最近 Warren Buffett. Berkshire Hathaway Inc. (BRK.B) 13F filing, 大量购买了 TEVA, AAPL 股. 但 世界各路诸侯,战将 认为: 伯克希尔 选了错误的股 投资, 富豪 Warren Buffett Berkshire Is Barking Up The Wrong Tree . ... 尽管 伯克希尔 对Teva, AAPL 进行了投资,为股票提供了短期推动: TEVA 从 新低 $10.85 上弹 到 $21.10; AAPL 从 $150 上弹 到 $175..
但由于 TEVA 第四季度业绩报告令人失望, 收入和EBITDA分别下降16%和29%。 预计2018年上半年Teva的EBITDA将进一步令人失望, 加上债务成本上升, TEVA 股 将受到重大打击.. .. iPhone 前景不看好, 可能最终影响 AAPL 股票 进一步上涨。 所以, TEVA, AAPL 汇集了世界 各路诸侯, 战将 抛售 TEVA, AAPL 股, 空投砸蛋, Short Sells, 大战富豪 Warren Buffett. 这将是 持久大战.. 炒股好戏... ...
附 Warren Buffett’s Portfolio:
Berkshire Hathaway's Stock Portfolio : Last Updated: 2/14/2018
|
Company |
Ticker |
Total Current Shares* |
Last Price |
Total Current Value |
|
|
|
|
|
|
American Airlines Group |
AAL |
46,000,000 |
$51.58 |
$2,372,680,000.00 |
American Express Company |
AXP |
151,610,700 |
$96.79 |
$14,674,399,653.00 |
Apple Inc. |
AAPL |
165,333,962 |
$172.43 |
$28,508,535,067.66 |
Axalta Coating Systems |
AXTA |
23,324,000 |
$30.56 |
$712,781,440.00 |
Bank of America |
BAC |
679,000,000 |
$31.97 |
$21,707,630,000.00 |
Bank of New York Mellon Corp |
BK |
60,818,783 |
$56.25 |
$3,421,056,543.75 |
Charter Communications |
CHTR |
8,489,391 |
$365.66 |
$3,104,230,713.06 |
The Coca-Cola Co |
KO |
400,000,000 |
$44.98 |
$17,992,000,000.00 |
Costco Wholesale Corporation |
COST |
4,333,363 |
$191.56 |
$830,099,016.28 |
Da Vita |
DVA |
38,565,570 |
$73.65 |
$2,840,354,230.50 |
Delta Air Lines |
DAL |
53,110,395 |
$52.85 |
$2,806,884,375.75 |
General Motors |
GM |
50,000,000 |
$41.09 |
$2,054,500,000.00 |
Goldman Sachs |
GS |
10,959,519 |
$267.62 |
$2,932,986,474.78 |
Graham Holdings Co. |
GHC |
107,575 |
$599.85 |
$64,528,863.75 |
International Business Machines Corp. |
IBM |
2,048,045 |
$156.18 |
$319,863,668.10 |
Johnson & Johnson |
JNJ |
327,100 |
$133.15 |
$43,553,365.00 |
The Kraft Heinz Company |
KHC |
325,634,818 |
$70.80 |
$23,054,945,114.40 |
Liberty Global (Series A) |
LBTYA |
20,180,897 |
$33.40 |
$674,041,959.80 |
Liberty Global (Series C) |
LBTYK |
7,346,968 |
$32.27 |
$237,086,657.36 |
Liberty Global LiLAC-A |
LILA |
2,714,854 |
$23.43 |
$63,609,029.22 |
Liberty Global LiLAC-C |
LILAK |
1,284,020 |
$23.20 |
$29,789,264.00 |
Liberty Media Sirius XM (A) |
LSXMA |
14,860,360 |
$42.03 |
$624,580,930.80 |
Liberty Media Sirius XM (C) |
LSXMK |
31,090,985 |
$41.64 |
$1,294,628,615.40 |
M&T Bank Corporation |
MTB |
5,382,040 |
$191.64 |
$1,031,414,145.60 |
Mastercard Inc |
MA |
4,934,756 |
$175.65 |
$866,789,891.40 |
Mondelez International |
MDLZ |
578,000 |
$44.14 |
$25,512,920.00 |
Monsanto Co. |
MON |
11,708,747 |
$120.79 |
$1,414,299,550.13 |
Moody's Corporation |
MCO |
24,669,778 |
$168.21 |
$4,149,703,357.38 |
Phillips 66 |
PSX |
80,689,892 |
$91.99 |
$7,422,663,165.08 |
Procter & Gamble Co |
PG |
315,400 |
$82.60 |
$26,052,040.00 |
Restaurant Brands Int'l |
QSR |
8,438,225 |
$59.02 |
$498,024,039.50 |
Sanofi SA (ADR) |
SNY |
3,878,524 |
$39.91 |
$154,791,892.84 |
Sirius XM Holdings |
SIRI |
137,915,729 |
$6.11 |
$842,665,104.19 |
Southwest Holdings |
LUV |
47,659,456 |
$58.27 |
$2,777,116,501.12 |
Store Capital Corp. |
STOR |
18,621,674 |
$23.82 |
$443,568,274.68 |
Synchrony Financial |
SYF |
20,803,000 |
$36.73 |
$764,094,190.00 |
Teva Pharmaceutical |
TEVA |
18,875,721 |
$20.90 |
$394,502,568.90 |
Torchmark Corporation |
TMK |
6,353,727 |
$86.65 |
$550,550,444.55 |
U.S. Bancorp |
USB |
87,058,877 |
$55.61 |
$4,841,344,149.97 |
USG Corporation |
USG |
39,002,016 |
$34.25 |
$1,335,819,048.00 |
United Continential Hldgs. |
UAL |
28,211,563 |
$66.52 |
$1,876,633,170.76 |
United Parcel Service, Inc. |
UPS |
59,400 |
$106.40 |
$6,320,160.00 |
VeriSign, Inc. |
VRSN |
12,952,745 |
$120.55 |
$1,561,453,409.75 |
Verisk Analytics, Inc. |
VRSK |
1,563,434 |
$98.79 |
$154,451,644.86 |
Verizon Communication |
VZ |
928 |
$50.15 |
$46,539.20 |
Visa Inc |
V |
10,562,460 |
$121.85 |
$1,287,035,751.00 |
Walmart Inc |
WMT |
1,393,513 |
$104.78 |
$146,012,292.14 |
Wells Fargo & Co |
WFC |
458,232,268 |
$59.95 |
$27,471,024,466.60 |
|
|
|
|
$190,406,653,700.26 |
|
*Source: Berkshire Hathaway's February 14, 2018 13F-HR SEC filing |