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网上信誉赌博的网站:Buffett Increases Apple, Soros Buys Amazon Financial Master Investment Fission Revelation

时间:2018/5/17 18:43:23  作者:  来源:  浏览:0  评论:0
内容摘要:US stocks lower shock Buffett, Soros positions any changes \u0026 nbsp; 15 hearing yesterday, the US benchmark 10-year bond yields soared, t...
US stocks lower

shock Buffett, Soros positions any changes

\u0026 nbsp; 15 hearing yesterday, the US benchmark 10-year bond yields soared, the Dow Jones moving up eight momentum to an abrupt end. At the same time, Buffett Soros also announced its first quarter F13 document.

In the United States, fund managers with a scale of more than $100 million need to submit a Form 13F after the end of each quarter in order to disclose changes in the positions of stocks, bonds and options. This form can usually reveal the latest opinions and trends of fund managers on individual stocks, and therefore it also has a greater guiding significance for the market.

Soros' position change in the first quarter:

13F documents show that in the first quarter of this year, Soros’s asset management company bought a large number of financial shares and some technology stocks. The company bought 70 million shares each JP Morgan Chase and Citigroup shares, 113 million shares of Wells Fargo and nearly 50 million shares of Morgan Stanley , while Bank of America holdings .

addition, the company also In the first quarter, choose to invest Time Warner , Amazon , Tesla and Google Parent Alphabet.

In the clearance, Soros sold the shares of General Motors and 3M. In the fourth quarter of last year, Soros cleared a large number of technology stocks including Amazon. The stocks that were cleared include Facebook, Alibaba , and PAYPAL.

Buffett's position change in the first quarter:

Similar to Soros, Buffett also reduced his GM, but the difference is that Soros increased his holdings while Buffett reduced his holdings.

Buffett's Berkshire to buy a quarter of the top three companies are: Israeli generics giant Teva Pharmaceutical , seed company Monsanto , Apple company.

Currently, the company holds approximately 40.5 million American Depositary Receipts (ADRs) worth US$693 million in Teva Pharmaceuticals, which has more than doubled from the end of last year; holds 240 million shares of Apple, worth over US$40 billion. In the first quarter, it increased its holdings of 75 million shares of Apple, which is currently the shareholding ratio of Apple’s second-largest shareholder, which is approximately 4.8%. In addition, the total size of Monsanto’s shares increased by 19 million shares.

As of March 31, Berkshire has a total of approximately 173 billion U.S. dollars worth of stocks, as well as dozens of companies in the railway, , energy, chemical, food, and retail sectors.

In addition, Berkshire has also holdings of shares Bank of America , Delta Air Lines US Bancorp, the holdings of Charter Communications, Liberty Global, Phillips 66, United Airlines parent company United Continental Holdings Verisk Analytics.

In the clearance, Berkshire cleared the stock of IBM. In addition, the shareholding value of General Motors was reduced from about 2 billion U.S. dollars to about 1.8 billion U.S. dollars.

Buffett had previously stated that Apple’s profits are almost double that of the second-highest profit company in the United States. "It's not meaningful to try to figure out how many iPhones are sold in three months," Buffett said in an interview with CNBC Squawk Box. "This approach and ten years ago worried about the sales of the BlackBerry phone, and There is no difference."

Buffett believes that Apple's long-term investors should not always stare at the iPhone's short-term sales. In fiscal year 2017, Apple’s profit was 48.35 billion US dollars. In the first quarter of 2018, its net profit was 13.8 billion U.S. dollars. Apple also has "great, great space." Compared to Jobs's time, I believe that Cook's huge $100 billion repurchase and dividend plan launched this year also deeply poked Buffett's heart.

And for IBM's opinion, Buffett said in an interview with CNBC last year that he said: "I was wrong... IBM is a powerful company, but they are also facing similarly strong competitors. I now estimate IBM. The value approach is different from when it started buying the company's stock six years ago... According to my reassessment, this stock is facing downward pressure.” (Gronlo Exchange)

Change and change: Buffett Shigekura Behind the stock

Warren Buffett, a stockholder who once claimed to be “not investing in tech stocks,” has changed his style in recent years. This year, Berkshire, which is in charge of the company, has been overweight to buy Apple’s shares, holding the stock market value beyond its holding for many years. The Well-heeled Bank of Wells Fargo became the first major holder of stocks; not only that, Buffett said in an interview with the media, "If you can be willing to hold 100% of Apple's stock." As the representative of the global value investment, Buffett's move means the deep integration of growth investment and value investment, but the essence behind it is still value investment.

Apple Inc., one of the representatives of technology stocks, has leaped into Buffett's first heavyweight position, which means that the style of investment in the stock has undergone major changes. At the onset of the Internet wave at the end of the last century, Buffett once highly rejected technology stocks. Even for Bill Gates, who is familiar with him, he only bought a little bit of stock at , Microsoft; and by 2016, Buffett started buying. Into Apple's stock, and continue to increase. This year, Buffett even publicly stated that he did not invest in Amazon and Google "is a wrong decision." From this point of view, Buffett has indeed changed, no longer rejecting technology stocks, but is actually buying and rethinking past mistakes.

