文章： 1Q11波克夏新增萬事達卡(MA)持股
連結： http://mikeon88.blogspot.com/2011/05/1q2011ma.html
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1Q2011波克夏新增萬事達卡(MA)持股
可能是新任經理人Todd Combs買的
高ROE+預期報酬率17%
http://www.cnbc.com/id/43052140
New MasterCard Stake and Secret Holdings for Warren Buffett's Berkshire Hathaway
Published: Monday, 16 May 2011
5:11 PM ET Text Size By: Alex Crippen
Executive Producer
Warren Buffett's Berkshire Hathaway is reporting a new, but relatively small, stake in MasterCard.
It's not, however, publicly reporting some "confidential information" on its just-released 13-F filing with the SEC.
As of the end of the first quarter on March 31, Berkshire reports adding 216,000 shares of MasterCard to its U.S. stock holdings.
At today's closing price of $279.15, that stake is worth just over $60 million.
Current price: [MA 279.15 -0.85 (-0.3%) ]
That's not much by Buffett standards and it is likely the stake was bought by Berkshire's new portfolio manager Todd Combs. He specializes in financial stocks.
Berkshire also reports a miniscule reduction in its holdings of ConocoPhillips, selling just 8,000 shares, a change of -0.02748 percent. Current price: [COP 71.43 --- UNCH (0) ]
But that's not the whole story. The filing notes that some information has been omitted from the document released to the public. Buffett's Berkshire sometimes asks for, and receives, SEC permission to keep some holdings secret, usually as the company is building a stake. That's designed to discourage copycat buyers who could drive up the price of Berkshire's future purchases.
From: Angus Lee
發表於 2011-5-17 11:40
高ROE+低盈再率+預報報酬率17%買進
經久不變的事業--信用卡消費的習慣..
高市佔-市場也才幾個信用卡系統，
visa, master, jcb, amx..其中visa, master最高
咦，mike這次沒說是誰寄盈再表給老巴了 ?
From: mikeon
發表於 2011-5-17 12:03
可能是梳同學來上過巴菲特班
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