The Morning Filter
5 Stocks to Buy in May and Hold for the Long Term
May 5, 2025
Gregg Warren, a Morningstar strategist and Berkshire analyst, shares insights from Berkshire Hathaway’s 2025 annual meeting. He discusses Warren Buffett’s retirement and the leadership transition to Greg Abel, highlighting potential strategies and challenges. The conversation shifts to five recommended stocks for May, focusing on stability and long-term value in defensive sectors. Additionally, they explore the earnings of major companies like Apple and Microsoft, underscoring investment opportunities amidst market fluctuations.
41:06
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Quick takeaways
- The recent economic reports suggest distortions in GDP growth due to businesses front-loading imports, indicating an upcoming artificial increase in the second quarter.
- Warren Buffett's impending retirement as CEO of Berkshire Hathaway signals a potential shift in the company's operational strategies and capital allocation decisions under new leadership.
Deep dives
Economic Indicators and GDP Insights
Recent economic reports, including the first quarter GDP, show distortions mainly due to businesses anticipating tariff impacts by front-loading imports. This early purchasing inflated GDP figures that do not accurately reflect underlying economic growth, which continues to slow sequentially with positive growth expected in the upcoming quarters. The second quarter GDP may see an artificial increase as inventory levels drop following this front-loading strategy. Despite these complications, the primary outlook indicates no recession, with continued caution advised when interpreting economic data.
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