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Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them?
Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them?

Yahoo

time3 days ago

  • Business
  • Yahoo

Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them?

Buffett's company, Berkshire Hathaway, significantly increased its position in both Constellation Brands and Pool Corp last quarter. These consumer stocks are profitable, established brands, and they also pay dividends. They are still, however, relatively small positions in Berkshire's overall portfolio. 10 stocks we like better than Constellation Brands › Warren Buffett's company Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) recently filed its latest 13F report, showing which stocks it has a position in. And by analyzing the filing, investors can see which stocks the company has been buying and selling. Berkshire hasn't been doing too much buying lately but there are a couple of stocks which it has dramatically increased its position in: Constellation Brands (NYSE: STZ) and Pool Corp (NASDAQ: POOL). Berkshire's share count in both of these stocks has more than doubled in just the past quarter. Are these stocks you should consider for your portfolio as well? Berkshire increased its position in beer maker Constellation Brands by 114% this past quarter, and it now owns more than 12 million shares. However, that's still modest in relation to Berkshire's overall portfolio as Constellation accounts for less than 1% of its total holdings. Why would Berkshire be bullish on Constellation Brands right now? What Buffett may like is that it has some strong, identifiable consumer brands in Corona and Modelo, which gives the company a competitive advantage over its peers. The company has also been steadily growing its revenue over the years and its operating income has also been strong. In the trailing 12 months, Constellation's operating income totaled $3.4 billion on revenue of $10.2 billion, for an impressive margin of 33%. What may have enticed Berkshire to add to the position was that in mid-February, the stock hit a new 52-week low, and bargain investor that Buffett is, decided to load up on the stock at the time. Constellation Brands may look appealing but there are risks to consider as well. The company makes its beers in Mexico and tariffs pose a risk for the foreseeable future. And there are also rising health concerns around alcohol as it has been linked to an increased risk of developing several types of cancers, which could impact demand in the long run as consumers become more health conscious. For those reasons, I wouldn't go out and buy the stock. But if you want a cheap dividend stock, Constellation could make for a compelling option as it pays 2.2%, which is better than the S&P 500 average of 1.3%. The stock that jumped the most (in terms of percentage points) in Berkshire's portfolio this past quarter was Pool Corp. Berkshire's position in that stock increased by 145%, but at around 1.5 million shares, it's a much smaller position overall for the company than Constellation. Pool Corp makes up just 0.2% of Berkshire's entire portfolio. As its name suggests, Pool Corp is in the business of pools; it refers to itself as "the world's leading wholesale distributor of swimming pool equipment, parts and supplies, and related outdoor living products." The company has a strong global presence with sales centers in North America, Europe, and Australia. Pool Corp's numbers are good but not as impressive as Constellation's. For one thing, the company's sales declined for the past two years, from $6.2 billion in 2022 to $5.5 billion the following year, and falling to $5.3 billion this past year. It is profitable, but its operating income of $617 million in 2024 was a more modest 12% of its top line. That's a decent margin, but it doesn't look terribly exciting. As with Constellation Brands, Pool Corp stock has also been falling in recent months, and that may have incentivized Buffett to add the stock to Berkshire's holdings. Overall, it's a simple business to understand, it makes decent profits, and it pays a dividend of 1.7%. It's a no-nonsense stock that fits well with other consumer stocks that Berkshire has in its portfolio. But here again, I'd pass on the stock simply because its numbers aren't all that compelling, and a time when consumers are scaling back on discretionary purchases, there may not be growing demand for swimming pools anytime soon. Before you buy stock in Constellation Brands, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Constellation Brands wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,761!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $826,263!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 170% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool recommends Constellation Brands. The Motley Fool has a disclosure policy. Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them? was originally published by The Motley Fool

Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them?
Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them?

Yahoo

time3 days ago

  • Business
  • Yahoo

Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them?

