As a barometer of US industrial and corporate economic health, the S&P 500 Index has few equals. Over the past decade, less than 15% of professional large-cap fund managers have been able to surpass the performance of the S&P 500. In fact, no less an investing authority than Warren Buffett cited in the 2013 Berkshire Hathaway shareholder letter: " The goal of the non-professional should not be to pick winners...instead, seek to own a cross-section of businesses that in aggregate are bound to do well. An S&P 500 index fund will achieve this goal."
Warren Buffett's Berkshire Hathaway ( )( ) has long viewed Nucor ( ) as a cornerstone of value investing. The Oracle of Omaha first scooped up shares in the 1990s, drawn to Nucor's innovative electric arc furnace technology that revolutionized low-cost steel production. Over decades, this stake has symbolized Buffett's faith in resilient, cash-generating industrial giants. Nucor, America's largest steel producer, has rewarded that patience with consistent dividends and market-beating returns, even through commodity cycles.
Warren Buffett, or the Oracle of Omaha, as he is sometimes known, has built a career and fortune around his eye for sweet investments. He is, in some ways, an old-fashioned investor, one who doesn't seek a quick buck, but who instead digs deep into the heart of a company before making an investment, and often hangs onto those holdings for decades. And what better investment is there than a favorite candy brand?
Warren Buffett remains one of the world's most prominent investors, renowned for his long-term buy-and-hold strategies and extensive portfolio of public and private holdings. With interest rates poised to decline, it makes sense to consider adding Warren Buffett's dividend-paying stocks, which are expected to rally as bond yields fall. But the dividend stocks that we were really interested in seeing are the stocks that Mr. Buffett owns via his "Secret Portfolio". These are the holdings at New England Asset Management (NEAM), which is owned indirectly by Berkshire Hathaway.
His annual shareholder letters are dissected for wisdom, and his quarterly SEC 13F filings trigger market speculation. When ) latest filing revealed new stakes in a trio of homebuilders Berkshire Hathaway's ( )( echoing his foray into the space in 2023, many investors were surprised. Although this repeat play suggests confidence in the industry's recovery, with housing signals flashing bright red, many wonder if Buffett is misreading the market thiss time - or is this a contrarian masterstroke?
"Greg Abel is an operator at heart - he'll engage more directly with underperforming subsidiaries, unlike Buffett, who was famously hands-off. Berkshire will become known for 'intelligent autonomy.'"
"You want to associate with people who are the kind of person you'd like to be. You'll move in that direction, and the most important person by far in that respect is your spouse."
