Company Overview and News
The largest five individual stock positions are Cisco Systems, Berkshire Hathaway, Baidu Inc., Johnson & Johnson, and Alphabet, and they account for ~49% of the portfolio.
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This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaway’s (NYSE:BRK.A) (NYSE:BRK.B) 13F stock portfolio on a quarterly basis. It is based on Warren Buffett’s regulatory 13F Form filed on 05/15/2018. Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his holdings have progressed over the years and our previous update for the moves in Q4 2017.
LBTY PSX TEVA THI UAL WMT QSR.WI SIRI SHLD MLUSG LBTYK LILAB GM.WS.A GM.WS.B GM.WS.C SRG.PRA BAC BKW UPS AAL USGPF MDLZ SYF TMK BRK.A BK JNJ LILAK VZ GM.WSB BATRA LSXMB WFCNP TMK BATRK PG LSXMA WFC.PRL MTB BATRR AXP WFC.PRJ MCO VZA STOR BAC USB WFC.PRT GS CHTR WFC.PRR TMK.PRC WFC.PRQ TMK.PRB WFC.PRP WFC.PRO WFC.PRN AAPL MON KO BATRB GM USG WFC.PRY QSR WFC.PRX DVA DAL WFC.PRW WFC.PRV LUV IBM WFC WFC.WS FWONB COST LBTYB VRSN AXTA MA LBTYA SNY FWONA V SRG KHC FWONK LSXMK LILA
Primerica, Inc. (PRI - Free Report) reported first-quarter 2018 operating income of $1.47 per share, missing the Zacks Consensus Estimate of $1.49 by nearly 1.3%. However, the bottom line improved 32.4% year over year on lower effective tax rate (from the legislation of the Tax Cuts and Jobs Act of 2017). Also, ongoing share buybacks offered an additional upside to the bottom line.
TMK LNC TMK.PRC TMK.PRB PRI RGA LNC.WS TMK
Sun Life Financial Inc. (SLF - Free Report) reported first-quarter 2018 underlying net income of $609 million (C$770 million), up 14.5% year over year. This improvement was fueled by interest on par seed capital, strong business growth, the lower U.S. income tax rate and favorable investment experience.
TMK SLF LNC.WS TMK SLF LNC TMK.PRC TMK.PRB GM.WS.A GM.WS.B RGA GM.WS.C SLF.PR.G SLFYF GM GM.WSB SLF.PR.B SLF.PR.E SLF.PR.D SLF
American International Group Inc. (AIG - Free Report) reported first-quarter 2018 operating earnings of $1.04 per share that missed the Zacks Consensus Estimate by 16%. In the year-ago quarter, the company had reported earnings of $1.36 per share.
TMK AVF TMK AIG TMK.PRC AFL AIG.WS TMK.PRB UBS UBS.PRDCL 8686 AFSD GNW 8685 ULSGF
Lincoln National Corporation’s (LNC - Free Report) first-quarter 2018 earnings of $1.97 per share surpassed the Zacks Consensus Estimate by 1.6%. Also, the bottom line increased about 3% year over year, led by higher fee income.
TMK LNC.WS TMK LNC TMK.PRC AFL TMK.PRB UBS UBS.PRDCL 8686 AFSD GNW ULSGF
Reinsurance Group of America, Incorporated (RGA - Free Report) reported first-quarter 2018 adjusted operating income of $1.61 per share, which missed the Zacks Consensus Estimate of $2.45 by 34.3%. Also, the bottom line declined 13.4% from the year-ago quarter’s figure.
LMT TMK TMK.PRC TMK.PRB RGA PGR MTG TMK
Radian Group Inc.’s (RDN - Free Report) first-quarter 2018 operating income of 59 cents per share beat the Zacks Consensus Estimate by 1.7%. The bottom line also improved 59.5% year over year.
LMT TMK TMK.PRC TMK.PRB RDN PGR MTG TMK
AXIS Capital Holdings Limited (AXS - Free Report) reported first-quarter 2018 operating profit of $1.46 cents per share, surpassing the Zacks Consensus Estimate by 20.7%. The bottom line also skyrocketed 147.5% year over year.
