share_log

5 Warren Buffett favorites to keep an eye on

5 Warren Buffett favorites to keep an eye on

沃倫·巴菲特最喜歡關注的5個人
Benzinga Real-time News ·  2021/07/02 10:06  · 解讀

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.

傳奇投資者沃倫·巴菲特今年到目前為止,他的旗艦產品的回報率達到了令人印象深刻的21% $Berkshire Hathaway Inc.-B類(BRK.B.US)$ 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爾哈撒韋公司(Berkshire Hathaway)擁有的五隻股票,它們可能在2021年下半年強勁上漲。

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:今年早些時候,伯克希爾哈撒韋公司(Berkshire Hathaway)初始位置在保險經紀公司工作$怡安公司(AON.US)$。今年到目前為止,該公司股價上漲了15%,可能會看到更多上行空間,也可能是巴菲特補充的頭寸。

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.

阿昂已報告第一季度營收同比增長10%,其中有機營收增長6%。該公司利潤率提高,每股收益同比增長22%。怡安宣佈了一項疫苗供應鏈全球保護計劃,這可能是下一份收益報告中的一個亮點。

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.蘋果:2021年上半年,科技股出現了幾次反彈。儘管出現反彈,但科技巨頭的股價$蘋果公司(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.

蘋果是伯克希爾哈撒韋投資組閤中最大的股票持有者。這家iPhone製造商繼續是一家創新者,不應忽視下半年更多可能推高股價的產品發佈和公告。

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.美國銀行: $美國銀行(BAC.US)$是巴菲特持有的大量股票,也是他持有的幾隻銀行股之一。巴菲特已經大幅降低了該公司在$富國銀行(Wells Fargo&Co)$,這隻股票它曾經擁有10%的股份,並從1989年開始投資。美國銀行(Bank Of America)可能成為巴菲特青睞的銀行股,與此同時,該公司公佈了創紀錄的消費者投資資產和創紀錄的客户餘額第一季度.

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.

第一季度營收為228億美元,與去年同期持平,但有幾個領域的需求和增長強勁。該公司在6月下旬宣佈將季度股息從18美分提高到21美分,並可能在通過新的銀行壓力測試後繼續提高股息。

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.可口可樂:巴菲特最喜歡的人之一是 $可口可樂公司(KO.US)$。這家飲料巨頭的股價在2021年上半年下跌了1%,因為許多消費食品和飲料公司都看到了正回報。該公司可能會因此而大賺一筆收購就像是 $Monster Beverage Corp(MNST.US)$進一步推進變成酒精飲料。

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年上半年下降了約4%。該公司已報告第一季度總收入為329億美元,同比增長4%。該公司的幾個核心業務部門實現了個位數的增長。

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.

在全國範圍內轉向5G可能會對Verizon這樣的公司有所幫助,再加上近5%的股息率,這家通信巨頭可能會在2021年下半年成為一隻值得關注的股票。

No content on the website shall be considered a recommendation or solicitation for the purchase or sale of securities, futures, or other financial products. All information and data on the website are for reference only and no historical data shall be considered as the basis for predicting future trends.

網站上的任何內容不得被視為購買或銷售證券、期貨或其他金融產品的推薦或招攬。網站上的所有信息和數據僅供參考,任何歷史數據都不能作為預測未來趨勢的依據。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論