article thumbnail

The Wild Card – Oil!

David Nelson

Recently there has been a sentiment change and with-it relative sector and asset class performance has changed as well. The culprit was Friday’s ISM Manufacturing and Construction Spending reports, both coming in below expectations. At the start of the year value and stocks generating high free cash flow yields held up best.

article thumbnail

2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. That compounding is the power of putting your money into the productive assets of businesses within the American system. stocks, the productive asset!

Assets 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. That compounding is the power of putting your money into the productive assets of businesses within the American system. stocks, the productive asset!

Assets 52
article thumbnail

Transcript: William Cohan

The Big Picture

RITHOLTZ: Everybody, General Motors had a credit on multi-big manufacturers there. You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. COHAN: A lot of did that. Obviously, it was a major, you know, revolution.

article thumbnail

Shadow Consumption

Brown Advisory

TreeHouse Foods, the largest manufacturer of foods carrying the brand names of supermarket chains, is a small-cap stock that is flourishing as consumers increasingly prefer small, niche brands over large producers with long-established labels. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Dream or Opportunity?

Food 52