TMK AXS.PRE PGR AXS UTX TMK TMK.PRC TMK.PRB AXS.PRC AXS.PRD KO RLI
Aflac Inc.’s (AFL - Free Report) first-quarter 2018 earnings of $1.05 per share surpassed the Zacks Consensus Estimate by 8.25% and increased 25% year over year. Results buoyed on overall favorable pretax margins and a lower effective tax rate as a result of tax reform.
TMK TMK.PRC AFL TMK.PRB KO 8686 AFSD AFGH TMK
Everest Re Group, Ltd. (RE - Free Report) delivered first-quarter 2018 operating earnings of $5.34 per share, surpassing the Zacks Consensus Estimate of $5.29 by 0.95%. The bottom line declined 17.6% from the year-ago quarter.
TMK TMK.PRC NYCB.PRA TMK.PRB NYCB.PRU PGR NYCB ADM TMK RLI
Chubb Limited (CB - Free Report) reported first-quarter 2018 core operating income of $2.34 per share, which surpassed the Zacks Consensus Estimate of $2.31 by 4.46%. However, the bottom line declined 5.6% from the prior-year quarter on higher catastrophe losses.
TMK TMK.PRC TMK.PRB PGR TMK CB RLI EW
The Travelers Companies, Inc.’s (TRV - Free Report) first-quarter 2018 core income of $2.46 per share missed the Zacks Consensus Estimate of $2.68 by 8.2%. However, the bottom line improved 13.9% year over year.
TMK TRV PGR SAVE MTG TMK NEE.PRI NEE.PRJ TMK.PRC TMK.PRB NEE.PRC NEE.PRQ NEE.PRR NEE
Brown & Brown, Inc. (BRO - Free Report) reported first-quarter 2018 earnings of 33 cents per share, outpacing the Zacks Consensus Estimate by 13.79%. Also, the bottom line soared 50% year over year.
TMK TMK.PRC TMK.PRB PGR TMK BRO RLI
3h - Asif
Business Arrowhead develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Deemed to be one of the most important recent discoveries in life science with the potential to transform medicine, the discoverers of RNAi were awarded a Nobel Prize in 2006 for their work. Arrowhead’s RNAi-based therapeutics leverage this natural pathway of gene silencing. In fiscal 2017, Arrowhead refocused its resources on therapeutics that exclusively utilize the company’s Targeted RNAi Molecule (TRiMTM) platform technology. Therapeutics built on the TRiMTM platform have demonstrated high levels of pha...
2018-06-11 - Asif
Overview Proteon Therapeutics is a late-stage biopharmaceutical company focused on the development of novel, first-in-class pharmaceuticals to address the needs of patients with renal and vascular disease. The company's product candidate, vonapanitase, is a recombinant human elastase that Proteon Therapeutics is developing to improve vascular access outcomes in patients with chronic kidney disease, or CKD, undergoing or planning for hemodialysis, a lifesaving treatment that cannot be conducted without a functioning vascular access. The company believe data from its completed Phase 2 and Phase 3 clinical trials of vonapanitase support that a one-time, local application of investigational vonapanitase during surgical creation of a radiocephalic fistula for hemodialysis may improve fistula use for hemodialysis and secondary patency (time to fistula abandonment), thereby improving patient outcomes and reducing the burden on patients and the healthcare system. Arteriovenous fistu...
2018-06-11 - Asif
Overview Galena Biopharma is a clinical-stage biopharmaceutical company focused on novel cancer immunotherapeutics for a broad range of cancer indications. The company's lead product candidate, galinpepimut-S, or GPS, is a cancer i unotherapeutic agent licensed from Memorial Sloan Kettering Cancer Center, or MSK, that targets the Wilms tumor 1, or WT1, protein, which is present in 20 or more cancer types. Based on its mechanism of action as a directly immunizing agent, GPS has the potential as a monotherapy or in combination with other immunotherapeutic agents to address a broad spectrum of hematologic, or blood, cancers and solid tumor indications. Phase 2 clinical trials for GPS have been completed and Galena Biopharma has planned Phase 3 clinical trials (pending funding availability) for two indications, acute myeloid leukemia, or AML, and malignant pleural mesothelioma, or MPM. GPS is also in development as a potential treatment for multiple myeloma, or MM, and ovarian can...
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