. Those brands which post value improvements show much more modest increases than they would be in a stable economy.

Looking at the Interbrand list from last year, it is fair to ask why firms like Nissan, Wal-Mart (WMT) and Red Bull are not present.

Because the brands on this list are taken from names on the Interbrand survey, we have not made a calculation about which companies may be new to their list in 2009 or which may drop off.

Public firms which are part of this ranking include (KO)(IBM)(MSFT)(GOOG)(GE)(NOK)(TM)(INTC)(MCD)(DIS)(HPQ)(AXP)(C)(HMC)(ORCL)(AAPL)(SNE)(PEP)(HBC)(NKE)(UPS)(FDX)(SAP)(DELL)(JPM)(GS)(KL)(EBAY)(SI)(F)(AIG)(AMZN)(CAT)(AVP)(RIMM)(GPS)(TIF)(BP)(SBUX)(JNJ)(MAR)(V)

The 100: Read More »

Posted on: September 13, 2009 – 9:01 pm in Research, AAPL, AIG, AMZN, AVP, AXP, BP, C, CAT, DELL, DIS, FDX, GE, GOOG, GPS, GS, HBC, HMC, IBM, INTC, JNJ, JPM, JPQ, KL, KO, MAR, MCD, MSFT, NKE, NOK, ORCL, RIMM, SAP, SBUX, SNE, TIF, TM, V

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

Media Digest 6/25/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters: Political battles are likely to make this a tough year for the Fed.

Reuters: The head of Toyota (TM) warned of two more tough years.

Reuters: Lawmakers accused Fed of a cover-up in dealing with Bank of America (BAC)

Reuters: California is set to issues IOUs to conserve cash.

Reuters: The new TARP chief says economy is on the mend. Read More »

Posted on: June 25, 2009 – 2:55 am in Press Digest, BA, BAC, BBY, BCS, BR, C, CMCSA, MON, NKE, TM, TWC, YHOO

Nike, Just Barely… Or Almost (NKE)

Nike Inc. (NYSE: NKE) is still trying to find its footing with its dominance during a nasty economy, no pun intended. The sportswear, apparel, footwear, and equipment giant posted $0.99 EPS on a 7% drop in revenues to $4.7 billion. We had estimates from Thomson Reuters listed as $0.96 EPS and $4.72 billion in revenue. Currency and future orders are continuing to be an issue.
Read More »

Posted on: June 24, 2009 – 3:24 pm in Apparel, Earnings, Retail, NKE

Top 10 Analyst Upgrades & Downgrades (AMAT, CMG, HGSI, IACI, JTX, NKE, NFLX, SYNA, TIN, UAUA)

These are ten of the top research calls from Wall Street’s analyst wave of daily upgrades, downgrades, and initiations this Friday morning:

Applied Materials (AMAT) Cut to Hold at Citigroup.
Chipotle Mexican Grill (CMG) Cut to Underperform at Oppenheimer.
Human Genome Science (HGSI) Cut to “Source of Funds” at ThinkEquity.
IAC/InterActive (IACI) Started as Outperform at Credit Suisse.
Jackson-Hewitt (JTX) Raised to Outperform at Oppenheimer.
Nike (NKE) Raised to Outperform at Baird.
Netflix (NFLX) Started as Underperform at Credit Suisse.
Synaptics (SYNA) Started as Buy at Jefferies.
Temple-Inland (TIN) Raised to Buy at Deutsche Bank.
UAL Corp. (UAUA) Cut to Underweight at JPMorgan.

Jon C. Ogg
June 5, 2009

Posted on: June 5, 2009 – 6:58 am in Analyst Calls, AMAT, CMG, HGSI, IACI, JTX, NFLX, NKE, SYNA, TIN, UAUA

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

Media Digest 3/19/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

According to Reuters, the Fed’s plans to buy Treasuries is like a program called “Operation Twist” which was part of the agencies effort to help the economy almost fifty years ago.

Reuters reports that the head of AIG (AIG) has asked some employees to pay back bonuses.

Reuters writes that Sun (JAVA) may be able to sell itself to IBM (IBM) at a high premium.

Reuters writes that China investigated J&J (JNJ) baby food.

Reuters reports that the government is near a framework to rescue GM (GM) and Chrysler.

Reuters writes that a risk watch dog will not solve all of the problems of regulators.

Reuters reports that Citigroup (C) and Morgan Stanley (MS) are earmarking more shares for employees.

Posted on: March 19, 2009 – 3:18 am in Press Digest, AIG, AMZN, FNM, GOOG, IBM, JAVA, JNJ, NKE, PALM, RIMM, RTP, SBUX

Goldman Sachs Disses Sporting Apparel (UA, COLM, NKE)

If you thought things were tough in the economy for retailers and apparel manufacturers, Goldman Sachs thinks they are going to get worse. Under Armour, Inc. (NYSE: UA), Columbia Sportswear Company (NASDAQ: COLM), and Nike, Inc. (NYSE: NKE) were all part of the pessimistic call.
Read More »

Posted on: February 24, 2009 – 9:33 am in Analyst Calls, Apparel, Retail, COLM, NKE, UA

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

Media Digest 12/18/2008 Reuters, WSJ, NYTimes, FT, Bloomberg

According to Reuters, Chrysler will idle its plant for a month to cut inventory and costs.

