It’s actually getting quite a bit of attention right now, as Berkshire Hathaway is ready to file its second quarter 13F report. Value Investing Legend’s Company was a net seller for the second quarter, with $6.9 billion in revenue offset by a $3.9 billion purchase. Two outstanding value investments from the upcoming Berkshire Hathaway 13F filing show some real promises among all this market volatility, offering dividend growth stock possibilities to investors who know what they’re looking for.
Discover Warren Buffett Stocks to Buy amid Market Volatility and Dividend Growth
They were net sellers, but Buffett’s team actually identified the strategic Warren Buffett stocks they would buy during the sell-off in April. The upcoming Berkshire Hathaway 13F filing is trying to reveal the specific moves they have made, but now the two holdings stand out as truly exceptional value investment stocks.
1. Occident Oil – Buffett’s Big Energy Bet
Berkshire owns about 27% of Occident’s oil, making it one of the top Warren Buffett stocks that buy candidates. If 28% is below the fair value estimate of $59, this represents a classic value investment opportunity that is difficult to ignore.
Greg Warren, senior analyst at Morning Star, said this:
“The purchase of $3.9 billion in equity securities over the period offsetting $6.9 billion in revenue.”
The company’s massive $55 billion acquisition of Anadarko was raised in part through Berkshire’s $10 billion priority investment, actually strengthening Occidental’s position in dividend growth stocks in the energy sector.
2. Kraftheinz – a paradox that actually works
Despite receiving $3.8 billion in writing, Kraft Heinz is convincing him to buy it now among Warren Buffett’s stocks. Trade fair value at a 47% discount really illustrates the value investment equity principle during all of this market volatility we see.
Morningstar Director Erin Rush said:
“We believe stocks are a bargain as the market appears to expect sustained inflation, decline in consumer spending, and permanent volume contraction in the heels of aggressive competition.”
The company aims to cut costs by $2.5 billion by 2027. It supports its position among dividend growth stocks worth watching.
At the time of writing, both stocks represent Warren Buffett stocks that will be purchased prior to the Berkshire Hathaway 13F filing, revealing additional insights into investment equity strategies amid this ongoing market volatility.
