股神巴菲特也有承认错误的一天,只因买了IBM!而且还是老友曾经警告过他的。。。

忠政快讯     2017-05-07     检举

 

(纽约6日综合电)“股神”巴菲特减持三分一国际商业机器(IBM)股份惹起市场高度关注。据外国传媒透露,原来巴菲特的“老友”微软创办人盖茨,曾在2015年警告,巴菲特买入IBM是错误的!

巴菲特透露,在今年第1及2季,已分阶段减持了所持IBM约三分一股权。资料显示,截至2016年底,巴菲特投资旗舰伯克夏拥有IBM约8.6%股权,为该公司最大股东。

巴菲特在最新接受传媒访问时说:“我错了,IBM是强大的公司,但它亦遇上强大的竞争对手。现时我不能再以6年前买入IBM时的估值,去衡量它现时的价值了。经过重估后,IBM价值某程度上正在下滑。”

IBM股价严重跑输大市

事实上,IBM股价严重跑输大市,从2011年至今仅累升8%,相比标指已累飙90%。

不过,原来巴菲特的“好友”盖茨早在2015年5月接受媒体访问时已唱衰IBM前景。盖茨当时说:“IBM对科技的野心已减少,这真是遗憾,最少证明巴菲特原来是错的,就算是企业客户,IBM也不能成功向他们进行销售。我是有偏见,IBM是伟大企业,与我创立的微软竞争数十年,但现时我的确看不到IBM的长期价值是光明的,这与其他人的想法不同。”

曾为“国际大鳄”索罗斯“军师”的德鲁肯米勒更于2015年11月透露,正沽空IBM,原因与盖茨差不多。他当时说:“我喜欢亚马逊,因为它正在投资未来,IBM则没有。”

新闻来源:东网

Buffett: 'I was wrong' about investment in IBM

Warren Buffett says he dumped 33% of his stock in the blue-chip tech company IBM.

Buffett unveiled the deal in a meeting with CNBC. He said he began offering the shares once the value transcended $180 a share.

"I don't esteem IBM a similar way that I did six years prior when I began purchasing," he said. "I think on the off chance that you glance back at what they were anticipating and how they thought the business would create, I would state what they've keep running into is some quite extreme contenders."

Buffett's Berkshire Hathaway (BRKA) claimed 81.2 million shares of IBM as of Dec. 31, approximately a 8% stake. Indeed, even with 33% less shares, IBM is one of Berkshire's biggest property, likely behind just Kraft Heinz (KHC), Wells Fargo (WFC), Coca-Cola (KO) and American Express (AXP), as indicated by year-end possessions unveiled by the organization.

It's conceivable IBM will soon be passed by Apple, on the off chance that it hasn't been as of now. Buffett has been purchasing Apple for the most recent year, and it has delighted in unfaltering increases in stock cost.

He said he sold the stock in the first and second quarters. He has not explained the subtle elements in SEC filings but rather is because of refresh his property not long from now. He could likewise remark assist at Berkshire's yearly shareholder meeting Saturday in Omaha, Nebraska.