網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 二代健保補充保險費
連結： http://mikeon88.blogspot.com/2011/03/blog-post_25.html
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From: Frank Chen
發表於 2011-3-24 22:54
請問一下新二代健保的補充保險費
對於以賺股息為主的投資方式會有多大的衝擊 ?
有任何因應之道嗎 ?
From: woody
發表於 2011-3-25 14:45
政府要你繳股利2%來「資助」健保
也就是說，假設你一年股利有100萬
拿2萬元給健保幫助病人
還有98萬可以運用
雖然被削了一層皮
不過當作做善事就不會心痛了
想一想參加除權息比殺進殺出賺價差好多了 !
From: mikeon
發表於 2011-3-25 16:29
若殖利率是6%
股利的2%來繳健保稅
將多出0.12%(=6%x2%)的成本
跟手續費0.1425%相當
為了避健保稅，
在除權息前先賣一趟再補回，
交易成本反而較高，達0.585% (=手續費0.1425% x2 +交易稅0.3% )
2011年3月28日 星期一
2011年3月20日 星期日
(台南市)徹壽司@800元 ~ 睽違已久~2011-03
真的睽違3個月吃 還是好味道
轉貼自 http://dora17.pixnet.net/blog/post/27954702
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轉貼自 http://dora17.pixnet.net/blog/post/27954702
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挖~~距離上次約3個月了~~~好想念喔~~
這一次有一半是新成員~~呵呵~~第一口每個人的反應都是"眼睛為之一亮" "讚不絕口啦~~"
每次用餐時時間大概都是2.5~3hr左右~~這次依然享用800元的晚餐~~
這次忘記帶相機了~~是用手機隨拍=.....
認真的老闆~~每一道都會為我們解說食材名稱、口感,不過多數時間是沒空陪我們聊聊天
偶爾我們談話太搞笑，他忍不住也笑了說~~
不過用餐結束，老闆就好像整個人輕鬆嚕起來，陪我們笑談風聲說~~~
老闆~~您辛苦啦~~一個人包辦了我們這10位頑皮的小孩們~~謝謝~~
安康魚肝~~真是入口即化 鮪魚肉~因冬天油脂多特別順口
剝皮魚~清爽口感
慈菇~玉米香氣.馬鈴薯口感.吃進去後有菱角味道，超特別~
老闆切成六角節省食材
這是日本年菜之一
日本白甘魚 忘記這是甚麼了~~ >.<"
黑鮪魚+甜蝦(灑上柚子) 鮭魚(上有塔塔醬)~讚
峨螺~~超脆說~~ 甜蝦(上有蟹膏)一點都不腥~這樣子有點像老鼠
蝶魚~ 照燒牛
最後是熱呼呼的紅味噌湯~~好好喝喔~~跟在日本喝的一樣說
(台南市)徹壽司@800元 , 2010-12月
2010-12月 我們挑戰了800元價位
轉貼自 http://dora17.pixnet.net/blog/post/27953714
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轉貼自 http://dora17.pixnet.net/blog/post/27953714
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第一次就喜歡上這樣的用餐感覺~真的有在日本的fu說~~~
這一次是享用八百元的等級~~~期待吧!!
這一天真是冷吱吱說，一進門老闆就馬上端上一碗熱騰騰的紅味噌湯，裡頭還有小顆的蜆~~
真是從喉嚨暖到肚子說~~ ^_^
黑鮪魚瘦肉 紅斑
白干魚 油旗魚
鮭魚腹 海膽甜蝦
烤花枝 安康魚肝
紫蘇生蠔~~猜猜旁邊那想柳丁的水果~~是提味的黃金柚
烤鰻魚 海膽鮭魚卵~~滿滿的~完全沒腥味說超級讚
印度洋鮪魚~老闆說冬天魚的油脂很多非常好吃說 鰈魚
照燒牛肉~~嫩~~ 因為懷念玉子燒~老闆特別作的
玉子燒~~讚
最後是老闆親手做的甜點(蕎麥巧克力慕斯)
挖~~真是太好吃了說~~還建議老闆可以兼差賣甜點說~~
老闆的用心與食材挑選~~這美味一定要親自嘗嘗才能體會唷~~
不過隨著人氣越來越旺~~預約時間越來越久啦~~
不過我想這樣才會更想的這味道~~
2011年3月15日 星期二
[巴菲特班] 巴菲特用一股135美元買下 LZ
網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 巴菲特用一股135美元買下 LZ
連結： http://mikeon88.blogspot.com/2011/03/135lz.html
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巴菲特用一股135美元買下 LZ
135美元大約是預期報酬率 15%
我越來越懷疑有人把盈再表寄給巴菲特了
「陸比瑞榮公司Lubrizol Corp. 集中於工業及運輸高度表現之化學製品、系統和服務的全球性流體技術公司。其公司集團發展、製造和販賣附加套裝軟體以及使用於運輸及工業完成潤滑油的相關產品。陸比瑞榮公司集團將產品線集合到兩個操作部門：運輸的化學藥品部門以及工業用化學藥品部門。」...Quote123
http://www.cnbc.com/id/42068141
Warren Buffett Hits His Mark with $9 Billion Deal for Lubrizol
Published: Monday, 14 Mar 2011 7:33 AM ET Text Size By: Alex Crippen
Executive Producer
Warren Buffett may have let a 'zebra' get away in recent weeks, but today he hit his target.
