Berkshire Hathaway Inc. (BRK.B) – Buy
Added to existing position today in Berkshire Hathaway Inc. (BRK.B) at 181.1. Berkshire Hathaway is now my 12th largest position.
See my previous comments on Berkshire Hathaway here
BRK.B
Added to Capital One Financial Corp (COF), Verizon Communications Inc (VZ), and Berkshire Hathaway Inc. (BRK.B)
Added small amounts to existing positions today in Capital One Financial Corp (COF) at 60.2043, Verizon Communications Inc (VZ) at 54.04, Berkshire Hathaway Inc. (BRK.B) at 174.665.
All are in my top 15th largest positions.
Here is my previous analysis/trades for all positions:
- Capital One Financial Corp (COF) – Buy
- Verizon Communications Inc (VZ) – Buy
- Berkshire Hathaway Inc. (BRK-B) – Buy
Added to Capital One Financial Corp (COF), Verizon Communications Inc (VZ), and Berkshire Hathaway Inc. (BRK.B)
Added small amounts to existing positions today in Capital One Financial Corp (COF) at 60.74, Verizon Communications Inc (VZ) at 54.0241, Berkshire Hathaway Inc. (BRK.B) at 174.74.
All are in my top 15th largest positions.
Here is my previous analysis/trades for all positions:
- Capital One Financial Corp (COF) – Buy
- Verizon Communications Inc (VZ) – Buy
- Berkshire Hathaway Inc. (BRK-B) – Buy
Added to COF, UPS, VZ, CMCSA, INTC, and BRK.B
Added small amounts to existing positions today in COF at 53.8678, UPS at 90.7259, VZ at 54.5934, CMCSA at 34.7423, INTC at 57.2345, BRK.B at 170.26.
All except Comcast Corporation and Intel are in my top 15th largest positions.
Here is my previous analysis/trades for all positions:
- Capital One Financial Corp (COF) – Buy
- United Parcel Service Inc (UPS) – Buy
- Verizon Communications Inc (VZ) – Buy
- Comcast Corporation (CMCSA) – Buy
- Intel Corporation (INTC) – Buy
- Berkshire Hathaway Inc. (BRK-B) – Buy
Added to Berkshire Hathaway Inc. (BRK-B), Verizon Communications Inc (VZ) and United Parcel Service Inc (UPS) – Buy
Added to existing positions between 4/30/2020 and 5/1/2020 in Verizon Communications Inc (VZ) at 57.602, Berkshire Hathaway Inc. (BRK-B) at 187.369 and United Parcel Service Inc (UPS) at 91.9799.
Verizon, UPS and Berkshire are our 5th, 6th, and 12th largest positions respectively.
We had been waiting for a pullback in the recent rally to add more to these existing positions and will continue to resume adding to existing positions as these on more down days. We are attracted to the resilience and dividends of UPS and Verizon during the current environment and the book value/balance sheet of Berkshire Hathaway as well as Berkshire’s ability to excel during uncertain times such as these.
Here is my previous analysis/trades for all positions:
- Berkshire Hathaway Inc. (BRK-B) – Buy
- Verizon Communications Inc (VZ) – Buy
- United Parcel Service Inc (UPS) – Buy
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