巴菲特：如果我是庫(kù)克，我就回購(gòu)蘋果股票
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????周一早上，在消費(fèi)者新聞與財(cái)經(jīng)頻道（CNBC）長(zhǎng)達(dá)3小時(shí)的Squawk Box節(jié)目中，伯克希爾?哈撒韋公司（Berkshire Hathaway）的沃倫?巴菲特談到了蘋果（Apple）投資者所面臨的兩大首要問(wèn)題：蘋果低迷的股價(jià)和引發(fā)大衛(wèi)?艾因霍（對(duì)沖基金綠光資本的基金經(jīng)理——譯注）不滿的1,370億美元的現(xiàn)金。 ????關(guān)于增加股息壓力的看法： ????“我沒(méi)有蘋果的產(chǎn)品，從來(lái)都沒(méi)有過(guò)。然而，在幾年前，我的確和史蒂夫?喬布斯討論過(guò)如何處置現(xiàn)金的問(wèn)題。對(duì)于企業(yè)來(lái)說(shuō)，最可行的辦法就是把業(yè)務(wù)做好，股價(jià)自然會(huì)有回應(yīng)?！?/p> ????關(guān)于大衛(wèi)?艾因霍推動(dòng)蘋果發(fā)售優(yōu)先股的看法： ????“如果是我的話，我不會(huì)去理他。在我看來(lái)，做企業(yè)為的是在未來(lái)5-10年間創(chuàng)造最大的價(jià)值，而不是每天推動(dòng)股價(jià)的上漲。在歷史上，伯克希爾的股票曾4度下跌了50%。發(fā)生這種情況的時(shí)候，如果你有錢的話應(yīng)該去回購(gòu)。只要專心創(chuàng)造價(jià)值即可?！?/p> ????“每當(dāng)伯克希爾股價(jià)下跌，我就會(huì)聽到人們說(shuō)，為什么你不這樣做？或者，為什么你不那樣做？為什么不派息？我認(rèn)為蘋果在價(jià)值創(chuàng)造方面做得很好。他們手頭的現(xiàn)金可能太多。他們之所以有這么多現(xiàn)金的一個(gè)原因就是，其中的2/3都還沒(méi)有計(jì)稅?！?/p> ????“當(dāng)時(shí)，喬布斯給我打電話的時(shí)候，我問(wèn)，公司的股價(jià)很低嗎？他說(shuō)，是的。我問(wèn)，公司是不是有很多用不著的現(xiàn)金。他說(shuō)，有一點(diǎn)。【笑】我說(shuō)，那就回購(gòu)股票吧。他并沒(méi)有那么做。如今，如果我們的股票從9萬(wàn)美元跌到4萬(wàn)至4.5萬(wàn)美元，我寫道，我們會(huì)回購(gòu)股票。只是還沒(méi)跌到那個(gè)份上?！?/p> ????“然而，假如能用80美分買到價(jià)值一美元的東西，肯定非常劃算。”（財(cái)富中文網(wǎng)） |
????In a three-hour appearance on CNBC's Squawk BoxMonday morning, Berkshire Hathaway's (BRKA) Warren Buffett addressed two burning issues in the minds of Apple (AAPL) investors: Apple's depressed stock price and what to do with the $137 billion in cash burning a hole in David Einhorn's pocket. ??? On the pressure to increase the dividend: ????"I don't own any Apple and I haven't, though I did talk with Steve Jobs a few years ago about what they might do with the cash. The best thing you can do with a business is run it well, and the shares will respond." ????On David Einhorn's push to get Apple to issue preferred shares: ????"I would ignore him. I would run the business in such a manner as to create the most value over the next five to 10 years. You can't run a business to push the stock price up on a daily basis. Berkshire has gone down 50% four times in its history. When that happens, if you've got money you buy it. You just keep working on building the value. ?????"I heard from people each time [Berkshire shares went down], saying why don't you do this or that. Pay a dividend. I think Apple's done a good job of building value. They may have too much cash. Now one reason they have so much cash is two thirds of it has not yet been taxed. ????"When Steve called me, I said, Is your stock cheap? He said, yes. I said, Do you have more cash than you need? He said, a little. [laughs] I said, then buy back your stock. He didn't. Now, when our stock went from $90,000 to $40,000 to $45,000, I wrote about, we wanted to buy the stock. We didn't quite manage to. ????"But if you could buy dollar bills for 80 cents, it's a very good thing to do." ???? |
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