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2021-09-16
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These 4 Stocks Are Netting Warren Buffett a Combined $3.1 Billion in Annual Dividend Income<blockquote>这 4 只股票为沃伦·巴菲特带来了总计 31 亿美元的年度股息收入</blockquote>
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koolgal
2021-11-12
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":885346685,"tweetId":"885346685","gmtCreate":1631759409347,"gmtModify":1631889487428,"author":{"id":3570851798117286,"idStr":"3570851798117286","authorId":3570851798117286,"authorIdStr":"3570851798117286","name":"Ccyice","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/885346685","repostId":1118481158,"repostType":4,"repost":{"id":"1118481158","kind":"news","pubTimestamp":1631703727,"share":"https://www.laohunote.com/m/news/1118481158?lang=zh_CN&edition=full","pubTime":"2021-09-15 19:02","market":"us","language":"en","title":"These 4 Stocks Are Netting Warren Buffett a Combined $3.1 Billion in Annual Dividend Income<blockquote>这 4 只股票为沃伦·巴菲特带来了总计 31 亿美元的年度股息收入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118481158","media":"Motley Fool","summary":"More than half of Berkshire Hathaway's dividend payouts are generated from four holdings.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Dividend stocks have played a key role in the Oracle of Omaha's long-term success.</li> <li>Collectively, these four holdings will pay out a little over $3.1 billion in dividend income to Buffett's company over the next year.</li> </ul> </p><p><blockquote><ul><li>股息股票在奥马哈长期成功的先知中发挥了关键作用。</li><li>明年,这四家公司将向巴菲特的公司支付略高于 31 亿美元的股息收入。</li></ul></blockquote></p><p> Few if any investors have been as successful over the long run as <b>Berkshire Hathaway</b>'s (NYSE:BRK.A)(NYSE:BRK.B)Warren Buffett. Since taking over as CEO in 1965, he's led his company's stock to an annual average return of 20%. Including the year-to-date return of the Class A shares (BRK.A), we're talking about an aggregate gain approaching 3,400,000%.</p><p><blockquote>从长远来看,很少有投资者像<b>伯克希尔哈撒韦公司</b>(纽约证券交易所代码:BRK.A)(纽约证券交易所代码:BRK.B)沃伦·巴菲特。自1965年接任首席执行官以来,他带领公司股票实现了20%的年平均回报率。包括 A 类股 (BRK.A) 年初至今的回报率在内,我们谈论的总涨幅接近 3,400,000%。</blockquote></p><p> There are a number of reasons Buffett is a successful investor. For example, he buys stakes in businesses he understands well, and he often focuses on companies that have clear and sustainable competitive advantages. However, the biggest puzzle piece to the Oracle of Omaha's success might be his affinity for dividend stocks.</p><p><blockquote>巴菲特是一位成功的投资者有很多原因。例如,他购买他非常了解的企业的股份,他经常关注具有明显和可持续竞争优势的公司。然而,奥马哈先知成功的最大谜题可能是他对股息股票的喜爱。</blockquote></p><p> This year, Berkshire Hathaway is set to collect more than $5 billion in dividend income. Of this more than $5 billion, Buffett and his investing team will receive a little over $3.1 billion from just four stocks.</p><p><blockquote>今年,伯克希尔哈撒韦公司的股息收入将超过 50 亿美元。在这超过 50 亿美元的资金中,巴菲特和他的投资团队将从四只股票中获得略高于 31 亿美元的资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0127a7236d64db02cb47145f25e2ec9\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>BERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>伯克希尔哈撒韦公司首席执行官沃伦·巴菲特。图片来源:杂色傻瓜。</span></p></blockquote></p><p> <b>Bank of America: $867,595,685 in annual dividend income</b></p><p><blockquote><b>美国银行:年度股息收入 867,595,685 美元</b></blockquote></p><p> Buffett's golden goose on the dividend front is money-center behemoth <b>Bank of America</b>(NYSE:BAC). With over 1 billion shares held in Berkshire Hathaway's portfolio, the $0.84 base annual payout from BofA will yield almost $868 million in dividend income over the next 12 months.</p><p><blockquote>巴菲特在股息方面的金鹅是货币中心的庞然大物<b>美国银行</b>(纽约证券交易所代码:BAC)。伯克希尔哈撒韦公司的投资组合中持有超过 10 亿股股票,美国银行每年 0.84 美元的基本派息将在未来 12 个月内产生近 8.68 亿美元的股息收入。</blockquote></p><p> Bank of America is what you might call the prototypical Buffett stock. Like most bank stocks, it's a cyclical company that's primed to benefit from long periods of economic expansion. Even though recessions are an inevitable part of the economic cycle, they usually only last a few months or a couple of quarters. By comparison, periods of expansion are measured in years and allow BofA's bread-and-butter growth segments, such as loans and deposits, to thrive.</p><p><blockquote>美国银行就是看涨期权巴菲特的典型股票。与大多数银行股一样,它是一家周期性公司,准备从长期经济扩张中受益。尽管衰退是经济周期不可避免的一部分,但它们通常只持续几个月或几个季度。相比之下,扩张期是以年为单位衡量的,这使得美国银行的主要增长部门(例如贷款和存款)能够蓬勃发展。</blockquote></p><p> What makes Bank of America such an intriguing investment at the moment is its interest-rate sensitivity. No money-center bank sees its interest income potential move up or down more because of changes in the interest rate yield curve. According to the company, a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $8 billion in net interest income over 12 months. When rates inevitably do rise, this added net interest income will go straight to its bottom line.</p><p><blockquote>美国银行目前之所以成为如此有趣的投资,是因为它对利率的敏感性。没有一家货币中心银行会因为利率收益率曲线的变化而看到其利息收入潜力上升或下降更多。据该公司称,利率收益率曲线平行移动 100 个基点将在 12 个月内增加约 80 亿美元的净利息收入。当利率不可避免地上升时,额外的净利息收入将直接进入其底线。</blockquote></p><p> As one final note, Bank of America has done an excellent job with its digitization efforts. With more people than ever banking online or through mobile apps, BofA has been able to consolidate some of its branches and improve its operating performance.</p><p><blockquote>最后一点,美国银行在数字化工作方面做得非常出色。随着越来越多的人通过网上银行或移动应用程序进行银行业务,美国银行已经能够整合其部分分支机构并提高其运营绩效。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d62012b118a588b5ce165ba9e6e12a9a\" tg-width=\"2000\" tg-height=\"1300\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Occidental Petroleum (preferred shares): $800,000,000 in annual dividend income</b></p><p><blockquote><b>西方石油公司(优先股):年度股息收入 8 亿美元</b></blockquote></p><p> Though you won't see it listed in Berkshire Hathaway's portfolio, Buffett's company owns $10 billion worth of preferred stock from oil and gas company <b>Occidental Petroleum</b>(NYSE:OXY).</p><p><blockquote>尽管你不会在伯克希尔哈撒韦公司的投资组合中看到它,但巴菲特的公司拥有石油和天然气公司价值 100 亿美元的优先股<b>西方石油</b>(纽约证券交易所代码:OXY)。</blockquote></p><p> Back in 2019, Berkshire Hathaway provided $10 billion in financing to allow Occidental to acquire Anadarko Petroleum, which was also being courted by integrated oil and gas giant <b>Chevron</b>. In return for handing over $10 billion, Buffett's company was granted 100,000 preferred shares of Occidental Petroleum stock, each with a value of $100,000. Most importantly, these preferred shares yield a cool 8% annually. Although it remains Occidental's prerogative whether this dividend is paid in cash or with issued shares of Occidental Petroleum stock, Buffett and his team have the option of collecting this payout for at least a decade.</p><p><blockquote>早在2019年,伯克希尔哈撒韦公司就提供了100亿美元的融资,让西方石油公司收购了阿纳达科石油公司,该公司也受到了综合石油和天然气巨头的追捧<b>人字形</b>作为交出100亿美元的回报,巴菲特的公司获得了10万股西方石油优先股,每股价值10万美元。最重要的是,这些优先股的年收益率高达 8%。尽管这笔股息是以现金还是西方石油公司已发行股票支付仍然是西方石油公司的特权,但巴菲特和他的团队可以选择在至少十年内收取这笔股息。</blockquote></p><p> It should be noted that this deal also carries warrants to purchase up to 80 million shares of Occidental Petroleum stock at $62.50 per share. Although Occidental's share price is well below this mark at the moment, a sustainable rebound in oil prices and a successful deleveraging of its balance sheet might make these warrants worthwhile years down the road.</p><p><blockquote>值得注意的是,此次交易还附带认股权证,可以每股 62.50 美元的价格购买最多 8000 万股西方石油公司股票。尽管西方石油公司的股价目前远低于这一水平,但油价的可持续反弹及其资产负债表的成功去杠杆化可能会使这些认股权证在未来几年变得有价值。</blockquote></p><p> Despite Buffett and his team selling their common stock holdings in Occidental Petroleum, it's pretty evident they have no desire to part ways with this inflation-topping return of 8% each year from the preferred shares.</p><p><blockquote>尽管巴菲特和他的团队出售了他们在西方石油公司持有的普通股,但很明显,他们并不想放弃优先股每年 8% 的高于通胀的回报率。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/444424b2704605c7e9e9c80e1827f6a7\" tg-width=\"2000\" tg-height=\"1324\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: APPLE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:苹果。