저자: RickyGutierrez · 외국인
요약 보기
버크셔 해서웨이가 매도한 5개 종목(뱅코프, 뉴욕은행, 골드만삭스, 델타, 사우스웨스트항공)은 180일 고점 대비 회복이 늦다. 시장 전반(나스닥·다우·S&P500)은 코로나 이전 고점에 거의 회복했지만, 일부 업종은 아직 회복하지 못했다. 골드만삭스는 3월 저점 이후 가장 강세를 보였으나 다른 종목들은 여전히 30~50% 하락 상태다. 워런 버핏은 큰 현금을 보유하고 있으며, 180일 저점 근처 종목을 살 계획은 없다고 밝혔다. 항공·은행 업종에서 좋은 매수 기회가 보이지만, 더 나빠질 가능성도 남아 있다. 버크셔 해서웨이 주식(BRK.B)은 약 30% 하락한 상태이며, 180일 고점 기준 회복 시 약 35% 수익을 기대한다. 버핏이 현금으로 큰 인수를 할 것이라는 이야기가 있어 추가 신호를 지켜보자는 입장이다. 진행자는 당일 약 2,000달러 수익을 냈고 원유 리포트 라이브 방송을 예고했다. 언급된 종목은 투자 권유가 아니며, 관심이 있다면 알림을 설정해 두고 판단하라고 덧붙였다.
다듬은 글
so Warren Buffett and the Berkshire Hathaway team have sold five stocks and these five stocks have not recovered even with overall major markets have seen nearly a full recovery based off of 180 day highs let's get on team it's Ricky with technical solutions and I just thought that this would be a pretty interesting topic to talk about as overall markets and you know if you paid attention to nasdaq dow jones S&P 500 and looking at overall 180-day highs and before the overall corona virus pandemic hit overall major markets have made nearly a full recovery but there are still some industries that have not recovered and I think the Berkshire Hathaway team in my opinion did an amazing job selling the series of positions that have still been negatively affected due to again some industries taking longer to recover and in this video I want to list those five stock so the first stock is called Bancorp the second stock is called Bank of New York the third stock is Goldman Sachs and then the two airlines are Delta and Southwest Airlines and one of the things that you can see is out of all these five stocks the one that has been the most bullish since it overall lows in March is definitely goldman sachs and although a lot of these stocks are still down 30 to 50 percent it kind of gets you to ask the question are these stocks a goodbye or good investment right now long-term or can things get worse before they get better and one of the things that I want to remind you is in an interview warren buffett's that they are sitting on a big cash pile yet they do not plan to buy any of the stocks that are approaching 180 day lows and it kind of gets you to ask the question although we are seeing amazing deals in both the airline and banked industry can things actually get worse before they get better but all together with the overall performance of these two industries I think it's safe to say that the Berkshire Hathaway team did an amazing job and Janene those specific positions as those industries have seen a negative influence idea that I want to share with you is if you guys pay attention to the Berkshire Hathaway stock they offer two of them Berkshire Hathaway which is the AR k /a it's a little expensive it to the hundred thousand dollar range when it comes down to the price per share in comparison to BR k /b which is their cheaper alternative and one of the things that you can see is that they are still down nearly 30% it has now showing any signs of an initial recovery but looking at how things have played out in them exiting those specific positions successfully as those industries have still seen a negative influence and then sitting on a big cash bar gimmick it kind of gets you to ask the question again one of the greatest investors of all time did an amazing job exiting those industries so would it be a good time to invest in BR k /b right now and be able to ride up the recovery so based off of my analysis I believe it offers about a 35 percent return if it makes a full recovery based off of 180 day highs of course like we've said before nothing has to recover in some industries take longer to recover than others but I just thought it was very interesting that again one of the people that we view as one of the greatest investors of all time and did an amazing job exiting those specific positions and instead of using all that cast to acquire companies at what we see to be overall good deals is sitting on it and a lot of people are talking about they are potentially going to be making a big big acquisition so I'm very excited to follow up with Berkshire Hathaway maybe when they indicate more signs of a potential recovery this could be something that we can follow up with Center alerts and see if it's something that we potentially see value in in the near future a quick little recap on the overall day as I have a big focus on training /ng you gas and deke as I close the day a little bit over 20 $100 profit as you guys can see and this is a great comeback after my read day yesterday so I'm very excited to see what this overall week has to offer again if you guys would like to stay connected make sure you click that first link down below we do run the largest Facebook group in the world for those who danger to the stock market and we are one link away to stay connected and that's that first link down below also if you would like to watch me trade live every single day I'm going to be trading live tomorrow tomorrow is the crude oil report if you would like to tune on in click that second link learn a little bit more about it and see if the floorplan property is a good fit for you I hope that you learned something new and also you know that none of the stocks that we talked about today are in any way any start motion but one of the things that you can do is if you see value in any of the stocks that we talked about I hope that you can just cherry-pick them set your alerts and maybe follow up with it when it makes sense to you if I miss any of those stocks make sure you show that down in the comment section and like always team let's make sure that we in the year on a green
Comments 0