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標題: 3Q11波克夏新增5檔持股DTV、GD、Visa、CVS、INTC [打印本頁]

作者: mikeon88 時間: 2011-11-16 08:39 標題: 3Q11波克夏新增5檔持股DTV、GD、Visa、CVS、INTC

http://tw.myblog.yahoo.com/mikeon88/article?mid=1669
3Q11波克夏新增5檔持股DTV、GD、Visa、CVS、INTC

根據CNBC猜測，是梳子買的
DTV買回庫藏股買到淨值為負

「直接電視A股(DIRECTV Class A)是數位多頻道電視娛樂、廣播衛星網路與服務供應商，在美國及拉丁美洲地區提供全球性的資訊與資料廣播服務。該公司經營領域分為兩部分：DIRECTV U.S.及DIRECTV Latin America (DTVLA)。DIRECTV Holdings LLC為子公司，提供衛星直接到府(DTH)、數位電視服務，並從事多頻道視訊節目配送。」...Quote123

「General Dynamics Corp.（通用動力公司）主要從事經營造船業和海軍系統、航空工業、資訊系統，以及陸地兩棲作戰系統。以上每一項業務涉及設計，製造和程式管理專門技術，尖端科技，和綜合系統。公司的主要顧客是美國軍隊，聯盟國軍隊，其它政府組織，以及其它工業合作夥伴。」...Quote123

「VISA operates the world's largest retail electronic payments network and is one of the most recognized global financial services brands. Visa facilitates global commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses and government entities.」...Quote123

「CVS藥物服務(CVS/Caremark)是優質的整合性藥品服務供應商，結果美國主要製藥服務公司與大型連鎖藥局。該公司每年提供或管理超過十億筆處方箋，比任何其他藥物服務供應商還要多」...Quote123

http://www.cnbc.com/id/45292794

Warren Buffett's Berkshire Hathaway Adds Five New Stocks to Portfolio .. But Buffett Didn't Buy Them

Published: Monday, 14 Nov 2011 | 5:35 PM ET
By: Alex Crippen Executive Producer

We already knew, thanks to this morning's CNBC interview, that Warren Buffett has been busy buying.
He told Squawk Box that Berkshire Hathaway bought $10.7 billion of IBM [IBM 188.75 1.40 (+0.75%) ] common stock this year.
Now that Berkshire's 13-F third quarter filing is public, we know that new portfolio manager Todd Combs has also been doing some buying, although not at the same scale.
We also know that Buffett's purchases of IBM extended into the current quarter. The 13-F lists 57.3 million shares as of September 30. Buffett told us this morning that Berkshire owns 64 million shares of IBM, an increase of just under 7 million shares.

NEW POSITIONS
Berkshire reports new positions in five stocks, not counting IBM, as of the end of the third quarter. Since all of them are worth around $200 million, they were almost certainly bought by Combs. (Buffett repeated this morning that he doesn't personally deal with stakes that small.)

DIRECTV [DTV 47.08 1.45 (+3.18%) ]: 4,249,400 shares, worth $193.9 million at the close.

General Dynamics [GD 65.99 0.68 (+1.04%) ]: 3,064,422 shares, worth $200.1 million at the close.

Visa [V 95.63 1.81 (+1.93%) ]: 2,291,708 shares, worth $215.0 million at the close.

CVS Caremark [CVS 38.95 0.18 (+0.46%) ]: 5,661,000 shares, worth $219.5 million at the close.

Intel [INTC 25.34 0.71 (+2.88%) ]: 9,333,000 shares, worth $229.9 million at the close.

INCREASED STAKES
Berkshire also reports increased stakes in two other stocks:

Dollar General [DG 40.29 0.57 (+1.44%) ]: tripled stake to 4,497,247 shares, worth $178.6 million at the close.

Wells Fargo [WFC 25.29 0.19 (+0.76%) ]: increased stake by 3 percent to 361,369,808 shares, worth almost $9.1 billion at the close.

Wells Fargo is a Buffett stake. Dollar General is in the Combs portfolio.

Today's 13-F reports a 50 percent increase in shares of Torchmark [TMK 42.69 0.44 (+1.04%) ] held by Berkshire. That, however, is the result of a 3 for 2 stock split that became effective on July 5, just after the start of the third quarter. It is not the result of new buying by Berkshire.

Update: This post originally reported, based on the first 13F filing, that Berkshire had doubled its stake in Verisk Analytics [VRSK 37.71 0.47 (+1.26%) ]. On November 15, 2011, Berkshire amended its 13F to show its holdings of Verisk shares had not changed from June 30.

DECREASED STAKES
Berkshire did do some selling, with significant decreases for two stocks. The size of these holdings indicates Buffett was responsible.

Johnson & Johnson [JNJ 64.99 0.08 (+0.12%) ]: decreased stake by 12 percent to 37,446,788 shares, worth $2.4 billion.

Kraft Foods [KFT 35.48 0.05 (+0.14%) ]: decreased stake by 10 percent to 89,746,708 shares, worth $3.2 billion at the close.

作者: waikit1008 時間: 2011-11-16 08:54

看教主這次的投資，很明顯增持了他一向不感興趣的「電子類」

這下，我有疑問了

如何去區分有「長久競爭力」的電子股

要包含什麼條件?

作者: PeterKan 時間: 2011-11-16 09:53

昨天報紙還有提到持有IBM 5,730萬股，IBM變為波克夏第二大持股（市值）。
手持時代，長期而言目前很多人看好ARM，不看好Intel，持有的原因是指依財報？

作者: kuenhsieh 時間: 2011-11-16 09:58

QUOTE:

原帖由 waikit1008 於 2011-11-16 08:54 發表
看教主這次的投資，很明顯增持了他一向不感興趣的「電子類」

這下，我有疑問了

如何去區分有「長久競爭力」的電子股

要包含什麼條件?

資訊服務???這算電子業嗎??

不朝硬體朝軟體( or線上軟體)去聯想

作者: Tevii 時間: 2011-11-16 15:03

小弟是做衛星產品的
對Direct TV略知一二
Direct TV 算是系統運行商
大家可以把它想像成以前的東森+和信
佔有北美衛星市場的6~7成市場
第二大的是DishNetwork 約佔2~3成市場
其餘才由一些小的運行商撿食剩下的市佔率
所以這是一個寡佔市場
它所用的衛星傳輸規格還是Proprietary
小弟想要做它的產品還不得其門而入
依小弟愚見它的護城河既寬且深
所以不應歸類為電子科技業
只能說梳子好眼光!!

作者: ymbis 時間: 2011-11-16 15:43

Visa那麼貴也買

難道巴老有什麼內線消息..........

作者: weyzhiro 時間: 2011-11-16 18:27

這次的增持,看不懂,還是喜歡古早的巴神!!!

作者: chris 時間: 2011-11-16 23:28

這些股票最想買的是GDC

作者: Tony0513 時間: 2011-11-17 07:51

真的看不懂

買IBM還ok

畢境IBM轉型了

但~~~~~~~~

作者: nkliao 時間: 2011-11-17 10:08

看起來warren buffett 受Philip A. Fisher 影響已越來越大,不單只是value investment.

作者: kuenhsieh 時間: 2011-11-17 10:14

QUOTE:

原帖由 nkliao 於 2011-11-17 10:08 發表
看起來warren buffett 受Philip A. Fisher 影響已越來越大,不單只是value investment.

或許這模式很適合他

畢竟一般人只有一套資金

假設加上每年固定流入的現金

要往下攤也不是易事

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