{
}
Occidental Petroleum stands to gain significantly from rising crude oil prices, though it faces risks if prices fall. Warren Buffett is increasing investments in Japanese trading companies, which are integral to Japan's economy, and has also acquired legal monopolies like Sirius XM and VeriSign, known for their strong pricing power and revenue stability. Meanwhile, Buffett's lieutenants are taking a more active role in portfolio management, with recent investments in companies like Pool and Domino's Pizza.
Berkshire Hathaway has significantly increased its stake in Pool Corporation (POOL), now valued at approximately $460 million, reflecting Warren Buffett's endorsement of the company. POOL's strong competitive advantages, consistent earnings growth, and shareholder-friendly practices align with Buffett's investment philosophy, making it a compelling long-term investment. With a projected annual return of around 17%, POOL exemplifies the "boring" yet profitable businesses that Buffett often favors.
Warren Buffett is quietly building a stake in a currently undisclosed company, utilizing confidential treatment for his latest 13F filing. This strategy allows him to accumulate shares without attracting attention, following significant investments in Constellation Brands and continued reductions in Bank of America and Citigroup holdings. Analysts speculate that the secret stock may be a large industrial player, potentially UPS, given its favorable valuation metrics.
Warren Buffett has sold approximately $3.23 billion of Berkshire Hathaway's stakes in Citigroup, Bank of America, and Capital One, continuing a trend of exiting major U.S. banks, including JPMorgan Chase and Wells Fargo. The firm has also completely divested from Citigroup and reduced its holdings in several other companies while increasing investments in Constellation Brands and Domino's Pizza. Berkshire's cash reserves have risen to $350 billion as of March 31st.
Warren Buffett's Berkshire Hathaway reported a Q1 2025 portfolio shift, maintaining a cash reserve of $348 billion while doubling stakes in Pool Corp and Constellation Brands, reflecting confidence in consumer-driven sectors. The firm fully exited Citigroup and Nu Holdings, further reducing its financial sector exposure, and kept its significant Apple position unchanged. A confidential SEC filing suggests a potential new investment in the commercial or industrial sector, estimated between $1 billion and $2 billion.
Validea's Patient Investor model, inspired by Warren Buffett's investment strategy, has rated Pool Corporation (POOL) as a top consumer discretionary stock with an 89% score, indicating strong interest. The company, a wholesale distributor of swimming pool supplies and related products, operates 448 sales centers across North America, Europe, and Australia. Pool Corp demonstrates strong fundamentals, including predictable earnings, low debt, and effective use of retained earnings.
Pool Co. (NASDAQ:POOL) reported a quarterly EPS of $1.32, missing estimates, with revenue of $1.07 billion, down 4.4% year-over-year. The company announced a $600 million stock repurchase program and increased its quarterly dividend to $1.25 per share, reflecting confidence in its valuation. Analysts maintain a "Hold" rating with an average price target of $336.22.
BNP Paribas Financial Markets increased its stake in Pool Co. (NASDAQ:POOL) by 71.5%, owning 74,374 shares valued at $25.36 million. Other institutional investors also boosted their positions, with 98.99% of the stock held by such entities. In insider trading, Director Manuel J. Perez sold 10,000 shares for $3.46 million, reducing his ownership by 13.78%. Pool Co. reported Q1 earnings of $1.32 per share, missing estimates, with revenue of $1.07 billion. The stock opened at $301.60, with a market cap of $11.34 billion.
Warren Buffett's investment strategy emphasizes buying good companies at attractive prices for long-term growth. In May, Chevron and Pool Corp. stand out as appealing options, with Chevron's solid dividend history and integrated business model, and Pool Corp.'s ongoing maintenance demand despite a cooling in new pool construction. Both stocks reflect Buffett's preference for understandable businesses, making them worthy considerations for investors.
Warren Buffett's Berkshire Hathaway continues to increase its stake in Occidental Petroleum, despite holding a record $325 billion in cash. This buying spree follows a significant sale of Apple shares, with analysts suggesting Buffett is strategically waiting for better market opportunities while focusing on value investments rather than trends like artificial intelligence. Additionally, Berkshire has expanded its portfolio with investments in Constellation Brands, Domino's Pizza, Pool Corporation, and SiriusXM.
SCP Pool Corporation
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Warren Buffett Expands Berkshire Hathaway Portfolio with Key Stock Purchases
Constellation Brands Inc.
Domino's Pizza Inc.
Occidental Petroleum Corporation
Itochu Corporation
Mitsubishi Corporation
Berkshire Hathaway Inc.
SCP Pool Corporation
Sirius XM Holdings Inc.
Sumitomo Corporation
Marubeni Corporation
Mitsui & Co. Ltd.
USA
JPN
Sean Williams
Greg Abel
Ted Weschler
Todd Combs
Warren Buffett
Show more
09:06 23.05.2025
Berkshire Hathaway Increases Stake in Pool Corporation Signaling Strong Investment Potential
17:42 20.05.2025
warren buffett quietly builds stake in unknown company with confidential filing
Bank of America Corporation
Occidental Petroleum Corporation
Constellation Brands Inc.
Fedex Corporation
United Parcel Service Inc.
SCP Pool Corporation
USA
Warren Buffett
Donald Trump
Show more
09:06 19.05.2025
Warren Buffett reduces Berkshire Hathaway's bank investments by over three billion dollars
Berkshire Hathaway Inc.
Bank of America Corporation
Liberty Media Corporation
Domino's Pizza Inc.
Occidental Petroleum Corporation
Constellation Brands Inc.
Capital One Financial Corporation
DaVita Inc.
Charter Communications Inc.
Sirius XM Holdings Inc.
SCP Pool Corporation
USA
Warren Buffett
Show more
09:04 17.05.2025
buffett maintains cash reserves while increasing stakes in consumer-driven businesses
Bank of America Corporation
Occidental Petroleum Corporation
Constellation Brands Inc.
Capital One Financial Corporation
Apple Inc.
SCP Pool Corporation
USA
Warren Buffett
Tim Cook
Show more
12:39 16.05.2025
top consumer discretionary stocks rated by warren buffett strategy
17:00 13.05.2025
pool corporation reports earnings miss initiates stock repurchase and dividend increase
12:02 13.05.2025
pool corporation announces stock buyback and dividend increase amid mixed analyst ratings
10:59 11.05.2025
investing in chevron and pool corp for long term growth in may
12:45 07.05.2025
Warren Buffett increases stake in Occidental Petroleum amid cash holdings surge
SCP Pool Corporation
Berkshire Hathaway Inc.
Constellation Brands U.S. Operations Inc.
Apple Inc.
USA
Naomi Buchanan
Lee Munson
Madison Mills
Show more
18:00 18.02.2025
Trending
Subcategory
Countries:
Companies:
Currencies:
People: