Tag Archives: Warren Buffett

Berkshire Heinz deal (unnecessary) validation of emerging market consumer

posted on February 14, 2013 at 9:08 am by Tim Seymour

When I met with Heinz CEO (HNZ, quote) Bill Johnson and featured him on Trading The Globe on CNBC, he made it clear that Heinz sees the emerging market consumer as key to their growth and ultimate success.

BRIC Consumer Emerging Markets Insight Tim Seymour

Sterlite combines dividends with Buffett-style value

posted on July 25, 2012 at 12:00 pm by Jonathan Yates

Legendary investor Warren Buffett made his first trip to India this year, looking for companies to add to the portfolio of Berkshire Hathaway (BRK-A, quote). Sterlite Industries (SLT, quote) is the sort of dividend paying stock he was looking for.

India Metals Mining Stocks

Caution: even Warren Buffett loses money in airline stocks

posted on June 21, 2012 at 11:00 am by Jonathan Yates

Airline stocks like China Eastern Airlines (CEA, quote) and Tam SA (TAM, quote) may look attractive to emerging market investors, but consider the economics of the industry first. Even the big players can get burned.

Airlines Analysis Consumer

Why the grain ETF has long term profit potential

posted on June 19, 2012 at 11:00 am by Jonathan Yates

While legendary investors such as Jim Rogers, Warren Buffett and George Soros have invested heavily in grains, the trend has not been a friend for shareholders in the grain ETF iPath DJ-UBS Grains TR Sub-Idx (JJG, quote).

Commodities Consumer Food

Growth, income and value investing basics

posted on June 14, 2012 at 11:00 am by Jonathan Yates

When analyzing a stock to determine if it is undervalued or overvalued, emerging market investors should research from a growth, income or value investing vantage point.

Basics Strategy

What’s the ultimate ‘economic moat’ investment?

posted on May 21, 2012 at 7:00 am by Jonathan Yates

Legendary investor Warren Buffett has filled the portfolio of Berkshire Hathway (BRK-A, quote) with companies protected by wide economic moats such as Coca Cola (KO, quote) and Kraft Inc. (KFT, quote). But what kind of moats protect investors in emerging markets?

Energy Investing Oil

How emerging market stocks offer the competitive advantage that made Buffett rich

posted on May 11, 2012 at 12:00 pm by Jonathan Yates

In the Berkshire Hathaway (BRK-A, quote) portfolio, millions of shares of blue chips based in the United States such as American Express (AXP, quote) and Wells Fargo (WFC, quote) have been accumulated by Warren Buffett, the legendary financier.

Analysis Strategy

What the Oracle of Omaha thinks about China

posted on May 7, 2012 at 4:00 pm by Sean Geary

This weekend was the annual Berkshire Hathaway (BRK.A, quote) shareholders’ meeting, attracting tens of thousands of investors hoping to gain insight from two of the world’s greatest investment minds, Warren Buffett and sidekick Charlie Munger.

Cars China Developed Multinationals Stocks

A mining stock both Buffett and Lynch can love

posted on April 12, 2012 at 2:30 pm by Jonathan Yates

Peter Lynch prefers stocks with a price-to-earnings growth ratio of under 1, and Warren Buffett likes his companies to have low debt. Compania de Minas Buenaventura (BVN, quote) is a Peruvian gold mining firm with financials that would please both these picky investors.

Analysis Commodities Gold Latin America Metals Mining

Could Alumina Limited be a better investment than Apple?

posted on April 4, 2012 at 6:00 am by Jonathan Yates

Australian aluminum producer Alumina Limited (AWC, quote) has a higher profit margin, projected growth rate, and dividend yield than Apple (AAPL, quote) – but the stocks are going in opposite directions.

Commodities Metals Mining

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