Posts for Ticker ‘USG’

Buffett & Berkshire Hathaway Holdings P-Z Q3-2009 (BRK-A, BRK-B, PG, RSG, SNY, STI, TMK, TRV, USB, USG, UNH, UNP, UPS, WMT, WPO, WFC, WLP, WSC, WBC)

This is the list of Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) public US equity holdings as of September 30, 2009.  As noted in the “A to F” and “G to O” lists, there have been changes since the cut off date and those have been noted where applicable. Here are Warren Buffett’s holdings and accompanying notes for the group ‘P to Z.’

  • Procter & Gamble (NYSE: PG) 96.3 million, the same as before.
  • Republic Services Inc. (NYSE: RSG) 3.625 million shares; NEW POSITION following Bill Gates.
  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, same as before.
  • Sun Trust Bank (NYSE: STI) 3.079 million shares; DOWN FROM 3.2+ the quarter before.
  • Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
  • Travellers Cos (NYSE: TRV) 27,336; NEW POSITION but small.
  • US Bancorp (NYSE: USB) roughly 69 million; Same as quarter before.
  • USG Corp. (NYSE: USG) 17.072 million shares, same as before.
  • United Health Group (NYSE: UNH) 3.4 million shares; DOWN from 4.5 million last quarter and down from over 6 million in Q1.
  • Union Pacific Corp. (NYSE: UNP) 9.55 million shares, same as quarter before but this does not matter as Buffett is dumping his non-BNSF rail holdings.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) 37.8 million; WAY UP from the 19.9+ million shares last quarter.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo & Co. (NYSE: WFC) 313.3 million shares; ABOVE THE PRIOR 302+ million last quarter and above the 290+ million in Q1.
  • Wellpoint Inc. (NYSE: WLP) 3.394 million; DOWN SLIGHTLY from the 3.5 million last quarter and from the 4.7773 million in Q1.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

WABCO Holdings (NYSE: WBC) IS GONE after being 2.7 million shares last quarter.

BUFETT HOLDINGS ‘A to F’

BUFFETT HOLDINGS ‘G to O’

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JON C. OGG

Posted on: November 16, 2009 – 5:11 pm in Activist Investor, Buffett, Conglomerates, , , , , , , , , , , , , , , , , , ,

Buffett Gets Deeper Into Housing and Real Estate (BRK-A, LUK, GS, CIT, HD, LOW, USG)

Buffett ImageWarren Buffett is positioning Berkshire Hathaway Inc. (NYSE: BRK-A) to profit when the housing and property market returns to more normal levels.  Now, he is teaming up with what many investors consider a “Buffett rival.”  Berkshire Hathaway Inc. (NYSE: BRK-A) is teaming up with Leucadia National Corp. (NYSE: LUK) to acquire the North American mortgage and servicing operations of Capmark Financial Group Inc.  Interestingly enough, a company affiliated with Buffett and Berkshire Hathaway called HomeServices of America made a real estate firm acquisition in Chicago earlier this week.
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Posted on: September 3, 2009 – 11:19 am in Buffett, Conglomerates, Editor's Picks, Housing, Mergers and Buy Outs, , , , , , ,

Buffett & Berkshire Hathaway Q2-2009 Holdings P to Z (BRK-A, PG, SNY, STI, TMK, USB, USG, UNH, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett ImageBerkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has released its public stock holdings for Q2-2009 as of June 30, 2009.  Buffett did make 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 ‘P to Z.’

  • Procter & Gamble (NYSE: PG) 96.3 million, same as before.
  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, looks same as before.
  • Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
  • Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
  • US Bancorp (NYSE: USB) roughly 69 million is same as before after it had been raised in Q1.
  • USG Corp. (NYSE: USG) 17.072 million shares, same as before.
  • United Health Group (NYSE: UNH) 4.5 million; down from over 6 million.
  • Union Pacific Corp. (NYSE: UNP) 9.55 million shares, same as Q1 after growing the Q1 over Q4 position.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo & Co. (NYSE: WFC) over 302 million; ABOVE the 290+ million shares the quarter before.
  • Wellpoint Inc. (NYSE: WLP) 3.5 million; DOWN from the 4.7773 million shares in Q1.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

BUFETT HOLDINGS ‘A to F’

