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Buffett投资IBM or操纵市场?
1，主力资金吸筹绝大多数都是在低价位。大资金建仓是Average Down，准备建仓时价格不低不要紧，自由落体式地打下来就是了。参见ADM/VRSN 2012年10-12月的走势，GM在2012年10-12月的走势则是边洗盘边拉升（真还不是巧合：加仓的股价格就不是在最低，新建仓的就是在最低！）！（拉升的资金极大可能就是GM本身的公司回购股票的资金！这些资金以回报股东的名义利益输送给华尔街！MSFT天天干这种事，MSFT出钱回购股票“回报”股东，BillG基本上天天卖，MSFT的盈利都用来兑现BillG的零成本原始股了！华尔街是从不做亏本生意的，BillG想兑现巨额股票，只能从MSFT实体抽血！）
2，由于每3个月就要Release Portfolio，加上中间顶多1.5个月的Delay（比如，截止Dec 31日的Long Position在最迟2月15日Report；SEC规定，Short Position不用Report），一般性波段仓位的吸筹时间顶多是4.5个月。随即，Report To Public后，股价已经被拉高，但这种Report给大众Buy & Hold信号。所以，大众总是输家！
3，IBM和INTC是Buffett的资金买过的两支科技股。INTC已经被事实证明是Buffett操纵市场渔利（详情见：
Buffett投资or操纵市场?
http://blog.wenxuecity.com/myblog/47609/201209/11371.html
），所以，IBM要起始跌势了。到时，会看到Buffett“及时”卖出了IBM，他又被“事实”证明聪明了一把！
4，卖时，告知不是Buffett买的，而是其手下Portofolio Manager买并卖的！但还没卖时，却刻意利用Buffett的所谓"Buy & Hold"来稳定大众持仓情绪。无耻！
5，说明，当今华尔街的钱不好赚了。连扛了几十年“投资”大旗的Buffett也频频赤膊上阵赤裸裸地开骗了！
6，IBM/GM/INTC/ADM这样的股票与类似VRSN的股票还不一样。前者是大资金的战场，后者池子太小，Buffett这种Financial Monster与之联系上，必定是另有用意！众所周知，“Buffett就意味着只买不卖！”
Buffett's IBM Stake Drops $1.2 Billion in Value
Published: Saturday, 20 April 2013
It's been a tough week for Warren Buffett's big investment in IBM (IBM).
Big Blue's stock plunged 8.3 percent Friday to $190 per share after the company reported disappointing first quarter revenues.
According to its most recent portfolio filing , Buffett's Berkshire Hathaway (BRK-A) owned 68.1 million IBM shares as of the end of December.
Assuming Berkshire's stake is still around that size, Friday's slide cut the value of those shares by $1.168 billion to $12.94 billion.
That's on paper, of course. Berkshire won't actually lose any real money until it sells the shares, and given Buffett's buy-and-hold track record that won't happen until years from now, if it happens at all.
Still, it's a big number and it represents roughly half of Berkshire's paper profits on the stock it started buying in 2011.
While we don't know exactly how much Berkshire paid for IBM, its quarterly SEC filings of U.S. stock holdings do tell us roughly when the stock was purchased.
Using the midpoint of IBM's stock prices at the beginning and end of each quarter and the number of shares purchased in each period, we estimate Buffett's cost basis is around $173 per share. (The large majority of shares were purchased in the second and third quarters of 2011 when the stocks was trading in that vicinity.) That works out to a purchase price of $11.753 billion for the stake.
So, after the slide Berkshire's paper profit is around $1.2 billion, an overall gain of just over 10 percent. Not bad, but just 24 hours ago that paper profit totaled more than $2.3 billion.
Is Buffett concerned? Probably not. As he's said many times, it doesn't bother him when the price of a McDonald's hamburger goes down. He's happy to buy one of his favorite foods at the lower price.
The same is true, he says, when the price tag of a stock he likes goes down. While we won't get any clues until Berkshire's Q2 portfolio report is released in mid-August, it's certainly possible Buffett is buying more IBM now that its "on sale."
Warren Buffett's Berkshire Hikes GM Stake by 67%
Published: Thursday, 14 Feb 2013 | 5:05 PM ET
Warren Buffett's Berkshire Hathaway increased its bet on General Motors, increasing its holdings by 67 percent in the final three months of last year.
The company's 13-F filing with the SEC shows Berkshire held 25 million shares on December 31, compared to 15 million as of September 30.
At today's closing price of $27.75, the additional 10 million shares are worth about $278 million. The total stake is worth $694 million, a relatively small holding for Berkshire.
(Read more: Warren Buffett: 'I'm Ready for Another Elephant')
Berkshire also reports a 4 percent increase in its Wells Fargo stake. While it's a smaller hike by percentage, the holdings are so big to start with that the new shares are worth over $609 million at today's close of $35.21.
The entire stake of 439.8 million shares is worth almost $15.5 billion, making it Berkshire's new top holding by market value. It tops Coca-Cola, the long-time number one, with a market value of $14.7 billion.
Berkshire has been consistently adding to its Wells Fargo stake while its Coca-Cola holdings have remain unchanged. Another factor: Wells shares are up 6.7 percent over the past three months, while Coke has dropped 2.9 percent.
VRSN is one of the new additions. Berkshire owned 3,685,700 shares as of December 31. They're worth $168.3 million at today's close.
The other new name is ADM with a stake of almost 6 million shares worth $187 million.
Short what he bought when (1) Price: the stocks almost doubled (whatever his typical price target based on the previous examples), and (2) time: several month after public release of his buying, and (3) volume: noticed volume increases at high position of price.