</span></p></blockquote></p><p> <b>Apple: $798,652,590 in annual dividend income</b></p><p><blockquote><b>苹果:年度股息收入 798,652,590 美元</b></blockquote></p><p> Berkshire Hathaway's so-called \"third business\" is another source of big-time dividend income. Innovation kingpin <b>Apple</b>(NASDAQ:AAPL), the largest holding by far in Buffett's portfolio, is netting Berkshire almost $799 million annually.</p><p><blockquote>伯克希尔哈撒韦公司所谓的“第三业务”是另一个巨额股息收入来源。创新大师<b>苹果</b>(纳斯达克股票代码:AAPL)是巴菲特投资组合中迄今为止最大的持股,每年为伯克希尔带来近 7.99 亿美元的净利润。</blockquote></p><p> Apple's success is a reflection of consumers' incredible loyalty to the company, its dominance in certain categories, and its innovation. For instance, it's the most dominant provider of smartphones in the United States. According to Counterpoint Research, iPhone sales have accounted for between 53% and 65% of all U.S. smartphone share over the past three quarters. That's more than double its next closest competitor,<b>Samsung</b>. Not surprisingly, customer lines often wrap around Apple's stores when new products are launched.</p><p><blockquote>苹果的成功反映了消费者对该公司令人难以置信的忠诚度、它在某些类别中的主导地位以及它的创新。例如,它是美国最具主导地位的智能手机供应商。根据 Counterpoint Research 的数据,过去三个季度,iPhone 销量占美国所有智能手机份额的 53% 至 65%。这是其下一个最接近的竞争对手的两倍多,<b>三星</b>毫不奇怪,每当苹果推出新产品时,顾客队伍往往会包围苹果的商店。</blockquote></p><p> However,the future for Apple lies with its services and subscriptions. CEO Tim Cook is overseeing a long-term transition that'll emphasize these higher-margin platforms. Ultimately, services should reduce the revenue lumpiness associated with product cycles and improve long-term operating margins.</p><p><blockquote>然而,苹果的未来在于其服务和订阅。首席执行官蒂姆·库克 (Tim Cook) 正在监督一项长期转型,该转型将强调这些利润率较高的平台。最终,服务应该会减少与产品周期相关的收入波动,并提高长期营业利润率。</blockquote></p><p> What often gets overlooked with Apple is what a capital return superstar it's been. Since reintroducing a quarterly dividend in the summer of 2012, Apple has increased its payout by 132%. What's more, Apple spent in the neighborhood of $380 billion repurchasing 10.6 billion shares of its own common stock since commencing its share repurchase program in 2013. In other words, Apple's shareholders are getting rewarded in a multitude of ways.</p><p><blockquote>苹果经常被忽视的是它作为资本回报超级巨星的地位。自 2012 年夏天重新引入季度股息以来,苹果的派息增加了 132%。更重要的是,自2013年开始股票回购计划以来,苹果已花费约3800亿美元回购了106亿股自己的普通股。换句话说,苹果的股东正在以多种方式获得回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f64dcdff17a24b8a4e277db734557537\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: COCA-COLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:可口可乐。</span></p></blockquote></p><p> <b>Coca-Cola: $672,000,000 in annual dividend income</b></p><p><blockquote><b>可口可乐:年度股息收入 6.72 亿美元</b></blockquote></p><p> The fourth and final Buffett stock that's contributing a boatload of dividend income each year is beverage company <b>Coca-Cola</b>(NYSE:KO). Coke is Buffett's longest-tenured holding, at 33 years.</p><p><blockquote>每年贡献大量股息收入的第四只也是最后一只巴菲特股票是饮料公司<b>可口可乐</b>(纽约证券交易所代码:KO)。可口可乐是巴菲特持有时间最长的股票,为 33 年。</blockquote></p><p> Coca-Cola's consistent and growing profitability is a function of a couple of factors. First, it's working with incredible geographic diversity. With the exception of North Korea and Cuba, Coke sells its products in every other country around the world. This means a recession in a few countries won't necessarily hurt its profit potential.</p><p><blockquote>可口可乐持续且不断增长的盈利能力是几个因素的结果。首先,它与令人难以置信的地理多样性合作。除了朝鲜和古巴,可口可乐的产品销往世界上所有其他国家。这意味着少数国家的经济衰退不一定会损害其利润潜力。</blockquote></p><p> To build on this point, Coca-Cola also possesses a 20% share of the cold-beverage market in developed markets, along with a 10% share of cold beverages sold in emerging markets. This position allows it to generate plenty of predictable cash flow from developed markets while leaning on the faster growth potential of developing markets. All told, the company has more than 20 global brands bringing in at least $1 billion in annual sales.</p><p><blockquote>在此基础上,可口可乐还拥有发达市场20%的冷饮市场份额,以及新兴市场销售10%的冷饮份额。这一地位使其能够从发达市场产生大量可预测的现金流,同时依靠发展中市场更快的增长潜力。总而言之,该公司拥有 20 多个全球品牌,年销售额至少为 10 亿美元。