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NEW YORK (TheStreet) -- What do Warren Buffett, Bill Gates, Mexican telecom pioneer Carlos Helu, Spanish retailer Amancio Ortega and Oracle (ORCL) - Get Free Report CEO and co-founder Larry Ellison have in common? They are all featured in the top 5 of the most recent Forbes Worlds Billionaires list.

Buffett, the chairman and CEO of Berkshire Hathaway (BRK.A) - Get Free Report, has been one of the most successful investors in the history of Wall Street and his run of success continued in 2013. Berkshire Hathaway netted its shareholders over $16 billion in fiscal 2013, up 40% from last year. From the day he took over Berkshire in 1965 to 2006, the company's shares averaged a 21.4% compounded annual gain in per-share book value.

The octogenarian hasn't shown any signs of slowing down. Buffett's own personal fortune increased by $12.7 billion in 2013. As the brain behind Berkshire's billion dollar investments, the moves Buffett makes on the street send ripples throughout the stock market.

Buffett is confident in his investment strategies and with his proven track record, investors can be confident in them too. This is a list of Berkshire Hathaway's top 10 holdings as of the end of 2013.

1. Wells Fargo & Co (WFC) - Get Free Report

Share Holding: 463,458,000
Holding Value: $21.04 billion
Company Stake: 8.8%
Weighting: 20.1%

The San Fransisco multinational bank is the fourth biggest bank in the country. Buffett increased Berkshire holdings 0.07% in fiscal 2013. Wells Fargo is by far the company's biggest holding with $21.04 billion invested in the company.

MUST Read:Warren Buffett's Annual Letter to Shareholders

TheStreet Ratings team rates WELLS FARGO & CO as a Buy with a ratings score of A. TheStreet Ratings Team has this to say about their recommendation:

"We rate WELLS FARGO & CO (WFC) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its solid stock price performance, growth in earnings per share, expanding profit margins, good cash flow from operations and notable return on equity. Although no company is perfect, currently we do not see any significant weaknesses which are likely to detract from the generally positive outlook."

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • Investors have apparently begun to recognize positive factors similar to those we have mentioned in this report, including earnings growth. This has helped drive up the company's shares by a sharp 31.08% over the past year, a rise that has exceeded that of the S&P 500 Index. Regarding the stock's future course, although almost any stock can fall in a broad market decline, WFC should continue to move higher despite the fact that it has already enjoyed a very nice gain in the past year.
  • WELLS FARGO & CO has improved earnings per share by 9.9% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, WELLS FARGO & CO increased its bottom line by earning $3.89 versus $3.36 in the prior year. This year, the market expects an improvement in earnings ($4.05 versus $3.89).
  • The gross profit margin for WELLS FARGO & CO is currently very high, coming in at 93.57%. It has increased from the same quarter the previous year. Along with this, the net profit margin of 25.85% significantly outperformed against the industry average.
  • Net operating cash flow has significantly increased by 72.70% to $14,423.00 million when compared to the same quarter last year. Despite an increase in cash flow of 72.70%, WELLS FARGO & CO is still growing at a significantly lower rate than the industry average of 167.25%.
  • The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. Compared to other companies in the Commercial Banks industry and the overall market on the basis of return on equity, WELLS FARGO & CO has outperformed in comparison with the industry average, but has underperformed when compared to that of the S&P 500.
  • You can view the full analysis from the report here: WFC Ratings Report

MUST Read:

Warren Buffett's Annual Letter to Shareholders

2. Coca-Cola

(KO) - Get Free Report

Share Holding: 400,000,000
Holding Value: $16.52 billion
Company Stake: 9.1%
Weighting: 15.8%

The Atlanta based beverage manufacturer is one of the most best known and far reaching companies in the world. Berkshire held its holdings in Coca-Cola flat in fiscal 2013. Buffet is on record saying he will never sell his shares in the company. One can see why when Coca-Cola is the stock with the fifth highest dividend yield for Berkshire at 2.93%

MUST Read:Warren Buffett's Annual Letter to Shareholders

TheStreet Ratings team rates COCA-COLA CO as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate COCA-COLA CO (KO) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its expanding profit margins, good cash flow from operations and notable return on equity. We feel these strengths outweigh the fact that the company has had lackluster performance in the stock itself."

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The gross profit margin for COCA-COLA CO is rather high; currently it is at 65.74%. It has increased from the same quarter the previous year. Regardless of the strong results of the gross profit margin, the net profit margin of 15.48% trails the industry average.
  • Net operating cash flow has remained constant at $2,830.00 million with no significant change when compared to the same quarter last year. In addition, COCA-COLA CO has modestly surpassed the industry average cash flow growth rate of -5.45%.
  • COCA-COLA CO's earnings per share declined by 7.3% in the most recent quarter compared to the same quarter a year ago. The company has suffered a declining pattern of earnings per share over the past year. However, we anticipate this trend reversing over the coming year. During the past fiscal year, COCA-COLA CO reported lower earnings of $1.90 versus $1.96 in the prior year. This year, the market expects an improvement in earnings ($2.10 versus $1.90).
  • KO, with its decline in revenue, slightly underperformed the industry average of 3.4%. Since the same quarter one year prior, revenues slightly dropped by 3.6%. The declining revenue appears to have seeped down to the company's bottom line, decreasing earnings per share.
  • The company's current return on equity has slightly decreased from the same quarter one year prior. This implies a minor weakness in the organization. Compared to other companies in the Beverages industry and the overall market, COCA-COLA CO's return on equity significantly exceeds that of both the industry average and the S&P 500.
  • You can view the full analysis from the report here: KO Ratings Report