While it may not be an 'elephant' on the scale of Burlington Northern Santa Fe, it is still one of Berkshire Hathaway's "largest acquisitions in years."
Berkshire says in a news release this morning that it is buying Lubrizol for about $9 billion in cash, plus the assumption of another $700 million in debt.
That's $135 a share for the chemicals company, a 28 percent premium over Friday's closing price of $105.44.
In pre-market trading this morning, Lubrizol shares are up 27 percent to $134, just below the deal price.
Current price: [LZ 105.44 0.37 (+0.35%) ]
In the release, Buffett's focus on strong management is highlighted with this quote attributed to him:
"Lubrizol is exactly the sort of company with which we love to partner – the global leader in several market applications run by a talented CEO, James Hambrick. Our only instruction to James – just keep doing for us what you have done so successfully for your shareholders.”
As pointed out in David Faber's blog this morning, "The company fits the typical profile favored by Warren Buffett in his purchases. It has fairly predictable cash flows and a high return on equity. The purchase price represents roughly 7.6 times Lubrizol's (cash flow.)
文章： 巴菲特用一股135美元買下 LZ
連結： http://mikeon88.blogspot.com/2011/03/135lz.html
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巴菲特用一股135美元買下 LZ
135美元大約是預期報酬率 15%
我越來越懷疑有人把盈再表寄給巴菲特了
「陸比瑞榮公司Lubrizol Corp. 集中於工業及運輸高度表現之化學製品、系統和服務的全球性流體技術公司。其公司集團發展、製造和販賣附加套裝軟體以及使用於運輸及工業完成潤滑油的相關產品。陸比瑞榮公司集團將產品線集合到兩個操作部門：運輸的化學藥品部門以及工業用化學藥品部門。」...Quote123
http://www.cnbc.com/id/42068141
Warren Buffett Hits His Mark with $9 Billion Deal for Lubrizol
Published: Monday, 14 Mar 2011 7:33 AM ET Text Size By: Alex Crippen
Executive Producer
Warren Buffett may have let a 'zebra' get away in recent weeks, but today he hit his target.
While it may not be an 'elephant' on the scale of Burlington Northern Santa Fe, it is still one of Berkshire Hathaway's "largest acquisitions in years."
Berkshire says in a news release this morning that it is buying Lubrizol for about $9 billion in cash, plus the assumption of another $700 million in debt.
That's $135 a share for the chemicals company, a 28 percent premium over Friday's closing price of $105.44.
In pre-market trading this morning, Lubrizol shares are up 27 percent to $134, just below the deal price.
Current price: [LZ 105.44 0.37 (+0.35%) ]
In the release, Buffett's focus on strong management is highlighted with this quote attributed to him:
"Lubrizol is exactly the sort of company with which we love to partner – the global leader in several market applications run by a talented CEO, James Hambrick. Our only instruction to James – just keep doing for us what you have done so successfully for your shareholders.”
As pointed out in David Faber's blog this morning, "The company fits the typical profile favored by Warren Buffett in his purchases. It has fairly predictable cash flows and a high return on equity. The purchase price represents roughly 7.6 times Lubrizol's (cash flow.)
