Expected Returns, September 2023
September and October are notoriously turbulent and challenging. The gains of July and August are likely to be tested. The pundits will again assail the track record of Warren Buffett and Berkshire Hathaway only to discover -- if they're fair and paying attention -- that IT'S STILL WORKING. In our community, weakness in September & October is welcomed as an accumulation opportunity.
Stevanato (STVN) by Mark Robertson Sep 20, 2023
As we begin the hunt for this year’s collection of Best Small Companies, Ken Kavula found this candidate that produces a product with an enormous/expanding field of opportunity and execution/reliability that seems to be place STVN on the speed dial of a very significant number of major pharmaceutical companies. Their products already touch many of us and they’re expanding production (Fishers, Indiana) and business development in the United States.
Kraft Heinz (KHC): Berkshire Brand by Mark Robertson Sep 14, 2023
Anticipation? In the realm of hot dog consumption, "Are you an animal?" Morningstar cites Kraft Heinz (KHC) as a Berkshire Hathaway holding and suggests a favorable outlook for this culinary staple. Do you agree? By the way, the answer is 42. This summary provides a closer look at the pieces of the Equity Analysis process.