The following video is part of this week's MarketFoolery podcast, in which host Chris Hill, along with Ron Gross and Joe Magyer, discuss the latest business news. In this segment the guys analyze Berkshire Hathaway's holdings. In the wake of Warren Buffett's annual letter to shareholders being released, the guys turn to some of the biggest consumer brands in the portfolio to find stocks they like right now.

Why is Warren Buffett interested in the banking industry? The Motley Fool has a brand new report, "The Stocks Only the Smartest Investors Are Buying," which explains why Buffett and others are looking to the banking industry for their next investments. You can access this just-released report by clicking here -- it's free.