BUFFETT HOLDINGS ‘G to O’
JON C. OGG
AUGUST 14, 2009

Posted on: August 14, 2009 – 5:22 pm in Buffett, , , , , , , , , , , , , , , ,

Which Buffett & Berkshire Hathaway Stocks Bounced The Most? (BRK-A, BAC, WFC, KMX, GE, GCI, IR, USG)

Buffett ImageWe recently gave a list of companies which we thought Warren Buffett might want to consider selling or lightening up on after Berkshire Hathaway Inc. (NYSE: BRK-A) disclosed that it had finally decided to lighten up on its giant stake in Moody’s Corp. (NYSE: MCO).  But an interesting question was brought up as a result of this.  Whether Buffett decides to unload stocks or not…. Which Buffett holdings have actually managed to bounce the most from their lows?  With today being month-end, we wanted to run some numbers here.  We already noted yesterday that if and when we see a 1,000 close on the S&P 500 Index it marks a 50% gain from the market lows in March.  There has been a huge bounce in his banking stocks, with Bank of America Corp. (NYSE: BAC) bouncing some 466% from the lows and a 214% bounce in Wells Fargo & Company (NYSE: WFC).
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Posted on: July 31, 2009 – 3:19 pm in Buffett, Conglomerates, , , , , , , ,

Buffett & Berkshire Hathaway Q1-2009 Holdings P to Z (BRK-A, PG, SNY, STI, TMK, USB, USG, UNH, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett ImageWarren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) holdings for the first quarter of 2009 are now out for the cut off date here of March 31, 2009.  There are some changes from the end of Q4 here in banking and here is the list of stocks alphabetically ‘P to Z.’

  • Procter & Gamble (NYSE: PG) 96.3 million, same as before.
  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, looks same as before.
  • Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
  • Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
  • US Bancorp (NYSE: USB) roughly 69 million; ABOVE last quarter’s 67.6 million.
  • USG Corp. (NYSE: USG) 17.072 million shares, same as before.
  • United Health Group (NYSE: UNH) 4.5 million; down from over 6 million.
  • Union Pacific Corp. (NYSE: UNP) 9.55 million shares, above our 8.9 million noted before.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo (NYSE: WFC) over 302 million; ABOVE the 290+ million shares the quarter before.
  • Wellpoint Inc. (NYSE: WLP) 4.7773 million shares, same as before.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

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

Jon C. Ogg
May 15, 2009

Posted on: May 15, 2009 – 4:02 pm in Activist Investor, Banking, Buffett, Buffett Holdings, Conglomerates, Insider Activity, Mutual Funds, Value Investing, , , , , , , , , , , , , , , ,

Buffett & Berkshire Primer Ahead of Annual Meeting (BRK-A, BRK-B, BNI, USG, TIF, HOG)

buffett-imageThis weekend will mark the annual shareholder meeting for Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B).  In the past, this has been considered the Financial Woodstock.  But this is a much different year.  Berkshire Hathaway shares sit down more than one-third from their highs.  They had been down more than 50% at the major lows.  The day’s close ahead of Berkshire’s last annual meeting was $133,600.00 and those sit around $93,000.00 around noon today.
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Posted on: May 1, 2009 – 12:38 pm in Annual Report, Buffett, Conglomerates, , , , , ,

Buffett & Berkshire Hathaway Disclose Holdings S to Z (BRK-A, SNY, STI, TMK, USB, USG, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

buffett_image5The final list of Warren Buffett’s year-end stock holdings from Berkshire Hathaway, Inc. (NYSE: BRK-A) are out and we broke them down alphabetically with this being the “S to Z” stock list.  The cut off here is December 31, 2008 and we have added in some color for how this compares to last quarter’s report:

  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, same as before.
  • Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
  • Torchmark Corp. (NYSE: TMK) looks roughly the same at 2.82 million.
  • US Bancorp (NYSE: USB) about 67.6 million shares, down from over 72.9 million last quarter.
  • USG Corp. (NYSE: USG) 17.072 million shares, looks same as last quarter.
  • Union Pacific Corp. (NYSE: UNP) 8.9 million shares, same as before.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo (NYSE: WFC) roughly 290.4 million shares, looks same as before.
  • Wellpoint Inc. (NYSE: WLP) 4.7773 million shares, same as before.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

