In the Media
Costco refuses to raise the price of its $1.50 hot dog combo despite painful inflation.
Darren C. Pollock comments on Costco’s rationale for keeping the price of its famous hot dog and drink combo at $1.50. Read more
Buffett Lures Fans to Omaha With Stock Buys, Inflation Talk
Darren C. Pollock describes the rationale behind Warren Buffett’s recent large investments. Read more
Warren Buffett is on a Buying Spree
Darren C. Pollock shares Warren Buffett’s investment thesis for several new purchases. Read more
Buffett is Sitting on Occidental Warrants That Could Give Him a 23.6% Stake
Darren C. Pollock describes Warren Buffett’s history of successful deal-making when lending money to struggling businesses. Read more
Warren Buffett is Ready to Deploy $80 Billion
Darren C. Pollock shares Cheviot’s view of how Warren Buffett and his team may spend some of the company’s giant war chest. Read more
Buffett Signals Caution with Berkshire on Stock-Selling Streak
Darren C. Pollock describes how famed investor Warren Buffett is using Berkshire Hathaway’s growing cash pile to the benefit of his company’s shareholders. Read more
Warren Buffett’s company has widened its search for investments. Veteran investor Darren Pollock explains why.
Darren C. Pollock discusses the impact the $1 trillion infrastructure bill could have on Warren Buffett’s conglomerate and shares Cheviot’s thoughts on Berkshire Hathaway’s moves into new investments. Read more
CNBC Interviews Cheviot’s Darren Pollock [video]
Darren C. Pollock discusses Warren Buffett’s letter to shareholders, the value of Berkshire Hathaway shares, and the tug of war between the Federal Reserve and the bond market. Read more
Warren Buffett’s Berkshire Hathaway Sees Profit Rise
Darren C. Pollock credits share buybacks as one way of helping increase shareholder value for owners of Berkshire Hathaway. Read more
Buffett’s Letter to Break Months of Silence Amid Tumult in U.S.
Darren C. Pollock offers Cheviot’s take on Warren Buffett’s upcoming shareholder letter. Read more
Berkshire Reveals Confidential Bets on Verizon and Chevron
Darren C. Pollock sheds light on the rationale behind Warren Buffett’s large recent stock investments. Read more
We Asked an Expert to Share His Hopes for Warren Buffett’s Berkshire Hathaway this Year
Darren C. Pollock outlines a few moves Cheviot would like to see occur within Warren Buffett’s diversified conglomerate in the coming year. Read more
Disney Skeptics Miss Out on Record Rally During Horrible Year
Darren C. Pollock describes Disney’s need to invest in its streaming platform at the expense of paying dividends to shareholders. Read more
Berkshire Hathaway Invests in Drugmakers Seeking Covid-19 Vaccine
Darren C. Pollock suggests that Warren Buffett took a “basket approach” to his recent investments in the pharmaceutical industry. Read more
Veteran Investor Explains Warren Buffett’s Record $9 Billion in Buybacks and Discusses the Market’s Reaction to Pfizer’s Vaccine
Darren C. Pollock shares Cheviot’s views on Warren Buffett’s rationale for buying shares of Berkshire Hathaway and comments on the market’s response to the news of Pfizer’s vaccine success. Read more
Warren Buffett’s Berkshire Hathaway swung from extreme caution to a flurry of deals in 6 months. We asked the experts to analyze its shifting strategy.
Darren C. Pollock is asked to weigh in on the flurry of recent activity at Warren Buffett’s Berkshire Hathaway. Read more
Berkshire Hathaway shareholder Darren Pollock encouraged by Warren Buffett’s bet on a gold miner and share buybacks
Darren C. Pollock describes the case for Berkshire Hathaway’s investment in a gold mining company and believes Warren Buffett’s purchase of his own company’s shares is a smart use of capital. Read more
Warren Buffett is preserving Berkshire Hathaway’s “Financial Fort Knox,” veteran investor says
Darren C. Pollock provides Cheviot’s opinions on Warren Buffett’s management of Berkshire Hathaway in this wide-ranging interview. Read more
Buffett Sticks to Comfort Zones with His Dominion Energy Deal
Darren C. Pollock shares his perspective of Warren Buffett’s acquisition after a quiet period for Berkshire Hathaway. Read more
Buffett’s 2,472,627% Return Fueled Berkshire Billionaire Families
Darren C. Pollock comments on the wisdom of a small number of investors who, in 1969, chose to keep shares of a struggling textile manufacturer that would soon be managed by a then relatively unknown Warren Buffett. Read more
Anheuser-Busch InBev Stock Could Bring You Double-Digit Returns
Darren C. Pollock shares Cheviot’s view of the game plan to expand internationally and grow the profits of the world’s dominant brewer. Read more
U.S. Stock Funds are Losing Investors
Darren C. Pollock comments on what may have driven some of the speculative behavior in the markets in the first part of this year. Read more
Europe on Sale: Time to Buy Foreign Stocks
Darren C. Pollock shares Cheviot’s research to describe the causes for different valuations and recent performance in various international markets. Read more
‘Black Cloud’ Over Biotech Could Stretch Into 2017
Darren C. Pollock, after previously warning of the rising risks of a biotech bubble in 2015, identifies a few unknowns facing the industry from the new presidential administration. Read more
Blame Central Banks for Trump, Brexit, and Populism
Darren C. Pollock describes a potential underlying cause of the current rise in populism in global politics. Read more
Where to Find Quality Investments Now
Darren C. Pollock details the attributes of a high quality business in this informative article about investing in strong and stable companies. Read more
Quantitative Easing Redux?
