3 UK shares I think Warren Buffett would buy today

first_imgSimply click below to discover how you can take advantage of this. Roland Head owns shares of Aviva, B&M European Value, and ITV. The Motley Fool UK owns shares of and has recommended Berkshire Hathaway (B shares). The Motley Fool UK has recommended B&M European Value, Costco Wholesale, and ITV and recommends the following options: long January 2021 $200 calls on Berkshire Hathaway (B shares), short January 2021 $200 puts on Berkshire Hathaway (B shares), and short September 2020 $200 calls on Berkshire Hathaway (B shares). Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Enter Your Email Address Roland Head | Wednesday, 12th August, 2020 | More on: AV BME ITV “This Stock Could Be Like Buying Amazon in 1997” I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee.center_img Image source: The Motley Fool US billionaire investor Warren Buffett has a well-deserved reputation for picking long-term winners. In this piece, I’m going to suggest three UK shares I think the Oracle of Omaha might buy today.Buffett’s investments often follow one of a handful of themes. Each of the stocks I’ve chosen plays to one of these long-running themes. I think they could all be winners from current levels.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…A cheap insurerOne of the first investments made by Buffett’s group, Berkshire Hathaway, was US motor insurer Geico. Today, Berkshire owns stakes in several large US insurers.I believe insurers are among the most attractively valued UK shares today. My top pick of these is FTSE 100 firm Aviva (LSE: AV). This group’s diverse business includes life insurance and general insurance, such as travel and motor cover. Aviva also operates in a number of markets outside the UK, including Canada, Europe, and parts of Asia.New boss Amanda Blanc has pledged to streamline the business and improve returns. In the meantime, I think the shares offer terrific value. As I write, the Aviva share price is just under 300p. At this level, this UK share trades at a 15% discount to its net asset value of 473p per share.Aviva’s low growth rate has discouraged investors. But cash generation remains good and dividend payments have now restarted. I think shareholders can expect a dividend yield of 6% or more from current levels. I see this as a classic long-term Buffett buy.I’ve bought this fast-growing UK shareAnother popular theme for Buffett’s investments is everyday retail. He owns stakes in US supermarket Kroger and wholesaler Costco, as well as consumer goods companies including Kraft Heinz.Buffett might into one of the big UK supermarkets, but I think he might be more tempted by fast-growing discount retailer B&M European Value Retail (LSE: BME). B&M keeps shoppers coming back with a core range of popular products at keen prices, mixed with frequent new promotions. I think it’s a winning formula that still has room to grow.Sales at B&M rose by 16.5% to £3.8bn last year and this UK share has risen by 50% over the last 12 months. The group traded well through lockdown and management recently increased its profit guidance for the first half of the year.B&M shares currently trade on 16 times forecast earnings, with a well-covered dividend yield of 2.1%. I rate them as a buy.A television bargain?Another significant theme in Berkshire Hathaway’s stock portfolio is television. The group owns stakes in a number of cable television companies and other media firms. The UK television market is a little different, but I think FTSE 100 group ITV (LSE: ITV) offers the kind of cash-generating value that might tempt Buffett.ITV stock looks battered at the moment, thanks to the downturn in television advertising spending. Competition from streaming services is certainly tough, but it’s worth remembering ITV’s Studio business produces programmes for many of these online services.As I’ve explained before, I think ITV’s programme-making business alone could be valuable enough to justify the price of this UK share. In my view, the broadcast business is almost being thrown in for free. I continue to think ITV is just too cheap, and remain a long-term buyer. 3 UK shares I think Warren Buffett would buy today See all posts by Roland Head Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Our 6 ‘Best Buys Now’ Shareslast_img read more