Buffett's company, Berkshire Hathaway, significantly increased its position in both Constellation Brands and Pool Corp last quarter. These consumer stocks are profitable, established brands, and they also pay dividends. They are still, however, relatively small positions in Berkshire's overall portfolio. 10 stocks we like better than Constellation Brands › Warren Buffett's company Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) recently filed its latest 13F report, showing which stocks it has a position in. And by analyzing the filing, investors can see which stocks the company has been buying and selling. Berkshire hasn't been doing too much buying lately but there are a couple of stocks which it has dramatically increased its position in: Constellation Brands (NYSE: STZ) and Pool Corp (NASDAQ: POOL). Berkshire's share count in both of these stocks has more than doubled in just the past quarter. Are these stocks you should consider for your portfolio as well? Berkshire increased its position in beer maker Constellation Brands by 114% this past quarter, and it now owns more than 12 million shares. However, that's still modest in relation to Berkshire's overall portfolio as Constellation accounts for less than 1% of its total holdings. Why would Berkshire be bullish on Constellation Brands right now? What Buffett may like is that it has some strong, identifiable consumer brands in Corona and Modelo, which gives the company a competitive advantage over its peers. The company has also been steadily growing its revenue over the years and its operating income has also been strong. In the trailing 12 months, Constellation's operating income totaled $3.4 billion on revenue of $10.2 billion, for an impressive margin of 33%. What may have enticed Berkshire to add to the position was that in mid-February, the stock hit a new 52-week low, and bargain investor that Buffett is, decided to load up on the stock at the time. Constellation Brands may look appealing but there are risks to consider as well. The company makes its beers in Mexico and tariffs pose a risk for the foreseeable future. And there are also rising health concerns around alcohol as it has been linked to an increased risk of developing several types of cancers, which could impact demand in the long run as consumers become more health conscious. For those reasons, I wouldn't go out and buy the stock. But if you want a cheap dividend stock, Constellation could make for a compelling option as it pays 2.2%, which is better than the S&P 500 average of 1.3%. The stock that jumped the most (in terms of percentage points) in Berkshire's portfolio this past quarter was Pool Corp. Berkshire's position in that stock increased by 145%, but at around 1.5 million shares, it's a much smaller position overall for the company than Constellation. Pool Corp makes up just 0.2% of Berkshire's entire portfolio. As its name suggests, Pool Corp is in the business of pools; it refers to itself as "the world's leading wholesale distributor of swimming pool equipment, parts and supplies, and related outdoor living products." The company has a strong global presence with sales centers in North America, Europe, and Australia. Pool Corp's numbers are good but not as impressive as Constellation's. For one thing, the company's sales declined for the past two years, from $6.2 billion in 2022 to $5.5 billion the following year, and falling to $5.3 billion this past year. It is profitable, but its operating income of $617 million in 2024 was a more modest 12% of its top line. That's a decent margin, but it doesn't look terribly exciting. As with Constellation Brands, Pool Corp stock has also been falling in recent months, and that may have incentivized Buffett to add the stock to Berkshire's holdings. Overall, it's a simple business to understand, it makes decent profits, and it pays a dividend of 1.7%. It's a no-nonsense stock that fits well with other consumer stocks that Berkshire has in its portfolio. But here again, I'd pass on the stock simply because its numbers aren't all that compelling, and a time when consumers are scaling back on discretionary purchases, there may not be growing demand for swimming pools anytime soon. Before you buy stock in Constellation Brands, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Constellation Brands wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,761!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $826,263!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 170% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool recommends Constellation Brands. The Motley Fool has a disclosure policy. Warren Buffett Doubled His Position in These 2 Stocks Last Quarter. Should You Invest in Them? was originally published by The Motley Fool Sign in to access your portfolio

Buy This Outstanding Dividend Stock While It's Down
Buy This Outstanding Dividend Stock While It's Down

