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Alacant
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cool.gif posted on 20-2-2017 at 09:17
Experts and Warren Buffett


Buffett.jpg - 14kB

Do you know, what is now Warren Buffett doing?
Or Bill Miller, Ken Fisher and other famous value investors?

But we don't need to know anything about the speculators Soros, Icahn and managers of hedge funds.
We should not buy nor sell the same shares like the old experts!
We should use the good old strategy of the old experts a find our own shares.

If a crazy, old expert will buy the stupid shares of IBM, Goldman Sachs, Moodys or Apple and sell the good shares of Johnson & Johnson, Procter & Gamble, Munich Re, Sanofi, we will not buy the stupid too, but we will hold the good forever.
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Mary Ann
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[*] posted on 22-2-2017 at 11:06


Warren Buffett's five best investing tips
The best 5 investing tips of Warren Buffett, he said it for CNBC 2009-2012:

1) Don’t buy or sell based on headlines!
2) Dont try to profit from bubbles!
3) Put your emotions aside!
4) Always invest in productive assets!
5) Always invest in America!

:cool: But much better is to have some shares of the USA and some shares from western Europe. :cool:
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[*] posted on 10-3-2017 at 02:22


'''I would not buy any of the 49 shares of CFRA Beth Piskora, which supposedly correspond to the investment style of Warren Buffett. What I do? I'm helping to Warren Buffett. :) If he wants to sell the shares of Sanofi, Munich Re, Tesco, Johnson & Johnson and Procter & Gamble, I will buy them from him. But if he once will sell the shares of Coca Cola, Apple, Goldman Sachs and Moody's, or his successors will sell, I don't want to have them, these shares are too stupid.''' Written by L. K.
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[*] posted on 14-3-2017 at 09:42


Warren-Buffett+Susan-Thompson.jpg - 408kB

Photo: Warren Buffett and his wife Susan Thompson in the 1960s.
For us a completely unknown picture found Warren recently in the loft, nibbled by a mouse.
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Mary Ann
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[*] posted on 17-4-2017 at 03:33


No one should invest for some years in shares of Berkshire Hathaway holding

Not to purchase shares from the 87-year-old miser, which supports the criminals of Goldman Sachs and Moody's, is lying that the FED is doing everything right, does not pay dividends to shareholders. And he promises that after the death, he will devote his 60 billion dollars for charitable purposes.
Shares of BRK.A and BRK.B have no dividends. Dumb shareholder who jumps on the bacon of Buffett and buys stocks, has no annual profit from the investment without dividends. The profit he has only once in his life, when sells shares of BRK.A and BRK.B after some years.
When BRK misses dividends, it's a boring investment like in a fund, in the gold or in an old picture. Why to invest in a foreign portfolio of shares (BRK), in which a lot of shares we don't like, when you can create your own portfolio of shares, which you like.
Who 10 years red smart books and who 15 years controls the growth of revenues, earnings and dividends of 30 companies in index Dow Jones, 30 companies in index DAX, 50 companies in index Eurostoxx50, 50 companies in index Stoxx50 and checks also other large and old companies, which have no place in these indices, he will create during 10 years a much better portfolio of 20 shares than the Berkshire Hathaway holding. From each one of blue chip shares he will have the first year the dividend yield of more than 3% and the dividend had to double in the past 7-10 years. So will be the hope that the children of the investor will have 40 years after the purchase of shares the dividend yield 100% of the value of today invested capital. Dividend 100% paid only during the one year, which will come after 40 years. And every other year dividends 10% higher than 100% of the today invested capital.
Everyone can create a portfolio of 20 shares better than the Berkshire Hathaway holding, if he does not buy any shares from the criminal companies Goldman Sachs and Moody's. No shares of the weak IBM. No shares of the tax-cheating company Apple. No 2x overpriced shares of Coca Cola. But he buys only cheap shares from healthy, old and large companies with rising profits and rising dividends, such as BASF, BMW, Munich Re, Sanofi, Royal Dutch Shell etc. P/E under 15.0, P/B under 3.0, P/S under 3.0, dividend yield above 3.0%.
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[*] posted on 5-5-2017 at 06:44


I knew better than Buffett yet some years ago - the IBM stock is a silly investment

