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5 Warren Buffett favorites to keep an eye on

5 Warren Buffett favorites to keep an eye on

沃伦·巴菲特最喜欢关注的5个人
Benzinga Real-time News ·  2021/07/02 10:06  · 解读

Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship $Berkshire Hathaway Inc.-Class B(BRK.B.US)$ in the first half of 2021.

传奇投资者沃伦·巴菲特今年到目前为止,他的旗舰产品的回报率达到了令人印象深刻的21% $Berkshire Hathaway Inc.-B类(BRK.B.US)$ 2021年上半年。

Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.

以下是巴菲特和伯克希尔哈撒韦公司(Berkshire Hathaway)拥有的五只股票,它们可能在2021年下半年强劲上涨。

1. Aon: Earlier this year, Berkshire Hathaway took an initial position in insurance broker $Aon PLC(AON.US)$. Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.

1.怡安:今年早些时候,伯克希尔哈撒韦公司(Berkshire Hathaway)初始位置在保险经纪公司工作$怡安公司(AON.US)$。今年到目前为止,该公司股价上涨了15%,可能会看到更多上行空间,也可能是巴菲特补充的头寸。

Aon reported first-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for vaccines that could be a highlight in the next earnings report.

阿昂已报告第一季度营收同比增长10%,其中有机营收增长6%。该公司利润率提高,每股收益同比增长22%。怡安宣布了一项疫苗供应链全球保护计划,这可能是下一份收益报告中的一个亮点。

2. Apple: There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant $Apple Inc(AAPL.US)$ traded flat in the first half of 2021.

2.苹果:2021年上半年,科技股出现了几次反弹。尽管出现反弹,但科技巨头的股价$苹果公司(AAPL.US)$2021年上半年交易持平。

Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.

苹果是伯克希尔哈撒韦投资组合中最大的股票持有者。这家iPhone制造商继续是一家创新者,不应忽视下半年更多可能推高股价的产品发布和公告。

3. Bank of America: $Bank of America Corporation(BAC.US)$ is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in $Wells Fargo & Co(WFC.US)$, a stock it once owned 10% of and started investing in dating back to 1989. Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in the first quarter.

3.美国银行: $美国银行(BAC.US)$是巴菲特持有的大量股票,也是他持有的几只银行股之一。巴菲特已经大幅降低了该公司在$富国银行(Wells Fargo&Co)$,这只股票它曾经拥有10%的股份,并从1989年开始投资。美国银行(Bank Of America)可能成为巴菲特青睐的银行股,与此同时,该公司公布了创纪录的消费者投资资产和创纪录的客户余额第一季度.

Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.

第一季度营收为228亿美元,与去年同期持平,但有几个领域的需求和增长强劲。该公司在6月下旬宣布将季度股息从18美分提高到21美分,并可能在通过新的银行压力测试后继续提高股息。

4. Coca-Cola: One of Buffett's favorites is $Coca-Cola Company(KO.US)$. Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a big acquisition like that of $Monster Beverage Corp(MNST.US)$ or pushing further into alcoholic beverages.

4.可口可乐:巴菲特最喜欢的人之一是 $可口可乐公司(KO.US)$。这家饮料巨头的股价在2021年上半年下跌了1%,因为许多消费食品和饮料公司都看到了正回报。该公司可能会因此而大赚一笔收购就像是 $Monster Beverage Corp(MNST.US)$进一步推进变成酒精饮料。

5. Verizon: Shares of $Verizon Communications Inc(VZ.US)$ are down around 4% in the first half of 2021. The company reported total revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.

5.Verizon:的股份$Verizon Communications Inc.(VZ.US)$在2021年上半年下降了约4%。该公司已报告第一季度总收入为329亿美元,同比增长4%。该公司的几个核心业务部门实现了个位数的增长。

A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.

在全国范围内转向5G可能会对Verizon这样的公司有所帮助,再加上近5%的股息率,这家通信巨头可能会在2021年下半年成为一只值得关注的股票。

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