</blockquote></p><p> Coke's global brand awareness is tough to beat, as well. It's one of the most recognized brands in the world and has historically had little issue crossing generational gaps to reach consumers. With everything from holiday tie-ins to social media marketing at its disposal, Coke is as steady as they come in the profit department. Perhaps that's why it's raised its base annual payout for 59 consecutive years.</p><p><blockquote>可口可乐的全球品牌知名度也很难被击败。它是世界上最受认可的品牌之一,历史上跨越代沟接触消费者几乎没有问题。从假日搭配到社交媒体营销,可口可乐的一切都在其支配之下,在利润方面表现得非常稳定。也许这就是它连续59年提高基本年度支出的原因。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 4 Stocks Are Netting Warren Buffett a Combined $3.1 Billion in Annual Dividend Income<blockquote>这 4 只股票为沃伦·巴菲特带来了总计 31 亿美元的年度股息收入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 4 Stocks Are Netting Warren Buffett a Combined $3.1 Billion in Annual Dividend Income<blockquote>这 4 只股票为沃伦·巴菲特带来了总计 31 亿美元的年度股息收入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-15 19:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Dividend stocks have played a key role in the Oracle of Omaha's long-term success.</li> <li>Collectively, these four holdings will pay out a little over $3.1 billion in dividend income to Buffett's company over the next year.</li> </ul> </p><p><blockquote><ul><li>股息股票在奥马哈长期成功的先知中发挥了关键作用。</li><li>明年,这四家公司将向巴菲特的公司支付略高于 31 亿美元的股息收入。</li></ul></blockquote></p><p> Few if any investors have been as successful over the long run as <b>Berkshire Hathaway</b>'s (NYSE:BRK.A)(NYSE:BRK.B)Warren Buffett. Since taking over as CEO in 1965, he's led his company's stock to an annual average return of 20%. Including the year-to-date return of the Class A shares (BRK.A), we're talking about an aggregate gain approaching 3,400,000%.</p><p><blockquote>从长远来看,很少有投资者像<b>伯克希尔哈撒韦公司</b>(纽约证券交易所代码:BRK.A)(纽约证券交易所代码:BRK.B)沃伦·巴菲特。自1965年接任首席执行官以来,他带领公司股票实现了20%的年平均回报率。包括 A 类股 (BRK.A) 年初至今的回报率在内,我们谈论的总涨幅接近 3,400,000%。</blockquote></p><p> There are a number of reasons Buffett is a successful investor. For example, he buys stakes in businesses he understands well, and he often focuses on companies that have clear and sustainable competitive advantages. However, the biggest puzzle piece to the Oracle of Omaha's success might be his affinity for dividend stocks.</p><p><blockquote>巴菲特是一位成功的投资者有很多原因。例如,他购买他非常了解的企业的股份,他经常关注具有明显和可持续竞争优势的公司。然而,奥马哈先知成功的最大谜题可能是他对股息股票的喜爱。</blockquote></p><p> This year, Berkshire Hathaway is set to collect more than $5 billion in dividend income. Of this more than $5 billion, Buffett and his investing team will receive a little over $3.1 billion from just four stocks.</p><p><blockquote>今年,伯克希尔哈撒韦公司的股息收入将超过 50 亿美元。在这超过 50 亿美元的资金中,巴菲特和他的投资团队将从四只股票中获得略高于 31 亿美元的资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0127a7236d64db02cb47145f25e2ec9\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>BERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>伯克希尔哈撒韦公司首席执行官沃伦·巴菲特。图片来源:杂色傻瓜。</span></p></blockquote></p><p> <b>Bank of America: $867,595,685 in annual dividend income</b></p><p><blockquote><b>美国银行:年度股息收入 867,595,685 美元</b></blockquote></p><p> Buffett's golden goose on the dividend front is money-center behemoth <b>Bank of America</b>(NYSE:BAC). With over 1 billion shares held in Berkshire Hathaway's portfolio, the $0.84 base annual payout from BofA will yield almost $868 million in dividend income over the next 12 months.</p><p><blockquote>巴菲特在股息方面的金鹅是货币中心的庞然大物<b>美国银行</b>(纽约证券交易所代码:BAC)。伯克希尔哈撒韦公司的投资组合中持有超过 10 亿股股票,美国银行每年 0.84 美元的基本派息将在未来 12 个月内产生近 8.68 亿美元的股息收入。</blockquote></p><p> Bank of America is what you might call the prototypical Buffett stock. Like most bank stocks, it's a cyclical company that's primed to benefit from long periods of economic expansion. Even though recessions are an inevitable part of the economic cycle, they usually only last a few months or a couple of quarters. By comparison, periods of expansion are measured in years and allow BofA's bread-and-butter growth segments, such as loans and deposits, to thrive.</p><p><blockquote>美国银行就是看涨期权巴菲特的典型股票。与大多数银行股一样,它是一家周期性公司,准备从长期经济扩张中受益。尽管衰退是经济周期不可避免的一部分,但它们通常只持续几个月或几个季度。相比之下,扩张期是以年为单位衡量的,这使得美国银行的主要增长部门(例如贷款和存款)能够蓬勃发展。