The IBM group is ill and does not increase its profits, because the competitors harm to the company. The amateurs, who bought IBM Shares, because Berkshire Hathaway Holding bought, without to control the 15-year-growth of revenues, earnings and dividends and without to think about the protection against competitors, they should now again sell the IBM Shares, because the later better informed Warren Buffett sells. However, I would say that the silly idea to buy IBM shares at 2011 comes from the heads of Weschler and Combs in the holding Berkshire Hathaway.
The Berkshire Hathaway Holding of the billionaire Warren Buffett has sold a third of its shares of IBM. Berkshire Hathaway Holding owned by IBM 81.000.000 shares at the end of 2016, representing a portion of 8.7%. Since the beginning of 2017 Berkshire Hathaway sold a third of the portion of IBM.
Warren Buffett said that IBM was not so good as he expected, when he started to buy shares 6 years ago. The reason for this is that the competitors harm to the IBM.

Yo sabía mejor que Buffett - las acciones de IBM es una inversión tonta.
La companía IBM está enferma y no aumenta sus ganancias. Debido dano a la competencia de la empresa. Los aficionados que compraban acciones de IBM porque Berkshire Hathaway ha comprado, sin comprobar el crecimiento de los ingresos y dividendos en 15 anos pasados y sin pensar a la protección de la competencia, ahora deben revender las acciones de IBM, porque más tarde mejor informado Warren Buffett ahora vende. Pero yo diría que la idea tonta en 2011, comprar acciones de IBM, viene de la mente de Weschler y Combs en el holding Berkshire Hathaway.
El holding Berkshire Hathaway del multimillonario Warren Buffett ha vendido un tercio de sus acciones IBM. Berkshire Hathaway al final de 2016 poseía 81 millones de acciones IBM que es la proporción de 8,7%. Desde principios de 2017 Berkshire Hathaway vendió un tercio de la proporción de IBM. Warren Buffett dijo que IBM no era tan bueno como esperaba, cuando comenzó a comprar las acciones antes de seis anos. La razón es que la competencia de IBM dana.

Ich wusste es besser als Buffett - die IBM Aktie ist eine dumme Investition.
Der Konzern IBM ist krank und erhöht nicht seine Gewinne. Weil dem Unternehmen die Konkurrenz schadet. Die Amateure, die IBM Aktien kaufen, weil Berkshire Hathaway Holding gekauft hat, ohne das 15-jährige Wachstum von Umsatz, Gewinn und Dividende zu überprüfen und über den Schutz vor Konkurrenz nachzudenken, die sollten jetzt wieder die IBM Aktien verkaufen, weil der später besser informierte Warren Buffett verkauft. Ich würde aber sagen, die dumme Idee im Jahre 2011 die IBM Aktien zu kaufen, stammt aus den Köpfen von Weschler und Combs in der Holding Berkshire Hathaway.
Die Berkshire Hathaway Holding des Milliardärs Warren Buffett hat ein Drittel seiner Anteile an IBM verkauft. Berkshire Hathaway Holding war am Ende des Jahres 2016 im Besitz von 81.000.000 Aktien von IBM, was dem Anteil von 8,7% entspricht. Seit Anfang 2017 verkaufte Berkshire Hathaway ein Drittel des Anteils an IBM.
Warren Buffett sagte, dass IBM nicht so gut sei, wie er erwartet hat, als er vor sechs Jahren begann, die Aktien zu kaufen. Der Grund dafür ist, dass dem IBM die Konkurrenz schadet.




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[*] posted on 8-5-2017 at 06:20


