巴菲特又有大動作？這次買的是惠普
本文來自：金十數據，作者：盤叔
根據週三最新披露的文件，伯克希爾哈撒韋公司目前已購買了近1.21億股惠普公司的股票，這是億萬富翁巴菲特最近一系列大規模投資中的最新一筆。
巴菲特再出大手筆？
這筆投資使伯克希爾獲得了惠普約11.4%的股份，根據週三惠普34.91美元的收盤價計算，價值約為42億美元。在伯克希爾向美國證券交易委員會提交的文件中披露了惠普的持股情況後，惠普股價在盤後交易中上漲9.9%，至38.38美元。
伯克希爾週三提交的Form 4文件顯示，截至本週三，伯克希爾在過去三天以35美元至37美元的價格購買了約1100萬股惠普股票，加上此前已持有的股票，目前總計持有的惠普股票略低於1.21億股。截至1月31日，惠普已發行股票約10.6億股。
巴菲特偏愛價值股，而惠普正好符合這一要求，在截至10月的財年中，該股市盈率僅為8倍。惠普的股票收益率接近3%。
巴菲特潛伏已久，今年頻頻出手
早在2月26日，巴菲特在致股東的年度信函中表示，“內部機會（股票回購）帶來的回報遠高於收購”，而在股市上，幾乎沒有什麼能“讓我們興奮”。但近期巴菲特頻頻出手，這暗示巴菲特對市場的看法可能已經發生改變。
3月早些時候，伯克希爾連續多日買入加倉西方石油公司，目前已擁有西方石油公司14.6%的股權，收購成本超過60億美元。3月21日，伯克希爾同意以116億美元現金收購保險公司Alleghany Corp，從而增加了包括Geico在內的保險公司的投資組合。
在宣佈收購Alleghany公司之前，巴菲特已經六年沒有進行任何重大收購了，這給伯克希爾留下了1467億美元的現金和等價物。巴菲特承諾手中至少保留300億美元現金。投資者樂於看到巴菲特將伯克希爾近1500億美元的鉅額現金儲備投資出去。
然而，收購惠普的交易也可能是由他的兩位投資助手—— Todd Combs和Ted Weschler來完成，這兩位投資助手管理着伯克希爾3500億美元股票投資組合中約10%的股份。雖然巴菲特通常會處理更大的投資，但伯克希爾並沒有透露本次交易是由巴菲特還是這兩位投資組合經理來負責。
伯克希爾哈撒韋公司的A類股週三上漲0.2%，至517002美元，今年以來已累計上漲約15%，成為標準普爾500指數中表現最好的超級大盤股。
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