NEW YORK (Stockpickr) -- At Stockpickr, we track the top holdings of a variety of high-profile investors, such as George Soros and Carl Icahn. It should come as no surprise that the most popular of these portfolios is that of renowned investor Warren Buffett, CEO of Berkshire Hathaway and one of the richest people in the world. Today we're taking a closer look at 10 stocks that Buffett bought in the most recently reported quarter, based on Berkshire Hathaway's most recent quarterly 13F filing with the SEC, which reflects holdings as of Dec. 31, 2014. They are ordered by position size. 10. Twenty-First Century Fox Twenty-First Century Fox comprises 0.2% of Berkshire Hathaway's portfolio. The 4.75 million-share position was a new buy for Buffett in the most recently reported quarter. TheStreet Ratings team rates Twenty-First Century Fox as a buy with a ratings score of A-. TheStreet Ratings team has this to say about its recommendation: "We rate Twenty-First Century Fox (FOXA) a buy. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its compelling growth in net income, largely solid financial position with reasonable debt levels by most measures, notable return on equity, attractive valuation levels and increase in stock price during the past year. We feel these strengths outweigh the fact that the company shows weak operating cash flow." Highlights from the analysis by TheStreet Ratings Team goes as follows: The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Media industry. The net income increased by 414.3% when compared to the same quarter one year prior, rising from $1,207.00 million to $6,207.00 million. The debt-to-equity ratio is somewhat low, currently at 0.97, and is less than that of the industry average, implying that there has been a relatively successful effort in the management of debt levels. To add to this, FOXA has a quick ratio of 2.31, which demonstrates the ability of the company to cover short-term liquidity needs. The company's current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. Compared to other companies in the Media industry and the overall market, Twenty-First Century Fox's return on equity significantly exceeds that of both the industry average and the S&P 500. Compared to where it was 12 months ago, the stock is up, but it has so far lagged the appreciation in the S&P 500. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year. You can view the full analysis from the report here: FOXA Ratings Report Must Read: Warren Buffett's Top 10 Dividend Stocks 9. Restaurant Brands International Restaurant Brands International comprises 0.3% of Berkshire Hathaway's portfolio. The 8.4 million-share position was a new buy for Buffett in the most recently reported quarter. TheStreet Ratings team rates Restaurant Brands International as a hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation: "We rate Restaurant Brands International (QSR) a hold. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, good cash flow from operations and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, disappointing return on equity and generally higher debt management risk." Highlights from the analysis by TheStreet Ratings Team goes as follows: QSR's revenue growth has slightly outpaced the industry average of 7.6%. Since the same quarter one year prior, revenues slightly increased by 1.4%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share. Net operating cash flow has increased to $162.50 million or 18.18% when compared to the same quarter last year. In addition, Restaurant Brands International has also vastly surpassed the industry average cash flow growth rate of -38.80%. The gross profit margin for Restaurant Brands International is currently very high, coming in at 83.90%. It has increased from the same quarter the previous year. Regardless of the strong results of the gross profit margin, the net profit margin of -8.42% is in-line with the industry average. The company's current return on equity has slightly decreased from the same quarter one year prior. This implies a minor weakness in the organization. In comparison to the other companies in the Hotels, Restaurants & Leisure industry and the overall market, Restaurant Brands International's return on equity is significantly below that of the industry average and is below that of the S&P 500. The company, on the basis of change in net income from the same quarter one year ago, has significantly underperformed when compared to that of the S&P 500 and the Hotels, Restaurants & Leisure industry. The net income has significantly decreased by 134.4% when compared to the same quarter one year ago, falling from $68.20 million to -$23.50 million. You can view the full analysis from the report here: QSR Ratings Report Must Read: 5 Stocks Warren Buffett Is Selling 8. MasterCard MasterCard comprises 0.4% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 14.5% to 5.4 million shares in the most recently reported quarter. TheStreet Ratings team rates MasterCard as a buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation: "We rate MMasterCard (MA) a buy. