f**********g
发帖数: 2252 | 1 【 以下文字转载自 bluechips 俱乐部 】
发信人: newgumin (新股民), 信区: bluechips
标 题: Buffet latest portfolio zz
发信站: BBS 未名空间站 (Mon Feb 14 19:35:34 2011, 美东)
The stocks eliminated in this latest filing are:
* Bank of America (NYSE: BAC)
Sold 5,000,000 shares with current value of $74.45 million.
* Comcast (NASDAQ: CMCSK)
Sold 186,897 shares with current value of $4.2 million.
* Nike (NYSE: NKE)
Sold 3,642,929 shares with current value of $312.5 million.
* Fiserv (NasdaqGS:FISV - News)
Sold 3,910,800 shares with current value of $244.4 million.
* Nalco Holding (NYSE: NLC)
Sold 6,142,300 shares with current value of $164.5 million.
* Lowes Companies (NYSE: LOW)
Sold 6,500,000 shares with current value of $163.6 million.
* Becton Dickinson (NYSE: BDX)
Sold 1,889,889 shares with current value of $154.2 million.
* Nestle (Pink: NSRGY)
Sold 3,400,000 shares.
Berkshire's holdings of Wells Fargo (NYSE: WFC) increased by 2 percent to
342.6 million shares. At today's closing price, that stake would be worth $
11.6 billion.
There are decreases for holdings of two stocks:
* Bank of New York Mellon (NYSE: BK)
Sold 198,844 shares, or 10 percent of stake. Remaining shares worth $
57.4 million.
* Moody's (NYSE: MCO)
Sold 458,506 shares, or 2 percent of stake. Remaining shares worth $
866.7 million. | f**********g
发帖数: 2252 | 2 发信人: TakeMyTime (梧桐絮), 信区: Stock
标 题: Re: ljiiuan2 大牛， 巴菲和paulson均减持BAC，怎么看？
发信站: BBS 未名空间站 (Wed Feb 16 09:50:36 2011, 美东)
现在Buffett并不是象以往从其组合的股票价格变动而盈利，其盈利是主要来自于控股
公司的自生产生的利润。所以购买Buffett投资组合中的一个股票并不能使你得到你想
得到的Buffett所获得的利润，除非购入BRK。当然，你购买其中的股票，至少其股价的
变动应该是相对其他股票较平稳，从长期角度而言（非短期）获得合理利润的机会较别
的股票要高，而且风险较低，因为Buffett为此已经do a lot of homework。 | f**********g
发帖数: 2252 | 3 【 以下文字转载自 bluechips 俱乐部 】
发信人: newgumin (新股民), 信区: bluechips
标 题: Buffet latest portfolio zz
发信站: BBS 未名空间站 (Mon Feb 14 19:35:34 2011, 美东)
The stocks eliminated in this latest filing are:
* Bank of America (NYSE: BAC)
Sold 5,000,000 shares with current value of $74.45 million.
* Comcast (NASDAQ: CMCSK)
Sold 186,897 shares with current value of $4.2 million.
* Nike (NYSE: NKE)
Sold 3,642,929 shares with current value of $312.5 million.
* Fiserv (NasdaqGS:FISV - News)
Sold 3,910,800 shares with current value of $244.4 million.
* Nalco Holding (NYSE: NLC)
Sold 6,142,300 shares with current value of $164.5 million.
* Lowes Companies (NYSE: LOW)
Sold 6,500,000 shares with current value of $163.6 million.
* Becton Dickinson (NYSE: BDX)
Sold 1,889,889 shares with current value of $154.2 million.
* Nestle (Pink: NSRGY)
Sold 3,400,000 shares.
Berkshire's holdings of Wells Fargo (NYSE: WFC) increased by 2 percent to
342.6 million shares. At today's closing price, that stake would be worth $
11.6 billion.
There are decreases for holdings of two stocks:
* Bank of New York Mellon (NYSE: BK)
Sold 198,844 shares, or 10 percent of stake. Remaining shares worth $
57.4 million.
* Moody's (NYSE: MCO)
Sold 458,506 shares, or 2 percent of stake. Remaining shares worth $
866.7 million. | f**********g
发帖数: 2252 | 4 发信人: TakeMyTime (梧桐絮), 信区: Stock
标 题: Re: ljiiuan2 大牛， 巴菲和paulson均减持BAC，怎么看？
发信站: BBS 未名空间站 (Wed Feb 16 09:50:36 2011, 美东)
现在Buffett并不是象以往从其组合的股票价格变动而盈利，其盈利是主要来自于控股
公司的自生产生的利润。所以购买Buffett投资组合中的一个股票并不能使你得到你想
得到的Buffett所获得的利润，除非购入BRK。当然，你购买其中的股票，至少其股价的
变动应该是相对其他股票较平稳，从长期角度而言（非短期）获得合理利润的机会较别
的股票要高，而且风险较低，因为Buffett为此已经do a lot of homework。 |
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