巴菲特：如果我是庫克，我就回購蘋果股票
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????周一早上，在消費者新聞與財經頻道（CNBC）長達3小時的Squawk Box節目中，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題：蘋果低迷的股價和引發大衛?艾因霍（對沖基金綠光資本的基金經理——譯注）不滿的1,370億美元的現金。 ????關于增加股息壓力的看法： ????“我沒有蘋果的產品，從來都沒有過。然而，在幾年前，我的確和史蒂夫?喬布斯討論過如何處置現金的問題。對于企業來說，最可行的辦法就是把業務做好，股價自然會有回應。” ????關于大衛?艾因霍推動蘋果發售優先股的看法： ????“如果是我的話，我不會去理他。在我看來，做企業為的是在未來5-10年間創造最大的價值，而不是每天推動股價的上漲。在歷史上，伯克希爾的股票曾4度下跌了50%。發生這種情況的時候，如果你有錢的話應該去回購。只要專心創造價值即可。” ????“每當伯克希爾股價下跌，我就會聽到人們說，為什么你不這樣做？或者，為什么你不那樣做？為什么不派息？我認為蘋果在價值創造方面做得很好。他們手頭的現金可能太多。他們之所以有這么多現金的一個原因就是，其中的2/3都還沒有計稅。” ????“當時，喬布斯給我打電話的時候，我問，公司的股價很低嗎？他說，是的。我問，公司是不是有很多用不著的現金。他說，有一點。【笑】我說，那就回購股票吧。他并沒有那么做。如今，如果我們的股票從9萬美元跌到4萬至4.5萬美元，我寫道，我們會回購股票。只是還沒跌到那個份上。” ????“然而，假如能用80美分買到價值一美元的東西，肯定非常劃算。”（財富中文網） |
????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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