Why You Can't Invest Like Warren Buffett
EuroVerde Escreveu:Mares Escreveu:Então pareçe-me que o Buffet continua muito "bull"...
Ele é uma referência a tomar em conta.
Abraço,
Mares.
Sim é referência mas não a curto prazo.
Lembras-te o que ele fez no GS? comprou a uma média de 115 e nas semanas seguintes não parava de cair. Caiu caiu muito.
Buffett só compra em momentos de baixa, e para o modelo da Berkshire o risco não está na variação da cotação em bolsa, mas sim nas alterações intrinsecas da empresa adquirida. BAC foi nacionalizado parcialmente.
GS não foi preciso.
Na Altura em que BAC tinha sido nacionalizado, Buffett achava-o caro.
BAC agora comprado por alguém que sabia que o banco iria alienar parte da posição no banco chinês para se recapitaizar.
Espera pelo menos 5 anos e verás. Ele sabe que fez hoje 81 anos e que o tamanho do seu património já chegou a um ponto que as oportunidades seguras são poucas.
Por vezes ser-se grande é um incoveniente porque as dificuldades para continuar a crescer são enormes devido à maturidade que se já atingiu.
Buffett está doando parte de sua fortuna para fins de caridade e investigação também por causa disso e também porque sabe que os actuais tempos não terão muita inflação.
Ele não anda para perder....
Pelo menos é o que me pareçe.
- A ganância dos outros poderá gerar-lhe lucros.
- A sua ganância poderá levá-lo à ruína.
- A sua ganância poderá levá-lo à ruína.
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Mares Escreveu:Então pareçe-me que o Buffet continua muito "bull"...
Ele é uma referência a tomar em conta.
Abraço,
Mares.
Sim é referência mas não a curto prazo.
Lembras-te o que ele fez no GS? comprou a uma média de 115 e nas semanas seguintes não parava de cair. Caiu caiu muito.
Buffett só compra em momentos de baixa, e para o modelo da Berkshire o risco não está na variação da cotação em bolsa, mas sim nas alterações intrinsecas da empresa adquirida. BAC foi nacionalizado parcialmente.
GS não foi preciso.
Na Altura em que BAC tinha sido nacionalizado, Buffett achava-o caro.
BAC agora comprado por alguém que sabia que o banco iria alienar parte da posição no banco chinês para se recapitaizar.
Espera pelo menos 5 anos e verás. Ele sabe que fez hoje 81 anos e que o tamanho do seu património já chegou a um ponto que as oportunidades seguras são poucas.
Por vezes ser-se grande é um incoveniente porque as dificuldades para continuar a crescer são enormes devido à maturidade que se já atingiu.
Buffett está doando parte de sua fortuna para fins de caridade e investigação também por causa disso e também porque sabe que os actuais tempos não terão muita inflação.
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Ulisses Pereira Escreveu:Mares, mas eu não estou a criticar o Buffett, um dos grandes do mercado, com provas mais do que dadas. Só estava a criticar a estratégia que defendias.
Um abraço,
Ulisses
Ulisses,
repara que ele poderá estar dando uma direção ao mercado. É isso que estou a querer assinalar.
E mesmo que o Bof vá com uma valorização de ~30%, em inversão de tendência, então é apenas um "bom começo".
Abraço,
Mares.
- A ganância dos outros poderá gerar-lhe lucros.
- A sua ganância poderá levá-lo à ruína.
- A sua ganância poderá levá-lo à ruína.
-
- Mensagens: 2504
- Registado: 20/10/2010 17:33
- Localização: 16
Ulisses Pereira Escreveu:Mares, normalmente quando a notícia é divulgada, a acção abre logo com um "gap" muito grande...
Um abraço,
Ulisses
Verdade Ulisses.
Mas repara onde ele foi comprar o Bank of America?
Não fiquei surpreso em ele têr feito isso (tinha comentado, em tom de brincadeira, o Buffet "atirar no BCP")...
Então ele escolheu uma "presa" bem grande e debilitada (com um "double dip") e no momento certo utilizou a sua "arma para elefante".
Além do que ele arrecadou e arrecadará com o negócio, deu uma injeção de confiança no mercado (que irá valorizar a carteira dele).
Olhando bem temos um "double-dip" parcial nos EUA (com a banca nas "ruas da amargura") e um "double-dip" na europa.
