Marsh & McLennan Stock Forum

BREAKING: Here are Berkshire Hathaway Portfolio Changes for 2Q23:
New Buys: $D.R. Horton (DHI.US)$ , $NVR Inc (NVR.US)$ , $Lennar Corp-B (LEN.B.US)$
Additions: $Capital One Financial (COF.US)$ , $Occidental Petroleum (OXY.US)$
Trims: $Chevron (CVX.US)$ , $Celanese Corp (CE.US)$ , $General Motors (GM.US)$ , $Globe Life (GL.US)$
Completely Sold: $McKesson (MCK.US)$ , $Marsh & McLennan (MMC.US)$ , $Vitesse Energy (VTS.US)$

$Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$  
Being an alpha investor, Buffett’s company has always exposed under the limelight, the investor community offen use Berkshire’s portfolio as a guidance to investment.
Based on latest announcement, Berkshire did the following in the portfolio for the past quarter
Sold stakes  : $McKesson (MCK.US)$ $Marsh & McLennan (MMC.US)$ $Vitesse Energy (VTS.US)$  
Trim stakes : 7% $Chevron (CVX.US)$ ,70% $Activision Blizzard (ATVI.US)$, 39% ...

Pre-Market Stock Movers
Gapping up
$Capital One Financial (COF.US)$ +0.12%
(The financial stock rose slightly after the company posted better-than-expected earnings for the latest quarter. Capital One reported adjusted earnings of $3.52 per share, beating a Refinitiv estimate of $3.23 per share. However, its revenue missed expectations. Total deposits also decreased 2% at the end of the second quarter.)
$Scholastic Corp (SCHL.US)$ +9.10%...

$Airbnb (ABNB.US)$initiated at underweight by Wells Fargo, announced target price at $99.00.
$Amazon (AMZN.US)$initiated at overweight by Wells Fargo, announced targe price at $159.00.
$Evotec (EVO.US)$was upgraded by Citigroup from neutral to buy.
$Carrier Global (CARR.US)$was downgraded by Morgan Stanley from overweight to equal-weight, announced target price at $47.00.
$QuantumScape (QS.US)$was downgraded by Wolf Research from peer perfor...

It will be a busy week of first-quarter earnings reports and with several of the latest indicators on the U.S. economy and housing market on deck.
$State Street (STT.US)$ and $JB Hunt Transport Services (JBHT.US)$ will be among Monday's earnings highlights, followed by $Bank of America (BAC.US)$, $Goldman Sachs (GS.US)$, $Johnson & Johnson (JNJ.US)$, $Lockheed Martin (LMT.US)$, $Netflix (NFLX.US)$, and $United Airlines (UAL.US)$ all on Tu...

As previously I have stated, the recession period is upon us from April onwards most likely BBBY will not be able to recover from the loss they are currently experiencing, I highly suggest investor to monitor buy this stocks during the recession period as this are the few stocks which I feel are going to drop and  rise back up like a phoenix $MasterCard (MA.US)$ $Costco (COST.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Broadcom Inc (AVGOP.US)$ $Elevance Health (ELV.US)$ $Dollar General (DG.US)$ $UnitedHealth (UNH.US)$ $Marsh & McLennan (MMC.US)$ bro ...