The following video is part of this week's MarketFoolery podcast, in which host Chris Hill, Bill Mann, and Joe Magyer discuss the latest business news. In its latest SEC filing, Berkshire Hathaway revealed how it has rebalanced its portfolio, including taking a larger stake in Intel and IBM. In this segment the guys analyze the meaning behind Warren Buffet's thinking on "tech stocks." They also interpret Berkshire's decision to sell off shares of both Kraft Foods and Johnson & Johnson as something of a warning to both companies from Buffett.
Why is Warren Buffett interested in the banking industry? The Motley Fool has a brand-new report, "The Stocks Only the Smartest Investors Are Buying," that explains why Buffett and others are looking to the banking industry for their next investments. You can access this just-released report by clicking here -- it's free.
At the time thisarticle was published Chris Hillowns shares of Johnson & Johnson. The Motley Fool owns shares of IBM, Johnson & Johnson, Intel, and Berkshire Hathaway.Motley Fool newsletter serviceshave recommended buying shares of Johnson & Johnson, Berkshire Hathaway, and Intel and creating a diagonal call position in Johnson & Johnson. Try any of our Foolish newsletter servicesfree for 30 days. We Fools don't all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.
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