Börsennotizbuch

Der Deal hat gestern Schlagzeilen gemacht und geholfen, die düstere Banken-Krisenlandschaft etwas aufzuhellen. Zumindest auf den ersten Blick (und ein zweiter lohnt, wie einige der Links unten zeigen)…

CNBC INTERVIEW TRANSCRIPT & VIDEO, Part 3: Warren Buffett Explains His $5B Goldman Investment

Barry von The Big Picture: Berkshire to GS: “I Got $5 Billion, but Its Gonna Cost Ya”.

“Was noch hat Buffett gekauft?”, fragt sich Jason Simpkins von Moneymorning.com und hat eine Auflistung vorbereitet:

In February, Berkshire took an 8.6% stake in Kraft Foods Inc. (KFT), becoming the foodmaker’s biggest shareholder. That was followed in March by the $4.5 billion purchase of Marmon Holdings Inc. In April, Buffett supplied Mars Inc. with $6.5 billion to help the candy company acquire Wrigley Jr. Co.

Last month, filings with the U.S. Securities Exchange Commission [SEC] shed more light on just what Berkshire was up to during the second quarter.

Prior to putting $3 billion into Dow Chemical Co.’s (DOW) $15.4 billion takeover of Rohm & Haas Co. in July, Berkshire reduced its investments in Anheuser Busch Cos. (BUD) and Trane Inc., and added positions in NRG Energy Inc. (NRG), Ingersoll-Rand Co. Ltd (IR), and Sanofi-Aventis (SNY).

According to the SEC, Berkshire in June reduced its stake in Anheuser Busch to 13.85 million shares, less than half the 35.56 million shares it held as of March 31. Also in March, Berkshire dumped its 10.9 million shares of Trane Inc. That stake was valued at more than $500 million as of March 31.

After unloading in the spring, Buffett treated Berkshire Hathaway to a $4 billion shopping spree. By the end of the second quarter, Berkshire’s stake in French drugmaker Sanofi Aventis had shot up by 317,200 shares, to reach 3.9 million. Berkshire also added 5 million shares of Ingersoll-Rand, and announced new holdings in NRG Energy, the second-biggest power producer in Texas. Berkshire held 3.24 million NRG shares as of June 30.

Then, in a move that highlighted Buffett’s bullishness on railroad stocks, Berkshire doubled its stake in Union Pacific Corp. (UNP), taking its holdings from 4.45 million shares at the end of March to 8.91 million shares as of June 30.

Moneymorning.com, What Else Has Buffett Been Buying?

Der Frage sind wir auch im März mit Hilfe von Eli Hoffmann nachgegangen (“Was kauft Warren Buffett?“) und auch im Dezember 2007 mit dem (damaligen) Portfolio von Berkshire Hathaway.

Aber man sollte vielleicht etwas vorsichtiger sein mit der Hoffnung/Meinung, wir haben den Boden gefunden…

But a key to Buffett’s success as an investor has been that he’s never tried to call market tops or bottoms. He simply buys when things seem cheap and sells (or, more commonly, stays put) when they seem expensive. Eventually that approach almost always pays off. But for years on end, cheap can keep getting cheaper, and expensive can keep getting more expensive. So don’t read too much into this news.

TIME-Blog, Warren Buffett doesn’t call market bottoms

…oder dass man selbst die gleichen Deals wie Warren Buffett reißen kann…