BUFFETT HOLDINGS “A to G”
BUFFETT HOLDINGS “H to R”

Jon C. Ogg
February 17, 2009

Posted on: February 17, 2009 – 5:48 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Financial Stocks, , , , , , , , , , , , , , , ,

USG Agrees To Warren Buffett Demands (USG, BRK-A, FFH)

buffett_imageUSG Corporation (NYSE: USG) had an important vote today that essentially allows Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A) to get much more control of the company.
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Posted on: February 9, 2009 – 2:30 pm in Activist Investor, Buffett, Housing, Value Investing, , , , , ,

Warren Buffett Double Dipping in USG (USG, BRK-A, FFH)

Buffett_imageUSG Corporation (NYSE: USG) shares are surging this morning.  The sheet rock and building products company has reported that it has entered into an agreement to sell a total of $400 million of 10 percent contingent convertible senior notes due 2018.  What is more important is who it is selling too: Berkshire Hathaway, Inc. (NYSE: BRK-A) and Fairfax Financial Holdings Limited (NYSE: FFH).

Read More »

Posted on: November 21, 2008 – 9:04 am in Buffett, Conglomerates, Housing, Insider Activity, , ,

New Warren Buffett & Berkshire Hathaway Stocks T-Z (TMK, USB, USG, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett_image_2We have outlined the changes in the holdings of Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) and consolidated these into alphabetical order from "T to Z" for the quarter ended on September 30, 2008:

  • Torchmark Corp. (NYSE: TMK) 2.82 million
  • US Bancorp (NYSE: USB) over 72.9 million; looks UP from June
  • USG Corp. (NYSE: USG) 17.072 million shares (same)
  • Union Pacific Corp. (NYSE: UNP) 8.9 million shares (same)
  • United Parcel Service (NYSE: UPS) 1.429 million shares (same)
  • WABCO Holdings (NYSE: WBC) 2.7 million shares (same)
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares (looks same)
  • Washington Post (NYSE: WPO) over 1.72 million shares (same)
  • Wells Fargo (NYSE: WFC) roughly 290.4 million shares (looks same, but likely larger now)
  • Wellpoint Inc. (NYSE: WLP) 4.7773 million shares (same)
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares (same)

BUFFETT HOLDINGS "A to H"
BUFFETT HOLDINGS "I to S"

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Jon C. Ogg
November 14, 2008

Posted on: November 14, 2008 – 5:26 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Insider Activity, , , , , , , , , , ,

The 52-Week Low Club (PDGI)(PRXL)(LVS)(USG)(MF)(CVG)

Sad_clownConvergys (CVG) Posts a loss and weak forecast. Drops to $6.82 from 52-week high of $19.18.

MF Global (MF) No major news. Drops to $1.93 from 52-week high of $32.20.

USG Corporation (USG) May have violated lending agreement. Falls to $14.23 from 52-week high of $40.25.

Las Vegas Sands (LVS) Casino stocks out of vogue. Sells down to $4.32 from 52-week high of $148.76.

PAREXEL International (PRXL) Revenue shortfall. Plummets to $6.84 from 52-week high of $36.16.

Pharmanet (PDGI) No news. Sells off to $1 from 52-week high of $43.02.

Douglas A. McIntyre

Posted on: October 28, 2008 – 3:01 pm in HI/LOW, , , , , ,

Top Pre-Market Analyst Upgrades (CTRP, GS, LEH, MRVL, NLC, NUVA, PRU, RF, RIG, USG, ZION)

These are some of the top early bird analyst upgrades and positive calls we are seeing this Monday morning with more than two hours to the open:

  • Ctrip.com (CTRP) Started as Outperform at Credit Suisse.
  • Goldman Sachs (GS) Raised to Buy at Merrill Lynch.
  • Lehman Brothers (LEH) Raised to Neutral at Merrill Lynch.
  • Marvell Tech (MRVL) Raised to Outperform at Morgan Keegan.
  • Nalco Holding (NLC) Raised to Neutral (from Sell) at Goldman Sachs.
  • NuVasive (NUVA) Started as Buy at Piper Jaffray.
  • Prudential Financial (PRU) Raised to Outperform at FBR.
  • Regions Financial (RF) Raised To Market Perform at FBR.
  • Transocean (RIG) Raised to Hold from Sell at Deutsche Bank.
  • USG (USG) Raised to Neutral at JPMorgan.
  • Zions Bancorp (ZION) Raised to Outperform at FBR.

