Just because American Express (AXP) and IBM (IBM) are turning in difficult quarterly results, or in IBM's case; multiple quarters of not so hot results, doesn't mean that Berkshire Hathaway (BRK-A), (BRK-B) shareholders have anything to worry about. In fact, Warren Buffett is more likely to add shares of these holdings as the price drops. That means that by default, the future value of Berkshire Hathaway increases. That's because even though the balance sheet might take a temporary hit on further declines, the income from dividends goes up. And up. And more up since both of these companies have long histories of dividend increases. Warren bought into these two companies with the intention to benefit Berkshire shareholders for their lifetimes, not just a quarter or two. He's sitting on the board of directors at American Express in fact. Whatever the temporary issues are that are facing both companies will be resolved. You should buy here with that in mind. Berkshire Hathaway Class B shares closed up $1.42 at $127.04