My Top 2 Stocks: Apple Inc. (AAPL) and Berkshire Hathaway Inc. (BRK.B)

Page 1 of 2

Stocks are like underwear: The flashy ones get all the visibility, but can cause a whole bunch of trouble. Today, I’m letting readers in on my trustiest pair of stocks, my two top cash holdings that help me sleep at night. I’ll outline my bullish thesis and let you know whether I think there’s a stock sale for you today.

Long on Buffett
When investors decide to put their money behind Berkshire Hathaway Inc. (NYSE:BRK.A), their investing thesis often consists of two words: Warren Buffett. Who can blame them? It’s hardly an original move to let one of the wealthiest men on earth manage your money, but creativity points don’t make money.

Berkshire Hathaway Inc.

My investing thesis begins with Warren Buffett, but it doesn’t stop there. The Oracle of Omaha hasn’t kept his good habits to himself, and Berkshire Hathaway has continually proven that it’s more than its head honcho. Buffett’s assembled a powerful team of level-headed, long-term managers, and the company’s fundamentals continue to propel its financials.

Its sales have increased 50% in the past five years, while diluted EPS has shot up over 175%. Berkshire Hathaway Inc. (NYSE:BRK.B)’s book value lagged the S&P 500 (S&P Indices:.INX) with a 14% increase for 2012, but the company’s market-beating 31% stock return should keep investors smiling.

^SPX Chart

Source: ^SPX data by YCharts.

Warren Buffett has the Midas touch, and he’s got his finger on the pulse of three major industries that mainstream investors have shunned: solar, wind, and rail.

Its 579 MW solar farm purchase from SunPower Corporation (NASDAQ:SPWR) and partnerships with First Solar, Inc. (NASDAQ:FSLR) and General Electric Company (NYSE:GE) further affirm that Berkshire Hathaway Inc. (NYSE:BRK.B) has key allies in its quest to turn America green. As an aspiring environmentalist, I can feel good that Buffett has chosen clean and increasingly efficient companies to lead his shareholders into the future.

The company’s recent H.J. Heinz Company (NYSE:HNZ) investment is the icing (or, rather, ketchup) on my cake: I’m now investing in something I personally know and love.

Apple Inc. (NASDAQ:AAPL)’s profit pie
Apple Inc. (NASDAQ:AAPL) is getting cored by Mr. Market, but its 40% dip hasn’t done much to sour my opinion of this stock. Recently, the world’s largest company by market cap, this corporation needs no introduction.

Page 1 of 2
blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

5 Least Expensive Cities in the World

Celebrities Who Believe In Scientology

10 High Margin Food Products to Build a Business Around

The 10 Most Expensive Clothing Stores in the United States to Get Decked Out At

The 5 Biggest Kickstarter Scams That Swindled Backers’ Donations

The 10 Most Expensive Boarding Schools In the World

50 Crazy Facts About Japan You Won’t Believe

Top 10 Least Expensive Hybrid Cars to Save the Planet With

The 10 Biggest ‘Gate’ Controversies in History

The 10 States with the Highest Nursing Shortages Leaving Their Hospitals Depleted

The 10 Best Value Investment Blogs that Every Investor Must Read

The 6 Cheapest Boarding Schools in Europe 2015

The 5 Most Expensive Cars To Insure in the World

The 10 Most Common Genetically Modified Foods

10 Self-Made Billionaires Who Came From Nothing

The 10 Most Expensive Cities to Live in North America

The 13 Most Expensive Headphones in the World to Represent

The Top 20 Wealthiest Soccer Teams in 2014

4 BuzzWorthy Cannabis Stocks And Some Smoking Derivative Plays

The 10 Healthiest Fast Food Chains in America to Dine At

The 5 Most Expensive Cat Food Brands You Can Spoil Your Kitty With

The 6 Best eCommerce Platforms for Small Businesses

The 10 Worst Mistakes an Entrepreneur Can Make

The 5 Most OP Characters in League of Legends to Carry Games and Crush Foes With

The 5 Best Foods to Eat Before Running that Will Help You Pound the Pavement

10 Glaring Plot Holes in The Walking Dead that a Zombie-Filled Bus Could Drive Through

The 5 Biggest Celebrity Stoners Who Love Their Reefer

The 10 Most Overrated Movies Of All Time by Out-of-Touch Critics

Top 6 Least Expensive Cruise Destinations For 2015 that Will Take You to Paradise

10 States with Lowest Substance Abuse Rates in America

The 14 Most Watched TV Finales Ever

The 10 Best Selling Role Playing Games of All Time for PC

10 Most Influential Papers In Economics

Top 8 Biggest Charities in the US

10 Worst Celebrity Career Moves Ever

Top 10 Best Paid Tennis Stars in the World

Top 6 Cities For The Ultra Rich to Live in Comfort

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

How to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!