Berkshire Hathaway Plays the Yen Carry Trade -- the Right Way -- Barrons.com

Barron'sAug 7 12:43 ET

Is it time to increase holdings in the Japanese trading company favored by Buffett as its valuation plummets?

Warren Buffett's favorite Japanese trading company is even cheaper, perhaps giving the billionaire another opportunity for shareholding. As of Monday's close, Buffett's holding in the Japanese trading company was worth around 980 billion yen ($6.7 billion), but with the rebound of the Japanese stock market, the evaporation had shrunk to around 550 billion yen by Wednesday's close. "If he can buy these stocks at a cheaper price, it would be a good deal," said Mineo Bito, President and CEO of Bito Financial Service Co., who has been involved with Buffett's Berkshire since 2014.

環球市場播報Aug 8 03:44 ET

Japan's five major trading companies fall into the gold pit! "Stock market believers" buy on dips and wait for the wind to rise.

The five major Japanese trading companies that Buffett holds have undoubtedly become "cheap goods" since the Japanese stock market plunged in mid-July. Due to recent concerns about the continuous rise of the yen in the market, the stock prices of these five major trading companies have dropped sharply in the recent Japanese stock market crash.

Zhitong FinanceAug 8 03:10 ET

After the sharp decline in Japanese stocks, is this a good opportunity for Buffett to buy more shares?

Various signs convey a 'buy low' signal: the stock prices of the five major trading companies have plunged, with a market capitalization evaporation of nearly 7 billion US dollars; the expected Price/Earnings ratio of two companies has dropped to the level of Buffett's shareholding last year; after a large-scale reduction of Apple holdings in the second quarter, Berkshire Hathaway has a record-breaking cash reserve.

wallstreetcnAug 8 02:18 ET

Warren Buffett buys heavily into short-term US Treasury bonds, with holdings of $234.6 billion, more than even the Federal Reserve. Why is he so bullish on short-term bonds?

Added 105 billion USD worth of US bonds in the past six months.

Gelonghui FinanceAug 7 23:46 ET

Buffett holds more treasury bonds than the Federal Reserve.

Berkshire Hathaway's Q2 announcement showed that the company, led by Warren Buffett, increased its shareholding in US short-term Treasury bills, from $1.53 billion in the previous quarter to $2.34 billion. Data shows that this amount exceeds the Treasury bills held by the Federal Reserve at the end of the same period - approximately $195.3 billion as of the week of July 3rd.

環球市場播報Aug 7 20:56 ET