Stocks to Own Now Based on Warren Buffett’s Portfolio

When studying the best stocks to buy now based on Warren Buffett’s buying activity, one observes that he often adds to existing positions. Given his philosophy of buying and holding, that’s not surprising. These are some recent trades of his $191 billion Berkshire Hathaway fund:

Apple Inc. (NASDAQ:AAPL): Berkshire increased its position in 2017 and it is now the largest holding in the portfolio. Apple has a huge amount of cash which may translate to future dividends and share repurchases, both of which make this company attractive to Buffett.
Teva Pharmaceutical Industries (NYSE:TEVA): A new holding, 19 million shares of this ailing company were purchased in late 2017.
U.S. Bancorp (NYSE:USB): This is one of the top 10 holdings in the Berkshire portfolio following the purchase of almost 2 million shares in late 2017. Berkshire holds several bank/financial stocks that fit Buffett’s desired profile of efficient and profitable businesses.
Monsanto Company (NYSE:MON): One of world’s top suppliers of farm pesticides and seeds, Berkshire has been buying this stock through 2017. German firm Bayer AG was approved for a $66 billion takeover of Monsanto as of April 2018.
Moody’s (NYSE:MCO), Mastercard (NYSE:MA), and SiriusXM Holdings (NASDAQ:SIRI) are all Berkshire holdings that posted handsome gains recently and are considered favorable growth stocks for the future.

Buffett also bought stakes in four major U.S. airlines in 2017, including American Airlines Group, Delta, Southwest and United Continental Holdings. He believes the industry has turned a corner and has a profitable future.

Berkshire Hathaway is sitting on a massive stockpile of cash so it is probable that Buffett is on the lookout for more ways to deploy that cash. As the ultimate value investor, he will certainly become more active as stock valuations start to come down.

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