</blockquote></p><p> What makes Bank of America such an intriguing investment at the moment is its interest-rate sensitivity. No money-center bank sees its interest income potential move up or down more because of changes in the interest rate yield curve. According to the company, a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $8 billion in net interest income over 12 months. When rates inevitably do rise, this added net interest income will go straight to its bottom line.</p><p><blockquote>美国银行目前之所以成为如此有趣的投资,是因为它对利率的敏感性。没有一家货币中心银行会因为利率收益率曲线的变化而看到其利息收入潜力上升或下降更多。据该公司称,利率收益率曲线平行移动 100 个基点将在 12 个月内增加约 80 亿美元的净利息收入。当利率不可避免地上升时,额外的净利息收入将直接进入其底线。</blockquote></p><p> As one final note, Bank of America has done an excellent job with its digitization efforts. With more people than ever banking online or through mobile apps, BofA has been able to consolidate some of its branches and improve its operating performance.</p><p><blockquote>最后一点,美国银行在数字化工作方面做得非常出色。随着越来越多的人通过网上银行或移动应用程序进行银行业务,美国银行已经能够整合其部分分支机构并提高其运营绩效。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d62012b118a588b5ce165ba9e6e12a9a\" tg-width=\"2000\" tg-height=\"1300\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Occidental Petroleum (preferred shares): $800,000,000 in annual dividend income</b></p><p><blockquote><b>西方石油公司(优先股):年度股息收入 8 亿美元</b></blockquote></p><p> Though you won't see it listed in Berkshire Hathaway's portfolio, Buffett's company owns $10 billion worth of preferred stock from oil and gas company <b>Occidental Petroleum</b>(NYSE:OXY).</p><p><blockquote>尽管你不会在伯克希尔哈撒韦公司的投资组合中看到它,但巴菲特的公司拥有石油和天然气公司价值 100 亿美元的优先股<b>西方石油</b>(纽约证券交易所代码:OXY)。</blockquote></p><p> Back in 2019, Berkshire Hathaway provided $10 billion in financing to allow Occidental to acquire Anadarko Petroleum, which was also being courted by integrated oil and gas giant <b>Chevron</b>. In return for handing over $10 billion, Buffett's company was granted 100,000 preferred shares of Occidental Petroleum stock, each with a value of $100,000. Most importantly, these preferred shares yield a cool 8% annually. Although it remains Occidental's prerogative whether this dividend is paid in cash or with issued shares of Occidental Petroleum stock, Buffett and his team have the option of collecting this payout for at least a decade.</p><p><blockquote>早在2019年,伯克希尔哈撒韦公司就提供了100亿美元的融资,让西方石油公司收购了阿纳达科石油公司,该公司也受到了综合石油和天然气巨头的追捧<b>人字形</b>作为交出100亿美元的回报,巴菲特的公司获得了10万股西方石油优先股,每股价值10万美元。最重要的是,这些优先股的年收益率高达 8%。尽管这笔股息是以现金还是西方石油公司已发行股票支付仍然是西方石油公司的特权,但巴菲特和他的团队可以选择在至少十年内收取这笔股息。</blockquote></p><p> It should be noted that this deal also carries warrants to purchase up to 80 million shares of Occidental Petroleum stock at $62.50 per share. Although Occidental's share price is well below this mark at the moment, a sustainable rebound in oil prices and a successful deleveraging of its balance sheet might make these warrants worthwhile years down the road.</p><p><blockquote>值得注意的是,此次交易还附带认股权证,可以每股 62.50 美元的价格购买最多 8000 万股西方石油公司股票。尽管西方石油公司的股价目前远低于这一水平,但油价的可持续反弹及其资产负债表的成功去杠杆化可能会使这些认股权证在未来几年变得有价值。</blockquote></p><p> Despite Buffett and his team selling their common stock holdings in Occidental Petroleum, it's pretty evident they have no desire to part ways with this inflation-topping return of 8% each year from the preferred shares.</p><p><blockquote>尽管巴菲特和他的团队出售了他们在西方石油公司持有的普通股,但很明显,他们并不想放弃优先股每年 8% 的高于通胀的回报率。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/444424b2704605c7e9e9c80e1827f6a7\" tg-width=\"2000\" tg-height=\"1324\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: APPLE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:苹果。</span></p></blockquote></p><p> <b>Apple: $798,652,590 in annual dividend income</b></p><p><blockquote><b>苹果:年度股息收入 798,652,590 美元</b></blockquote></p><p> Berkshire Hathaway's so-called \"third business\" is another source of big-time dividend income. Innovation kingpin <b>Apple</b>(NASDAQ:AAPL), the largest holding by far in Buffett's portfolio, is netting Berkshire almost $799 million annually.</p><p><blockquote>伯克希尔哈撒韦公司所谓的“第三业务”是另一个巨额股息收入来源。创新大师<b>苹果</b>(纳斯达克股票代码:AAPL)是巴菲特投资组合中迄今为止最大的持股,每年为伯克希尔带来近 7.99 亿美元的净利润。