l******2
发帖数: 5522 | | J****h
发帖数: 623 | 2 Why not hold BP? I checked yield is 6.6%. Book value. Unless oil goes down
further below 40. | l******2
发帖数: 5522 | 3 持有BP太操心了， 要看英镑美元汇率， 要早上3点醒来看伦敦股市开盘，晚上还得看
石油future, 每个季度有一天需要通宵熬夜， 因为伦敦时间7点发布季报。撑死了每年
赚个15%， 操的是卖白粉的心。
brk.a不一样， 每年10%的收益， 最多每个月google一下看看巴菲特有没有蹬腿
【在 J****h 的大作中提到】
: Why not hold BP? I checked yield is 6.6%. Book value. Unless oil goes down
: further below 40.
| J****h
发帖数: 623 | 4 Brka 10% annual, not this year. if you hold it more than 10 years, it might
beat S&P but that don't guarantee. buffet company are all traditional
company with good cash flow. The world is changing so fast. I can't say a
single share of brka is good diversified investment. oil is at almost bottom
, it might go lower but not too far from production cost. I would add xom
and cvx if you think bp is too risky. But for 5% yield at this low interest
environment, it is a very good deal. BTW, I don't think renewable energy
will replace oil for a long time. | l*******z
发帖数: 4276 | 5 BRK-A is closest thing to guarantee on earth, unless data shows otherwise
for an extended period of time.
might
bottom
interest
【在 J****h 的大作中提到】
: Brka 10% annual, not this year. if you hold it more than 10 years, it might
: beat S&P but that don't guarantee. buffet company are all traditional
: company with good cash flow. The world is changing so fast. I can't say a
: single share of brka is good diversified investment. oil is at almost bottom
: , it might go lower but not too far from production cost. I would add xom
: and cvx if you think bp is too risky. But for 5% yield at this low interest
: environment, it is a very good deal. BTW, I don't think renewable energy
: will replace oil for a long time.
| g**********r
发帖数: 41 | 6 买了几百股brk.b，一直水下，应该一直持有还是割一部分 |
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