Top 10 Warren Buffett Companies To Own For 2014


The annual Value Investor Conference is one of the premier events surrounding Berkshire Hathaway’s (NYSE: BRK-B  ) annual meeting in Omaha. The Motley Fool’s Joe Magyer, Michael Olsen, and Rex Moore were in attendance and talked to several value investors. In today’s video, Michael chats with Bob Robotti, founder of Robotti & Co., about a post-Buffett Berkshire.

Buy now?
Thanks to the savvy of investing legend Warren Buffett, Berkshire Hathaway’s book value per share has grown a mind-blowing 586,817% over the past 48 years. But with Buffett aging and Berkshire rapidly evolving, is this insurance conglomerate still a buy today? In The Motley Fool’s premium report on the company, Berkshire expert Joe Magyer provides investors with key reasons to buy as well as important risks to watch out for. Click here now for instant access to Joe’s take on Berkshire!

Top 10 Warren Buffett Companies To Own For 2014: Altair Nanotechnologies Inc.(ALTI)


Altair Nanotechnologies Inc. develops, manufactures, and sells nano-structured lithium titanate spinel, battery cells, battery packs, and multi-megawatt battery systems, as well as provides related design, installation, and test services in the United States and internationally. The company also provides contract research services to develop intellectual property and/or new products and technology. It markets its energy storage solutions to power companies and electric grid operators; and batteries to electric and hybrid-electric bus manufacturers, and other industrial markets. The company was formerly known as Altair International Inc. and changed its name to Altair Nanotechnologies Inc. in July 2002. Altair Nanotechnologies Inc. was founded in 1973 and is headquartered in Reno, Nevada. Altair Nanotechnologies, Inc. operates as a subsidiary of Canon Investment Holdings Limited.

Top 10 Warren Buffett Companies To Own For 2014: Goldman Sachs Group Inc.(The)


The Goldman Sachs Group, Inc., together with its subsidiaries, provides investment banking, securities, and investment management services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory, including advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense, risk management, restructurings, and spin-offs; and underwriting securities, loans and other financial instruments, and derivative transactions. The company?s Institutional Client Services segment provides client execution activities, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as commissions and fees from executing and clearing institutional client transactions on stock, options, and fu tures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other prime brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, and power generation facilities. This segment also involves in the origination of loans to provide financing to clients. The company?s Investment Management segment provides investment management services and investment products to institutional and individual clients. This segment also offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families. In addition, it provides global investment research services. The company was founded in 1869 and is headquartered in New York, New York.

Best Canadian Companies To Own For 2014: C&C Group(CCR.L)


C&C Group plc manufactures, markets, and distributes branded alcoholic drinks primarily in Ireland, the United Kingdom, rest of Europe, and North America. It offers cider products under the Magners, Bulmers, Gaymers, Blackthorn, Olde English, Addlestones, Special VAT, K, Natch, Diamond White, Hornsby, and St Aubel brands; and beer products under the Tennent?s brand. The company also distributes a range of third party beer and cider brands, and soft drinks; and provides management services. C&C Group plc was founded in 1935 and is headquartered in Dublin, Ireland.

Top 10 Warren Buffett Companies To Own For 2014: SDL PLC(SDL.L)


SDL plc provides global information management software and services to multinational businesses. Its Web content management, ecommerce, structured content and language technologies, and language services are used for content creation, management, translation, and publishing. The company operates through three segments: Language Services, Language Technologies, and Content Management Technologies. The Language Services segment provides translation services to customer?s multilingual content in multiple languages. The Language Technologies segment engages in the sale of enterprise, desktop, and statistical machine translation technology developed to help automate and manage multilingual assets, as well as provides associated consultancy and other services. The Content Management Technologies segment involves in the sale of content management technologies developed to help automate and manage content to deliver an interactive and personalized customer experience in multiple languages across Websites, documentation, and channels. The company serves aerospace, automotive, chemicals, oil and gas, electronics and high technology, fast moving consumer goods, finance, industrial goods, IT consulting, life science, media and publishing, public sector, services, software, telecoms, travel and tourism, and translation industries. SDL plc has a strategic partnership with Sapient. The company was founded in 1992 and is based in Maidenhead, the United Kingdom.

Top 10 Warren Buffett Companies To Own For 2014: royal dutch shell `b`shs(RDSB.L)


Royal Dutch Shell plc operates as an oil and gas company worldwide. The company explores for and extracts crude oil and natural gas. It also converts natural gas to liquids to provide cleaner-burning fuels; markets and trades natural gas; extracts bitumen from mined oil sands and convert it to synthetic crude oil; and generates electricity from wind energy. In addition, it converts crude oil into a range of refined products, including gasoline, diesel, heating oil, aviation fuel, marine fuel, lubricants, bitumen, sulphur, and liquefied petroleum gas (LPG); and produces and sells petrochemicals for industrial use. The company holds interests in approximately 30 refineries; approximately 1,500 storage tanks and 150 distribution facilities; and fuels retail network of approximately 43,000 service stations under the Shell brand name. Royal Dutch Shell plc also markets its products under the Shell V-Power and Shell FuelSave brand names. In addition, the company offers lubricant s to the passenger cars, trucks, and coaches, as well as for industrial machinery in manufacturing, mining, power generation, agriculture, and construction industries. Further, it sells fuels, specialty products, and services to commercial customers; offers fuel for approximately 7,000 aircraft every day at 800 airports in 30 countries; provides fuels, lubricants, and related technical services to the marine industry; offers liquefied petroleum gas and related services to retail, commercial, and industrial customers for cooking, heating, lighting, and transport applications; provides transport, industrial, and heating fuels; and supplies approximately 11,000 tonnes of bitumen products. Additionally, the company produces a range of base chemicals, including ethylene, propylene, and aromatics; and intermediate chemicals, such as styrene monomer, propylene oxide, solvents, detergent alcohols, ethylene oxide, and ethylene glycol. Royal Dutch Shell plc is headquartered in The Ha g ue, the Netherlands.

Top 10 Warren Buffett Companies To Own For 2014: Lennar Corp.(LEN)


The third largest U.S. homebuilder by revenue reported exceptional Q3 results, as its earnings more than quadrupled, primarily as a result of an increase in new-home demand. The reported net income of 40c was well ahead of last year’s 11c, and the forecasted 28c.

According to the company’s CEO, Stuart Miller, "The homebuilding business is beginning to revert to normal, and that’s a positive for the U.S. economy in general, which is in turn good for sustained recovery in the housing market. Overall demand has been improving and we’ve seen a consistent sales pace at improving prices."

LEN’s contract backlog, which is an indicator of future sales, rose by a whopping 79% on a YoY basis. Its average selling price of delivered homes also increased to $258,000 from last year’s $247,000.

Advisors’ Opinion:

  • [By Victor Mora]

    Lennar is a homebuilder that is experiencing consistent growth after the 2008 housing bubble burst. The stock has been on a powerful run higher but is now pulling back and digesting gains from its recent move. In the past four quarters, investors have been pleased; earnings have been improving and revenue figures have been rising. Relative to its peers and sector, Lennar has been a poor year-to-date performer. WAIT AND SEE what Lennar does this coming quarter.

  • [By Dan Moskowitz]

    Lennar