However, Buffett's value investment philosophy has not changed. Apple's performance and continuous return to shareholders are also consistent with its value investment standards. In particular, this year's Wall Street sings, Apple's second-quarter earnings from 2017 to 2018, that is, revenue in the first quarter of 2018 increased by 16%, the highest growth rate since 2015, and earnings increased by 25% year-on-year. Over revenue growth. On May 1, Apple just announced that it will invest approximately 100 billion US dollars in repurchasing stocks to return investors. In the first three months of this year, Apple has invested US$22.8 billion to buy its own shares. In addition, Apple announced on the same day that it will increase its dividend by 16% to US$0.73 per share this month. Since 2012, Apple has returned a total of 275 billion U.S. dollars to shareholders. It can be said that Apple not only has earnings growth on the books, but also pays dividends and repurchases shares to return shareholders. More importantly, Apple's P/E ratio is only about 16 times. This valuation is even lower than the average of the S\u0026P 500 Index. Therefore, Buffett's value investment philosophy has not changed. Heavily-buyed buying Apple is the embodiment of his practice of value investment.

However, Warren Buffett's tech stocks are not all the way to buy and buy. In 2011, IBM participated in the sale of stocks by God. For the difference between the two, perhaps from Buffett's evaluation of Apple this year can be seen: Apple has a first-class consumer business ...

iPhone is a highly sticky product. For Buffett, Apple is not only a technology company, but also a consumer company; just like his previous investment of Coca-Cola , they all have a large group of iron powder consumers and can bring continuous cash flow. The company, and after IBM had waited for Buffett for many years, its transformation was not in line with Warren Buffett's value investment criteria. In this sense, Buffett's purchase of Apple is essentially a consumer company with both performance and growth, but its products have high-tech attributes.

For A-share investors, Buffett has important implications between Apple and IBM. In the current context of the Internet profoundly influencing the world, the value, consumption and technology are not completely mutually exclusive, but rather it is possible to achieve a unified integration in some companies, and such companies can give Good companies that bring long-term sustained returns to investors are also new models of value investing. On the other hand, technology giants like the PC era, like IBM, are also facing tremendous pressure for transformation. Past successful experience may not be able to continue in the current, even Buffett had to cut the meat after several years of holding. Investing in technology stocks is still more difficult.

At present, the A-share market still lacks the leading technology companies that have the same valuation, growth, and shareholder return as Apple. They are also located at the top of the industry chain. "BATJ", which can compete with Apple, has yet to be realized through the CDR and other means of returning to the A-share market. However, if it is overvalued after returning to A-shares, it will be difficult to qualify as Buffett. Value investment concept.

On the other hand, Buffett is not completely turning to technology stocks. Many of his holdings in the long-term stocks are financial and consumer companies. These companies have greater choice in the A-share market, and they are more ideal than technology stocks in terms of valuation, growth, investor returns, and leading position in the industry chain. There is no similar company like Apple before the A-share market. Investors participating in financial stocks and consumer stocks with more local advantages are undoubtedly better choices, and are also the specific practice of Buffett's value investment concept in China. (Securities Market Red Weekly)

The latest and most complete! A picture to understand the stockholders of Warren Buffett's 43 cards

\u0026nbsp; Warren Buffett's latest position to come!

Buffett’s Berkshire Hathaway company’s filings with the Securities and Exchange Commission (SEC) on May 15th show that the company currently holds 43 stocks with a market capitalization of $188.944 billion, , of which 6 Holding the stock market value of more than 10 billion US dollars, Apple's ranked first, holding the stock market value of 40.2 billion US dollars.

Apple is also the company's most bought stock in the first quarter. As of March 31, Berkshire held 240 million shares of Apple stock with a market value of USD 40.2 billion.

Buffett disclosed before Berkshire's annual general meeting of shareholders that he held more than 74 million shares of Apple stock in the first quarter and became Apple's second largest shareholder.

In addition, Berkshire added 726 million shares of Monsanto with 7.26 million shares in the first quarter, with a total holding of 18.97 million shares.

At the same time, Berkshire also increased its holding of 21.6 million shares of Taihua Pharmaceutical in the first quarter, holding a total size of 40.54 million shares. In the fourth quarter of last year, the company held only 18.88 million shares in Taihua Pharmaceuticals.

In Tuesday's report, Berkshire also revealed that a quarter holdings of Bank of America, Delta Air Lines, with United bank holdings of Charter Communications, Liberty Global, Phillips 66, the parent company of United Airlines United Continental Holdings, Verisk Analytics and Wells Fargo, where Phillips 66 held the largest reduction, reducing its holdings by 35 million shares, and holding the stock market value from US$8.162 billion to US$4.383 billion.

It is worth mentioning that Berkshire has cleared IBM stocks, and IBM is one of Buffett's few stocks.

Berkshire began to build IBM in 2011 and became the company's largest shareholder. There were many reasons why Buffett was optimistic about IBM, including the belief that the company had the ability to achieve five-year goals, but the facts did not meet his expectations.

below shows the latest holdings of Berkshire Hathaway:


( Eastern wealth network)

emerging industries thematic funds

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Fund Code Fund referred near March earnings fee operating
001071 Hua Internet media mix 26.83% 7_89456_216_65473_ 91.50 % 0.15% later account for later
519961 long letter Toshihiro mixing A20.28% 0.80% 0.08% later Bank account for later
519698 Pioneer hybrid 18.88 1.50% 0.15%% account for later Purchase
001268 rich countries Theme mixing national security 13.81% 1.50 % 0.15% purchase account purchase
Source: Oriental Fortune Choice data, Galaxy Securities, as of the date: 2018-05-16





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