MUST Read:Warren Buffett's Annual Letter to Shareholders

3. American Express Co

(AXP) - Get Free Report



Share Holding:

151,611,000

Holding Value: $

15.52 billion

Company Stake:

14.3%

Weighting:

20.1%

Based in New York City and traded as one of the 30 components of the Dow Jones Industrial Average, American Express was founded in 1850. Fortune lists it one of the top 20 Most Admired Companies in the world. As of 2009, Amex cards accounted for 24% of the total dollar volume of credit card transactions in the United States. 

MUST Read:
Warren Buffett's Annual Letter to Shareholders

TheStreet Ratings team rates AMERICAN EXPRESS CO as a Buy with a ratings score of A+. TheStreet Ratings Team has this to say about their recommendation:

"We rate AMERICAN EXPRESS CO (AXP) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its impressive record of earnings per share growth, compelling growth in net income, revenue growth, notable return on equity and good cash flow from operations. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • AMERICAN EXPRESS CO reported significant earnings per share improvement in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, AMERICAN EXPRESS CO increased its bottom line by earning $4.88 versus $3.87 in the prior year. This year, the market expects an improvement in earnings ($5.48 versus $4.88).
  • The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Consumer Finance industry. The net income increased by 105.3% when compared to the same quarter one year prior, rising from $637.00 million to $1,308.00 million.
  • Despite its growing revenue, the company underperformed as compared with the industry average of 5.0%. Since the same quarter one year prior, revenues slightly increased by 3.7%. Growth in the company's revenue appears to have helped boost the earnings per share.
  • The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. When compared to other companies in the Consumer Finance industry and the overall market, AMERICAN EXPRESS CO's return on equity exceeds that of the industry average and significantly exceeds that of the S&P 500.
  • Powered by its strong earnings growth of 116.07% and other important driving factors, this stock has surged by 44.46% over the past year, outperforming the rise in the S&P 500 Index during the same period. We feel that the stock's sharp appreciation over the last year has driven it to a price level which is now somewhat expensive compared to the rest of its industry. The other strengths this company shows, however, justify the higher price levels.
  • You can view the full analysis from the report here: AXP Ratings Report

MUST Read:

Warren Buffett's Annual Letter to Shareholders

4. International Business Machines Corp

(IBM) - Get Free Report

Share Holding: 68,122,000
Holding Value: 12.78 billion
Company Stake: 6.3%
Weighting: 12.2%

This multinational technology and consulting firm was one of the early pioneers of personal computing. Founded in 1911, the company has stood the test of time and continues to be on the cutting edge of the technological revolution. With over 435,000 employees worldwide it is the second largest U.S. company in terms of employees. IBM's dividend yield of 2.05% is in the top 20 of Berkshire Hathaway's holdings.

MUST Read:Warren Buffett's Annual Letter to Shareholders

TheStreet Ratings team rates INTL BUSINESS MACHINES CORP as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

"We rate INTL BUSINESS MACHINES CORP (IBM) a BUY. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its growth in earnings per share, expanding profit margins, good cash flow from operations, increase in net income and notable return on equity. We feel these strengths outweigh the fact that the company has had lackluster performance in the stock itself."

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • INTL BUSINESS MACHINES CORP has improved earnings per share by 11.7% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, INTL BUSINESS MACHINES CORP increased its bottom line by earning $15.02 versus $14.41 in the prior year. This year, the market expects an improvement in earnings ($18.00 versus $15.02).
  • The gross profit margin for INTL BUSINESS MACHINES CORP is rather high; currently it is at 56.58%. It has increased from the same quarter the previous year. Regardless of the strong results of the gross profit margin, the net profit margin of 22.32% trails the industry average.
  • Net operating cash flow has slightly increased to $6,528.00 million or 2.86% when compared to the same quarter last year. Despite an increase in cash flow, INTL BUSINESS MACHINES CORP's cash flow growth rate is still lower than the industry average growth rate of 21.79%.
  • The net income growth from the same quarter one year ago has exceeded that of the IT Services industry average, but is less than that of the S&P 500. The net income increased by 6.0% when compared to the same quarter one year prior, going from $5,833.00 million to $6,184.00 million.
  • Despite the weak revenue results, IBM has outperformed against the industry average of 20.8%. Since the same quarter one year prior, revenues slightly dropped by 5.5%. The declining revenue has not hurt the company's bottom line, with increasing earnings per share.
  • You can view the full analysis from the report here: IBM Ratings Report

MUST Read:

Warren Buffett's Annual Letter to Shareholders

5. Proctor & Gamble