Jon C. Ogg
September 8, 2008

Posted on: September 8, 2008 – 6:31 am in Analyst Calls, , , , , , , , , , ,

Buffett & Berkshire Hathaway Holdings T to Z (TMK, USB, USG, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

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

  • Torchmark Corp. (NYSE: TMK) more than 3.51 million shares in multiple lots
  • US Bancorp (NYSE: USB) more than 68 million shares in multiple lots
  • USG Corp. (NYSE: USG) 17.07 million shares
  • Union Pacific Corp. (NYSE: UNP) 8.9 million shares
  • United Parcel Service (NYSE: UPS) 1.429 million shares
  • WABCO Holdings (NYSE: WBC) 2.7 million shares
  • Wal-Mart Stores inc. (NYSE: WMT) over 19.9 million shares in multiple lots
  • Washington Post (NYSE: WPO) over 1.72 million shares in multiple lots
  • Wells Fargo (NYSE: WFC) over 290 million shares in multiple lots
  • Wellpoint Inc. (NYSE: WLP) 4.8 million shares
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares

We have also pulled out the other Buffett & Berkshire holdings in two separate groups:
Those grouped as A to G
Those grouped as H to S

Jon C. Ogg
August 14, 2008

Posted on: August 14, 2008 – 9:30 pm in Buffett, Buffett Holdings, Conglomerates, Financial Stocks, , , , , , , , , , ,

Buffett & Berkshire Hathaway Holdings T – W (BRK-A, BRK-B, TMK, TT, USB, USG, UNP, UPS, UNH, WBC, WMT, WPO, WFC, WLP, WSC)

After today’s close, we saw the filing showing which stocks Warren Buffett held in Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) at the cut off date of March 31, 2008. This is a snapshot of his various holdings that were broken down alphabetically.  Some have multiple positions because of various entities that are held.  Here goes:

Torchmark Corp. (NYSE: TMK)

  • $4.6M for 77,551 shares
  • $27M for 449,728 shares
  • $99.5M for 1,656,900 shares
  • $38.4M for 639,700 shares

Trane Inc. (NYSE: TT)

  • $500M for 10,901,900 shares

US Bancorp. (NYSE: USB)

  • $754,224 for 23,307,300 shares
  • $911,692 for 28,173,426 shares
  • $270,691 for 8,365,000 shares
  • $157,473 for 4,866,300 shares
  • $70,351 for 2,174,000 shares
  • $56,468 for 1,745,000 shares

USG Corp. (NYSE: USG)

  • $628.5M for 17,072,192 shares

Union Pacific (NYSE: UNP)

  • $558.3M for 4,453,000 shares

United Parcel Service (NYSE: UPS)

  • $104.3M for 1,429,200 shares

United Health Group (NYSE: UNH)

  • $219.9M for 6,400,000 shares

Wabco Holdings (NYSE: WBC)

  • $123.1M for 2,700,000 shares

Wal-Mart Stores (NYSE: WMT)

  • $1.00 BIL for 18,998,300 shares
  • $49.8M for 946,000 shares

Washington Post (NYSE: WPO)

  • $591.5M for 894,304 shares
  • $98.1M for 148,311 shares
  • $428.7M for 648,165 shares
  • $24.4M for 36,985 shares

Wells Fargo (NYSE: WFC)

  • $1.556 BIL for 53,489,420 shares
  • $367.9M for 12,643,200 shares
  • $1.114 BIL for 38,313,040 shares
  • $81.1M for 2,788,000 shares
  • $29.1M for 1,000,000 shares
  • $3.771 BIL for 129,591,488 shares
  • $46.8M for 1,609,720 shares
  • $49.4M for 1,700,000 shares
  • $23.8M for 820,000 shares
  • $582M for 20,000,000 shares
  • $465.6M for 16,000,000 shares
  • $232.8M for 8,000,000 shares
  • $78.57M for 2,700,000 shares
  • $58.2M for 2,000,000 shares

Wellpoint (NYSE: WLP)

  • $211.8M for 4,800,000 shares

Wesco Financial (AMEX: WSC)

  • $2.3 BIL for 5,703,087 shares

You can join our open email distribution list to hear about special financings, M&A, IPO’s, secondary offerings, and other special situations.

