It’s a big year for Warren Buffett, who is celebrating the big 5-0 running the show at Berkshire Hathaway.
This week, we may get a better idea of the rest of Warren Buffett’s 2015 picture at the Berkshire Hathaway Annual Shareholders Meeting in Omaha. iBillionaire will be attending the event, so we’ll keep you posted on what happens.
In the meantime, here’s another look at the Oracle of Omaha’s year through the lens of his public equity investment portfolio.
How are Warren Buffett’s 10 favorite stocks doing in 2015? It’s a bit of a mixed bag.
Wells Fargo (NYSE:WFC), -0.22%
Coca-Cola (NYSE:KO), -3.15
American Express (NYSE:AXP), -16.18%
IBM (NYSE:IBM), 5.82%
Walmart (NYSE:WMT), -7.03%
Procter & Gamble (NYSE:PG), -11.08%
U.S. Bancorp (NYSE:USB), -4.92%
DaVita (NYSE:DVA), 10.79%
DirecTV (NASDAQ:DTV), 3.63%
Goldman Sachs (NYSE:GS), 2.15%
Four of Warren Buffett’s top 10 holdings are in the green in 2015, while six are in the red.
Biggest Gainer: DaVita
DaVita is the Oracle of Omaha’s top performer, climbing +10.79% year-to-date through market close Friday, April 24th.
This year hasn’t been entirely smooth sailing for DaVita. Its CFO, Garry Menzel, resigned in March. The company has also announced that it will suffer a $50 million loss to expected operating income in 2016 due to new Medicare Advantage reimbursement rates.
Despite headwinds, investors still like DVA, which reached a new lifetime high on April 23rd.
As for Buffett, he first picked up a stake in DaVita in the fourth quarter of 2011. As of his most recent regulatory holdings disclosure, corresponding to the end of the fourth quarter of 2014, he holds 38.6 million DVA shares.
Biggest Loser: American Express
American Express has seen better days. The stock fell sharply in the wake of its mid-April earnings announcement, which included mixed results and a cautious financial forecast. The strong U.S. dollar has weighed heavily on its international operations.
“We expect full year 2015 earnings will be flat to modestly down year-over-year with the headwinds we’re facing and as we ramp up investments to help offset the impact from ending our relationship with Costco in the U.S. next year,” American Express CFO Kenneth Chenault said in the results announcement.
Things haven’t exactly turned around for American Express in the following days, either. On Monday, Nomura downgraded the stock to neutral from buy, explaining that there are no positive catalysts in sight.
Warren Buffett is a long-time AXP shareholder and will surely be waiting this one out. As of December 31st, he holds 151.2 million shares. The company is his third-biggest holding.
Want more Warren Buffett? Follow iBillionaire on Twitter – we’ll be live tweeting the Berkshire Hathaway Annual Shareholders Meeting from Omaha this weekend!