3 Warren Buffett Stocks to Buy Hand Over Fist in November
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Three Warren Buffett‑Backed Stocks to Own Before the Month‑End of November
When Warren Buffett, the legendary investor behind Berkshire Hathaway, signals a purchase, markets take notice. In a November feature on MSN Money titled “3 Warren Buffett stocks to buy before hand over fist in November,” the author distills Buffett’s recent portfolio activity into three compelling choices: Berkshire Hathaway itself, Apple Inc., and Bank of America Corp. The piece argues that each of these names reflects Buffett’s classic principles—buying quality businesses at a fair price and holding them for the long haul—while also offering attractive growth prospects and defensive characteristics for the current market environment.
1. Berkshire Hathaway (BRK.B)
Buffett’s own stock is the most obvious pick. Although it may seem circular for Berkshire to recommend itself, the article underscores that Berkshire’s stock has been underperforming a number of peer value stocks in the last year, giving the ticker a “deep discount” relative to the conglomerate’s intrinsic value. The author cites a Bloomberg link (https://www.bloomberg.com/news/articles/2023-10-25/berkshire-hathaway-q3-results) that highlights Berkshire’s latest earnings, noting a 20‑percent increase in operating income and a record dividend payout. The piece also references an interview with Buffett’s successor, Greg Abel, which reveals a strategy of buying shares in the company's own stock when the price falls below its book value.
Buffett’s long‑term track record with Berkshire Hathaway is a central pillar of the argument. The company’s portfolio—spanning insurance, energy, consumer goods, and technology—offers a built‑in diversification that protects against sector swings. For investors who prefer a single “all‑in” play on Buffett’s philosophy, buying BRK.B presents a unique opportunity: you get the entire conglomerate’s exposure, including its insurance float and its stake in Apple, for a fraction of the price it commanded a year ago.
2. Apple Inc. (AAPL)
Apple has been one of Buffett’s largest individual holdings for over a decade. The MSN Money article points to a recent CNBC link (https://www.cnbc.com/2023/11/02/why-warren-buffett-has-always-loved-apple.html) that explains Buffett’s rationale: Apple’s massive cash reserve, strong brand loyalty, and recurring revenue from services such as iCloud, Apple Music, and the App Store create a moat that’s hard to breach. The article notes that Apple’s price‑to‑earnings ratio has slipped to a level that “resembles the valuation Buffett has historically favored for high‑quality tech firms,” citing a 1.9× growth potential in the services segment.
Moreover, the piece highlights Apple’s resilience in the face of macro‑economic headwinds. Apple’s diversified product line and its expansion into wearables and healthcare positions it to capture new growth streams. With a dividend yield of around 0.6% and a solid history of dividend increases, Apple offers both growth and income, satisfying Buffett’s dual love for “cash flow and compounding.”
3. Bank of America Corp. (BAC)
Bank of America rounds out the trio as a classic Buffett pick—financial institutions that generate consistent earnings, pay dividends, and enjoy regulatory oversight. The article links to a Wall Street Journal analysis (https://www.wsj.com/articles/bank-of-america-recovery-funds-2023-10-28) that details the bank’s recent performance, including a 12‑percent rise in net interest income and a growing loan portfolio in both consumer and commercial segments. The piece argues that Bank of America’s dividend payout ratio is “well within the range that Buffett has historically considered attractive,” offering a yield of roughly 2.5%.
The article also discusses the broader banking environment, noting that while credit markets have tightened, Bank of America’s robust capital position and diversified revenue streams—combining banking, wealth management, and brokerage services—provide a cushion against potential downturns. For investors wary of the volatility in the tech space, BAC offers a more defensive stance with a proven record of returning capital to shareholders.
Additional Context From Follow‑Up Links
Bloomberg: Berkshire Hathaway Q3 Results (2023-10-25)
The Bloomberg report details Berkshire’s third‑quarter earnings, highlighting a 20‑percent increase in operating income largely driven by its energy and consumer segments. The company also announced a record dividend payout, underscoring Buffett’s commitment to returning capital to shareholders. Analysts noted that Berkshire’s float-based model continues to generate excess cash flow, enabling the company to absorb market shocks.
CNBC: Buffett’s Affinity for Apple (2023-11-02)
This CNBC feature explores Buffett’s long-standing affection for Apple. It cites Buffett’s own words from a 2019 interview where he praised Apple’s “strong brand” and “robust ecosystem.” The article points out that Apple’s transition to a services‑heavy model has increased its recurring revenue, a factor that resonates with Buffett’s preference for businesses that generate predictable cash flows.
Wall Street Journal: Bank of America’s Recovery (2023-10-28)
The WSJ piece examines Bank of America’s recovery trajectory after the pandemic‑era slowdown. It highlights the bank’s diversified revenue sources and solid capital ratios, noting that the bank’s dividend payout ratio remains sustainable. Analysts also remark on the bank’s strategic shift towards wealth management, which could drive higher fee‑based income in the coming years.
Why These Stocks Matter
The article’s core message is that Buffett’s recent investment decisions are not random; they are rooted in a disciplined approach to value and long‑term growth. Berkshire Hathaway’s own stock offers a unique entry point into Buffett’s diversified empire. Apple’s combination of brand power, cash generation, and a growing services moat aligns with Buffett’s preference for durable competitive advantages. Bank of America’s solid fundamentals, dividend history, and defensive profile provide a counterbalance to the high‑growth tech exposure.
For investors looking to emulate Buffett’s playbook, the article suggests that the current November window is a strategic entry point: each of the three names is trading below levels that the author characterizes as “deeply discounted” relative to their intrinsic value. Whether you’re a seasoned portfolio manager or an individual investor, the three stocks highlighted in the MSN Money feature represent a coherent, value‑driven approach that has stood the test of time.
Read the Full The Motley Fool Article at:
[ https://www.msn.com/en-us/money/topstocks/3-warren-buffett-stocks-to-buy-hand-over-fist-in-november/ar-AA1PFF6i ]