Reuters reports that the SEC is under fire over the Madoff investigation.

Reuters reports that Obama picked Mary Shapiro to the SEC.

Reuters reports that most analysts think that Japan will cut rates.

Posted on: December 18, 2008 – 3:59 am in Press Digest, AAPL, FDX, GM, GS, HMC, M, MOT, NKE, TTWO

Nike Skirts Around Recession, So Far (NKE, UA)

Nike Inc. (NYSE: NKE) seems to be avoiding the recession so far. Not entirely, but much better than other we have seen. The sports apparel giant made a profit of $391 million, or $0.80 EPS. It posted roughly an 6% gain in revenue from last year’s quarter to $4.6 billion. The estimates from Thomson Reuters (First Call) were $0.79 EPS and $4.73 billion in revenue.

Posted on: December 17, 2008 – 5:01 pm in Apparel, Earnings, NKE, UA

Top Pre-Market Analyst Downgrades (AXP, AXYS, BJ, CAVM, ERTS, ERIC, FLIR, FTI, GE, HTLD, KNX, NKE, SINA)

These are the top downgrades or negative calls we have seen this Wednesday morning from Wall Street analysts:

American Express (AXP) Started as Sell at Banc of America; Started as Sell at Citigroup.
Axsys Technologies (AXYS) Cut to Underweight at JPMorgan.
BJ’s Wholesale (BJ) Cut to Neutral at JPMorgan.
Cavium Networks (CAVM) Cut to Market Weight at Thomas Weisel.
Electronic Arts (ERTS) was downgraded at Citigroup, Banc of America, and piper Jaffray.
Ericsson (ERIC) Cut to Hold at Citigroup.
FLIR Systems (FLIR) Cut to Neutral at JPMorgan.
FMC Tech (FTI) Cut to Sell at UBS.
General Electric (GE) Cut to Neutral at UBS.
Heartlan Express (HTLD) Cut to Sell at UBS.
Knight Transportation (KNX) Cut to Sell at UBS.
Nike (NKE) Cut to Neutral at Banc of America.
Sina (SINA) Cut to Hold at Citigroup.

Jon C. Ogg
December 10, 2008

Posted on: December 10, 2008 – 8:10 am in Analyst Calls, AXP, AXYS, BJ, CAVM, ERIC, ERTS, FLIR, FTI, GE, HTLD, KNX, NKE, SINA

Cramer’s Week of Shotgun Merger Proposals (RTP, AA, BHP, FCX, ITW, MTW, NKE, UA, PFE, AGN)

Jim Cramer came on CNBC’s MAD MONEY this week with several ideas for shotgun marriage merger proposals he wanted to throw out there where he was calling for more mergers from the cash rich companies.

Cramer’s Friday evening picks may have gotten some interest last year or even earlier this year, but these involve two companies which have already had their fair share of merger issues and non-events this year on top of the commodity bubble bursting. Cramer believes that Rio Tinto (NYSE: RTP) should buy Alcoa (NYSE: AA) before the antitrust powers are able to actually block mergers. Cramer also thinks BHP Billiton (NYSE: BHP) should go buy Freeport-McMoRan (NYSE: FCX) now that the forced selling has taken the stock down to $16.00 to take over the copper and minerals mining giant.

Posted on: December 5, 2008 – 6:52 pm in Cramer, Mergers and Buy Outs, AA, AGN, BHP, FCX, ITW, MTW, NKE, PFE, RTP, UA

Cramer Calls For More Buyouts (JNJ, MNT, AGN, PFE, ITW, MTW, NKE, UA)

On tonight’s MAD MONEY on CNBC, Jim Cramer called for companies with high cash balances to make acquisitions while competitors are dirt cheap and vulnerable. Yesterday, Cramer called for Pfizer (NYSE: PFE) to acquire Allergan (NYSE: AGN) now that Johnson & Johnson (NYSE: JNJ) decided to take out Mentor Corp. (NYSE: MNT) for a huge premium. We recently pondered whether that deal really made Allergan worth less money or more money over the competition. Allergan has been battered as many "self improvements and enhancement surgeries" are being put off because the public is having a major money pinch. Tonight, Cramer gave two more merger candidates and suitors.

Posted on: December 4, 2008 – 11:43 pm in Cramer, Mergers and Buy Outs, AGN, ITW, JNJ, MNT, MTW, NKE, PFE, UA

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"

You can join our open email distribution list to hear about other IPO’s, secondary offerings, private placements, merger, special situations, rumors, Warren Buffett developments, and more.

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

Warren Buffett’s Likely New Personal Investments (BRK-A, WFC, GE, GS, KO, KFT, NKE, BNI)

The New York Times has a new writer, at least for a day. Warren Buffett has written an op-ed piece for the paper titled "Buy American. I Am." to shore up some hope for stability in the markets. The Oracle of Omaha said that he is buying common stocks in his personal account. In the past he has only held government bonds and shares of Berkshire Hathaway (NYSE: BRK-A), and recently he has announced support for Wells Fargo (NYSE: WFC) as the triple-a rated bank was listed as a personal holding of his. As you will see below, we have put together a list of stocks which we feel Buffett might have added to his personal account.

Posted on: October 17, 2008 – 9:14 am in Buffett, Insider Activity, BNI, BRK-A, GE, GS, KFT, KO, NKE, WFC

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