Warren Buffett has had one of the longest and most successful investing careers of all time. Because he's considered to be one of the world's greatest value investors, it's not surprising that the Warren Buffett portfolio is the most viewed portfolio on Stockpickr.com, with 937,536 visits thus far.
Here at Stockpickr, we stay on top of Buffett's portfolio, constantly checking
Securities and Exchange Commission
filings for updates to see what investable ideas he is putting to work. In principle, Buffett likes to bet on demographic trends and then pick solid companies that directly or indirect play off his thesis.
One of Buffett's recent additions is
last week disclosed that it has bought nearly 14 million shares of the company, which specializes in selling used cars. CarMax seems like a play on a slowing economy.
CarMax, which has 86 stores nationwide, also sports a fairly interesting income statement with $8 billion in revenue and gross profit of just under $1 billion. CarMax could see increased sales and growth in a slower economy, and given that about 13% of shares are sold short with the stock only 4 points from its 52-week low, I'd bet on Buffett here.
Buffett also increased his holdings in
to 2.7 million shares. Wabco is a vehicle control systems maker specializing in braking, stability and suspension systems for heavy-duty commercial trucks and trailers. This looks like a longer-term play on the global growth story, as trucking plays a vital role in growing economies.
Buffett also increased his position in
. Buffett certainly must like this stock's attractive yield of 4.9%.
Other Buffett/Berkshire moves include:
- Selling its entire 6.3 million-share stake in Tyco (TYC) .
- Selling the rest of its 3.2 million shares of Western Union (WU) - Get Western Union Company (The) Report
To see Buffett's top positions and the rest of his latest moves, check out the
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