</blockquote></p><p> Apple's success is a reflection of consumers' incredible loyalty to the company, its dominance in certain categories, and its innovation. For instance, it's the most dominant provider of smartphones in the United States. According to Counterpoint Research, iPhone sales have accounted for between 53% and 65% of all U.S. smartphone share over the past three quarters. That's more than double its next closest competitor,<b>Samsung</b>. Not surprisingly, customer lines often wrap around Apple's stores when new products are launched.</p><p><blockquote>苹果的成功反映了消费者对该公司令人难以置信的忠诚度、它在某些类别中的主导地位以及它的创新。例如,它是美国最具主导地位的智能手机供应商。根据 Counterpoint Research 的数据,过去三个季度,iPhone 销量占美国所有智能手机份额的 53% 至 65%。这是其下一个最接近的竞争对手的两倍多,<b>三星</b>毫不奇怪,每当苹果推出新产品时,顾客队伍往往会包围苹果的商店。</blockquote></p><p> However,the future for Apple lies with its services and subscriptions. CEO Tim Cook is overseeing a long-term transition that'll emphasize these higher-margin platforms. Ultimately, services should reduce the revenue lumpiness associated with product cycles and improve long-term operating margins.</p><p><blockquote>然而,苹果的未来在于其服务和订阅。首席执行官蒂姆·库克 (Tim Cook) 正在监督一项长期转型,该转型将强调这些利润率较高的平台。最终,服务应该会减少与产品周期相关的收入波动,并提高长期营业利润率。</blockquote></p><p> What often gets overlooked with Apple is what a capital return superstar it's been. Since reintroducing a quarterly dividend in the summer of 2012, Apple has increased its payout by 132%. What's more, Apple spent in the neighborhood of $380 billion repurchasing 10.6 billion shares of its own common stock since commencing its share repurchase program in 2013. In other words, Apple's shareholders are getting rewarded in a multitude of ways.</p><p><blockquote>苹果经常被忽视的是它作为资本回报超级巨星的地位。自 2012 年夏天重新引入季度股息以来,苹果的派息增加了 132%。更重要的是,自2013年开始股票回购计划以来,苹果已花费约3800亿美元回购了106亿股自己的普通股。换句话说,苹果的股东正在以多种方式获得回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f64dcdff17a24b8a4e277db734557537\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: COCA-COLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:可口可乐。</span></p></blockquote></p><p> <b>Coca-Cola: $672,000,000 in annual dividend income</b></p><p><blockquote><b>可口可乐:年度股息收入 6.72 亿美元</b></blockquote></p><p> The fourth and final Buffett stock that's contributing a boatload of dividend income each year is beverage company <b>Coca-Cola</b>(NYSE:KO). Coke is Buffett's longest-tenured holding, at 33 years.</p><p><blockquote>每年贡献大量股息收入的第四只也是最后一只巴菲特股票是饮料公司<b>可口可乐</b>(纽约证券交易所代码:KO)。可口可乐是巴菲特持有时间最长的股票,为 33 年。</blockquote></p><p> Coca-Cola's consistent and growing profitability is a function of a couple of factors. First, it's working with incredible geographic diversity. With the exception of North Korea and Cuba, Coke sells its products in every other country around the world. This means a recession in a few countries won't necessarily hurt its profit potential.</p><p><blockquote>可口可乐持续且不断增长的盈利能力是几个因素的结果。首先,它与令人难以置信的地理多样性合作。除了朝鲜和古巴,可口可乐的产品销往世界上所有其他国家。这意味着少数国家的经济衰退不一定会损害其利润潜力。</blockquote></p><p> To build on this point, Coca-Cola also possesses a 20% share of the cold-beverage market in developed markets, along with a 10% share of cold beverages sold in emerging markets. This position allows it to generate plenty of predictable cash flow from developed markets while leaning on the faster growth potential of developing markets. All told, the company has more than 20 global brands bringing in at least $1 billion in annual sales.</p><p><blockquote>在此基础上,可口可乐还拥有发达市场20%的冷饮市场份额,以及新兴市场销售10%的冷饮份额。这一地位使其能够从发达市场产生大量可预测的现金流,同时依靠发展中市场更快的增长潜力。总而言之,该公司拥有 20 多个全球品牌,年销售额至少为 10 亿美元。</blockquote></p><p> Coke's global brand awareness is tough to beat, as well. It's one of the most recognized brands in the world and has historically had little issue crossing generational gaps to reach consumers. With everything from holiday tie-ins to social media marketing at its disposal, Coke is as steady as they come in the profit department. Perhaps that's why it's raised its base annual payout for 59 consecutive years.</p><p><blockquote>可口可乐的全球品牌知名度也很难被击败。它是世界上最受认可的品牌之一,历史上跨越代沟接触消费者几乎没有问题。从假日搭配到社交媒体营销,可口可乐的一切都在其支配之下,在利润方面表现得非常稳定。