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New Analyst Reports for Berkshire Hathaway, Statoil and Procter & Gamble

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Friday, December 16 2016

Today's Research Daily features new research reports on 16 major stocks, including Berkshire Hathaway (BRK.B - Free Report) , Procter & Gamble (PG - Free Report) and Statoil .

Berkshire Hathaway shares have outperformed the Zacks Finance sector over the last few years and this trend has continued this year (the stock i sup +25.5% in the year-to-date period vs. +13% gain for the Zacks Finance sector). Berkshire is more than just an insurance operator, but that business is no doubt at the core of this finance-centric conglomerate. Insurers are as much beneficiaries of the post-election uptrend in long-term interest rates as traditional banks. While the improving interest rate backdrop is a recent development, Berkshire has long history of prudent investments, a strong balance sheet and diverse business mix. Concerns about Warren Buffet's succession and exposure to catastrophic losses on the insurance side are some of the major issues, according to the Zacks analyst. (You can read the full research report on Berkshire Hathaway here>>)

Procter & Gamble shares have lost ground lately, in line with the market's reduced affinity for consumer staples stocks in the post-election period. That said, the stock has still outperformed the Zacks Consumer Staples sector in the year-to-date period. The analyst likes the company's strong organic sales, which grew 3% in the reported quarter, the best performance in over two years. Productivity improvements and aggressive cost-saving efforts have consistently improved margins with the trend expected to continue going forward. On the flip side, the Zacks analyst points to mature end markets and the negative impact of the strong U.S. dollar as some of the headwinds for the stock. (You can read the full research report on Procter & Gamble here>>)

ADRs of Statoil, the Norwegian oil major, have outperformed the Zacks Oil & Gas Sector in the year-to-date period ( STO is up +29.1% vs. +23.3% gain for the sector). Driving this outperformance is the company's active divestitures of non-core assets, like the recent sale of its interest in Kai Kos Dehseh oil sands projects in the Alberta. The start-up of a number of major projects and efforts to broaden international assets are some of the other positives, though the outlook for production growth remains uncertain. (You can read the full research report on Statoil here>>)

Other noteworthy reports we are featuring today include Schwab (SCHW - Free Report) , Infosys (INFY - Free Report) and Canadian National (CNI - Free Report) .

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Sheraz Mian

Director of Research

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