Yahoo

time25-05-2025

  • Business
  • Yahoo

Buy This Outstanding Dividend Stock While It's Down

Tough comparisons from pandemic highs are hiding the beauty of Pool Corp.'s lucrative business. A decline in the stock's price has pushed the pool supplier's dividend yield higher. Pool Corp. has a shareholder-friendly capital return program. 10 stocks we like better than Pool › In a choppy market like we've seen in 2025, dividend stocks can bring welcome stability to a portfolio. Regular quarterly dividend payments are highly predictable, provide cash to reinvest in other opportunities, and deliver a near-term cash return. These traits are attractive in any market -- but especially during periods when stock prices move lower. Of course, this doesn't mean investors should wait for a bear market to buy stocks like this. Indeed, market pullbacks are usually when investors wish their portfolios had been more overweight in dividend stocks ahead of time. Not only are dividend stocks sometimes more resilient in market pullbacks than growth stocks, but the cash streams they pay investors also help offset the pain of unrealized losses. Given the uncertain environment we are in now, it may make sense for some investors to bulk up their portfolios with more dividend-paying stocks. One that has taken a beating recently and looks particularly attractive is Pool Corp. (NASDAQ: POOL), a supplier of pool maintenance and construction supplies. Here's why you might want to consider adding it to your portfolio. Shares of Pool Corp. have declined by about 11% so far in 2025. But the stock's decline doesn't reflect a broken business, just a normalization of demand after a historic boom. Fueled by both the pandemic and low interest rates, spending on outdoor living surged in 2020, 2021, and 2022. That led to a spike in pool installations and aftermarket product demand. Now that the industry is coming down from those unusual highs, Pool is simply retrenching. Revenue in the first quarter of 2025 fell 4% year over year to $1.07 billion. But management noted that sales only declined 2% when the same selling days of the year-ago quarter and the most recent quarter were compared. This was "consistent with the 2% decrease we saw in the fourth quarter of 2024, which was an improved sequential trend from earlier in 2024," management explained in the company's first-quarter earnings release. The company noted that maintenance-related product sales supported overall sales, with chemical volumes growing 1% alongside double-digit growth in private-label chemical products. Sales related to new pool construction continued to weigh on results. Still, this business is far from struggling. Most of Pool's revenue comes from maintenance and repair, not new pool construction -- meaning the company has a stable, recurring demand base. In fact, roughly 60% to 65% of sales come from recurring maintenance-related products, like chemicals, equipment, and accessories. Further, the company remains highly profitable. Gross margin was 29.2%, and management reiterated full-year guidance for 2025 earnings per share in the range of $11.10 to $11.60. Pool Corp. trades at 27 times the midpoint of this guidance range for earnings -- a reasonable valuation for a dominant niche business with durable cash flow. But the real value lies in the company's ability to return capital to shareholders, starting with its consistent dividend growth. Over the last 10 years, Pool's dividend has grown at a compound annual rate of nearly 20%. Even as earnings have temporarily declined, management has maintained its commitment to growing the dividend in line with long-term earnings power. In addition to the dividend, Pool returns capital to shareholders indirectly via share repurchases. Indeed, the company announced an increase in its share repurchase program to $600 million. This added about $309 million to the approximately $291 million remaining under its existing authorization. This expansion underscores the company's confidence in its long-term prospects and commitment to shareholder value. Sure, the stock hasn't performed well recently. But this is arguably due to the market's short-term focus on recent year-over-year declines in sales and earnings. A long-term view, however, suggests this might be a classic overreaction. The underlying business remains strong, the company is still highly profitable, and management is executing a disciplined capital return strategy. Moreover, the long-term story remains intact: The number of in-ground pools in the U.S. continues to grow slowly but steadily, and Pool's dominant distribution network gives it a major competitive edge. With more than 445 sales centers and deep relationships with pool professionals, it would be extremely difficult for a competitor to replicate its scale. Yes, there are risks. A further slowdown in consumer discretionary spending, persistently high interest rates, or a housing market downturn could impact demand. But Pool's large aftermarket exposure and strong balance sheet help mitigate those risks. And investors are being paid to wait, with a steadily growing dividend and regular buybacks. For long-term investors looking to add a shareholder-friendly, resilient business to their portfolios, Pool Corp. looks like a smart buy while the stock is down. Before you buy stock in Pool, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Pool wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $639,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $804,688!* Now, it's worth noting Stock Advisor's total average return is 957% — a market-crushing outperformance compared to 167% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Daniel Sparks and his clients have no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Buy This Outstanding Dividend Stock While It's Down was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.
Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.

Globe and Mail

time20-05-2025

  • Business
  • Globe and Mail

Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.

