WARREN BUFFETT Quote : Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
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Sunday, October 20, 2013

Warren Buffett and the Big 4: Hunting for Opportunities

 By AndrĂ©s Cardenal | More Articles | Save For Later
October 19, 2013

Wells Fargo (NYSE: WFC  ) , Coca-Cola (NYSE: KO  ) , American Express (NYSE: AXP  ) , and IBM (NYSE: IBM  ) are Berkshire Hathaway's (NYSE: BRK-B  ) big four positions as they make for nearly 65% of Berkshire's listed portfolio. What happens to these companies has important implications for Berkshire Hathaway investors, but they also make for interesting investment alternatives on their own merits.
These companies have been selected by Buffett himself as long-term high-conviction picks because of their superior quality and competitive strengths. So, let's take a look at how Buffett's big four are doing this earnings season in the search for investment opportunities.