Hot growth stocks are something you associate with Cathie Wood a lot more so than Warren Buffett but the Oracle of Omaha has a few tricks up his sleeve yet to surprise even his most eagle-eyed fans.
One stock in his portfolio is up by over 140% this year, turning every $10,000 invested in it to $24,000.
» Read more about: Spotlight: Top Growth Stock In Berkshire Portfolio »
How would you identify the #1 stock in Buffett’s portfolio? Is it the fastest growing stock, the biggest by market cap, the largest by weighting or the most undervalued?
We decided to pick the latter for this article and do a deep dive into all his positions to figure out which one is most undervalued across his whole equity portfolio.
Imagine I could reveal to you a stock that generates a cool $1 billion of income a year on revenues of $4.4 billion? That’s right a company that is so profitable it regularly reports 10-figures of profits, and now what if I told you the market values it at less than 1x sales, would you be interested?
» Read more about: Market Commentary: Is $1 Billion A Year Enough? »
It’s rare to find an $8.6 billion market capitalization firm that is severely undervalued. Once you get to the billion dollar company level, analysts and investors are astutely aware of what an enterprise is worth as they run quarterly financial models to assess value.
But every once in a while a deal crops up,
» Read more about: 1 Unusual Stock Trading at Rock Bottom Levels »
Buying a boat manufacturer ranks right up there as one of the most treacherous investments when interest rates are elevated, at least on the surface.
But then there’s Marine Products Corporation that trades with a price-to-earnings ratio of just 7x. Not only is the PE ratio attractive but the earnings have been growing steadily quarter over quarter and operating income looks very attractive for the past three years too.
» Read more about: Market Commentary: 1 Marine Stock On Sale »
Believe it or not you’re about to get a very precise answer to the question when will the market top but, before the entree, a little appetizer.
As we enter year-end, the market has a lot of bullish forces driving it higher, and should continue to support the markets into the new year.
» Read more about: Market Commentary: When Will The The Market Top? »
Google. Apple. Amazon. Microsoft. They are all investing in AI but one company you probably have not heard about is Symbiotic, a warehousing automation firm that combines advanced robotics with artificial intelligence.
It’s one of those businesses that’s hard to wrap your head around at first but it’s been a huge hit on Wall Street.
Bristol Myers Squibb (BMY) poses something of a conundrum to investors at the moment. On the one hand, the share price has dramatically underperformed the market, leading to concerns that further declines are on the horizon. And on the other hand, the valuation is starting to look really attractive to bargain hunters.
So,
» Read more about: Down 30%, Is It Time To Buy This Pharma Giant? »
Following a market correction in 2022 of about 20%, this year has been topsy turvy with some stocks doubling and others lagging like an anchor is tied to their share price.
PetMed Express falls into that latter category as losses mounted but the underwhelming performance has created a potential opening for value investors to get in at really low prices.
» Read more about: Market Commentary: 1 Pet Stock You Would Be Barking Mad To Overlook »
Molina Healthcare is not widely known among investors but that may be about to change following 15 quarters straight of year-over-year revenue growth and a member base that has grown to approximately 5.2 million across 20 states as of the most recent quarter.
Strategic moves like acquiring My Choice Wisconsin,
» Read more about: 1 Undervalued Healthcare Stock Flying Under The Radar »