Então pareçe-me que o Buffet continua muito "bull"...
Ele é uma referência a tomar em conta.
Abraço,
Mares.
- A ganância dos outros poderá gerar-lhe lucros.
- A sua ganância poderá levá-lo à ruína.
- A sua ganância poderá levá-lo à ruína.
-
- Mensagens: 2504
- Registado: 20/10/2010 17:33
- Localização: 16
Como ganhar dinheiro com as escolhas de Buffet?
Comprar imediatamente à notícia(o mercado leva a sério as apostas dele) e vender antes dele receber o primeiro dividendo...
Comprar imediatamente à notícia(o mercado leva a sério as apostas dele) e vender antes dele receber o primeiro dividendo...
- A ganância dos outros poderá gerar-lhe lucros.
- A sua ganância poderá levá-lo à ruína.
- A sua ganância poderá levá-lo à ruína.
-
- Mensagens: 2504
- Registado: 20/10/2010 17:33
- Localização: 16
Re: Why You Can't Invest Like Warren Buffett
zecatreca Escreveu:Um texto fantástico, digno de se ler.
"Triple A" para ti.
Abraço
Agradeço e retribuo o rating
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Re: Why You Can't Invest Like Warren Buffett
Um texto fantástico, digno de se ler.
"Triple A" para ti.
Abraço
"Triple A" para ti.
Abraço
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- Localização: Aveiro
Why You Can't Invest Like Warren Buffett
Why You Can't Invest Like Warren Buffett
Tom Sightings, On Tuesday August 30, 2011, 2:46 pm EDT
Warren Buffett is renowned as America's best investor. He's a grandfatherly guy who lives in a modest house in Omaha, Neb. and only invests in everyday companies that he can understand. He is friends with Bill Gates, but never invested in Microsoft or any other Internet company.
Buffett's technique is simple. He finds a good company, invests at a bargain price, and then rides the company to greater success. He's made millions in Coca Cola, American Express, Wells Fargo, and the Washington Post. And he makes it look so easy that anyone could do it. But it's extremely unlikely that you will be able to match Buffett's level of success, even if you pick the same investments he does.
[See The 100 Best Mutual Funds for the Long Term.]
Back in 2008, during the height of the financial crisis, Warren Buffet made a highly publicized investment in the Wall Street firm Goldman Sachs. Buffett was buying when everyone else was panicking, and as a result many experts thought he was getting into a top company at a discount price.
You, too, could have invested in Goldman Sachs in 2008. But here's the difference between you and Buffett. If you had an extra $12,000, you could have purchased 100 shares of Goldman common stock at $120 a share. Considering that Goldman had been worth over $200 a share the year before, you might have thought you were getting a pretty good discount. You also would be receiving the Goldman dividend of $1.40 a share, a rate of just over 1 percent.
But Buffett had more than $12,000 to invest. He had $5 billion. So he negotiated a much better deal. He bought preferred stock that came with a special dividend. Instead of 1 percent, he negotiated a 10 percent dividend. So now every year he receives a check for $500 million. Then, only after he gets paid, do common stockholders get their paltry 1 percent.
[See A Simple Way to Add $100,000 to Your 401(k).]
So now, three years later, how have we done? Goldman is selling at roughly $110 a share, slightly below its 2008 price. If you had invested with Buffett, you would have lost about $1,000. Buffett's lost some capital too, but he's collected $500 million a year in his special dividend.
Buffett made a similar deal with General Electric. In 2008 he bought $3 billion in preferred shares with a 10 percent dividend. But you wouldn't have done well to follow him. The stock was selling at around $21 a share in the fall of 2008. Now it's running between $15 and $16, a loss of over 20 percent. But remember, unlike regular investors, Buffett's been collecting that 10 percent dividend. He's still ahead of the game.
Now Buffett is investing in beleaguered Bank of America. He invested $5 billion in a special preferred stock and will be getting a 6 percent dividend, while the regular stock you can buy pays less than 1 percent. Now I don't know whether Bank of America is a good deal at current prices. Maybe it is. But the point is, if you buy now, you're not getting the same terms as Buffett. You're just pumping money into his dividend payment and hoping for the best.
[See Baby Boomer Retirement May Sink Stock Market.]