Warren Buffett was once again a net seller of stocks in the first quarter of 2025. This marked the 10th consecutive quarter that the legendary investor sold more than he bought. However, Buffett (or perhaps his investment managers, Todd Combs and Ted Weschler, or even his future successor as CEO, Greg Abel) nonetheless did some buying for Berkshire Hathaway 's (NYSE: BRK.A)(NYSE: BRK.B) portfolio. He (or they) bought 13 stocks in Q1. Here are those stocks -- and which one is the best of the bunch. All the stocks Buffett and/or his team bought The biggest purchase made by Buffett and/or his team during Q1 was with Constellation Brands (NYSE: STZ). Berkshire increased its stake in the alcoholic beverage maker by 113.5%. Its position in Constellation Brands at the end of the quarter totaled $2.2 billion. Pool Corp. (NASDAQ: POOL) was another major buy during Q1. Berkshire boosted its stake in the pool supplies company by 144.5% to roughly 1.46 million shares. The conglomerate owned a little over $466 million worth of Pool stock at the end of the quarter. Buffett or one of the other investment managers increased Berkshire's position in aerospace and electronics manufacturer Heico (NYSE: HEI) by 10.7% in Q1. Domino's Pizza (NASDAQ: DPZ) was another significant purchase, with Berkshire increasing its stake in the pizza chain by an additional 10%. As for relatively smaller transactions, Berkshire picked up around 2.31 million more shares of Sirius XM Holding (NASDAQ: SIRI), up 1.96% from the end of 2024. The conglomerate also increased its positions in Occidental Petroleum (NYSE: OXY) and Verisign (NASDAQ: VRSN) by 0.29% and 0.14%, respectively. Berkshire bought more shares of the five Japanese trading houses in its portfolio, too: Itochu (OTC: ITOCF)(OTC: ITOCY), Marubeni (OTC: MARUF)(OTC: MARUY), Mitsubishi (OTC: MSBHF), Mitsui (OTC: MITSF)(OTC: MITSY), and Sumitomo (OTC: SSUM.F)(OTC: SSUM.Y). Buffett hinted that Berkshire would add to its positions in these Japanese stocks in his letter to shareholders earlier this year. Finally, Buffett or one of his investing lieutenants initiated a new position in a mystery stock. Berkshire Hathaway requested confidential treatment for at least one new holding. The company did the same thing in 2023 when it began buying shares of property and casualty insurer Chubb. How the stocks compare Buffett remains a value investor at heart. Of the 12 known stocks bought for Berkshire's portfolio in Q1, one appears to be the biggest bargain -- Sirius XM. The satellite radio operator's shares trade at only 7.8 times forward earnings. Its price-to-earnings-to-growth (PEG) ratio, which is based on analysts' five-year earnings growth projections, is a low 0.66. Most of the other Berkshire purchases in Q1 don't have valuations that are all that attractive. However, all five Japanese stocks look relatively inexpensive. So does Constellation Brands, with its forward earnings multiple of 14.6. Although Berkshire doesn't pay a dividend, Buffett likes getting dividends from the companies in which he invests. Sirius XM again stands out on this front with its high forward dividend yield of 4.83%. Again, all five Japanese stocks offer solid dividends as well. Mitsubishi and Marubeni especially stand out with yields of 3.8% and 3.65%, respectively. What about growth? I'd put Heico and Domino's at the top of the list. Heico's sales jumped 15% year over year in its latest quarter, while Domino's reported revenue growth of 4.7%. Both companies should be able to continue delivering solid growth that's higher than the other stocks purchased by Berkshire in Q1. However, their valuations reflect significant growth expectations baked into the share prices. The best of the bunch Sirius XM arguably checks off more boxes than any of the other stocks added to Berkshire's portfolio in Q1. The stock's valuation is low, and its dividend is juicy. I'm concerned, though, about Sirius XM's growth prospects over the near term. I think Buffett's favorites among the stocks bought in Q1 are Occidental and the five Japanese trading houses. He has identified these six stocks as ones he expects Berkshire to own "indefinitely." Buffett is probably most enthusiastic about the Japanese stocks. The legendary investor even said during the recent shareholder meeting, "I would say that -- I'll speak for Greg [Abel] beyond me -- in the next 50 years, we won't give a thought to selling those positions." So, which stock bought by Buffett and his team during Q1 is the best of the bunch (other than the mystery stock, of course)? I'll go along with the "Oracle of Omaha" and choose one of the Japanese stocks. My pick is Marubeni because its valuation is most attractive, its forward dividend yield is outstanding, and it offers a high level of diversification thanks to the multiple businesses the company owns. However, all five Japanese companies have similar business models and growth prospects. I don't think investors would go wrong buying any of Buffett's favorite international stocks. Should you invest $1,000 in Marubeni right now? Before you buy stock in Marubeni, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Marubeni wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $829,879!* Now, it's worth noting Stock Advisor 's total average return is975% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Keith Speights has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway, Domino's Pizza, and VeriSign. The Motley Fool recommends Constellation Brands, Heico, and Occidental Petroleum. The Motley Fool has a disclosure policy.

Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.
Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.

Yahoo

time20-05-2025

  • Business
  • Yahoo

Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.

