Buffett tau hais tias "Peb tsis tau ua zoo rau lub sijhawm, peb tau ua qhov zoo hauv kev txheeb xyuas thaum peb tau txais peb cov nyiaj txaus," Buffett hais.
Berkshire Hathaway (Ticker BRK / A, BRK / B) tau yog ib tus neeg yuav khoom ntawm cov khoom lag luam xyoo no, feem ntau hauv thawj peb lub hlis twg thaum nws yuav ntau dua $ 50 nphom.
Qee qhov kev yuav khoom tam sim no zoo li liab, tshwj xeeb
Citigroup
(C),
Paramount Ntiaj teb no
(PARA), thiab tshuab luam ntawv thiab PC txiag
HP
(
HPQ
), Barron tus kwv yees. Qhov no txhais tau tias cov tub ua lag luam tuaj yeem yuav cov khoom lag luam no tsawg dua li Buffett lossis nws ob tus neeg ua lag luam peev, Todd Combs thiab Ted Weschler, them rau cov khoom lag luam.
Barron tus kwv yees tias Berkshire them qhov nruab nrab ntawm $ 35 ib feem rau HP, tiv thaiv nws tus nqi kaw hnub Monday ntawm $ 26.94 thiab ib ncig ntawm $ 58 ib feem rau Citigroup, piv rau tus nqi tam sim no ntawm $ 48.26. Peb kwv yees Berkshire them qhov nruab nrab ntawm $ 32 ib feem rau Paramount, leej niam leej txiv ntawm CBS, tawm tsam hnub Monday kaw ntawm $ 23.10. Berkshire tsis muaj lus pom tam sim ntawd.
Berkshire muaj txog $ 2.6 nphom ntawm Citigroup; $ 1.8 nphom ntawm Paramount thiab $ 3.3 nphom ntawm HP, raws li nws cov ntaub ntawv tshaj tawm thaum Lub Rau Hli 30.
Berkshire tus nqi nruab nrab rau peb qhov kev nqis peev no tsis tau tshaj tawm tab sis Barron's tau kwv yees lawv raws li lawv cov nqi nruab nrab txij Lub Ob Hlis 22 txog Lub Peb Hlis 15 thaum Berkshire tau ua ntau ntawm nws qhov kev yuav khoom hauv thawj peb lub hlis twg. Buffett tau xa mus rau lub qhov rais ntawm lub rooj sib tham txhua xyoo, hais tias Berkshire tau ua kom zoo dua ntawm kev lag luam poob qis thaum lub sijhawm peb lub lis piam mus rau kev yuav khoom lag luam hnyav.
Berkshire qhov kev yuav khoom loj ntawm
Occidental Petroleum
(OXY) yog dub xyoo no. Berkshire pib yuav thaum ntxov 2022 thiab tsis tu ncua ntxiv rau nws cov tuav mus rau thaum ntxov Lub Yim Hli nrog lub tuam txhab tam sim no muaj 188 lab Occidental shares, 20% ceg txheem ntseeg, muaj nqis txog $ 12 billion. Barron qhov kev kwv yees, raws li Berkshire cov ntaub ntawv, tias lub tuam txhab tau them txog $ 54 ib feem rau feem ntau ntawm nws tuav hauv lub tuam txhab loj loj. Occidental kaw hnub Monday ntawm $64.68 ib feem.
Berkshire yuav feem ntau ntawm nws cov ceg txheem ntseeg loj hauv
Chevron
(CVX) nyob rau hauv thawj peb lub hlis twg, them qhov peb kwv yees yog nyob ib ncig ntawm $155 ib feem nyob rau hauv peb lub hlis, tiv thaiv tus nqi tam sim no ze li ntawm $157. Berkshire tam sim no muaj txog $ 25 nphom ntawm Chevron.
Berkshire zoo nkaus li nyob rau hauv liab nyob rau hauv nws tuav ntawm
Activision los daus loj
(ATVI), uas nws yuav hnyav nyob rau hauv thawj peb lub hlis twg ntawm qhov peb kwv yees yog nyob ib ncig ntawm $80 ib feem, tawm tsam hnub Monday kaw ntawm txog $76.
Buffett tau hais ntawm lub rooj sib tham txhua xyoo tias nws yuav Activision xyoo no tom qab
Microsoft
's
Lub Ib Hlis deal mus yuav tus tsim videogame rau $ 69 nphom, lossis $ 95 ib feem. Ob leeg Combs lossis Weschler tau yuav txoj haujlwm me dua thaum xyoo 2021.
Buffett qhov kev xav yog tias Activision arbitrage kis tau zoo txaus nyiam. Kev sib kis thoob plaws - tam sim no txog $ 19 ib feem - qhia txog kev txhawj xeeb txog kev ntseeg siab. Nws hais rau cov tuav Berkshire tias nws tsis paub yuav ua li cas tiv thaiv kev ntseeg tsis tu ncua tab sis "ib yam uas peb paub yog Microsoft muaj nyiaj." Berkshire muaj txog $ 6 nphom ntawm Activision.
Buffett tsis tau hais tias nws lossis Combs lossis Weschler yuav HP, Paramount lossis Citigroup kev nqis peev. Combs thiab Weschler khiav txog 10% ntawm Berkshire's equity portfolio, uas tag nrho kwv yees li $ 340 billion nyob rau lub Rau Hli 30.
Berkshire qhov kev tuav pov hwm loj ntawm $ 5 nphom lossis ntau dua yuav yog Buffett thaum cov me me hauv $ 1 billion txog $ 3 billion ntau yam feem ntau yog los ntawm Combs thiab Weschler.
Qee cov tub ua lag luam xav tias Berkshire txoj kev tuav pov hwm hauv cov khoom lag luam xws li General Motors (GM),
Amazon.com
(AMZN),
Daim Ntawv Sib Txuas Lus
(CHTR),
Paj daus
(SNOW) thiab
DaVita
(DVA) zoo li tau pib los ntawm Combs lossis Weschler.
Nyob rau lub sijhawm, Buffett tau hais hauv lub rooj sib tham tias nws feem ntau zoo siab yog tias cov khoom lag luam poob qis tom qab Berkshire thawj zaug yuav nws yog li nws tuaj yeem yuav ntau ntxiv thiab tias nws "tso tag nrho" lub sijhawm ua lag luam loj hauv lub Peb Hlis 2020 thaum lub khw poob qis ua ntej nce mus rau qhov siab tshiab. . Berkshire yog tus neeg yuav khoom lub teeb hauv xyoo 2020.
Berkshire kuj tau ua lag luam ntau dua ntawm nws cov khoom lag luam hauv xyoo tas los no - tsis yog rau Buffett qhov kev xav tau hais tias nws nyiam tuav lub sijhawm mus ib txhis.
Berkshire muag tawm ntawm nws lub dav hlau tuav hauv lub quarter thib ob ntawm 2020 thiab pov tseg feem ntau ntawm nws cov ceg txheem ntseeg hauv
Wells Fargo
(NWS),
JPMorgan caum
(JPM) thiab
Goldman Sachs
(GS) xyoo 2020. Lub txhab nyiaj-Tshuag muag tsis tau sijhawm zoo. Thiab Berkshire tau muag tawm ntawm qee lub khw muag tshuaj suav nrog
AbbVie
(ABBV) thiab Merck (MRK) uas nws yuav thaum kawg 2020.
Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]