"The stock market is a no-called-strike game. You don't have to swing at everything - you can wait for your pitch," Warren Buffett once said. And this week, the Oracle of Omaha has seen two pitches go by he likes - and he's taking a swing at both.
Yesterday, the billionaire submitted a regulatory filing to the SEC revealing the purchase of an additional 944,418 shares of DaVita (DVA) - a $70 million investment. And this morning, Buffett's Berkshire Hathaway announced plans to buy Duracell from Procter & Gamble (PG) .
Battery makers and kidney care providers are Warren Buffett's latest swings, and just a few weeks ago, he revealed he was taking a crack at car dealers. Not the most exciting businesses, to say the least. But buying boring has long been part of Buffett's mantra.
Those boring companies have proven some of his best - and most iconic - investments over time. Moreover, they've been among his top money-makers in recent months, making significant gains since his last public holdings filing on August 15. Click through to see which stocks and how much they've made him.
Bolstered by strong earnings reports in late October, Visa (V) and MasterCard (MA) have boded quite well for Warren Buffett. They've climbed +19.87% and +12.15%, respectively, from the 15th of August through market close yesterday.
The billionaire initiated positions in both companies in 2011 - MasterCard in Q1, and Visa in Q3 - and has more than doubled his money to date. Since August, the billionaire has made an additional $112 million on his two credit card picks.
While you won't likely see Buffett shopping at Wal-Mart ( (WMT) ) or Costco ( (COST) ) anytime soon, he's got an eye on both and has maintained positions in the companies for years. As per his most recent 13F filing, Buffett holds 58.8 million WMT and 4.3 million COST shares.
The two have continued to pay off for the Oracle of Omaha over the past three months, with Wal-Mart climbing +7.17% and Costco +15.46%. Buffett's gain on his discount retail bets since August: $390 million.
UPS (UPS) has climbed +12.15% from August 15th through yesterday, putting it within the top three performing Warren Buffett stocks during the period in terms of percentage. His profit during that time: $694,000.
It's worth noting that Buffett largely cashed in on his position in 2012, reducing his stake from 1.4 million shares to 262,000 and eventually 59,000, where it stands today.
Credit Ratings & Risk Analysis
Moody's ( (MCO) ) has been in Warren Buffett's portfolio since 2000. The billionaire stuck the credit rating firm through the financial crisis - a decision that's largely paid off, with the stock surpassing the $100 mark just yesterday.
MCO has gained +27.54% in 2014, including +9.54% since August. Buffett's seen his stake in the company grow by $215 million in the past few months, and it is now valued at nearly $2.5 billion.
Warren Buffett's gain on these six boring companies since August 15? $717 million.
This article is commentary by an independent contributor, separate from TheStreet's regular news coverage. At the time of publication, the author held no positions in any of the stocks mentioned.