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, impressive record of earnings per share growth, compelling growth in net income and solid stock price performance. We feel these strengths outweigh the fact that the company is trading at a premium valuation based on our review of its current price compared to such things as earnings and book value." Highlights from the analysis by TheStreet Ratings Team goes as follows: The revenue growth greatly exceeded the industry average of 20.7%. Since the same quarter one year prior, revenues rose by 13.6%. Growth in the company's revenue appears to have helped boost the earnings per share. MA's debt-to-equity ratio is very low at 0.22 and is currently below that of the industry average, implying that there has been very successful management of debt levels. Along with the favorable debt-to-equity ratio, the company maintains an adequate quick ratio of 1.45, which illustrates the ability to avoid short-term cash problems. MasterCard has improved earnings per share by 32.7% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, MasterCard increased its bottom line by earning $3.09 versus $2.57 in the prior year. This year, the market expects an improvement in earnings ($3.50 versus $3.09). The net income growth from the same quarter one year ago has exceeded that of the S&P 500 and greatly outperformed compared to the IT Services industry average. The net income increased by 28.6% when compared to the same quarter one year prior, rising from $623.00 million to $801.00 million. The company's current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. In comparison to other companies in the IT Services industry and the overall market on the basis of return on equity, MasterCard has underperformed in comparison with the industry average, but has greatly exceeded that of the S&P 500. You can view the full analysis from the report here: MA Ratings Report Must Read: Warren Buffett's Top 10 Dividend Stocks 7. Viacom Viacom comprises 0.6% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 12% to 8.6 million shares in the most recently reported quarter. TheStreet Ratings team rates Viacom as a buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation: "We rate VIACOM INC (VIAB) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, notable return on equity and expanding profit margins. We feel these strengths outweigh the fact that the company has had sub par growth in net income." Highlights from the analysis by TheStreet Ratings Team goes as follows: Despite its growing revenue, the company underperformed as compared with the industry average of 7.2%. Since the same quarter one year prior, revenues slightly increased by 4.6%. This growth in revenue does not appear to have trickled down to the company's bottom line, displaying stagnant earnings per share. The company's current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. Compared to other companies in the Media industry and the overall market, Viacom's return on equity significantly exceeds that of both the industry average and the S&P 500. Viacom reported flat earnings per share in the most recent quarter. This company has reported somewhat volatile earnings recently. But, we feel it is poised for EPS growth in the coming year. During the past fiscal year, Viacom increased its bottom line by earning $5.45 versus $4.90 in the prior year. This year, the market expects an improvement in earnings ($11.66 versus $5.45). The gross profit margin for Viacom is rather high; currently it is at 51.47%. Regardless of VIAB's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, the net profit margin of 14.95% trails the industry average. VIAB has underperformed the S&P 500 Index, declining 19.66% from its price level of one year ago. Looking ahead, although the push and pull of the overall market trend could certainly make a critical difference, we do not see any strong reason stemming from the company's fundamentals that would cause a continuation of last year's decline. In fact, the stock is now selling for less than others in its industry in relation to its current earnings. You can view the full analysis from the report here: VIAB Ratings Report Must Read: 5 Stocks Warren Buffett Is Selling 6. Visa Visa comprises 0.6% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 16.9% to 2.5 million shares in the most recently reported quarter. TheStreet Ratings team rates Visa as a buy with a ratings score of A. TheStreet Ratings Team has this to say about its recommendation: "We rate Visa (V) a buy. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, growth in earnings per share, increase in net income and expanding profit margins. Although no company is perfect, currently we do not see any significant weaknesses which are likely to detract from the generally positive outlook." Highlights from the analysis by TheStreet Ratings Team goes as follows: The revenue growth came in higher than the industry average of 20.7%. Since the same quarter one year prior, revenues slightly increased by 7.2%. Growth in the company's revenue appears to have helped boost the earnings per share. V has no debt to speak of therefore resulting in a debt-to-equity ratio of zero, which we consider to be a relatively favorable sign. Along with the favorable debt-to-equity ratio, the company maintains an adequate quick ratio of 1.45, which illustrates the ability to avoid short-term cash problems. Visa has improved earnings per share by 15.0% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, Visa increased its bottom line by earning $8.61 versus $7.58 in the prior year. This year, the market expects an improvement in earnings ($10.39 versus $8.61). The net income growth from the same quarter one year ago has exceeded that of the S&P 500 and greatly outperformed compared to the IT Services industry average. The net income increased by 11.5% when compared to the same quarter one year prior, going from $1,407.00 million to $1,569.00 million. The gross profit margin for Visa is rather high; currently it is at 69.72%. It has increased from the same quarter the previous year. Along with this, the net profit margin of 46.39% significantly outperformed against the industry average. You can view the full analysis from the report here: V Ratings Report Must Read: Warren Buffett's Top 10 Dividend Stocks 5. Precision Castparts Precision Castparts comprises 0.6% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 37.1% to 2.9 million shares in the most recently reported quarter. TheStreet Ratings team rates Precision Castparts as a buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation: "We rate Precision Castparts (PCP) a buy. