巴菲特和伊坎最新投資動向揭祕
Warren Buffett and Carl Icahn's investment firms provided updates of their stock holdings to regulators on Thursday. In doing so, they opened windows into what they considered to be the best money making ideas and what they thought were duds.
上週四，沃倫·巴菲特和卡爾·伊坎各自的投資公司向監管機構提供最新持股報告。這也就展示了他們眼中最賺錢的機遇和最沒前景的領域。The reports cover the first quarter, which ended March 31. Any more recent investments or sales will not be disclosed until later.
報告涵蓋了第一季度（截至3月31日）的持股情況。在此之後的投資或出售要等以後才能披露。Buffett, a pillar of conservative investing through his company Berkshire Hathaway (BRKA), bumped up his stakes in a number of blue chip stocks. Berkshire's ownership in Walmart (WMT) grew 17% to 58 million shares during the period from the end of 2013. With the addition of 8.6 million shares, the stake's value grew to close to $660 million based on the stocks closing price Thursday.
巴菲特是一位保守型投資者，通過伯克希爾o哈撒韋公司（Berkshire Hathaway）進行投資，他增持了一系列藍籌股。伯克希爾公司第一季度對沃爾瑪（Walmart）增持17％至5800萬股。此後巴菲特又增持860萬股，此次增持股票價值增至6.6億美元（基於週四收盤價）。
Additionally, Berkshire added 11 million shares of Verizon Communications (VZ) valued at close to $525 million. But the purchase was potentially small enough that it was handled by one of Berkshire's investment mangers, and not Buffett himself. Berkshire also modestly increased its stake in IBM (IBM), among the company's biggest holdings, by 233,000 shares to a total of 68.4 million shares.
此外，伯克希爾公司對威瑞森電信公司（Verizon Communications）增持1100萬股股票，價值約5.25億美元。但是此次購買規模太小，操刀的可能是由伯克希爾的一位投資經理，而不是巴菲特本人。在公司持股量最大的股票中，伯克希爾還小幅增持了IBM公司的233,000股股票，現在總共持股6840萬股。For other companies, Berkshire had a dimmer view about their investment prospects. For example, it cashed out a quarter of its holdings in General Motors (GM), the automaker that is now under fire for failing to quickly recall cars with defective parts, for a total holding of 30 million shares. Berkshire also cut its stake in Phillips 66 (PSX) by 64 percent to 9.7 million shares.
對於其他公司，伯克希爾不太看好它們的投資前景。例如，通用汽車（General Motors）未能迅速召回帶有缺陷部件的汽車而受到批評，巴菲特對這家公司的持股減少四分之一，現在總持股爲3000萬股。伯克希爾公司還將其在Phillips 66公司的股權削減64％，減少到了970萬股。Carl Icahn, the activist investor whose strategy is to bludgeon corporate boards into submission, continued with his tech centric strategy of late. His firm, Icahn Associates, reported that it loaded up on 27.8 million shares of eBay (EBAY), the online-auction company along with another 2.8 million shares of Apple (AAPL), increasing its total stake in the company by 60% to more than 7.5 million shares worth around $4 billion.
卡爾o伊坎是一位激進投資者，他的策略是對公司董事會發起猛烈攻擊，迫使他們就範，近期伊坎繼續維持以科技爲中心的戰略。他的公司Icahn Associates報告持有2780萬股網上拍賣公司eBay的股票，還增持了280萬股蘋果公司（Apple）股票，持股總量增加60%，達到了750萬股以上，價值約爲40億美元。Icahn had been haranguing eBay to spin off its PayPal online payments unit, he but agreed last month to end the tussle in exchange for a say in who filled a board seat. He had also pushed Apple CEO Tim Cook to increase stock buybacks as a way to prop up the company's shares. Ultimately, Icahn withdrew his threats of a proxy fight after Apple took some of his advice to heart and increased its share repurchase program.
伊坎一直建議eBay將貝寶（PayPal）在線支付業務分拆出去，但他上個月同意放棄該建議，以換取有關董事會席位的發言權。他還促使蘋果首席執行官蒂姆o庫克增加股票回購，以支撐公司的股價。最終，在蘋果部分採取了他的意見，同時增加股票回購之後，伊坎撤回了向蘋果發起代理權爭奪戰的威脅。At the same time Icahn was adding shares in Apple and eBay, he sold off some of his holdings in Netflix (NFLX), the online video and DVD service. Thursday's filing showed that his firm owned 2.2 million shares worth $790 million compared with 2.7 million at the end of 2013, valued at $981 million. Ichan had bought a large stake in Netflix last year after the company's shares took a nosedive, only to remarkably recover and become one of the best performing stocks last year. He has since been taking his substantial profits off the table.
伊坎在增持蘋果和eBay股票的同時，減持了在線視頻和DVD服務提供商奈飛公司（Netflix）的股票。上週四提交的文件顯示，他的公司持有奈飛220萬股股票，價值約7.9億美元，而2013年底持有270萬股股票，價值爲9.81億美元。去年奈飛公司股票暴跌之後，伊坎買入大量股份。後來，這家公司的股票強勢反彈，成爲去年表現最佳的股票之一。此後，他便一直在減持，賺得盆滿鉢滿。