也许这就是它连续59年提高基本年度支出的原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/09/15/4-stocks-warren-buffett-3-billion-dividend-income/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","KO":"可口可乐","AAPL":"苹果","OXY":"西方石油","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/09/15/4-stocks-warren-buffett-3-billion-dividend-income/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118481158","content_text":"Key Points\n\nDividend stocks have played a key role in the Oracle of Omaha's long-term success.\nCollectively, these four holdings will pay out a little over $3.1 billion in dividend income to Buffett's company over the next year.\n\n\nFew if any investors have been as successful over the long run as Berkshire Hathaway's (NYSE:BRK.A)(NYSE:BRK.B)Warren Buffett. Since taking over as CEO in 1965, he's led his company's stock to an annual average return of 20%. Including the year-to-date return of the Class A shares (BRK.A), we're talking about an aggregate gain approaching 3,400,000%.\nThere are a number of reasons Buffett is a successful investor. For example, he buys stakes in businesses he understands well, and he often focuses on companies that have clear and sustainable competitive advantages. However, the biggest puzzle piece to the Oracle of Omaha's success might be his affinity for dividend stocks.\nThis year, Berkshire Hathaway is set to collect more than $5 billion in dividend income. Of this more than $5 billion, Buffett and his investing team will receive a little over $3.1 billion from just four stocks.\nBERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.\nBank of America: $867,595,685 in annual dividend income\nBuffett's golden goose on the dividend front is money-center behemoth Bank of America(NYSE:BAC). With over 1 billion shares held in Berkshire Hathaway's portfolio, the $0.84 base annual payout from BofA will yield almost $868 million in dividend income over the next 12 months.\nBank of America is what you might call the prototypical Buffett stock. Like most bank stocks, it's a cyclical company that's primed to benefit from long periods of economic expansion. Even though recessions are an inevitable part of the economic cycle, they usually only last a few months or a couple of quarters. By comparison, periods of expansion are measured in years and allow BofA's bread-and-butter growth segments, such as loans and deposits, to thrive.\nWhat makes Bank of America such an intriguing investment at the moment is its interest-rate sensitivity. No money-center bank sees its interest income potential move up or down more because of changes in the interest rate yield curve. According to the company, a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $8 billion in net interest income over 12 months. When rates inevitably do rise, this added net interest income will go straight to its bottom line.\nAs one final note, Bank of America has done an excellent job with its digitization efforts. With more people than ever banking online or through mobile apps, BofA has been able to consolidate some of its branches and improve its operating performance.\nIMAGE SOURCE: GETTY IMAGES.\nOccidental Petroleum (preferred shares): $800,000,000 in annual dividend income\nThough you won't see it listed in Berkshire Hathaway's portfolio, Buffett's company owns $10 billion worth of preferred stock from oil and gas company Occidental Petroleum(NYSE:OXY).\nBack in 2019, Berkshire Hathaway provided $10 billion in financing to allow Occidental to acquire Anadarko Petroleum, which was also being courted by integrated oil and gas giant Chevron. In return for handing over $10 billion, Buffett's company was granted 100,000 preferred shares of Occidental Petroleum stock, each with a value of $100,000. Most importantly, these preferred shares yield a cool 8% annually. Although it remains Occidental's prerogative whether this dividend is paid in cash or with issued shares of Occidental Petroleum stock, Buffett and his team have the option of collecting this payout for at least a decade.