Liu Jian
On November 16, 2009, buffett announces 3 quarterly end of company of Bai Kexi Er newest stock invests combination, market prise grows 15.51% , run apparently with the advantage of 2% beat the market.
Analyse stock of Ba Fei spy to constitute change, can reduce 3 words: Firm, firm, firm.
norton internet antivirusThe first, buffett combines whole to maintain height t most popular selling dog stairs o stabilize, sell be derailed the bill without a large number of average, combination is basic and changeless.
3 quarters buy Buffett newly 4 stocks, add hold 2 shares, decrease at the same time hold 5 shares, check inventory 2 stocks, buy sell market prise of end of season of be derailed portion to occupy assorted total market prise respectively 2.67% with 1.26% , be equivalent to adding after balance of increase and decrease support 800 million dollar, 1.41% what occupy assorted total market prise only. It is thus clear that average of Ba Fei spy sells a movement very small, stock combination majority is stable and changeless, continue sturdy extended hold. In fact Buffett is very few and short-term inside enter big greatly, major stock is to undertake fine tuning continuously, two typical case are, add with 3 quarters first quarter run wealthy country bank, successive 3 quarters are decreased hold Kang Fei oil.
Investor of a lot of China likes wave band to operate, go up to drop greatly greatly in financial crisis stock market especially hind, like to enter big greatly more. And the Buffett that experience holds the stock market the value is great cases to lag behind greatly basically still is held however do not move. Only a reason can explain, investment deadline of Buffett should grow more, 5 years, 10 years, longer even, of pursuit is to profiteer slowly. And major China investor, hold a patience of a few months only, even a few days do a few to make a round trip, of pursuit is short line gains penny quickly.
The 2nd, configuration of industry of Ba Fei spy keeps stable, add support stabler consumption, decrease support not quite stable industry.
Buffett anticipates long-term inflation pressure is very great, the consumption tha dvd discovery 3 t 3 quarters buy dog crates large dogs pair of inflation to have very strong resistance.
Buffett is added considerably hold Woerma 17.89 million, add oppose scale nearly 90% , add hold market prise of share season end 878 million dollar. 3 quarterly income of company and gain keep balance basically compared to the same period, according to the past and future city of every accrual computation is filled with 12 months rate it is respectively 16 times with 14 times. One year share price goes up recently nearly 2% , will achieve on November 8 go out one year new tall.
Buffett buys nest food 3.4 million, season end market prise 145 million dollar. Added considerably 2008 hold the whole world after company of the 2nd big food gets stuck a husband, began to buy the whole world again 2009 nest of company of the biggest food. Global ec the best selling dvd discoveryonomic depression when Buffett adds a storehouse continuously the act of the food industry with very strong stability is worth to pay close attention to.
12 volt adaptorContrary, 3 quarters industry holds Buffett from 16.7% decrease to 15.1% , check inventory 2 industry.
It is to check inventory Eaton company. Decrease in 2 quarters after holding 1.2 million, 3 quarters check inventory Eaton company 2 million. The power system that Eaton is a diversity runs a company. Buffett was bought 2008, passed not to check inventory entirely to a year, produce very big change to this company view it is thus clear that. 3 quarterly income of company and gain glide compared to the same period respectively 26% with 39% , according to the past city of every accrual computation is filled with 12 months rate for 33 times. American economy hard short-term invert considerably, power industry foreground is not stable.
2 it is to check inventory WABCO company 2.7 million. WABCO basically is engaged in a car dominating systematic business, ABS system is the company's mainest product. 3 quarterly income of company and gain glide compared to the same period respectively 42% with 47% , according to the past city of every accrual computation is filled with 12 months rate for 1136 times. Global economic depression, commercial vehicle industry glides considerably, development of WABCO company future has a lot of do not stabilize a dog stairs for car n element.
The 3rd, buffett a choice pursuit is stable, decrease continuously hold not stable Kang Fei oil, begin to buy dust gram Sen Meifu however.
3 quarters decrease Buffett hold Kang Fei oil 7.06 million, share is decreased oppose scale 11% . Buffett is successive 3 quarters are decreased hold, accumulative total is decreased this year hold 28% above. Lowe the most popular selling dog crates large rmost share price had the 1/3 left and right sides of top in June 2008 share price only in May 2009.
Buffett buys the whole world at the same time however the biggest Petroleum Company dust gram Sen Meifu 1.28 million, season end market prise 88 million dollar. According to the past city of every accrual computation is filled with 12 months rate for 17 times, one year share price keeps balance basically recently.
From the point of each respect such as value of business dimensions, gain, appraise, inspire confidence in sb wants Aikesenmei to be stabilized more than Kang Fei oil. Inspire confidence in sb used Aikesenmei 3 years at share out bonus and counter-purchased capital i dog crates large breed n the past is 2.4 times of expenses of its capital investment, this one rate is 4 times Kangfeishi is oily. modern dining chairs
The 4th, means of investment of Ba Fei spy is preferential the choice is stabler buy, is not a stock.
Buffett buys Bailingdu with 36 billion dollar railroad. In buying man-to-man negotiation, buffett is mixed with its enormous capital actual strength the acceptance of long-term investment, can get more favourable condition and price, also the opportunity makes more extensive investment. And go up in stock investment, he is bought morer, the price is met only taller, and after he buys certain proportion have to announcement, the person that follow suit can flock and go up, carry share price very high very tall, let him lose big profitable chance. From bought trade and company option, buffett 2008 together Ma company buys arrow card chewing gum, this year contributive 36 billion dollar buys Bailingdu railroad, did not buy companies of any a banking however, look Buffett buys a target to choose stability of special also pursuit.
Buffett causes American economy in global banking crisis after severe decline, buy the United States' biggest railroad Bai Ling to pause, after the United States consumes data to glide considerably, large instead proportion is added hold the United States' biggest retail business Wo Erma, buy the Petroleum Company with the greatest whole world dust gram Sen Meifu and the biggest food company nest, these companies are short-term inside affirmative outstanding achievement won't be too good, but these experience cross world war to be mixed for many times after more severe economy crisis still base the hundred years old store with evergreen course of study, affirmation can create very stable long-term investment redound for Buffett.
Buffett invests to seek stability approximately crankily: "When the investment that studies company of our past two pairs and common stock, you can discover we favore those companies that produce major change unlikelily and industry. The reason that we choose so is very simple: Undertaking the company is mixed buying when buying common stock, we search those 10 years when we believe to beginning from now or the company that tremendous competition ability has for certain actually in time of 20 years. Develop the property with very sharp change as to those situations, although may offer tremendous successful opportunity, but the determinism that it eliminated us to search. But the determinism that it eliminated us to search..
Arrived 1965 2008, investment gain rate of Ba Fei spy is as high as 3628 times, 44 years have 2 years of loss only, so tall, so firm, really god-given. Actually rather says, s dvd discovery channel hould be, buffett is so firm, yield talent is so so high.
I most popular selling dvd discovery nvestment, stable and crushing everything.
(The author adds rich fund to run division of conduct financial transactions of company presiding investment to collect)
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