2011年3月10日 星期四
[巴菲特班] 老巴：我不承襲別人的明牌
網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 老巴：我不承襲別人的明牌
連結： http://mikeon88.blogspot.com/2011/03/blog-post_09.html
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巴菲特澄清4Q10出清BoA、Nike、雀巢，
純粹是因經理人Lou Simpson退休，
不是老巴未看好這些公司
http://www.cnbc.com/id/41868643
Buffett Says Don't Draw Conclusions From Sales: "I Never Inherit My Investment Decision"
Published: Wednesday, 2 Mar 2011 1:23 PM ET Text Size By: Alex Crippen
Executive Producer
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Warren Buffett says investors would be wrong to think Berkshire Hathaway's elimination of eight stocks from its portfolio means he's negative on the companies that were sold.
Last month, Berkshire's portfolio filing with the SEC showed that eight positions were liquidated in last year's fourth quarter, including Bank of America [BAC 14.59 -0.10 (-0.68%) ] and Nike [NKE 88.95 -0.24 (-0.27%) ].
At the time, we guessed that Berkshire was cleaning out the positions that had been created by Lou Simpson, who retired at the end of 2010.
On today's live Squawk Box appearance, Buffett confirmed that he and Simpson had jointly decided to liquidate the GEICO stockpicker's portfolio.
"I never inherit my investment decision from somebody else. If Charlie Munger made me a gift of 100 shares of some stock, I would sell it then — and then —I would then decide whether I wanted to buy it again myself. But I do not believe in default-type decisions on investments. So When Lou left, his portfolio left. When a new man comes in, his portfolio comes in."
That new man is Todd Combs. Buffett says Combs "is going to be responsible for his decisions — just as Lou was when he was (at Berkshire subsidiary GEICO.) And I want it to be Todd's portfolio."
參閱：[轉貼] 4Q10巴菲特出清BoA、Nike、雀巢
文章： 老巴：我不承襲別人的明牌
連結： http://mikeon88.blogspot.com/2011/03/blog-post_09.html
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巴菲特澄清4Q10出清BoA、Nike、雀巢，
純粹是因經理人Lou Simpson退休，
不是老巴未看好這些公司
http://www.cnbc.com/id/41868643
Buffett Says Don't Draw Conclusions From Sales: "I Never Inherit My Investment Decision"
Published: Wednesday, 2 Mar 2011 1:23 PM ET Text Size By: Alex Crippen
Executive Producer
-------------------------------------------------------------
Warren Buffett says investors would be wrong to think Berkshire Hathaway's elimination of eight stocks from its portfolio means he's negative on the companies that were sold.
Last month, Berkshire's portfolio filing with the SEC showed that eight positions were liquidated in last year's fourth quarter, including Bank of America [BAC 14.59 -0.10 (-0.68%) ] and Nike [NKE 88.95 -0.24 (-0.27%) ].
At the time, we guessed that Berkshire was cleaning out the positions that had been created by Lou Simpson, who retired at the end of 2010.
On today's live Squawk Box appearance, Buffett confirmed that he and Simpson had jointly decided to liquidate the GEICO stockpicker's portfolio.
"I never inherit my investment decision from somebody else. If Charlie Munger made me a gift of 100 shares of some stock, I would sell it then — and then —I would then decide whether I wanted to buy it again myself. But I do not believe in default-type decisions on investments. So When Lou left, his portfolio left. When a new man comes in, his portfolio comes in."
That new man is Todd Combs. Buffett says Combs "is going to be responsible for his decisions — just as Lou was when he was (at Berkshire subsidiary GEICO.) And I want it to be Todd's portfolio."
參閱：[轉貼] 4Q10巴菲特出清BoA、Nike、雀巢
2011年3月7日 星期一
[巴菲特班] 金融風暴比離婚還可怕
網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 金融風暴比離婚還可怕
連結： http://mikeon88.blogspot.com/2011/03/blog-post.html
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2010年波克夏年報看完了，
只記得老巴的冷笑話
「As one investor said in 2009: “This is worse than divorce.
I’ve lost half my net worth – and I still have my wife."」
金融風暴比離婚還可怕，
我失去了一半的財產，
而老婆仍在。
文章： 金融風暴比離婚還可怕
連結： http://mikeon88.blogspot.com/2011/03/blog-post.html
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2010年波克夏年報看完了，
只記得老巴的冷笑話
「As one investor said in 2009: “This is worse than divorce.
I’ve lost half my net worth – and I still have my wife."」
金融風暴比離婚還可怕，
我失去了一半的財產，
而老婆仍在。
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