[巴菲特班] 3Q11巴菲特買了5.5%的IBM股份

網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 3Q11巴菲特買了5.5%的IBM股份
連結： http://mikeon88.blogspot.com/2011/11/3q201155ibm.html

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3Q11巴菲特買了5.5%的IBM股份
以11月11日股價187.4元來算，預期報酬率29%
買得非常便宜

http://www.cnbc.com/id/45285237

What Has Warren Buffett Been Buying ? 'Harold'

Published: Monday, 14 Nov 2011 | 7:27 AM ET 
By: Alex Crippen Executive Producer  

Warren Buffett's Berkshire Hathaway releases its end-of-Q3 stock portfolio snapshot later today, but during his live appearance on Squawk Box this morning Buffett revealed its big secret: Berkshire has bought $10.7 billion worth of common stock in IBM[IBM 187.38 4.03 (+2.2%) ], or 64 million shares. Buffett's company now owns 5.5 percent of the company but doesn't intend to buy any more. He started in March with the goal to buy $10 billion worth of stock.

We've noted that Berkshire's 13-F filings for the first and second quarters said that some holdings were being kept confidential, and it appears this is the buying spree Buffett was keeping under wraps. (He doesn't want copycat buyers to drive up the price of a stock he's actively acquiring.)

Buffett says he has not talked to the company or current CEO Sam Palmisano about his purchases, but he thinks IBM has done an "incredible job" executing its long-term strategy and "respects" its shareholders. He gives a lot of credit to former CEO Lou Gerstner, and wishes he'd bought the stock back when Gerstner was running the company. "It was something I should have spotted years earlier."

Buffett typically shies away from technology stocks because he often doesn't "understand" what they do, but told us he'd been "hit between the eyes" by how the company finds and keeps clients. "It's a company that helps IT departments do their job better. It is a big deal for a big company to change auditors, change law firms," or change IT support. "There is a lot of continuity to it." 

At first he gave the Squawkers a one-word puzzle: the name "Harold." After several minutes of incorrect guesses, Buffett revealed that "Harold" refers to IBM. The connection: a common nickname for Harold is Hal, HAL 9000 was the name of the computer in the 1968 movie 2001: A Space Odyssey, and it's often been associated in people's minds with IBM.

Buffett says he would never buy Microsoft [MSFT 26.91 0.63 (+2.4%) ], another computer-related stock, due to his close friendship with Chairman Bill Gates.

Buffett says Berkshire did add to its Wells Fargo [WFC 25.65 0.57 (+2.27%) ] position and he thinks Bank of America [BAC 6.21 0.18 (+2.99%) ] CEO Brian Moynihan is following a "very logical path" to fix the bank.

Asked if he supports the Occupy Wall Street movement, Buffett said because its goals and leadership are unclear it probably won't change things. He does, however, continue to believe the "super-rich" need to share in the national sacrifice that will be needed to get the federal government's budget deficits under control.


From: GaryLIN
發表於 2011-11-14 21:54

IBM近十年，轉型相當成功。
從資訊電子業，變成高毛利的服務業了。
這值得我們台灣人省思，
一直做代工，是沒有出路的。