Buffett & Berkshire Hathaway Holdings A – H
Buffett & Berkshire Hathaway Holdings I – S

Jon C. Ogg
May 15, 2008

Posted on: May 15, 2008 – 5:01 pm in Buffett, Buffett Holdings, , , , , , , , , , , , , , ,

Whitman & Third Avenue Value Fish In Financial Insurers, REITs, Land (ABK, ACGL, LM, MBI, JOE, TPGI, TGIC, USG, VNO)

If there is one seer and age-old timeless veteran in value investing, it is M.J. Whitman.  His Third Avenue Management, LLC has filed its 13F with the SEC and it shows he is still (or at least was) betting big on what financial guarantors, land banks, and REIT’s for a portion of his value investing assets.  This total filing showed some $11.5 Billion in equity and equivalent positions (not including fixed income).  What is interesting is that this is not even all of his holdings out of financial related stocks.  But this is still nearly $1.2 Billion in combined assets.  Below are a portion of his top holdings: 

Stock (Ticker)                                                              Shares             $$$$
Ambac Financial Group (ABK)               2,699,896   $69,576,000
Arch Capital Group Ltd.(ACGL)              1,461,659   $102,828,000
Legg Mason Inc. (LM)                               3,343,553   $244,581,000
MBIA Inc. (MBI)                                           13,773,096  $236,607,000
St. Mary Land & Exploration (SM)            2,620,703   $101,185,000
The St. Joe Company (JOE)                    15,347,635  $54,4995,000
Thomas Properties Group Inc. (TPGI)    2,566,549   $27,667,000
Triad Guaranty Inc (TGIC)                          1,064,023   $10,427,000
USG Corporation (USG)                             5,573,058   $199,460,000
Vornado Realty Trust (VNO)                       1,327,543   $116,757,000

M.J. Whitman and his entire crew readily admit that they do not always catch the bottom.  They try to get in before the flood gates of buyers swarm in, and sometimes they are very early and have no problem taking a 3-year or even longer time horizon.  But they do try to look through the junk heap to see what can be cleaned up with some TLC.  Please be advised that this is a small portion of their holdings, and that full list can be seen here. 

Here are the other activist and billionaire value-esque investors we covered this weekend:

Jon C. Ogg
February 19, 2008

Posted on: February 19, 2008 – 3:27 pm in Mutual Funds, Value Investing, , , , , , , , , , ,

Buffett & Berkshire Hathaway Holdings S-Z (SNY, STI, USB, USG, UNP, UPS, UNH, WBC, WMT, WPO, WFC, WLP, WSC)

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

  • Sanofi-Aventis (NSE: SNY) 3.569 million shares for some $162.5 million.
  • SunTrust Banks (NYSE: STI) 3.2 million shares for some $200 million.
  • US Bancorp. (NYSE: USB) 67.58 million shares for some $2.145 Billion.
  • USG Corp. (NYSE: USG) 17.07 million shares for some $611 million.
  • Union Pacific (NYSE: UNP) 4.453 million shares for some $559 million.
  • United Parcel Service (NYSE: UPS) 1.49 million shares for some $101 million.
  • United Health Group (NYSE: UNH) 6 million shares for some $349 million.
  • Wabco Holdings (NYSE: WBC) 2.7 million shares for some $135 million.
  • Wal-Mart Stores (NYSE: WMT) 19.94 million shares for some $948 million.
  • Washington Post (NYSE: WPO) 1.727 million shares for some $1.367 Billion.
  • Wells Fargo (NYSE: WFC) 289.3 million shares for some $8.73 Billion.
  • Wellpoint (NYSE: WLP) 4.5 million shares for some $394.78 million shares.
  • Wesco Financial (AMEX: WSC) 5.7 million shares for some $2.28 Billion.

