The following video is part of this week's MarketFoolery podcast, in which host Chris Hill, Bill Mann, and Joe Magyer discuss the latest business news. In its latest SEC filing, Berkshire Hathaway revealed how it has rebalanced its portfolio, including taking a larger stake in Intel and IBM. In this segment the guys analyze the meaning behind Warren Buffet's thinking on "tech stocks." They also interpret Berkshire's decision to sell off shares of both Kraft Foods and Johnson & Johnson as something of a warning to both companies from Buffett.

Chris Hill owns shares of Johnson & Johnson. The Motley Fool owns shares of IBM, Johnson & Johnson, Intel, and Berkshire Hathaway. Motley Fool newsletter services have recommended buying shares of Johnson & Johnson, Berkshire Hathaway, and Intel and creating a diagonal call position in Johnson & Johnson. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.