Barrons pumping BRK again

Interesting on Ol’ Andrew for sure:…

Berkshire Hathaway BRK.B +1.71% has never been in better shape. Its stock looks appealing after pulling back more than 15% from its record high in March.

The conglomerate’s operating profits were up 22% in the second quarter, excluding foreign-exchange gains, powered by a 56% gain in investment income. Berkshire’s (ticker: BRK.A) annual operating income is running at more than $30 billion after taxes.


I’m a little surprised BRK hasn’t popped a bit more in share price given the stellar operating earnings result in Q2 & the major rebound in AAPL and BRK’s equity portfolio more generally. I was buying big in June with a more pessimistic short-term outlook.