NYSE:BRK.A

Buffett’s Berkshire Stuns with Record Cash Hoard and Profit Surge Ahead of CEO Exit
 ·  ·  ·  ·  · 

Buffett’s Berkshire Stuns with Record Cash Hoard and Profit Surge Ahead of CEO Exit

Q3 2025 Earnings Highlights Berkshire Hathaway delivered strong third-quarter results that surprised to the upside. Operating earnings — Buffett’s preferred metric which excludes investment swings — surged to $13.485 billion (about $9,376 per Class A share), up from $10.09 billion a year earlier reuters.com. This
1 November 2025

Stock Market Today

  • Illinois Tool Works (ITW) Valuation After Price Dip: Is the Stock Undervalued?
    November 2, 2025, 4:12 PM EST. Illinois Tool Works (ITW) saw a modest pullback, with a recent price around $243.92 and a roughly 6% drop in the past month, though YTD performance remains negative. The analysis argues a fair value near $261, signaling the stock could be undervalued if earnings, margins, and sentiment play out as expected. The bull case rests on margin expansion from enterprise initiatives expected to add at least 100 basis points, and a manufacturing model that mitigates tariff headwinds. Risks include softer organic growth and regional weakness in the automotive segment. With ITW trading below that fair value, investors may see upside potential if the narrative succeeds, but near-term momentum looks subdued and sentiment has cooled after a run of gains.
  • PBJ Tops FTXG in Size and Long-Term Growth Among Food & Beverage ETFs
    November 2, 2025, 4:02 PM EST. The comparison between the Invesco PBJ and the First Trust FTXG shows similar expense ratios, but PBJ's larger AUM supports liquidity and long-run growth. Over five years, PBJ's growth to about $1,365 from $1,000 surpasses FTXG's roughly $1,016. In the last year, FTXG outpaced PBJ (13.3% vs 5.1%), yet PBJ leads on a multi-year basis with about 45% total return vs FTXG's ~11.5% (dividends included). FTXG is more concentrated in Consumer Defensive with a yield near 2.9%, while PBJ carries a higher drawdown (about -15.82% vs -21.68% for FTXG). Top holdings show the tilt: PBJ's DoorDash/Monster/Hershey; FTXG's PepsiCo/ADM/Mondelez. In short, size and durability matter for investors' liquidity and risk tolerance.
  • Tri Pointe Homes (TPH) Valuation After 8% Decline: Is the Stock Undervalued?
    November 2, 2025, 4:00 PM EST. Tri Pointe Homes (TPH) has fallen about 8% over the past month, prompting a closer look at its valuation in a choppy housing market. The analysis argues the stock trades near a ~24% discount to analyst targets, with a published fair value of $38.60, suggesting the shares are undervalued relative to consensus. Proponents point to growth in high-prospect Sun Belt and Southeastern markets (Florida, Carolinas, Utah) that could improve sales volumes and revenue visibility, even as near-term revenue and earnings face softness. Momentum has cooled after a strong 3-year total shareholder return (~90%). Investors should weigh the upside from geographic expansion against risks such as affordability hurdles and potential orders slowdowns that could justify a continued valuation gap.
  • MKP:CA Stock Analysis and AI Signals (MCAN Mortgage) - November 2, 2025
    November 2, 2025, 3:56 PM EST. AI-generated trading signals for MKP:CA (MCAN Mortgage Corporation) are updated as of November 2, 2025. The report provides actionable plans: a long setup - buy near 21.15 with a target of 22.19 and a stop at 21.04; a short setup - sell near 22.19 with a target of 21.15 and a stop at 22.30. Ratings across horizons are Near: Neutral, Mid: Neutral, and Long: Strong. The update notes updated AI-generated signals and includes a chart for MKP:CA.
  • XPF:CA Stock Analysis and Trading Signals - AI-Generated Signals for CAD-Hedged ETF (Nov 2, 2025)
    November 2, 2025, 2:52 PM EST. AI-generated note on XPF:CA (iShares S&P/TSX North American Preferred Stock Index ETF, CAD-hedged) covers trading plans and current ratings. The Long Plan: buy near 15.39 with a target of 15.80 and a stop at 15.31. The Short Plan: sell near 15.80 with a target of 15.39 and a stop at 15.88. Ratings on November 2 show Near: Neutral, Mid: Weak, Long: Neutral. Updated AI-generated signals for XPF:CA are available, along with a chart for the ETF. As always, check the time stamp to confirm data freshness before acting.