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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sat, 26 May 2018, 09:21 AM

 

[转贴] [趁1家业务出色的公司暂时出现问题或是股市下降时以便宜的价格买入] - James的股票投资James Share Investing

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[趁1家业务出色的公司暂时出现问题或是股市下降时以便宜的价格买入]

波克夏公司持有股份的75%一般只集中在5家公司。波克夏多次强调的1条原则就是:应该趁1家业务出色的公司暂时出现问题或是股市下降时以便宜的价格买入它的股票。不要偿试去预测股市,经济或是利率的走势,也不要把钱浪费在靠做种种预测为生的人身上。在选择和考察公司或企业的时候,巴菲特喜欢财务政策保守的公司。1个具有消费垄断的公司一般来说会有相当丰厚的现金,而不会有很大的长期债务负担。巴菲特选择的箭牌公司,国际香水公司等企业就没有什么长期债务。

如果这些企业或公司只是瞬间的辉煌,投资它则只能获得短期的收益,将来前景极其暗淡,难以把握,巴菲特也是不为所动的,巴菲特说,假如你不准备拥有1支股票10年,那么你就10分钟也不要拥有它。指望你的股票在下周内就会有丰厚的回报是不切实际的。在确定投资原则和对像方面,巴菲特一生都奉行“简单”,他专挑那些业务简单明白的公司来投资。常言道,越简单的生意越好做。

在1次波克夏的股东大会上,巴菲特近乎调促地说:“如果我是在大学里教投资学课程,我就会在期末考试的时候出1道题:请问你如何为这些年年亏损的网路科技公司定价?任何提供答案的学生,都会被当场判不及格。假如投资者买入这些网路科技公司的股票,就是在赌博,并不是在投资。

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James Ng

The 75% of shares held by Berkshire are generally concentrated in only 5 companies. One of Berkshire's many principles of emphasizing is that buy a company with a good business which temporarily have problems or stocks at a cheap price when the stock market declines. Don't try to predict the stock market, the trend of the economy or interest rates, and don't waste money on people who make a living out of various predictions. When choosing and examining a company, Buffett likes companies with conservative financial policies. A company with a consumer monopoly would generally have considerable cash, without a significant long-term debt burden. There is no long-term debt for companies such as Wrigley's Wrigley companies and international perfume companies.

If these companies are only momentary glorified, investing in it will only yield short-term gains. The future is extremely dim and difficult to grasp. Buffett is unimpressed, Buffett said, if you are not prepared to own a stock for 10 years, then you better don't want to have it for 10 minutes. It is unrealistic to expect that your stock will have a handsome return in the next week. In the determination of investment principles and targets, Buffett has pursued "simple" throughout his life. He specializes in companies that are simple to understand the business. As the saying goes, the simpler the business, the better.

At a shareholders meeting in Berkshire, Buffett said: "If I were teaching investment in college, I would have one question in the final exam: How do you value the money losing internet technology company? Any student who provides answers will be judged as fail on the spot. If investors buy stocks of these internet technology companies, they are gambling, not investing.

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James Ng

 

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