Berkshire Hathaway added to its existing stakes in 12 stocks and initiated a new position in one mystery stock. Sirius XM Holdings stacks up well against the others based on valuation and dividends. However, the best of the bunch is arguably one of the five Japanese stocks Buffett really likes. 10 stocks we like better than Marubeni › Warren Buffett was once again a net seller of stocks in the first quarter of 2025. This marked the 10th consecutive quarter that the legendary investor sold more than he bought. However, Buffett (or perhaps his investment managers, Todd Combs and Ted Weschler, or even his future successor as CEO, Greg Abel) nonetheless did some buying for Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) portfolio. He (or they) bought 13 stocks in Q1. Here are those stocks -- and which one is the best of the bunch. The biggest purchase made by Buffett and/or his team during Q1 was with Constellation Brands (NYSE: STZ). Berkshire increased its stake in the alcoholic beverage maker by 113.5%. Its position in Constellation Brands at the end of the quarter totaled $2.2 billion. Pool Corp. (NASDAQ: POOL) was another major buy during Q1. Berkshire boosted its stake in the pool supplies company by 144.5% to roughly 1.46 million shares. The conglomerate owned a little over $466 million worth of Pool stock at the end of the quarter. Buffett or one of the other investment managers increased Berkshire's position in aerospace and electronics manufacturer Heico (NYSE: HEI) by 10.7% in Q1. Domino's Pizza (NASDAQ: DPZ) was another significant purchase, with Berkshire increasing its stake in the pizza chain by an additional 10%. As for relatively smaller transactions, Berkshire picked up around 2.31 million more shares of Sirius XM Holding (NASDAQ: SIRI), up 1.96% from the end of 2024. The conglomerate also increased its positions in Occidental Petroleum (NYSE: OXY) and Verisign (NASDAQ: VRSN) by 0.29% and 0.14%, respectively. Berkshire bought more shares of the five Japanese trading houses in its portfolio, too: Itochu (OTC: ITOCF) (OTC: ITOCY), Marubeni (OTC: MARUF) (OTC: MARUY), Mitsubishi (OTC: MSBHF), Mitsui (OTC: MITSF) (OTC: MITSY), and Sumitomo (OTC: SSUM.F) (OTC: SSUM.Y). Buffett hinted that Berkshire would add to its positions in these Japanese stocks in his letter to shareholders earlier this year. Finally, Buffett or one of his investing lieutenants initiated a new position in a mystery stock. Berkshire Hathaway requested confidential treatment for at least one new holding. The company did the same thing in 2023 when it began buying shares of property and casualty insurer Chubb. Buffett remains a value investor at heart. Of the 12 known stocks bought for Berkshire's portfolio in Q1, one appears to be the biggest bargain -- Sirius XM. The satellite radio operator's shares trade at only 7.8 times forward earnings. Its price-to-earnings-to-growth (PEG) ratio, which is based on analysts' five-year earnings growth projections, is a low 0.66. Most of the other Berkshire purchases in Q1 don't have valuations that are all that attractive. However, all five Japanese stocks look relatively inexpensive. So does Constellation Brands, with its forward earnings multiple of 14.6. Although Berkshire doesn't pay a dividend, Buffett likes getting dividends from the companies in which he invests. Sirius XM again stands out on this front with its high forward dividend yield of 4.83%. Again, all five Japanese stocks offer solid dividends as well. Mitsubishi and Marubeni especially stand out with yields of 3.8% and 3.65%, respectively. What about growth? I'd put Heico and Domino's at the top of the list. Heico's sales jumped 15% year over year in its latest quarter, while Domino's reported revenue growth of 4.7%. Both companies should be able to continue delivering solid growth that's higher than the other stocks purchased by Berkshire in Q1. However, their valuations reflect significant growth expectations baked into the share prices. Sirius XM arguably checks off more boxes than any of the other stocks added to Berkshire's portfolio in Q1. The stock's valuation is low, and its dividend is juicy. I'm concerned, though, about Sirius XM's growth prospects over the near term. I think Buffett's favorites among the stocks bought in Q1 are Occidental and the five Japanese trading houses. He has identified these six stocks as ones he expects Berkshire to own "indefinitely." Buffett is probably most enthusiastic about the Japanese stocks. The legendary investor even said during the recent shareholder meeting, "I would say that -- I'll speak for Greg [Abel] beyond me -- in the next 50 years, we won't give a thought to selling those positions." So, which stock bought by Buffett and his team during Q1 is the best of the bunch (other than the mystery stock, of course)? I'll go along with the "Oracle of Omaha" and choose one of the Japanese stocks. My pick is Marubeni because its valuation is most attractive, its forward dividend yield is outstanding, and it offers a high level of diversification thanks to the multiple businesses the company owns. However, all five Japanese companies have similar business models and growth prospects. I don't think investors would go wrong buying any of Buffett's favorite international stocks. Before you buy stock in Marubeni, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Marubeni wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $829,879!* Now, it's worth noting Stock Advisor's total average return is 975% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Keith Speights has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway, Domino's Pizza, and VeriSign. The Motley Fool recommends Constellation Brands, Heico, and Occidental Petroleum. The Motley Fool has a disclosure policy. Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch. was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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