\nIt should be noted that this deal also carries warrants to purchase up to 80 million shares of Occidental Petroleum stock at $62.50 per share. Although Occidental's share price is well below this mark at the moment, a sustainable rebound in oil prices and a successful deleveraging of its balance sheet might make these warrants worthwhile years down the road.\nDespite Buffett and his team selling their common stock holdings in Occidental Petroleum, it's pretty evident they have no desire to part ways with this inflation-topping return of 8% each year from the preferred shares.\nIMAGE SOURCE: APPLE.\nApple: $798,652,590 in annual dividend income\nBerkshire Hathaway's so-called \"third business\" is another source of big-time dividend income. Innovation kingpin Apple(NASDAQ:AAPL), the largest holding by far in Buffett's portfolio, is netting Berkshire almost $799 million annually.\nApple's success is a reflection of consumers' incredible loyalty to the company, its dominance in certain categories, and its innovation. For instance, it's the most dominant provider of smartphones in the United States. According to Counterpoint Research, iPhone sales have accounted for between 53% and 65% of all U.S. smartphone share over the past three quarters. That's more than double its next closest competitor,Samsung. Not surprisingly, customer lines often wrap around Apple's stores when new products are launched.\nHowever,the future for Apple lies with its services and subscriptions. CEO Tim Cook is overseeing a long-term transition that'll emphasize these higher-margin platforms. Ultimately, services should reduce the revenue lumpiness associated with product cycles and improve long-term operating margins.\nWhat often gets overlooked with Apple is what a capital return superstar it's been. Since reintroducing a quarterly dividend in the summer of 2012, Apple has increased its payout by 132%. What's more, Apple spent in the neighborhood of $380 billion repurchasing 10.6 billion shares of its own common stock since commencing its share repurchase program in 2013. In other words, Apple's shareholders are getting rewarded in a multitude of ways.\nIMAGE SOURCE: COCA-COLA.\nCoca-Cola: $672,000,000 in annual dividend income\nThe fourth and final Buffett stock that's contributing a boatload of dividend income each year is beverage company Coca-Cola(NYSE:KO). Coke is Buffett's longest-tenured holding, at 33 years.\nCoca-Cola's consistent and growing profitability is a function of a couple of factors. First, it's working with incredible geographic diversity. With the exception of North Korea and Cuba, Coke sells its products in every other country around the world. This means a recession in a few countries won't necessarily hurt its profit potential.\nTo build on this point, Coca-Cola also possesses a 20% share of the cold-beverage market in developed markets, along with a 10% share of cold beverages sold in emerging markets. This position allows it to generate plenty of predictable cash flow from developed markets while leaning on the faster growth potential of developing markets. All told, the company has more than 20 global brands bringing in at least $1 billion in annual sales.\nCoke's global brand awareness is tough to beat, as well. It's one of the most recognized brands in the world and has historically had little issue crossing generational gaps to reach consumers. With everything from holiday tie-ins to social media marketing at its disposal, Coke is as steady as they come in the profit department. Perhaps that's why it's raised its base annual payout for 59 consecutive years.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BAC":0.9,"KO":0.9,"OXY":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2910,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":6547114,"commentId":"6547114","gmtCreate":1636692306857,"gmtModify":1636692306857,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":885346685,"objectIdStr":"885346685","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>Hi</u>","text":"<u>Hi</u>","html":"<u>Hi</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/885346685"}
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