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Investment版 - Berkshire portfolio down 25%
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相关话题的讨论汇总
话题: he话题: stock话题: cramer话题: berkshire话题: quote
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1 (共1页)
D******r
发帖数: 491
1
Could this guy be the Super Madoff?
He was calling Americans to buy stock to show their patriotism, or maybe he
was trying recruiting for his scheme?
i******l
发帖数: 828
2
你心态不对。

he

【在 D******r 的大作中提到】
: Could this guy be the Super Madoff?
: He was calling Americans to buy stock to show their patriotism, or maybe he
: was trying recruiting for his scheme?

D******r
发帖数: 491
3
ok, now we know this bastard was simply looking for bag holders so he can
unload.
Struggling. I'm struggling this morning with some of the things that Warren
Buffett is doing with his cash these days. I am struggling because he is
selling America, selling Johnson & Johnson (JNJ Quote - Cramer on JNJ -
Stock Picks) and Procter & Gamble(PG Quote - Cramer on PG - Stock Picks),
selling ConocoPhillips(COP Quote - Cramer on COP - Stock Picks) and selling
U.S. Bancorp(USB Quote - Cramer on USB - Stock
b****e
发帖数: 460
4
rLet's first look at how much did he sell and how much did he buy during the
last 3 months of 2008, and was it a net sell or a net buy, and, what was
the percentage of his whole portfolio.
My feeling is that this is not the whole story since he has the right to
postpone the release of his stock position for 1 year as long as he is still
building up the position.
It's a shame on Jim Cramer to write such a blog without considering all
possible scenarios. And it's a shame on Jim Cramer to judge an

【在 D******r 的大作中提到】
: ok, now we know this bastard was simply looking for bag holders so he can
: unload.
: Struggling. I'm struggling this morning with some of the things that Warren
: Buffett is doing with his cash these days. I am struggling because he is
: selling America, selling Johnson & Johnson (JNJ Quote - Cramer on JNJ -
: Stock Picks) and Procter & Gamble(PG Quote - Cramer on PG - Stock Picks),
: selling ConocoPhillips(COP Quote - Cramer on COP - Stock Picks) and selling
: U.S. Bancorp(USB Quote - Cramer on USB - Stock

h*******y
发帖数: 864
5
He is just rebalancing his portofolio. When you’re getting fixed-income
returns of 10 and 15 percent from the best companies in US, why be in
equities that are known for their dividends, but not for rapid price
appreciation?

Warren
selling

【在 D******r 的大作中提到】
: ok, now we know this bastard was simply looking for bag holders so he can
: unload.
: Struggling. I'm struggling this morning with some of the things that Warren
: Buffett is doing with his cash these days. I am struggling because he is
: selling America, selling Johnson & Johnson (JNJ Quote - Cramer on JNJ -
: Stock Picks) and Procter & Gamble(PG Quote - Cramer on PG - Stock Picks),
: selling ConocoPhillips(COP Quote - Cramer on COP - Stock Picks) and selling
: U.S. Bancorp(USB Quote - Cramer on USB - Stock

K****D
发帖数: 30533
6
Jim Cramer was angry because he 跟ed 大牛, and now got 忽悠ed.

【在 h*******y 的大作中提到】
: He is just rebalancing his portofolio. When you’re getting fixed-income
: returns of 10 and 15 percent from the best companies in US, why be in
: equities that are known for their dividends, but not for rapid price
: appreciation?
:
: Warren
: selling

x******n
发帖数: 1328
7
老巴最近减持的这几只股票原先的平均进价和这些年来的分红是多少?
至少他搞cop是亏了不少吧?

Warren
selling

【在 D******r 的大作中提到】
: ok, now we know this bastard was simply looking for bag holders so he can
: unload.
: Struggling. I'm struggling this morning with some of the things that Warren
: Buffett is doing with his cash these days. I am struggling because he is
: selling America, selling Johnson & Johnson (JNJ Quote - Cramer on JNJ -
: Stock Picks) and Procter & Gamble(PG Quote - Cramer on PG - Stock Picks),
: selling ConocoPhillips(COP Quote - Cramer on COP - Stock Picks) and selling
: U.S. Bancorp(USB Quote - Cramer on USB - Stock

K****D
发帖数: 30533
8
http://en.wikipedia.org/wiki/World%27s_richest_man#Stock_Holdings
The chart was updated on 02/17/2009 based on
http://iifacts.com/BERKSHIRE-HATHAWAY-INC.html.
If we assume the numbers are correct, then Buffett net-sold around
4% of his total stock asset in the Q4 of 2008.

the
still

【在 b****e 的大作中提到】
: rLet's first look at how much did he sell and how much did he buy during the
: last 3 months of 2008, and was it a net sell or a net buy, and, what was
: the percentage of his whole portfolio.
: My feeling is that this is not the whole story since he has the right to
: postpone the release of his stock position for 1 year as long as he is still
: building up the position.
: It's a shame on Jim Cramer to write such a blog without considering all
: possible scenarios. And it's a shame on Jim Cramer to judge an

d*****z
发帖数: 114
9
Buffett net sold $2B of common stocks, mostly JNJ, but he bought $11.3B of
preferred stock.
GE - 3B 10%+Warrant
Goldman Sachs - 5B 10%+Warrant
Swiss Re - 2.6B 12%+warrent
Harley Davidson - 0.3B 15%
Tiffany - 0.25B 10%
Don't you think he was indeed buying America?
JNJ is a great and stable company, but its dividend is mearly at 3%. And its
shares didn't drop, so natually become the target to exchange for liquidity.

he

【在 D******r 的大作中提到】
: Could this guy be the Super Madoff?
: He was calling Americans to buy stock to show their patriotism, or maybe he
: was trying recruiting for his scheme?

b****e
发帖数: 460
10
I have a gut feeling that he is building up a position in a big company, and
we won't know it until he is a 10% owner or sometime later.

【在 K****D 的大作中提到】
: http://en.wikipedia.org/wiki/World%27s_richest_man#Stock_Holdings
: The chart was updated on 02/17/2009 based on
: http://iifacts.com/BERKSHIRE-HATHAWAY-INC.html.
: If we assume the numbers are correct, then Buffett net-sold around
: 4% of his total stock asset in the Q4 of 2008.
:
: the
: still

1 (共1页)
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相关话题的讨论汇总
话题: he话题: stock话题: cramer话题: berkshire话题: quote