有空再來看
股海神經 wrote:
google 五力...(恕刪)
beachgoo wrote:
但巴菲特是美國人。美國安穩的股票可口可樂，麥當勞，costco.
台灣呢？這幾年大家公認安穩的股票，中剛，中華電信，台積電。一個是原物料，一個是電信業，一個是科技類。很蝦。
巴菲特也一樣投資科技股,而且投資很多.
以IBM來說,自2013開始,不斷增持IBM,越買越虧,
三年多過去了,成為IBM持股8.59%的大股東,帳面仍虧損US$26億元.
http://www.cnbc.com/2016/05/16/buffetts-berkshire-hathaway-takes-new-stake-in-apple.html
Warren Buffett Buffett's Berkshire raises stake in Apple
Monday, 16 May 2016 | 7:48 AM ET | 01:58
Warren Buffett's Berkshire Hathaway has taken a new stake in Apple and upped its holdings in IBM, according to a Securities and Exchange Commission filing Monday.
http://www.cnbc.com/2016/02/29/warren-buffett-buying-ibm-a-mistake-dont-think-so-but.html
Buffett's Berkshire Hathaway held an 8.59 percent stake on IBM as of Dec. 31. Berkshire's annual report showed the conglomerate had lost $2.6 billion on the investment at the end of last year.
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對了,並不是投資民生必需產業就一定賺.
也不是投資大師就一定知道價值投資.
他投資英國規模最大的超市;Tesco就虧到脫褲子.
https://www.theguardian.com/business/2015/mar/01/warren-buffett-admits-thumb-sucking-over-tesco-cost-him-444m
Billionaire investor Warren Buffett has admitted that “thumb-sucking” over selling his Tesco stake cost $444m (£287.6m), one of the biggest losses in his investment company’s history.
自2006年開始投資Tesco, 2012年Tesco大虧,股價大跌,
但他持續增持,使總持股超過5%.
2012年還在大舉增持,不到一年,隔年2013開始停損.
投資Tesco多年,不斷增持,依舊大虧.
He bought his first Tesco shares in 2006. In 2012, he raised his Tesco stake to over 5% despite a shock profit warning. He sold 114m of his 415m Tesco shares in 2013 when he “soured somewhat on the company’s then-management”. The grocer was then run by Philip Clarke.
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