[巴菲特班] 4Q11波克夏加碼富國銀行，賣光美孚石油，減碼嬌生

網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 4Q11波克夏加碼富國銀行，賣光美孚石油，減碼嬌生
連結： http://mikeon88.blogspot.com/2012/02/4q11dtv.html

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4Q11波克夏加碼DTV、富國銀行，
賣光美孚石油(XOM)，減碼嬌生23%，
新增DVA，也是不發股息改買庫藏股的公司

不知為何把XOM賣光 ? 股價仍很便宜啊 !

 

「DaVita Inc. 為慢性腎衰竭（亦稱末端階段腎臟病）患者提供優質透析和相關服務的最大提供商之一。公司亦通過門診病人透析設施網路，提供透析和輔助服務。」...Quote123

http://www.cnbc.com/id/46386939

Warren Buffett's Berkshire Hathaway Hikes DIRECTV Stake By $738M, Cuts J&J By $545M

Published: Tuesday, 14 Feb 2012 
4:58 PM ET Text Size By: Alex Crippen Executive Producer

Warren Buffett's Berkshire Hathaway reports today it owned 20,348,400 million shares of DIRECTV [DTV 45.85 0.17 (+0.37%) ] as of December 31, the end of the fourth quarter.

That's up 379 percent from the 4.2 million shares it reported owning as of the end of Q3.

At today's closing price of $45.85, the increased shares are worth just over $738 million dollars and the total stake is valued at $932.97 million.

Berkshire's reported Wells Fargo [WFC 30.42 -0.20 (-0.65%) ] stake increased by 6 percent to 383,703,628 million shares. The added stock is worth $679 million at today's close. Total stake: $11.67 billion.

Berkshire also discloses a sizable decrease in itsJohnson & Johnson [JNJ 64.61 -0.07 (-0.11%) ] holdings. They fell by 8.4 million shares, or 23 percent, to 29,018,127 shares. The eliminated portion of the stake would be worth $544.6 million at today's close. Value of the remaining stake is $1.87 billion.

The 13-F filing with the SEC also shows two new holdings: 1.7 million shares of Liberty Media (Capital) [LMCA 85.59 0.19 (+0.22%) ], worth $145 million at today's close, and 2.7 million shares of DaVita [DVA84.75 0.79 (+0.94%) ], worth $227 million.

Based on the relatively small size of those new stakes they are almost certainly the work of Todd Combs, the Berkshire portfolio manager who was hired in the fall of 2010.

Tonight's filing shows Berkshire owned 63,905,931 shares of IBM [IBM 192.22 -0.40 (-0.21%) ] shares at the end of Q4. They weren't included in the Q3 list, but we already knew Berkshire had purchased them because Buffett told us in a November 14 live interview (transcript) on CNBC's Squawk Box. (You may remember that Buffett initially teased the Squawkers by telling them he had been buying "Harold.")

Berkshire also eliminated its 421 thousand share stake in ExxonMobil [XOM 84.67 0.25 (+0.3%) ]. It would be worth only $35.7 million at today's close.

Here are other relatively small portfolio changes:

INCREASED STAKES

General Dynamics [GD 70.16 0.04 (+0.06%) ]: Added 812,700 shares (+27%), worth $57.0 million at the close.

CVS Caremark [CVS 43.38 0.55 (+1.28%) ]: Added 1,445,500 shares (+26%), worth $62.7 million at the close.

Visa [V 115.24 2.53 (+2.24%) ]: Added 573,000 shares (+25%), worth $66.1 million at the close.

Intel [INTC 26.78 0.08 (+0.3%) ]: Added 2,162,000 shares (+23%), worth $57.9 million at the close.

DECREASED STAKES

Kraft Foods [KFT 38.50 0.10 (+0.26%) ]: Dropped 2,711,995 shares (-3%), worth $104.4 million at the close. (That brings Berkshire's holdings to 87,034,713 shares, just below 5 percent of Kraft's shares outstanding. Value of remaining stake: $3.35 billion.)

Verisk Analytics [VRSK 40.65 0.18 (+0.44%) ]: Dropped 757,221 shares (-18%), worth $30.8 million at the close.