持续加仓！巴菲特这是要收购西方石油吗？

华尔街见闻2022-07-03

在国际油价动荡上行之际，巴菲特继续买入油气巨头西方石油公司。根据伯克希尔周五晚间递交给SEC的文件显示，伯克希尔本周花费5.82亿美元买入西方石油990万股股票，总持股比例攀升至17.4%，较第二大股东Vanguard的持股量高出约60%。但巴菲特对于西方石油的潜在持仓量远高于这个数字。目前伯克希尔还拥有10万股西方石油优先股，总价价值100亿美元。公司还有拥有8400万股认股权证，这些认股权证是...

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Comments

Youn7276
2022-07-04
Youn7276
Ok
Lun_Ng
2022-07-04
Lun_Ng
Follow
A Fisherman and the Sea
2022-07-04
A Fisherman and the Sea
Buy buy buy 🙏
HCBICE
2022-07-03
HCBICE
[財迷]
Paggie
2022-07-03
Paggie
閱
怂人得志
2022-07-03
怂人得志
👍

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Dingmann所说，巴菲特最终收购西方石油“机会很大”。巴菲特很有可能会买下他和伯克希尔尚未持有的该公司剩余三分之二的股权。一旦西方石油信用状况改善，巴菲特旗下伯克希尔可能会收购其全部股权。巴菲特此前表示，他是在阅读了西方石油公司2月25日第四季度财报电话会议的记录后，累计买入该公司股份。其表示：我读了每一个字......她（西方石油公司的首席执行官Vicki Hollub）在以正确的方式管理公司。我们从周一开始买进，能买多少就买多少。巴菲特提及了西方石油公司的运营进展、债务偿还、股息上涨以及专注于产生长期、可持续的自由现金流等多方面吸引他的地方。毕竟在为阿纳达科交易提供资金后，巴菲特已非常了解这项业务。他也非常了解首席执行官 Vicki Hollub，并且清楚地同意其经营业务的战略。巴菲特还宣称，市场一直将西方石油的股票视为一种赌博筹码。ESG问题以及投资者对传统能源行业的普遍冷漠，导致该行业在过去几十年中经历了大幅震荡，这直接影响相关行业公司市场价值，创造了买入机会。对冲滞胀绝佳工具通过加仓能源股对冲潜在的滞胀风险也是巴菲特的考量之一。作为投资界的老兵，巴菲特对于滞胀有着惨痛的经历。上个世纪70年代开始的高油价，持续时间长达10年之久，对美国各行业的冲击普遍而持续。道指用了10年时间，才恢复到1973年时的峰值。 巴菲特的老搭档芒格也在1973/1974年之后，关掉了自己的基金。很多巴菲特目前持有的很多大型公司，在滞胀期间表现都相当疲软。但石油行业在这种情况下却可以赚得盆满钵满。如果像第四次中东战争引发的石油危机重演，巴菲特的石油持仓，将为其持有的投资组合提供风险对冲。能源股低廉的价格也满足巴菲特“低买”的习惯：即便经历股价上涨，西方石油公司的交易价格还不到2022年预计收益的6倍。从巴菲特增持西方石油的紧凑节奏上来看，“股神”似乎有点怕错过的意思：在开始加仓时的3月2日，西方石油价格已经出现了一轮跳涨，价格已经较年初上涨了超过50%。但一旦决定买入，巴菲特的出手就相当迅猛：其在3月头两周内收购了西方石油14%的流通股份，价值超过70亿美元，而公司只有60%的股票可以流通。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9047197478,"gmtCreate":1656890420194,"gmtModify":1676535908544,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047197478","repostId":2248842733,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047386104,"gmtCreate":1656873260509,"gmtModify":1676535906765,"author":{"id":"4116736419548952","authorId":"4116736419548952","name":"Lun_Ng","avatar":"https://community-static.tradeup.com/news/683fa290245814e15fe9cbe82419a930","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"4116736419548952","authorIdStr":"4116736419548952"},"htmlText":"Follow","listText":"Follow","text":"Follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047386104","repostId":2248842733,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047333974,"gmtCreate":1656864585498,"gmtModify":1676535906054,"author":{"id":"3561923321665991","authorId":"3561923321665991","name":"A 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