We'd like to see Buffett address future acquisitions, his take on the economy, the firm's succession plan, and more at this year's annual meeting.
Property and casualty firms should have the capacity to pay out the estimated claims from Sandy; we're leaving our fair value estimates unchanged.
But growth prospects are more muted, and we believe the shares are fairly valued.
The high-quality insurer's shares might be attractive for investors bullish on the region, but risks remain.
Buffett's succession plans will likely garner heavy attention once again during the Berkshire annual meeting's question-and-answer session.
The company made a number of significant purchases in the quarter while selling off small amounts of long-held legacy positions.
Despite a previously stated aversion to technology companies, IBM's wide-moat operation is the type of business Buffett prefers. Plus get our take on other Berkshire portfolio changes.
We're pleased to see Berkshire add additional transparency to its succession plans.
With Hurricane Irene having largely dissipated, it seems that the impact on insurance companies will be much less than originally projected.
Morningstar's Drew Woodbury and Gregg Warren highlight the key themes and takeaways from the 2011 Berkshire Hathaway Meeting.
We believe the Sokol debacle has set the stage for a somewhat more contentious question-and-answer session at this year's annual meeting.
Sokol's resignation clouds Berkshire's succession plan, while his Lubrizol trades tarnish to some extent the firm's legacy of strong ethical behavior.
Despite improved financial strength, we still view the industry unfavorably.
The insurance market continues to soften, but we believe prices will begin to firm sooner rather than later.
We think steering clear is the best approach for long-term investors.
W.R. Berkley will benefit when the market hardens.