Dividend from the stock of Berkshire Hathaway

I'm not putting a question mark behind the title because the dividend is sure. Unknown is only the year, from when it will be annually paid.
Berkshire Hathaway holding has $90 billion in the cash-box and so many years stingy Warren Buffett thinks today that he could start to pay dividends to shareholders. And dividends to pay would be a much better idea than to start a new foolish investment like IBM, airlines, Apple.
Even if will be paid an annuall dividend from this year or after the death of Buffett, the stock of BRK.B with price $166 is not a good long-term investment. The reasonable shareholder will buy some good shares, which are also in Buffett's holding: Wells Fargo, Procter & Gamble, Johnson & Johnson. And he does not buy silly shares from his holding: airlines, IBM, Goldman Sachs, Moody's, Coca Cola, Apple.
Who deals with shares at least 15 years, easily will create a better portfolio of shares than Warren Buffett's Berkshire Hathaway holding and he will avoid Buffett's mistakes. In the portfolio must be some stocks from the index DAX, Eurostoxx50 and the Stoxx50. For example, shares: BASF, BMW, Munich Re, Iberdrola, Banco Santander, Sanofi, Royal Dutch Shell, BHP Billiton. And from the USA among the good 3 shares from Buffett I should add: AT&T, Pfizer, Cisco Systems, United Technologies, if only the stock of Pfizer would be cheaper. Also shares Procter & Gamble and Johnson & Johnson are yet too expensive, no more value investing.




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[*] posted on 7-6-2017 at 07:10


The General Reinsurance belonging 100% to the holding of Berkshire Hathaway led by Warren Buffett recently bought 3% of all the shares of the German chemical plant Lanxess AG for 200 million dollars.
Lanxess chart and fundamentals >> http://www.onvista.de/aktien/Lanxess-Aktie-DE0005470405
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[*] posted on 19-6-2017 at 06:52


Marc Faber buys the same shares like you and me

These days we don't need to curse Marc Faber. Marc Faber today is not a crash prophet. He has a bullish mood for stocks from Europe: shares of energy, raw materials, crude oil, gold and banks. ''The American economy is sick'' according to him. Marc Faber buys today the shares of E.on, Iberdrola, Enel. Within the meaning of Marc Faber, people can also add shares of BHP Billiton, Royal Dutch Shell and BASF. Experts consider Royal Dutch Shell for the best oil stock of the world.

But Warren Buffett is making one mistake after another. Shares of Johnson & Johnson make today just 0.03% of the portfolio of the Berkshire Hathaway holding and shares of Procter & Gamble only 0.02% of the portfolio. 86-year-old Warren Buffett sold almost all shares of JNJ and PG and bought shares of the sick electrical group IBM. Then he recognized his mistake and again sold the shares of IBM, so that the holding gets money for the shares of Johnson & Johnson and Procter & Gamble. To folks recommends Warren Buffett that the portfolio should be only from 4 to 10 large stock positions of shares, while the holding Berkshire Hathaway owns 46 positions, some totally tiny, even when it are large companies like JNJ and PG.

Marc Faber compra las mismas acciones que tú y yo.
Hoy en día no necesitamos maldecir a Marc Faber. Hoy Marc Faber no es un profeta de crash. Tiene un humor alcista para las acciones de Europa: acciones de energía, materias primas, petróleo crudo, oro y bancos. "La economía estadounidense está enferma", según él. Marc Faber compra hoy las acciones de E.on, Iberdrola, Enel. En el sentido de Marc Faber, la gente también puede añadir acciones de BHP Billiton, Royal Dutch Shell y BASF. Los expertos consideran Royal Dutch Shell para la mejor acción de petróleo del mundo.

Pero Warren Buffett comete un error tras otro. Las acciones de Johnson & Johnson hacen hoy sólo el 0,03% de la cartera de holding Berkshire Hathaway y acciones de Procter & Gamble sólo 0,02% de la cartera. Warren Buffett, de 86 años de edad, vendió casi todas las acciones de JNJ y PG y compró acciones del grupo eléctrico IBM enfermo. Luego reconoció su error y vendió las acciones de IBM, por lo que el holding obtiene dinero para las acciones de Johnson & Johnson y Procter & Gamble. A la gente le recomienda a Warren Buffett que la cartera debe ser sólo de 4 a 10 grandes posiciones de acciones, mientras que el holding Berkshire Hathaway posee 46 posiciones, algunas totalmente minúsculas, incluso cuando son grandes empresas como JNJ y PG.

Marc Faber kauft dieselben Aktien wie du und ich
In diesen Tagen müssen wir nicht den Marc Faber verdammen. Marc Faber ist heute kein Crash-Prophet. Er hat eine optimistische Stimmung für Aktien aus Europa: Aktien von der Energie, Rohstoffen, Rohöl, Gold und Banken. ''Die amerikanische Wirtschaft ist krank'' nach ihm. Marc Faber kauft heute die Aktien von E.on, Iberdrola, Enel. Im Sinne von Marc Faber können die Anleger auch Aktien von BHP Billiton, Royal Dutch Shell und BASF hinfügen. Experten halten Royal Dutch Shell für den besten Öl-Konzern der Welt.

