What stocks have the folks at Berkshire Hathaway been buying and selling? Glad you asked.

Motley Fool Money starts now.

I'm Chris Hill joining me today. It's our man in Canada, Motley Fool's Senior Analyst,

Jim Gilles. Good to see you, my friend.

Good to be seen, Chris.

We're going to start with Home Depot and simply put, first quarter results were not great.

Home Depot's revenue was lower than expected. Their same store sales were down 4.5%

and the company says it expects sales to fall somewhere between 2 and 5% for the year

and that is lower than previous guidance. Shares of Home Depot are only down 1%, which,

as a shareholder, I have to say, that has me both pleasantly surprised and a little bit confused.

Why isn't this worse? I'm not complaining, I'm just confused.

Why isn't my stock down more? Come on, I think because it was largely expected.

I don't think it's news that after a year of inflationary pressure, which followed

two years of being locked in your home when the only thing you could do is basically buy

stuff for your home. I'm not surprised that the number of grills and outdoor furniture

sets that they're selling has gone down. I'm not surprised that home improvement projects

are perhaps smaller than on average than they were a year or two ago. People are choosing

to spend their money to go out after being locked in their homes for almost two years,

or essentially two years. I think it was largely expected, Chris. I also think the headline

I saw that made me look at it and go, really? Who cares? It's one of those things where

it's a headline that doesn't make a lot of sense, is that the headline was the last

miss of this magnitude was in November of 2002. It's like, when your favorite sports teams,

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