A Look at the Markets Through This Mornings Blog Postings

by Kevin Surbaugh

I was looking around the net this morning and found a couple of interesting articles on investing that I thought I would share with you.

Warren Buffett's High Conviction Investments

Below are Warren Buffett's largest equity investments according Berkshire Hathaway’s (BRK.A, BRK.B) latest 13F filing. I have only listed those positions valued at over $2 billion, indicating Warren Buffett feels relatively comfortable with the future prospects for these investments. I have also provided their present yield as well as their 1-month and 2011-to-date performance rates.

Coca-Cola Co (KO)

• Current Yield: 2.7%
• 1-month performance: -3.52%
• 2011-to-date performance: 2.27%

Wells Fargo & Co. (WFC)

• Current Yield: 1.9%
• 1-month performance: -21.44%
• 2011-to-date performance: -26.14%

American Express (AXP)

• Current Yield: 1.6%
• 1-month performance: -14.61%
• 2011-to-date performance: 3.91%

Procter & Gamble (PG)

• Current Yield: 3.4%
• 1-month performance: -3.95%
• 2011-to-date performance: -4.07%

Kraft Foods (KFT)

• Current Yield: 3.4%
• 1-month performance: -5.3%
• 2011-to-date performance: -6.46%

Johnson & Johnson (JNJ)

• Current Yield: 3.5%
• 1-month performance: -5.13%
• 2011-to-date performance: 2.33%

Wal-Mart (WMT)

• Current Yield: 2.8%
• 1-month performance: -4.26%
• 2011-to-date performance: -3.23%

- Seeking Alpha

Apple Producing Lower-Cost 8GB iPhone: Report

Technology giant Apple (NASDAQ: AAPL) has begun production of a cheaper 8GB version of its wildly popular iPhone, two people familiar with the matter told Reuters Tuesday.

The move would likely be aimed at growing Apple's global market penetration by targeting lower-end users who don't want to pay $200 or more for a smartphone.

Notoriously secretive, Apple takes extreme measures to protect its proprietary information and pipeline products. The phone is only speculative at this point, but it wouldn't be a surprise to see the company aim for a broader market segment.

Read more: http://www.benzinga.com/news/11/08/1876381/apple-producing-lower-cost-8gb-iphone-report#ixzz1VrCjeHmk

- Benzinga

Finally Street Insider reports
Goldman Sachs Cuts Price Target On SAFEWAY (SWY)

Goldman Sachs lowered its 6-month price target on SAFEWAY (NYSE: SWY) from $20 to $17, saying traditional grocers will find it increasingly challenging to pass on rising costs with a slow macro backdrop.

The firm continues to advocate leaning into secular stories with accelerating fundamentals, like Whole Foods (NYSE: WFM), and out of mature, "share donors that cannot create their own wake" - like SAFEWAY and Kroger (NYSE: KR).
- Street Insider

Disclaimer: This article is intended to be informative and should not be construed as personalized advice as it does not take into account your specific situation or objectives.

Disclosure: I am own some stock in KO, BRK.B, WMT, SWY, KR and WFM

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