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, growth in earnings per share, expanding profit margins, largely solid financial position with reasonable debt levels by most measures and notable return on equity. We feel these strengths outweigh the fact that the company shows weak operating cash flow." Highlights from the analysis by TheStreet Ratings Team goes as follows: PCP's revenue growth has slightly outpaced the industry average of 0.6%. Since the same quarter one year prior, revenues slightly increased by 5.2%. Growth in the company's revenue appears to have helped boost the earnings per share. Precision Castparts has improved earnings per share by 5.1% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, Precision Castparts increased its bottom line by earning $11.95 versus $9.75 in the prior year. This year, the market expects an improvement in earnings ($12.88 versus $11.95). 37.13% is the gross profit margin for Precision Castparts which we consider to be strong. Regardless of PCP's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, PCP's net profit margin of 18.09% significantly outperformed against the industry. The current debt-to-equity ratio, 0.35, is low and is below the industry average, implying that there has been successful management of debt levels. Although the company had a strong debt-to-equity ratio, its quick ratio of 0.91 is somewhat weak and could be cause for future problems. The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. Compared to other companies in the Aerospace & Defense industry and the overall market on the basis of return on equity, Precision Castparts has underperformed in comparison with the industry average, but has exceeded that of the S&P 500. You can view the full analysis from the report here: PCP Ratings Report Must Read: 5 Stocks Warren Buffett Is Selling 4. Suncor Energy Suncor Energy comprises 0.7% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 21% to 22.4 million shares in the most recently reported quarter. TheStreet Ratings team rates Suncor Energy as a hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation: "We rate Suncor Energy (SU) a hold. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its largely solid financial position with reasonable debt levels by most measures and reasonable valuation levels. However, as a counter to these strengths, we also find weaknesses including feeble growth in the company's earnings per share, deteriorating net income and disappointing return on equity." Highlights from the analysis by TheStreet Ratings Team goes as follows: The current debt-to-equity ratio, 0.32, is low and is below the industry average, implying that there has been successful management of debt levels. Along with the favorable debt-to-equity ratio, the company maintains an adequate quick ratio of 1.25, which illustrates the ability to avoid short-term cash problems. Despite the weak revenue results, SU has outperformed against the industry average of 20.6%. Since the same quarter one year prior, revenues slightly dropped by 9.3%. Weakness in the company's revenue seems to have hurt the bottom line, decreasing earnings per share. The company's current return on equity has slightly decreased from the same quarter one year prior. This implies a minor weakness in the organization. In comparison to the other companies in the Oil, Gas & Consumable Fuels industry and the overall market, Suncor Energy's return on equity is significantly below that of the industry average and is below that of the S&P 500. The gross profit margin for Suncor Energy is rather low; currently it is at 20.24%. It has decreased from the same quarter the previous year. Along with this, the net profit margin of 0.94% trails that of the industry average. You can view the full analysis from the report here: SU Ratings Report Must Read: Warren Buffett's Top 10 Dividend Stocks 3. Charter Communications Charter Communications comprises 0.9% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 25.2% to 6.2 million shares in the most recently reported quarter. TheStreet Ratings team rates Charter Communications as a hold with a ratings score of C. TheStreet Ratings Team has this to say about its recommendation: "We rate Charter Communications (CHTR) a hold. