股神大量加码苹果和航空股# Stock
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http://finance.yahoo.com/news/warren-buffetts-berkshire-increased-apple-stake-212725511.html
Warren Buffett’s Berkshire Hathaway (BRK-A, BRK-B) has been on a stock
buying spree since the election.
Buffett told Charlie Rose in a recent interview that he loaded up on $12
billion worth of stock since the election through the end of January. He
didn’t specify the securities he purchased at the time.
Now we have the first glimpse.
During the fourth quarter, Berkshire added another 42.1 millions shares of
Apple (AAPL), bringing its total investment to 57.4 million shares, or 1.09%
of the company’s stock. That position was valued at more than $6.6 billion
at the end of 2016.This week, Apple surged to an all-time high.
On Tuesday, Apple hit an intra-day record high for the first time since 2015
. Assuming Berkshire’s position hasn’t changed, it’s now valued at more
than $7.74 billion.
It’s been a great investment for Berkshire, especially since Buffett has
historically shied away from tech companies. The “Oracle of Omaha” hinted
that his investment deputies— Ted Weschler and Todd Combs— are responsible
for buying Apple, according to notes posted by Dr. David Kass, a professor
of finance at the University of Maryland’s Robert H. Smith School of
Business:
“Ted (Weschler) and Todd (Combs) each have about $9 billion to invest. One
or more invested in Apple. With Apple, people get hooked on things that they
like. [Buffett] has a competitive edge within his circle of competence (
which does not include tech companies). His circle grows wider over time
but outside of his circle tech people know better than he does. [Buffett]
mentioned that he did not invest in Microsoft even though it had no cost of
goods sold and was earning a ‘royalty on the world’ since the world needed
its operating system.”
Elsewhere, Buffett increased his positions in the airlines, including
Southwest (LUV), American Airlines (AAL), Delta (DAL), and United
Continental (UAL), the filing shows.
Other new buy include Southwest Airlines (LUV) and Sirius XM (SIRI).
He also massively cut his Wal-mart (WMT) stake, selling more than 11.5
million shares during the quarter. Berkshire last held just over 1.3 million
shares of the retail giant.
Warren Buffett’s Berkshire Hathaway (BRK-A, BRK-B) has been on a stock
buying spree since the election.
Buffett told Charlie Rose in a recent interview that he loaded up on $12
billion worth of stock since the election through the end of January. He
didn’t specify the securities he purchased at the time.
Now we have the first glimpse.
During the fourth quarter, Berkshire added another 42.1 millions shares of
Apple (AAPL), bringing its total investment to 57.4 million shares, or 1.09%
of the company’s stock. That position was valued at more than $6.6 billion
at the end of 2016.This week, Apple surged to an all-time high.
On Tuesday, Apple hit an intra-day record high for the first time since 2015
. Assuming Berkshire’s position hasn’t changed, it’s now valued at more
than $7.74 billion.
It’s been a great investment for Berkshire, especially since Buffett has
historically shied away from tech companies. The “Oracle of Omaha” hinted
that his investment deputies— Ted Weschler and Todd Combs— are responsible
for buying Apple, according to notes posted by Dr. David Kass, a professor
of finance at the University of Maryland’s Robert H. Smith School of
Business:
“Ted (Weschler) and Todd (Combs) each have about $9 billion to invest. One
or more invested in Apple. With Apple, people get hooked on things that they
like. [Buffett] has a competitive edge within his circle of competence (
which does not include tech companies). His circle grows wider over time
but outside of his circle tech people know better than he does. [Buffett]
mentioned that he did not invest in Microsoft even though it had no cost of
goods sold and was earning a ‘royalty on the world’ since the world needed
its operating system.”
Elsewhere, Buffett increased his positions in the airlines, including
Southwest (LUV), American Airlines (AAL), Delta (DAL), and United
Continental (UAL), the filing shows.
Other new buy include Southwest Airlines (LUV) and Sirius XM (SIRI).
He also massively cut his Wal-mart (WMT) stake, selling more than 11.5
million shares during the quarter. Berkshire last held just over 1.3 million
shares of the retail giant.
