Warren Buffett has for years been looked at as an investment icon, while maintaining a relatively simple mantra. Buffett and Berkshire Hathaway (BRK.B ) have long tried to invest in companies that both the Oracle of Omaha and the conglomerate understand. This sounds easy enough, but what are some of Buffett’s most recent investments?
Apple (AAPL )
Berkshire upped its stake in Apple by 5% during the second quarter, according to its Tuesday regulatory filing with the SEC. Buffett’s company has beefed up its stake in the iPhone giant over the last two years to the point where Berkshire became Apple’s second-biggest shareholder—owning 4.96% of AAPL stock—as of March 31, behind only Vanguard.
Buffett for years avoided the tech sector, but he began to invest heavily in Apple, which included more than doubling Berkshire’s stake in the firm in early 2017. Berkshire raised its holdings of Apple stock by 12.4 million shares in the second quarter. The move lifted its stake in Apple to $46.6 billion as of the end of June.
Top Tech Stocks To Watch For 2019: Leidos Holdings, Inc.(LDOS)
Advisors' Opinion:- [By Lou Whiteman]
Scale is essential in the government services business, with federal and state customers looking to hand off increasingly large and complex systems to third parties. CACI is less than half the size of $10 billion-sales Leidos Holdings (NYSE:LDOS) and the newly combined General Dynamics/CSRA government business and is smaller than other rivals including Booz Allen Hamilton (NYSE:BAH) and arguably needs to be aggressive. CACI is an experienced acquirer, having done more than two dozen deals over the last 15 years, but any future purchase will add some integration risk.
- [By Lou Whiteman]
Scale matters in the government IT business, as larger companies are better able to manage the increasingly large and complex systems customers demand, and a broader cost basis helps in putting together low-cost, competitive bids. In recent years, a wave of mergers and acquisitions has left a clear top two in the market. Industry leader Leidos Holdings (NYSE:LDOS) in 2016 bought the IT business of Lockheed Martin, while General Dynamics (NYSE:GD) vaulted to No. 2 earlier this year via its acquisition of CSRA.
- [By Lou Whiteman]
The Office of Naval Research said the Sea Hunter, a 132-foot-long trimaran designed by Leidos Holdings (NYSE:LDOS), completed the mission without a crew save for short boardings from an escort vessel to monitor electrical and propulsion systems. The voyage was part of a series of tests begun in 2016 and expected to extend through the rest of the year.
- [By Shane Hupp]
The Keyw (NASDAQ: KEYW) and Leidos (NYSE:LDOS) are both computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation and dividends.
- [By Lou Whiteman]
The real companies that got hit are, we like to call them the Beltway bandits, the government IT companies that are increasingly important. A lot of the IT is being outsourced by the government. Those projects are the ones that were really easy to bring to a halt. I would anticipate those companies -- SAIC being one, Leidos (NYSE:LDOS) is a huge one -- those are the companies that are going to be the hardest-hit if we do indeed hit sequestration again.
- [By Lou Whiteman]
Scale is important in government IT, as agencies are looking more to the private sector to take on increasingly large and complex systems and because larger companies -- like in the case of the Navy business CACI has acquired -- can use their contacts across different branches to cross-sell services to multiple customers. CACI, at less than $5 billion in annual sales, is less than half the size of industry leader Leidos Holdings (NYSE:LDOS) or the newly merged IT business of General Dynamics, but Asbury seems determined to pursue deals that would narrow that gap.
Top Tech Stocks To Watch For 2019: Graham Corporation(GHM)
Advisors' Opinion:- [By Joseph Griffin]
Shares of Graham Co. (NYSE:GHM) reached a new 52-week high during mid-day trading on Friday . The stock traded as high as $27.51 and last traded at $27.41, with a volume of 80000 shares. The stock had previously closed at $26.10.
- [By Logan Wallace]
Graham Co. (NYSE:GHM) declared a quarterly dividend on Wednesday, May 30th, RTT News reports. Investors of record on Wednesday, June 13th will be given a dividend of 0.09 per share by the industrial products company on Wednesday, June 27th. This represents a $0.36 annualized dividend and a yield of 1.38%.
- [By Stephan Byrd]
Boston Partners cut its position in shares of Graham Co. (NYSE:GHM) by 13.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 113,865 shares of the industrial products company’s stock after selling 18,215 shares during the quarter. Boston Partners owned about 1.17% of Graham worth $2,439,000 at the end of the most recent reporting period.
- [By Joseph Griffin]
TheStreet cut shares of Graham (NYSE:GHM) from a b- rating to a c rating in a research note issued to investors on Friday.
Separately, ValuEngine raised Graham from a hold rating to a buy rating in a research note on Saturday, June 2nd.
- [By Joseph Griffin]
Media headlines about Graham (NYSE:GHM) have been trending somewhat positive this week, Accern Sentiment Analysis reports. The research group identifies positive and negative news coverage by monitoring more than twenty million blog and news sources in real time. Accern ranks coverage of publicly-traded companies on a scale of -1 to 1, with scores nearest to one being the most favorable. Graham earned a coverage optimism score of 0.05 on Accern’s scale. Accern also assigned news articles about the industrial products company an impact score of 46.6594660277076 out of 100, indicating that recent news coverage is somewhat unlikely to have an impact on the stock’s share price in the next several days.
- [By Shane Hupp]
Graham (NYSE: GHM) and Twin Disc (NASDAQ:TWIN) are both small-cap industrial products companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, risk, valuation and earnings.
Top Tech Stocks To Watch For 2019: SigmaTron International, Inc.(SGMA)
Advisors' Opinion:- [By Max Byerly]
Media coverage about SigmaTron International (NASDAQ:SGMA) has been trending somewhat positive this week, according to Accern. Accern rates the sentiment of news coverage by analyzing more than 20 million news and blog sources. Accern ranks coverage of publicly-traded companies on a scale of negative one to positive one, with scores nearest to one being the most favorable. SigmaTron International earned a coverage optimism score of 0.25 on Accern’s scale. Accern also gave news coverage about the technology company an impact score of 47.5987310031013 out of 100, meaning that recent news coverage is somewhat unlikely to have an impact on the company’s share price in the near term.
Top Tech Stocks To Watch For 2019: CyberArk Software Ltd.(CYBR)
Advisors' Opinion:- [By Chris Lange]
Short interest at CyberArk Software Ltd. (NASDAQ: CYBR) decreased to 372,000 shares from the previous level of 377,000. Shares were trading at $77.38, within a 52-week range of $40.62 to $78.36.
- [By Joe Tenebruso]
CyberArk (NASDAQ:CYBR) reported second-quarter financial results on Tuesday after the close, and its robust sales and earnings growth prompted it to raise its financial forecast for the full year.
- [By Ethan Ryder]
WARNING: “Cyberark Software Ltd (CYBR) Short Interest Update” was originally reported by Ticker Report and is the property of of Ticker Report. If you are reading this news story on another domain, it was illegally stolen and republished in violation of United States & international copyright and trademark legislation. The original version of this news story can be viewed at https://www.tickerreport.com/banking-finance/4152715/cyberark-software-ltd-cybr-short-interest-update.html.
- [By ]
2. Cyber-Ark (Nasdaq: CYBR)
A gap higher off of the 50-day simple moving average reflects strong upside momentum above both significant averages. The fact that the gap has continued into the second day adds to my long technical conviction. Go long from $78.00 per share.
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