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, solid stock price performance and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, generally higher debt management risk and disappointing return on equity." Highlights from the analysis by TheStreet Ratings Team goes as follows: CHTR's revenue growth has slightly outpaced the industry average of 7.2%. Since the same quarter one year prior, revenues slightly increased by 9.9%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share. Compared to its closing price of one year ago, CHTR's share price has jumped by 28.68%, exceeding the performance of the broader market during that same time frame. Regarding the stock's future course, our hold rating indicates that we do not recommend additional investment in this stock despite its gains in the past year. Net operating cash flow has slightly increased to $630.00 million or 5.88% when compared to the same quarter last year. Despite an increase in cash flow, Charter Communications' cash flow growth rate is still lower than the industry average growth rate of 25.04%. The debt-to-equity ratio is very high at 143.99 and currently higher than the industry average, implying increased risk associated with the management of debt levels within the company. Along with this, the company manages to maintain a quick ratio of 0.18, which clearly demonstrates the inability to cover short-term cash needs. Return on equity has greatly decreased when compared to its ROE from the same quarter one year prior. This is a signal of major weakness within the corporation. Compared to other companies in the Media industry and the overall market, CHARTER COMMUNICATIONS INC's return on equity significantly trails that of both the industry average and the S&P 500. You can view the full analysis from the report here: CHTR Ratings Report Must Read: 5 Stocks Warren Buffett Is Selling 2. Deere Deere comprises 1.4% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 125.9% to 17.1 million shares in the most recently reported quarter. TheStreet Ratings team rates Deere as a buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation: "We rate Deere (DE) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its notable return on equity, attractive valuation levels, good cash flow from operations and increase in stock price during the past year. We feel these strengths outweigh the fact that the company has had somewhat weak growth in earnings per share." Highlights from the analysis by TheStreet Ratings Team goes as follows: The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. Compared to other companies in the Machinery industry and the overall market, Deere's return on equity significantly exceeds that of both the industry average and the S&P 500. Net operating cash flow has slightly increased to $2,843.80 million or 6.64% when compared to the same quarter last year. The firm also exceeded the industry average cash flow growth rate of -10.92%. DE, with its decline in revenue, slightly underperformed the industry average of 1.2%. Since the same quarter one year prior, revenues slightly dropped by 5.1%. Weakness in the company's revenue seems to have hurt the bottom line, decreasing earnings per share. In its most recent trading session, DE has closed at a price level that was not very different from its closing price of one year earlier. This is probably due to its weak earnings growth as well as other mixed factors. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year. You can view the full analysis from the report here: DE Ratings Report Must Read: Warren Buffett's Top 10 Dividend Stocks 1. IBM IBM comprises 11.3% of Berkshire Hathaway's portfolio. Buffett increased his stake in the stock by 9.2% to 77 million shares in the most recently reported quarter. TheStreet Ratings team rates International Business Machines as a hold with a ratings score of C+. TheStreet Ratings team has this to say about its recommendation: "We rate International Business Machines (IBM) a hold. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. Among the primary strengths of the company is its respectable return on equity which we feel is likely to continue. At the same time, however, we also find weaknesses including a generally disappointing performance in the stock itself, deteriorating net income and generally higher debt management risk." Highlights from the analysis by TheStreet Ratings Team goes as follows: The company's current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. Compared to other companies in the IT Services industry and the overall market, IBM's return on equity significantly exceeds that of both the industry average and the S&P 500. IBM's earnings per share from the most recent quarter came in slightly below the year earlier quarter. This company has reported somewhat volatile earnings recently. But, we feel it is poised for EPS growth in the coming year. During the past fiscal year, IBM increased its bottom line by earning $15.68 versus $15.34 in the prior year. This year, the market expects an improvement in earnings ($16.00 versus $15.68). Regardless of the drop in revenue, the company managed to outperform against the industry average of 20.7%. Since the same quarter one year prior, revenues fell by 12.9%. Weakness in the company's revenue seems to have hurt the bottom line, decreasing earnings per share. The change in net income from the same quarter one year ago has exceeded that of the IT Services industry average, but is less than that of the S&P 500. The net income has decreased by 11.3% when compared to the same quarter one year ago, dropping from $6,184.00 million to $5,484.00 million. Reflecting the weaknesses we have cited, including the decline in the company's earnings per share, IBM has underperformed the S&P 500 Index, declining 12.06% from its price level of one year ago. The fact that the stock is now selling for less than others in its industry in relation to its current earnings is not reason enough to justify a buy rating at this time. You can view the full analysis from the report here: IBM Ratings Report For Warren Buffett's top 30 holdings, visit the Warren Buffett portfolio at Stockpickr. Must Read: 5 Stocks Warren Buffett Is Selling
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