There's an endless amount of commentary on Warren Buffett's approach to investing, but the preceding chart captures his approach better than perhaps all of it -- with the exception, of course, of Buffett's own annual letters to the shareholders of Berkshire Hathaway.
As avid Buffett followers know, the Oracle of Omaha has a particular place in his heart (and Berkshire's equity portfolio) for bank stocks. While Wells Fargo (NYSE: WFC ) is Berkshire's largest and perhaps best known holding -- the one exception to this being Coca-Cola -- Buffett has also stuffed the conglomerate's coffers full of stock in American Express (NYSE: AXP ) , US Bancorp, and M&T Bank. And most recently, he staked a $5 billion claim in Bank of America (NYSE: BAC ) , the nation's second largest bank by assets.
Leaving the final position to the side for a moment, what do these companies have in common? The answer is: They are, bar none, the best run banks in the country. Among the nation's largest lenders, American Express, US Bancorp, and Wells Fargo are the top three in terms of profitability, returning more on their assets over the last two decades than any of their competitors.
Top Cheapest Stocks To Buy Right Now: Harris & Harris Group Inc.(TINY)
Harris & Harris Group, Inc. is a venture capital and venture debt firm specializing in seed, start up, early stage, and mid venture investments. It primarily invests in tiny-technology-enabled companies with a focus on nanotechnology, microsystems, and microelectromechanical systems technology. Harris & Harris Group, Inc. was founded in 1981 and is based in New York, New York with additional offices in Palo Alto, California and Los Angeles, California.
Advisors' Opinion:- [By Sally Jones]
Highlight: Harris & Harris Group Inc. (TINY)
The TINY share price is currently $3.07 or 22.1% off the 52-week high of $3.94. The company does not pay a dividend.
Top 5 Warren Buffett Stocks To Invest In 2014: SPDR S&P Midcap 400 ETF (MDY)
MidCap SPDRS, Standard & Poor's Depository Receipts, represent ownership interests in the MidCap SPDR Trust, Series 1 (the Trust), which is a unit investment trust that seeks to match the total return of the Standard & Poor's Midcap 400 Composite Price Index (the S&P MidCap Index). To accomplish this, the Trust utilizes a full replication approach.
The Trust's holdings comprise 400 stocks in the S&P MidCap 400 Index, which is designed to capture the price performance of the middle capitalization segment of the United States publicly traded stock market. All 400 securities of the S&P MidCap 400 Index are owned by the Trust in their approximate market capitalization weight.
Advisors' Opinion:- [By BENZINGA]
So, for those who pay attention to such things, imagine the excitement coming into Monday's session as the DJIA was flirting with 16,000, the S&P 500 (NYSE: SPY) was closing in on 1,800, the NASDAQ (NYSE: QQQ) was flirting with 4,000 (something it hasn't done in at least a decade) and while, considerably less important, the S&P Midcap (NYSE: MDY) was just above 1,300. In short, if a big, round number is important, then four of them must be monumental, right?
- [By Dan Caplinger]
Similarly, diversification within stocks didn't work well. The performance of iShares Russell 2000 (NYSEMKT: IWM ) and SPDR S&P MidCap 400 (NYSEMKT: MDY ) showed that there wasn't shelter available in small- and mid-cap stocks. International stocks often help protect against losses, but massive capital flight from emerging markets socked popular ETFs Vanguard Emerging Market (NYSEMKT: VWO ) and iShares MSCI Emerging Markets (NYSEMKT: EEM ) for single-day percentage losses that were nearly double the Dow's decline. Even developed markets suffered more than the U.S., as iShares MSCI EAFE (NYSEMKT: EFA ) posted losses 50% greater than the U.S. market's.
Top 5 Warren Buffett Stocks To Invest In 2014: OraSure Technologies Inc.(OSUR)
OraSure Technologies, Inc. develops, manufactures, markets, and sells oral fluid diagnostic products and specimen collection devices in the United States and internationally. It also manufactures and sells medical devices used for the removal of benign skin lesions by cryosurgery or freezing. The company offers OraQuick ADVANCE HIV-1/2, a point-of-care qualitative test for antibodies to the human immunodeficiency virus type 1 and type 2; OraQuick HCV, a point-of-care qualitative test for antibodies to the hepatitis C virus; OraSure QuickFlu Rapid Flu A&B Test, a point-of-care qualitative test for antibodies to influenza Types A and B, including H1N1 infections; OraSure, an oral fluid collection device for the detection of antibodies to HIV-1 in an oral fluid sample in a laboratory setting; and Intercept, an oral fluid collection device for oral fluid drugs of abuse testing in a laboratory setting. In addition, it provides MICRO-PLATE DOA Assays that are used to detect the drugs in an oral fluid sample collected with intercept device; cryosurgical freezing systems for the removal of warts and other benign skin lesions; and cryosurgical systems for the removal of common and plantar warts. Further, OraSure Technologies sells immunoassay tests and reagents for insurance risk assessment, substance abuse testing, and forensic toxicology applications; an oral fluid Western blot HIV-1 confirmatory test for confirming positive HIV-1 test results obtained from the use of OraSure collection device; and Q.E.D., a point-of-care saliva alcohol test. The company sells its products through direct sales, strategic collaborations, and distributors to clinical laboratories, hospitals, clinics, community-based and other public health organizations, distributors, government agencies, physicians? offices, and commercial and industrial entities. It has collaboration agreement with Merck & Co. Inc. OraSure Technologies, Inc. was founded in 1979 and is based in Beth lehem, Pennsylvania.
Advisors' Opinion:- [By Sam Collins]
OraSure Technologies (OSUR) — This small-cap company develops, manufactures and markets oral fluid diagnostic products and specimen collection devices using its proprietary oral fluid technologies.
- [By Seth Jayson]
OraSure Technologies (Nasdaq: OSUR ) reported earnings on May 8. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), OraSure Technologies beat slightly on revenues and met expectations on earnings per share. - [By Keith Speights]
Progress has also been made on the diagnostic front. The FDA approved OraSure Technologies' (NASDAQ: OSUR ) OraQuick home HIV test in July 2012. OraQuick allows an individual to use a mouth swab and find out the results within 40 minutes. The test hasn't exactly leaped off store shelves as of yet, though. OraSure reported only $1.5 million in gross sales for the OraQuick home test during the most recent quarter.
Top 5 Warren Buffett Stocks To Invest In 2014: Cermaq ASA (CEQ)
Cermaq ASA is a Norway-based company active in the aquaculture industry. It is engaged in the farming of salmon and trout. The Company, along with its subsidiaries, operates in one business segment, namely Aquaculture, which consists of two divisions: Fish Feed production, which involves the production and sale of fish feed, and Fish Farming, which involves the breeding and on-growing, as well as the slaughtering, processing, sale and distribution of salmon and trout. The Company�� other activities consist of operations carried out through its subsidiary, Norgrain AS, the associated company, Denofa AS and the parent company. The Company operates through its subsidiaries, including Statkorn Aqua AS and Mainstream Norway AS, among others. In October 2013, the Company sold its second business segment, EWOS Group, to Altor Fund III and Bain Capital. Advisors' Opinion:- [By Chuck Carnevale]
Additional strengths supporting Aflac�� business model can be found by reviewing their common equity or book value (ceq), the lime green line on the following graph, in comparison to their current market value (mkval), the aqua colored more jagged line on the graph. Aflac�� book value has increased steadily except for a minor pause during the Great Recession of 2008. In contrast, their market value has been much more cyclical and erratic. I believe this additionally reflects current undervaluation of Aflac�� shares. This further supports my contention that Aflac is a great business that is currently on sale.
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