Buffet’s full stock list alphabetically A-G
Buffet’s full stock list alphabetically H-P

Jon C. Ogg
February 14, 2008

Posted on: February 14, 2008 – 5:52 pm in Buffett, Buffett Holdings, , , , , , , , , , , , ,

Gappers: 52-Week Intraday Lows After Open (WMT, HD, MOT, AMGN, CFC, AMD, IP, MOT, USG)

It is always good to remember that just because stocks trade at intraday lows, it doesn’t mean that they are going to stay that way or that they are going to roll over and die.  This VIX ramping over 30 yesterday at the end of the day and staying there is going to end up being an Omen or something that gets the market closer to an inflection point.  That may only be a temporary event, but that is what history has dictated time after time. Time will be the verdict, and fortunately summer trading will be back to normal in just over two weeks.  Maybe just printing this list will be that catalyst, but it still feels like it is too soon to try to be a hero.  Here is the opening list of some key stocks that hit 52-week lows after opening:

Wal-Mart (WMT) sub-$43.00… old low $43.09

Home Depot (HD) $32.96…. old low $33.08

Amgen (AMGN) $49.60… old low $49.71

Countrywide Financial (CFC) $17.27… old low $19.25

Advanced Micro Devices Inc. (AMD)… old low $11.85

International Paper (IP) $31.55… old low $31.77

Motorola (MOT) $15.95… old low $16.01

USG Corp. (USG) $36.15… old low $36.28

Jon C. Ogg
August 16, 2007

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

Posted on: August 16, 2007 – 8:50 am in HI/LOW, , , , , , , ,

Cramer Talks Homebuilders (BRK/A, HOV, PHM, USG, GE, GRP)

On today’s STOP TRADING segment on CNBC, Jim Cramer addressed the homebuilders all being up based on the rumors that Warren Buffett’s Berkshire Hathaway (NYSE:BRK/A).  Cramer said it would more likely be Pulte Homes (NYSE;PHM) because Hovnanian (NYSE:HOV) is more regional and he can go in bigger with Pulte.  This shows that it is too hard to short in this market.  Cramer said Buffett has always liked this group.Cramer also noted USG (NYSE:USG today).  If this all sounds familiar there is a reason. 

Cramer also noted that Grant Prideco (NYSE:GRP) is the one to step up to after the General Electric (NYSE:GE) hint that it might begin building rigs in its earnings conference call.  Grant Prideco shares traded up more than 1% on this Cramer endorsement.

Jon C. Ogg
July 13, 2007

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

Posted on: July 13, 2007 – 1:52 pm in Buffett, Cramer, Housing, , , , , ,

If Buffett Really IS Buying More Housing Stocks, What About USG Corp. (BRK/A, USG, HOV, XHB)?

There have been market rumors today that Warren Buffett’s Berkshire Hathaway could be buying a stake in Hovnanian Enterprises Inc. (NYSE:HOV).  The truth is that anything is possible, particularly since Buffett likes businesses that you never have to sell.  It isn’t even worth trying to debate the truth or fiction of this because you can see it in the stock with Hovnanian (NYSE:HOV) up 9% as short sellers don’t want to be caught in this market and don’t want to be caught on the wrong side of a Buffett bet.  Hovnanian has much exposure to the volatile California and sensitive Florida markets, and this makes the thought of this questionable.  Once again though, why bother questioning it as the sector is up on the hopes and on short covering.

This has homebuilders higher, and even has the SPDR Homebuilders ETF (AMEX:XHB) up 2.5% at $30.80.  based on an initial look at the chart on the "XHB" as a group, this doesn’t really change anything.  But a chart won’t be able to fight a buyout or stake taken by Buffett.  that sector is in the tubes and the only good news in the group is that "less bad news than before" will come at some point.  It always does.

Buffett’s Berkshire Hathaway (NYSE:BRK.A) already has many housing related plays as wholly owned: Benjamin Moore & Co., Clayton Homes, Johns Manville, Jordan’s Furniture, Nebraska Furniture Mart, RC Willey Home Furnishings, Shaw Industries, Star Furniture, Acme Brick Company, and more.  So anything is possible in the sector.  But what has to be asked is "WHAT ABOUT USG CORP (NYSE:USG)?"  USG is trading under that $50.00 threshold and supplies sheetrock and related products to many of the homebuilders.  It is a long-standing "Buffett rumor target" since he owns such a big stake and would be quite easy for Berkshire Hathaway to integrate.

Jon C. Ogg
July 13, 2007

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

Posted on: July 13, 2007 – 12:44 pm in Buffett, Housing, Mergers and Buy Outs, Rumors, , , ,

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, , , , , , , , , , , , , , , , , , , , ,