Aber Warren Buffett macht einen Fehler nach dem anderen. Aktien von Johnson & Johnson machen heute nur 0,03% des Portfolios von Berkshire Hathaway Holding und Aktien von Procter & Gamble nur 0,02% des Portfolios. 86-jähriger Warren Buffett verkaufte fast alle Aktien von JNJ und PG und kaufte Aktien des kranken Elektrokonzern IBM. Dann erkannte er seinen Fehler und nun verkauft er wieder die Aktien von IBM, so dass seine Holding Geld für die Aktien von Johnson & Johnson und Procter & Gamble bekommt. Den Menschen empfiehlt Warren Buffett, dass das Portfolio nur von 4 bis 10 großen Positionen von Aktien sein sollte, während die Holding Berkshire Hathaway besitzt 46 Positionen, einige völlig winzig, auch wenn es große Unternehmen wie JNJ und PG sind.




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[*] posted on 21-7-2017 at 12:11


Which shares of Warren Buffett could you buy? This is Procter & Gamble, Johnson & Johnson, Wells Fargo, Sanofi, Munich Re. And the old man has sold almost all the shares of PG and JNJ. The stocks PG or JNJ make today only 0.2% of Berkshire Hathaway's portfolio. Crazy and stupid idea! If you have a portfolio of 20 shares, each of the 5 listed shares should make 5% of the portfolio.
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[*] posted on 11-9-2017 at 07:39


People buy shares only because Warren Buffett has them. About the ratios P/E 25, P/B 6 and P/S 4 people don't care. It suffices them that Warren Buffett has the stock. And this nonsense will continue, because the blogs, TV, radio, newspapers, magazines and books publish no true word about the valuation: "The stock is sporty valued." they say. There must however be: "The stock is overvalued. No longer buy!"
You must always pay attention on the valuation and long-term sales growth! If the Coca Cola stock has P/E 25, P/B 6, P/S 4, it is twice overvalued and you should not buy. If the sales and earnings of Coca Cola and Nestlé the past 12 years increase almost 0% annually, you should not buy.
Even Warren Buffett and Charlie Munger regret that not have sold in 1998 at P/E 50 the Coca Cola shares. The overvalued stock fell then on 1/3 until 2003.
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[*] posted on 13-9-2017 at 08:11


A holding better than Berkshire Hathaway
We don't need any cars from Tesla. Anyone who wants to have an electric car, buys it from BMW after some years. Today, by BMW the electric motor only have two ugly bodies. Later, also the nice models of BMW will get the electric motor. But I don't need any car. If I would have some thousand euros, I would not buy a car, but shares. I only take a train, bus and tram. And from BMW I buy also only shares. As an additional pension insurance from an insurance company I only buy shares of Munich Re. For eternity due to dividends, I want to hold shares of 20 to 21 companies. I don't need any shares of the Berkshire Hathaway holding - BRK.B without dividends, because my holding is better and each one stock has dividend. Warren Buffett does silly things, when he sells shares JNJ, PG and buys IBM. I don't buy stocks of the sick IBM, moving to China. But I want to keep the shares of Johnson & Johnson and Procter & Gamble forever.




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We like value investing, to buy shares cheaply, with P/E below 15, P/B below 3.0, P/S below 3.0. If we want to sell the shares after one year with a profit, the enterprise or bank should expect that the earnings will grow more than 20% in the next 4 quarters. Also, the dividend should be paid, because even stocks with growth potential may be a year in the red and then it is boring, to be one year without dividend. In retirement, we want to receive an income higher from dividends than from the pension insurance. Here we will buy cheaply blue chip shares from old and large enterprises and banks, which the past 12 years approximately 10% per year increased revenues, earnings and dividends. When we buy these shares, they must have a dividend yield over 3.0% and we will keep them forever. After us, our kids will inherit them. Most of these shares are in the indices Dow Jones, Eurostoxx50, Stoxx50 and DAX.




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