看板 Stock作者 OnceAFreak (一時癡狂)標題 [新聞] 巴菲特大買惠普股票時間 Thu Apr 7 21:55:14 2022
https://yhoo.it/3NRv3ex
曾經的矽谷龍頭、誕生蘋果的搖籃處
剝離出許多大公司像HPE, DXC
近幾年股票不怎長進
市場也給很低的不到PE 10的估值
對於一個系統品牌廠來講很難想像
這次波克夏入資股票價值42億鎂
老實說對老巴只是零頭,換算波克夏持有約公司1%股權
入股消息一出盤前立馬引起大漲近10%
巴神又看到了什麼?
(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. has found another way t
o put even more of its money to work, purchasing a stake in HP Inc. valued at mo
re than $4.2 billion.
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The disclosure that the billionaire investor’s company holds about 121 million
shares in the computer company sent HP’s stock surging, with shares climbing 15
% to $40.08 at 9:37 a.m. in New York. Berkshire bought some of the stock earlier
this week in multiple transactions, according to a regulatory filing late Wedne
sday.
“Berkshire Hathaway is one of the world’s most respected investors and we welc
ome them as an investor in HP,” an HP spokesperson said.
Berkshire’s HP bet is just the latest way the billionaire investor’s firm has
found a way to deploy some of its near-record cash pile, after years of being st
ifled by high valuations and a competitive dealmaking landscape. In recent month
s, Berkshire has expanded its $350 billion equity portfolio, helped in part by v
olatility that dragged the S&P 500 Index down almost 6% this year through Wednes
day’s close.
In March, Buffett’s company disclosed that it had been buying up shares in Occi
dental Petroleum Corp., building a stake that now ranks among Berkshire’s 10 la
rgest common-stock bets.
What Bloomberg Intelligence Says:
“Berkshire Hathaway’s $4.2 billion investment in HP Inc. reinforces the comput
er maker’s long-term capital-returns value proposition. HP Inc. has become a ca
pital-returns story, given its low-single-digit growth profile.”
-- Woo Jin Ho, BI senior industry analyst
Click here to read the research.
Berkshire has also found more luck on the acquisition front, announcing in March
a $11.6 billion deal to purchase insurer Alleghany Corp. in the conglomerate’s
largest deal since its 2016 acquisition of Precision Castparts Corp. Still, the
purchase price represents just 7.9% of Berkshire’s cash pile of $146.7 billion
at the end of 2021.
Helped by strong performances from businesses such as the BNSF railroad and Berk
shire’s sprawling energy empire, Buffett’s conglomerate has been pulling in mo
re cash that he can quickly deploy into higher-returning assets, a skill that ha
d drawn the investor acclaim for years. A shortage of appealing investment oppor
tunities has led the billionaire to increasingly turn to share buybacks, with re
purchases totaling a record $27.1 billion last year.
Now, some stock valuations have become even more attractive. HP stock rallied la
st year, gaining 53% in 2021, but had fallen 7.3% this year through Wednesday’s
close. Berkshire, which had historically shied away from some technology invest
ments, has leaned further into that sector in recent years and built up a stake
in Apple Inc. that was valued at more than $161 billion at the end of 2021.
HP, a maker of printers and computers, surged as high as $40.85 in premarket tra
ding in New York Thursday morning.
As one of the older, more traditional tech stocks, HP could benefit from a shift
into so-called value tech shares, with the prospect for rising interest rates b
lunting gains for more highly valued Big Tech stocks.
HP has also benefited from sustained increased demand for PCs, a market that HP
now expects to be worth as much as $560 billion by 2024, amid a shift to hybrid
work. It’s also seeing continued success in segments such as gaming and 3D prin
ting. Last month, HP agreed to buy Plantronics Inc., also known as Poly, which s
ells phone headsets and audio and video accessories, in a $3.3 billion deal to h
elp it capitalize on the remote-work culture.
Berkshire didn’t immediately respond to a request for comment sent outside regu
lar business hours about whether the purchase was made by Buffett himself or one
of his two investing deputies.
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Sent from
BePTT on my iPhone 13
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推 ray860114: 老巴:我覺得便宜就買了啊 你們跟著高潮2F 04/07 21:56
推 carters: 巴:不好意思,老花按錯啦5F 04/07 21:57
推 Severine: HPQ除了股息以外 甚麼都沒有 = =6F 04/07 21:58
噓 qwe78971: 一個失智老人而已 買暴雪還不是靠內線 懂個屁 20
年前有買台積嗎 被看破手腳7F 04/07 21:58
推 Severine: 他看到買了以後會一堆人搶阿15F 04/07 22:10
噓 HCLP: 該不會又是內線16F 04/07 22:10
推 kevinapo: 巴菲特1930年生
在座有幾個人有信心91歲做交易18F 04/07 22:13
推 a14100a: 說他失智老人 績效有贏過他嗎?笑死20F 04/07 22:13
推 s605171995: 惠普算矽谷長老了吧
乾脆整間買下來當古董好了23F 04/07 22:16
推 xkso: +16% 好猛25F 04/07 22:16
→ iamsofa: 一定有內褲線,哪次沒有內褲28F 04/07 22:19
→ MacD89: 我大嘴: Am i a joke to you?30F 04/07 22:20
推 EHacker: 大概是曾孫要買Harry Potter,結果買成HP31F 04/07 22:22
推 kmshy: 內褲線仔穩賺34F 04/07 22:26
推 cksai: 什麼巴神 就是個內褲老人35F 04/07 22:26
→ paimin: 以前也買過IBM36F 04/07 22:27
推 icelaw: HPQ 營收主力就NB跟印表機 守成的產品線
不一定是很看好 收益率也不錯 當防禦型類股來看 OK如果看壞未來景氣 NB跟印表機是目前不退流行的需求37F 04/07 22:28
推 SuGK: 少年股神先無腦噓一波來顯示自己才是真投資大師41F 04/07 22:31
噓 lynos: 又有什麼併購內線?42F 04/07 22:31
推 okderla: 應該是旗下經理人的決策 畢竟巴老差不多要交棒了45F 04/07 22:39
推 hj199210: 「我孫子要做報告用的,幫我買個惠普」46F 04/07 22:40
推 hihi29: 今天A石繼續跌 好像A石做的NB跟HP做的不一樣47F 04/07 22:47
推 otaku5566: 沒有內褲,肯定是他用HP筆電玩暴雪爐石覺得讚就買了49F 04/07 22:52
噓 xephon: 全世界都知道了,一鍵出貨,蒿吐露斯50F 04/07 22:52
推 capssan: 關於我叫秘書幫忙買台HP筆電結果買了一席董事的那些事54F 04/07 23:09
噓 Abare: 先去了解一下這年紀的大腦狀態56F 04/07 23:10
推 amazingwow: 老巴:幫我買個hp 員工:那個收購這樣夠嗎58F 04/07 23:13
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