Darren C. Pollock describes why the direction of the stock market is so important to the Federal Reserve and what will it take for the Fed to provide reassurances in the wake of recent volatility. Read more
Be Ready for the Next Investing Crisis
Darren C. Pollock provides Cheviot’s analysis on what may happen with interest rates should market participants begin to perceive the possibility for U.S. economic growth to slow. Read more
J&J’s Portfolio Rx
Darren C. Pollock summarizes Cheviot’s take on why this household-name company is of lasting high quality. Read more
Biotech’s Rally Fuels Bubble Worries
Darren C. Pollock provides Cheviot’s cautious view on what appears to be a very speculative sector of the market. Read more
Testing Investors
Darren C. Pollock describes Cheviot’s perspective on a major lab testing company’s recent acquisition. Read more
Investing For the Long Term
Darren C. Pollock shares one of Cheviot’s views for the possible future path of interest rates in the U.S. Read more
What Professional Investors Expect in 2015
Darren C. Pollock is asked to contribute Cheviot’s thoughts on what type of companies to own, the future for interest rates, and how to stay relatively safe in the stock market in the year ahead. Read more
With Stocks at Record Highs, What Could Go Wrong?
Darren C. Pollock joins a panel of investment pros in evaluating current investor concerns. Read more
Pros Betting on 2014 – and How You Can Join Them
Darren C. Pollock, in reference to the Federal Reserve of the 1920s and 1950s, suggests what one might expect in 2014 from the U.S. central bank and the stock market. Read more
Microsoft Looks to “Kinect” with Gamers
Darren C. Pollock describes one Microsoft consumer product that is expected to launch to great fanfare. Read more
Warning Signs Flash as Stock Market Soars to Records
Darren C. Pollock describes a few similarities between today’s equity market and those of previous peak periods for a number of high-flying stocks. Read more
Value Manager Discusses Precious Metals and the “Canadian Berkshire Hathaway” [video]
Darren C. Pollock in this video interview discusses why Cheviot is bullish longer-term on precious metals and the merits of a Canadian insurance conglomerate in the mold of Berkshire Hathaway. Click to watch at watch.bnn.ca… The securities discussed in the … Read more
Up and Down Wall Street
Darren C. Pollock, in Alan Abelson’s latest column, describes a pair of longer-term tailwinds for the price of gold. Read more
Up and Down Wall Street
Darren C. Pollock is one of two “savvy investment pros” legendary financial columnist Alan Abelson turned to for insights into a sector that, to him, spells opportunity. Read more
Alternative Investing
Darren C. Pollock, in this Q&A on Business Development Companies, alerts investors to be wary of the industry’s high-yielding securities and their seemingly steady dividend payouts. Read more
Best New Money Moves – The New Way to Reel In Income
Darren C. Pollock shares his thoughts on where the safety conscious investor can earn current income while potentially achieving growth of capital. He also describes what to avoid. Read more
Gold Left Some Big Investors in the Dust
Darren C. Pollock, together with some of this country’s most successful investors – including George Soros, Seth Klarman, and David Einhorn – highlight what they perceive to be an improving landscape for companies in the gold mining industry. Read more
The Trader
Darren C. Pollock explains what makes for a good business – a company with a durable competitive advantage selling a necessary product with sustainable and growing free cash flows. Additionally, he suggests that its shares might be a bargain. Read more
Stocks – and Everything Else – Take a Big Fall
Darren C. Pollock offers some advice on what to do during turbulent times in the stock market: prepare for possible investment opportunities. Read more
Why Darren Pollock Loves Stocks You Hate [video]
Darren C. Pollock in this video interview is bullish on large, high quality U.S. companies and talks about the “Great Dilemma” faced by the Federal Reserve. Read more
Market Madness: What Happened, What’s Next
Darren C. Pollock believes that the best investors remain calm when others panic. During this turbulent period for the stock market, he cites one company that has withstood numerous market cycles over many decades and might currently be undervalued. Read more
Some Warnings About MLPs
Darren C. Pollock warns yield-hungry investors that the hot performance of master limited partnerships could cool off in the near term. Read more
10 for the Money
Darren C. Pollock, in this Barron’s cover story, suggests an investment that could provide outsized dividend income plus capital appreciation. Read more
Designed to Deceive
An equity-indexed annuity is an insurance-company product that’s marketed as a way to lock in stock-market gains when the market is rising, while protecting principal against losses when the market is falling. What could be better than that? Read more
Up and Down Wall Street
Darren C. Pollock, whom Barron’s refers to as having “a seasoned investment eye,” mentions that the shares of a particular industry titan may be undervalued. Read more
Tax-Shelter Tango: Keep Your IRA
Over the past decade, assets held in variable annuity contracts have increased rapidly, to more than $900 billion — due to a combination of deceptively clever marketing and the sales efforts of agents motivated by high commissions. Read more
Irrational Exuberance Moves Home
Darren C. Pollock, amidst euphoria for all things housing, warns readers of the dangers beginning to surface in the residential real estate market. Read more
Up and Down Wall Street
Darren C. Pollock, in describing how home prices could decline, provides “an antidote” to Alan Greenspan’s oft-proclaimed assumption that the residential market is healthy. Read more
