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Buffett's troubled trades

It's the Najarian brothers versus the Oracle of Omaha.

Today on the "Halftime Report" the brothers debated which stock Warren Buffett's Berkshire Hathaway should sell.

Jon Najarian thinks Berkshire Hathaway should sell its position in General Motors. Najarian argues that Buffett's criteria for investments is brand recognition, competitive advantage, and excellent management. According to Najarian, GM has brand recognition, but not the other two criteria.

Pete Najarian thinks American Express is the stock to sell. He thinks the company is facing increased competition, and that it is losing market share to its competitors.

Steve Weiss came in to settle the score. General Motors and John Deere are the two names that stuck out to him most in Berkshire Hathaway's most recent filing. He argues that these are both highly cyclical companies, unlike the majority of Berkshire's holdings.

Trader disclosure: On February 25, 2016 the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders:

Pete Najarian: Long AAPL, BAC, BKE, BMY, DIS, DISCA, GE,KMI, KMI-A, KO, MRK, PEP, PFE, SAVE, VIAB, he is long calls AA, AAL, AMJ, BAC,BHP, DAL, DATA, GDX, HAIN, HBAN, HOT, IBM, LB, LC, NRF, SLV, TJX, UAL, USG,WMB, WYNN, ZIOP. Long puts DB, EWH, MUR, RIG, VLO

Jon Najarian: Long ABX, DISC, GDX, GDXJ, SCTY. Long calls AET, BWLD, CA, CY, FIT, FOLD, JNJ, KATE, IP, MCD, MDLZ, MSFT, MYL, NEM, RCL, RLGY, SCHW, STO, SWHC, WTW

Steve Weiss: Long AAL, C, CVC, VIAB