You can profit from the stock market. You can probably profit from following Buffett's advice to keep it simple, invest in what you know, and buy when others are fearful. You might profit from buying into some of Buffett's long-term holdings like Coca-Cola, American Express, and Proctor & Gamble. These stocks are unlikely to provide spectacular growth, but are probably going to produce decent returns over time. You eventually might even be able to afford a modest house in a place like Omaha, Neb. But if you try to jump in now and buy on Buffett's coattails, you will surely be left behind.
Tom Sightings is a former publishing executive who was eased into early retirement in his mid-50s. He lives in the New York area and blogs at Sightings at 60, where he covers health, finance, retirement, and other concerns of baby boomers who realize that somehow they have grown up.
http://finance.yahoo.com/news/Why-You-C ... et=&ccode=
Tom Sightings, On Tuesday August 30, 2011, 2:46 pm EDT
Warren Buffett is renowned as America's best investor. He's a grandfatherly guy who lives in a modest house in Omaha, Neb. and only invests in everyday companies that he can understand. He is friends with Bill Gates, but never invested in Microsoft or any other Internet company.
Buffett's technique is simple. He finds a good company, invests at a bargain price, and then rides the company to greater success. He's made millions in Coca Cola, American Express, Wells Fargo, and the Washington Post. And he makes it look so easy that anyone could do it. But it's extremely unlikely that you will be able to match Buffett's level of success, even if you pick the same investments he does.
[See The 100 Best Mutual Funds for the Long Term.]
Back in 2008, during the height of the financial crisis, Warren Buffet made a highly publicized investment in the Wall Street firm Goldman Sachs. Buffett was buying when everyone else was panicking, and as a result many experts thought he was getting into a top company at a discount price.
You, too, could have invested in Goldman Sachs in 2008. But here's the difference between you and Buffett. If you had an extra $12,000, you could have purchased 100 shares of Goldman common stock at $120 a share. Considering that Goldman had been worth over $200 a share the year before, you might have thought you were getting a pretty good discount. You also would be receiving the Goldman dividend of $1.40 a share, a rate of just over 1 percent.
But Buffett had more than $12,000 to invest. He had $5 billion. So he negotiated a much better deal. He bought preferred stock that came with a special dividend. Instead of 1 percent, he negotiated a 10 percent dividend. So now every year he receives a check for $500 million. Then, only after he gets paid, do common stockholders get their paltry 1 percent.
[See A Simple Way to Add $100,000 to Your 401(k).]
So now, three years later, how have we done? Goldman is selling at roughly $110 a share, slightly below its 2008 price. If you had invested with Buffett, you would have lost about $1,000. Buffett's lost some capital too, but he's collected $500 million a year in his special dividend.
Buffett made a similar deal with General Electric. In 2008 he bought $3 billion in preferred shares with a 10 percent dividend. But you wouldn't have done well to follow him. The stock was selling at around $21 a share in the fall of 2008. Now it's running between $15 and $16, a loss of over 20 percent. But remember, unlike regular investors, Buffett's been collecting that 10 percent dividend. He's still ahead of the game.
Now Buffett is investing in beleaguered Bank of America. He invested $5 billion in a special preferred stock and will be getting a 6 percent dividend, while the regular stock you can buy pays less than 1 percent. Now I don't know whether Bank of America is a good deal at current prices. Maybe it is. But the point is, if you buy now, you're not getting the same terms as Buffett. You're just pumping money into his dividend payment and hoping for the best.
[See Baby Boomer Retirement May Sink Stock Market.]
You can profit from the stock market. You can probably profit from following Buffett's advice to keep it simple, invest in what you know, and buy when others are fearful. You might profit from buying into some of Buffett's long-term holdings like Coca-Cola, American Express, and Proctor & Gamble. These stocks are unlikely to provide spectacular growth, but are probably going to produce decent returns over time. You eventually might even be able to afford a modest house in a place like Omaha, Neb. But if you try to jump in now and buy on Buffett's coattails, you will surely be left behind.
Tom Sightings is a former publishing executive who was eased into early retirement in his mid-50s. He lives in the New York area and blogs at Sightings at 60, where he covers health, finance, retirement, and other concerns of baby boomers who realize that somehow they have grown up.
http://finance.yahoo.com/news/Why-You-C ... et=&ccode=
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