Muaj kev cia siab tias Berkshire Hathaway (Ticker BRK / A, BRK / B) tab tom yuav ntau Occidental Petroleum (OXY) Tshuag hnub Tuesday thaum muaj kev thim rov qab hauv lub zog cov khoom lag luam tseem ceeb tawm ntawm qhov poob loj nyob rau hauv tus nqi ntawm cov roj. Nws tuav 163.4 lab feem ntawm Occidental rau hnub Friday.
Berkshire tsis muaj lus pom tam sim ntawd.
Occidental shares poob 4.9% Tuesday rau $ 57.51 raws li qhov
Zog Xaiv Sector SPDR
(XLE) tawm 5.7% rau $68.45. Kev lag luam ntim hnyav dua hnub Tuesday hauv Occidental Tshuag ntawm ib ncig ntawm 27 lab shares thaum yav tav su. XLE yog suav nrog cov khoom siv hluav taws xob hauv S&P 500 index.
Nws tseem muaj peev xwm hais tias Berkshire tau tsa nws ceg txheem ntseeg
Chevron
(CVX) tsis ntev los no tau muab qhov ntse rub rov qab rau hauv kev sib koom ntawm lub zog loj. Berkshire tau nce nws cov ceg txheem ntseeg hauv Chevron mus rau 159 lab shares, lossis 8% ntawm lub tuam txhab, hauv thawj peb lub hlis twg.
Chevron shares, uas yog tawm 3.8% ntawm $ 140.95 Tuesday, yog rov qab qhov chaw lawv pauv thaum lub Ob Hlis lig thaum Berkshire CEO Warren Buffett tau nquag mus yuav ib pawg ntawm cov khoom lag luam. Nws yog qhov ua tau tias Berkshire tuaj yeem ncav cuag 10% ceg txheem ntseeg hauv Chevron.
Berkshire tau tshaj tawm ze li ntawm 10 lab Occidental shares txij hnub Wednesday txog hnub Friday ntawm lub lim tiam dhau los thiab tau them ntau dua $ 60 ib feem rau ib lab shares rau hnub Friday, kos thawj zaug uas Buffett tau kam them $ 60 rau Occidental Tshuag, uas tau nce siab thaum lub Tsib Hlis. ntawm $74.
Berkshire kev yuav khoom tau txhawb nqa Occidental Tshuag, uas yog ib qho ntawm cov khoom lag luam ua tau zoo tshaj plaws hauv XLE ETF tsis muaj zog nyob rau lub lim tiam dhau los thiab lub hli raws li cov nqi roj tau rub rov qab thaum muaj kev ntshai poob nyiaj. Cov nqi roj (West Texas Intermediate crude) poob $ 10 ib chim hnub Tuesday mus rau $ 98 nyob rau hauv ib qho ntawm cov sharpest selloffs ntawm lub xyoo.
Muab hais tias Berkshire tuav ntau tshaj 10% ntawm Occidental, nws yuav tsum tau tshaj tawm cov kev yuav khoom hnub Tuesday nyob rau hauv ob hnub ua hauj lwm, txhais tau tias muaj peev xwm ua ntaub ntawv tshiab nrog Securities thiab Exchange Commission tuaj yeem tuaj rau hnub Thursday.
Yog tias Berkshire nce mus txog 20% feem pua ntawm Occidental, nws yuav zoo li yuav siv txoj hauv kev sib npaug ntawm kev suav nyiaj rau cov ceg txheem ntseeg thiab cuam tshuam txog kev faib ua feem ntawm Occidental cov nyiaj tau los hauv nws cov txiaj ntsig.
Qhov ntawd yuav txhais tau tias $ 2 nphom txhua xyoo nqa mus rau Berkshire cov nyiaj tau los tshaj tawm nrog Occidental xav tias yuav khwv tau li $ 10 nphom tom qab them se rau xyoo no. Raws li nrog ze li ntawm tag nrho nws cov kev nqis peev uas muaj vaj huam sib luag, Berkshire tam sim no qhia txog cov nyiaj faib uas nws tau txais los ntawm Oxy hauv nws cov txiaj ntsig nyiaj txiag. Cov nyiaj faib tau txais los ntawm Berkshire tsawg tsawg dua $ 100 lab txhua xyoo. Occidental muaj cov nyiaj faib qis ntawm 52 xees ib xyoos ib zaug qhia txog nws txoj kev tsom mus rau kev them nuj nqis.
"Muaj ib qho kev xav zoo heev hauv cov ntaub ntawv sau nyiaj uas qhia tau tias thaum tus neeg ua lag luam muaj 20% lossis ntau dua ntawm cov pov npav pov npav ntawm 'tus neeg ua lag luam', tus neeg ua lag luam muaj peev xwm siv lub luag haujlwm tseem ceeb ntawm cov neeg ua lag luam hais tias. Qhov no, nyob rau hauv lem, yuav tsum tau siv txoj kev ncaj ncees ntawm accounting nyob rau hauv kev twb kev txuas nrog rau cov investor muaj xws li nyob rau hauv nws cov nyiaj tau los daim ntawv qhia nws 'equity nyob rau hauv cov nyiaj tau los' (ie, nws proportionate share of the net income) ntawm tus investee, "hais tias. New York accounting kws tshaj lij Robert Willens hauv email rau Barron's.
Berkshire twb tso nyiaj rau nws 26% koom nrog
Kraft Heinz
(KHC) nrog kev ncaj ncees accounting kev kho mob.
Berkshire ntaus 20% koom nrog
American Express
nyob rau hauv lub quarter thib ob tab sis tej zaum yuav zam tsis muaj kev ncaj ncees accounting rau cov paj laum ntawd txij li thaum Berkshire tau rov hais dua tias nws cov ceg txheem ntseeg hauv lub tuam txhab daim npav tsis muaj zog.
Piv txwv tias Berkshire tau txais mus rau 20% feem pua ntawm Occidental, uas tuaj yeem tshwm sim sai sai, cov lus nug tseem ceeb yog tias nws txav mus rau qib ntawd lossis muaj peev xwm twv rau tag nrho lub tuam txhab.
Berkshire tej zaum yuav tau them $ 75 lossis $ 80 ib feem rau qhov seem ntawm Occidental, lossis txog $ 60 billion. Qhov ntawd yog ua tiav tau muab Berkshire cov nyiaj khaws cia ntau dua $ 100 nphom thaum Lub Peb Hlis 31. Berkshire tseem muaj $ 10 nphom ntawm Occidental nyiam cov khoom lag luam thiab lav kom yuav 83.9 lab feem ntau ntawm tus nqi siv ntawm $ 59.62.
Berkshire cov tswv cuab hauv Occidental yuav nce siab vim tias lub tuam txhab roj tau qhia tias nws yuav rov qab $ 3 nphom ntawm cov khoom lag luam hauv lub quarter thib ob.
Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]