巴菲特和伊坎最新投资动向揭秘

    上周四，沃伦•巴菲特和卡尔•伊坎各自的投资公司向监管机构提供最新持股报告。这也就展示了他们眼中最赚钱的机遇和最没前景的领域。

    报告涵盖了第一季度（截至3月31日）的持股情况。在此之后的投资或出售要等以后才能披露。

    巴菲特是一位保守型投资者，通过伯克希尔•哈撒韦公司（Berkshire Hathaway）进行投资，他增持了一系列蓝筹股。伯克希尔公司第一季度对沃尔玛（Walmart）增持17％至5800万股。此后巴菲特又增持860万股，此次增持股票价值增至6.6亿美元（基于周四收盘价）。

    此外，伯克希尔公司对威瑞森电信公司（Verizon Communications）增持1100万股股票，价值约5.25亿美元。但是此次购买规模太小，操刀的可能是由伯克希尔的一位投资经理，而不是巴菲特本人。在公司持股量最大的股票中，伯克希尔还小幅增持了IBM公司的233,000股股票，现在总共持股6840万股。

    对于其他公司，伯克希尔不太看好它们的投资前景。例如，通用汽车（General Motors）未能迅速召回带有缺陷部件的汽车而受到批评，巴菲特对这家公司的持股减少四分之一，现在总持股为3000万股。伯克希尔公司还将其在Phillips 66公司的股权削减64％，减少到了970万股。

    卡尔•伊坎是一位激进投资者，他的策略是对公司董事会发起猛烈攻击，迫使他们就范，近期伊坎继续维持以科技为中心的战略。他的公司Icahn Associates报告持有2780万股网上拍卖公司eBay的股票，还增持了280万股苹果公司（Apple）股票，持股总量增加60%，达到了750万股以上，价值约为40亿美元。

    伊坎一直建议eBay将贝宝（PayPal）在线支付业务分拆出去，但他上个月同意放弃该建议，以换取有关董事会席位的发言权。他还促使苹果首席执行官蒂姆•库克增加股票回购，以支撑公司的股价。最终，在苹果部分采取了他的意见，同时增加股票回购之后，伊坎撤回了向苹果发起代理权争夺战的威胁。

    伊坎在增持苹果和eBay股票的同时，减持了在线视频和DVD服务提供商奈飞公司（Netflix）的股票。上周四提交的文件显示，他的公司持有奈飞220万股股票，价值约7.9亿美元，而2013年底持有270万股股票，价值为9.81亿美元。去年奈飞公司股票暴跌之后，伊坎买入大量股份。后来，这家公司的股票强势反弹，成为去年表现最佳的股票之一。此后，他便一直在减持，赚得盆满钵满。(财富中文网)

    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.

    The reports cover the first quarter, which ended March 31. Any more recent investments or sales will not be disclosed until later.

    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.

    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.

    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.

    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.

    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.

    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.