m******V
发帖数: 1291 | 1 银行股WFC, BAC JPM目前均已在底部，反弹在即。另外如果熬过疫情，收益远超科技股 | c*********7
发帖数: 19373 | 2 买高不买低，除非向上突破逆转方向
【在 m******V 的大作中提到】
: 银行股WFC, BAC JPM目前均已在底部，反弹在即。另外如果熬过疫情，收益远超科技股
| r********e
发帖数: 1879 | | k**o
发帖数: 191 | 4 Berkshire Sells Majority of Goldman Stake, Trims JPMorgan
By Katherine Chiglinsky
May 15, 2020, 1:27 PM PDT Updated on May 15, 2020, 1:56 PM PDT
Company fully exited its investments in Travelers, Phillips 66
Berkshire also trimmed its holding of Amazon stock slightly
Warren Buffett’s Berkshire Hathaway Inc. sold off most of its Goldman Sachs
Group Inc. stake, a longtime holding that slumped nearly 33% during the
first quarter as the global pandemic roiled financial markets.
The company cut its investment in JPMorgan Chase & Co. by 3% in the first
quarter. Buffett’s company has been a big investor in banks in the past,
normally trying to keep many of those stakes below a 10% level often
scrutinized by regulators.
Key Insights
The Goldman Sachs holding plunged 84% to 1.92 million shares, an investment
currently valued at around $330 million, Berkshire said Friday in a filing.
Buffett’s company exited a bet on Travelers Cos. and a wager on Phillips 66
, a holding that had been valued at more than $25 million at the end of the
year. Buffett’s long had ties to the oil refiner, even agreeing in 2013 to
swap some shares for full ownership of a pipeline-services business.
Berkshire cut its investment in Amazon.com Inc. by just 0.7% in the first
quarter. The Amazon wager was a newer bet, disclosed in 2019 ahead of
Berkshire’s annual meeting. The retailer has warned that it’s been
spending more to maintain operations during the pandemic, moves that could
weigh on profit.
Berkshire did end up boosting one bank bet with an increased stake in PNC
Financial Services Group Inc. In recent years, Buffett’s company has built
stakes in a range of U.S. lenders, including PNC and Bank of America Corp.
Get More
Earlier in May, Buffett announced that Berkshire had fully exited its
investments in four major U.S. airlines.
For more on Berkshire’s 13F, click here.
For more on 13F Filings, click here for our TOPLive blog. | h***1
发帖数: 2263 | 5 在底部的股多了，银行是最后反弹的行业。
【在 m******V 的大作中提到】
: 银行股WFC, BAC JPM目前均已在底部，反弹在即。另外如果熬过疫情，收益远超科技股
| x********u
发帖数: 1150 | 6 别拍着屁股瞎喷。你确信银行股滞后？多读点经济学和金融的书，小伙计 | m******V
发帖数: 1291 | 7 跟你们说了反弹在即，收益超科技股吧
【在 m******V 的大作中提到】
: 银行股WFC, BAC JPM目前均已在底部，反弹在即。另外如果熬过疫情，收益远超科技股
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