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Warren Buffett Accumulates NRG Energy, Ingersoll-Rand and Union Pacific

Rong,

The price of Berkshire stock carries a substantial premium over the price of the stock portfolio it holds. This premium may or may not be justified; Buffett himself prefers buying shares of IR and NRG to buying back shares of BRK, and for a good reason too: he doesn't consider the price of BRK shares to be a bargain, unlike that of IR and NRG.

Berkshire is not a mutual fund or an ETF. If the primary insurance and reinsurance businesses of Berkshire falter, an investor may do much better by holding KO, PG, WFC, AXP and the other stocks in the portfolio than by owning shares of BRK.

Aug 16 11:14 am |Rating: 0 0 |Link to Comment |View article

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Warren Buffett Accumulates NRG Energy, Ingersoll-Rand and Union Pacific

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