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Welcome, ladies and gentlemen, to my Knauf. Yes, what do the following stocks – Coca-Cola, Johnson & Johnson, Walmart, and Proor & Gamble – have in common? Exactly, they are the star stocks of Warren Buffett, the Oracle of Iowa. Yes, these days everyone is always watching what Buffett is doing, where he's investing.
What's new? He's dedicated himself to a new sector, namely aviation. Actually, a no-go area for the value investor from Alabama. Accordingly, we have to wait and see how things develop. But he's bought in with 1.3 billion US dollars, specifically in American Airlines, Delta Air Lines, Southwest Airlines, and United Continental.
So we've seen that these stocks have made a move in recent days. Normally, Buffett says he doesn't want anything to do with such stocks; they're too capital-intensive for him. Well, and they generate more or less no profit, or too little. But that has changed a bit in recent years since the oil price fell massively.
We're seeing it right now in euros; we're seeing an oil price per barrel of... 46 So, the old hurdles of 110 and 120 are obviously no longer present within the market. This means cheap oil and cheap jet fuel, and airlines can clearly benefit from this. Furthermore, several airlines in the United States have merged to form a stronger alliance.
Yes, and this seems to please the Oracle. Warren Buffett always follows the so- called value approach. If you think about it, 50 years ago Buffett entered the market with $100,000. Now, 50 years later, he has assets worth $70 billion. But as he has always said, you need patience. Yes, and I tell you this again and again: when you build your wealth, when you have a wealth accumulation plan, you have to calculate three to five years to turn a small fortune into a larger one.
I mean, 50 years ago he started with 12 shareholders; today, when he holds his annual Berkshire Hathaway shareholders meeting, 40 people attend. Thousands of people listen to him, cheer him on, and of course follow his approach and his capital strategy. Well, there's no need to be envious. Buffett is already at a venerable age, but he's always said he won't stop before he turns 100.
However, it's already decided that if he does die, 99% of his fortune will be donated. And he has been diligently donating everywhere over the years, living a relatively modest life, even if you look at it from a German perspective—somewhat provincial. But let's get back to these four airlines. If you look at them, what do we have?
American Airlines has done relatively well. I looked at Delta Air Lines; over five years, Delta Air Lines has seen a 670% increase. Then we have Southwest and United Continental, and even United Continental has achieved a 320% performance in five years. So, that means there's now a new sector alongside Coca-Cola, Johnson & Johnson, Walmart, and Procter & Gamble, thanks to Warren Buffett.
Buffett bought up, so it's no wonder the stocks went up. You should maybe take a look at them. And you should also check out my special report, where I'll be focusing specifically on Warren Buffett and his investment strategy. I've prepared something extra for you there. But for today, stick with M Daily.
That means airlines in the United States are in high demand, and some might have wished they'd bought some Lufthansa shares, because then they certainly would have climbed even higher. So, take a look at the American airlines and Warren Buffett's strategy. That was Micknau Daily. Thank you for watching. Stay tuned for more!
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