3Q13波克夏大買XOM，減碼COP和GSK

http://www.marketwatch.com/story/berkshire-hathaway-adds-exxon-cuts-conocophillips-2013-11-14?dist=afterbell

Berkshire Hathaway adds Exxon, cuts ConocoPhillips
Nov. 14, 2013, 5:10 p.m. EST

SAN FRANCISCO (MarketWatch) -- Warren Buffett's Berkshire Hathaway BRK.A +0.71%BRK.B -0.28% took a major stake in Exxon Mobil Corp. XOM +0.73% and cut down on its stake on ConocoPhillips COP -0.17% , according to a SEC filing on Thursday. The conglomerate added about 40 million shares of Exxon and whittled down its ConocoPhillips holdings to about 13.5 million shares from 24 million in the previous reporting period. 

http://www.bloomberg.com/news/2013-11-14/berkshire-adds-3-7-billion-exxon-stake-biggest-since-ibm-1-.html

Berkshire Adds $3.7 Billion Exxon Stake, Biggest Since IBM
By Noah Buhayar - Nov 15, 2013 5:42 AM CT

Berkshire Hathaway Inc. (BRK/A) reported a stake in Exxon Mobil Corp. (XOM) valued at about $3.7 billion as Warren Buffett’s company disclosed its largest new holding since adding International Business Machines Corp. in 2011.
Buffett’s company owned 40.1 million shares of Exxon on Sept. 30, Omaha, Nebraska-based Berkshire said today in a regulatory filing. The world’s biggest oil company by market value closed at $93.22 in New York trading today. The Irving, Texas-based company advanced to $93.83 in extended trading at 4:33 p.m. in New York, after the filing.
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Warren Buffett’s company owned 40.1 million shares of Exxon on Sept. 30, Omaha, Nebraska-based Berkshire said today in a regulatory filing.

Berkshire has benefited this year as its stock picks rallied along with the broader market, affirming Buffett’s strategy of favoring equities instead of bonds amid near record-low interest rates. The stock portfolio was valued at $106.8 billion as of Sept. 30.
Buffett’s track record of compounding shareholders’ money earned him a following among investors. Quarterly filings listing Berkshire’s U.S. stock holdings are studied by mutual funds and individuals looking for clues about his strategy.
Two years ago, Buffett disclosed he had spent more than $10 billion accumulating shares of IBM. Buffett calls Berkshire’s investments in Coca-Cola Co., Wells Fargo & Co., American Express Co. and IBM his “big four.” Each was valued at more than $10 billion at the end of September.

http://www.cnbc.com/id/101128782
...In another large percentage move, Berkshire slashed its GlaxoSmithKlineholdings by 77 percent to 345,819 shares during this year's third quarter. That cut, however, represents only around $59 million worth of stock, relatively small by Berkshire standards. 

- By CNBC.com's Alex Crippen with contributions from Reuters 

mikeon88 發表於 2013-11-15 16:53    

Frank桑問我，巴菲特買XOM的理由， 
是看好未來美金貶值 ? 還是看好石油需求會增加 ? 
我說，不用想太多，就是高ROE，股價便宜，That's it ! 
想太多會買不下去，抱不長，容易被誤導 ！