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2022-04-07

Why Billionaire Warren Buffett Took A Stake In HP<blockquote>亿万富翁沃伦·巴菲特为何入股惠普</blockquote>

HP's stock hasn't been properly valued by investors, hence Buffett enters smelling a dislocation.

Why Billionaire Warren Buffett Took A Stake In HP<blockquote>亿万富翁沃伦·巴菲特为何入股惠普</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":619523047,"tweetId":"619523047","gmtCreate":1649341604720,"gmtModify":1649341605241,"author":{"id":4095592624574210,"idStr":"4095592624574210","authorId":4095592624574210,"authorIdStr":"4095592624574210","name":"jovrene","avatar":"https://static.tigerbbs.com/a068b755584903947da2a9b01a9599de","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":43,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>K</body></html>","htmlText":"<html><head></head><body>K</body></html>","text":"K","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/619523047","repostId":2225928597,"repostType":4,"repost":{"id":"2225928597","kind":"news","pubTimestamp":1649337763,"share":"https://www.laohu8.com/m/news/2225928597?lang=zh_CN&edition=full","pubTime":"2022-04-07 21:22","market":"us","language":"en","title":"Why Billionaire Warren Buffett Took A Stake In HP<blockquote>亿万富翁沃伦·巴菲特为何入股惠普</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2225928597","media":"Yahoo Finance","summary":"HP's stock hasn't been properly valued by investors, hence Buffett enters smelling a dislocation.","content":"<html><head></head><body>In many respects, <a href=\"https://laohu8.com/S/HPQ\">HP</a> has earned the stamp of approval from billionaire investor Warren Buffett.<blockquote><html><head></head><body>在很多方面，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>获得了亿万富翁投资者沃伦·巴菲特的认可。</body></html></blockquote>Buffett&#39;s Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.<blockquote>巴菲特的伯克希尔哈撒韦公司在周三晚间提交的一份新文件中透露，其拥有1.21亿股惠普股票。这项价值42亿美元的投资使伯克希尔哈撒韦公司拥有惠普约11.4%的股份。</blockquote>&#34;Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,&#34; an HP spokesperson said.<blockquote>惠普发言人表示：“伯克希尔哈撒韦公司是世界上最受尊敬的投资者之一，我们欢迎他们成为惠普公司的投资者。”</blockquote>Buffett&#39;s investment makes sense for several reasons.<blockquote>巴菲特的投资有几个原因是有意义的。</blockquote>First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.<blockquote>首先，惠普在首席执行官恩里克·洛雷斯(Enrique Lores)的领导下一直在蓬勃发展，他的运营转型继续取得成果。</blockquote>The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.<blockquote>由于商用电脑和打印机的强劲销售，该公司压低了分析师对其第一财季（2月底报告）的利润预测。惠普表示，商用电脑和打印机销售额分别比上年增长26%和9%。</blockquote>The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.<blockquote>商用电脑和打印机的强劲表现抵消了消费产品的低迷表现。惠普表示，消费PC销售额下降1%，而消费打印销售额下降23%。</blockquote>Operating profit margins expanded 70 basis points in HP&#39;s personal systems segment, but declined 160 basis points in the printing business.<blockquote>惠普个人系统部门的营业利润率扩大了70个基点，但打印业务部门的营业利润率下降了160个基点。</blockquote>HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.<blockquote>惠普是Lores旗下自有股票的多产买家，本季度又回购了价值18亿美元的股票。</blockquote>The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.<blockquote>尽管供应链持续受到限制且个人电脑市场放缓，但该公司仍提供了乐观的前景。</blockquote>For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.<blockquote>惠普预计第二财季每股收益在1.02美元至1.08美元之间。分析师此前估计每股1.02美元。该公司将全年每股收益预期从之前的4.07美元至4.27美元上调至4.18美元至4.38美元。华尔街的定价为每股4.17美元。</blockquote>While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company&#39;s future through acquisitions.<blockquote>虽然惠普在疫情期间一直在稳步发展——部分原因也是积极的成本管理提高了利润——但洛雷斯已经开始通过收购为公司的未来打上自己的印记。</blockquote>The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.<blockquote>该公司在3月下旬表示，将以33亿美元收购工作场所协作解决方案提供商Poly。此前，该公司于2021年以4.25亿美元收购了游戏外设制造商HyperX。</blockquote>Despite all of these efforts, an argument could be made that HP&#39;s stock hasn&#39;t been properly valued by investors — hence Buffett enters smelling a dislocation.<blockquote>尽管做出了所有这些努力，但可以说惠普的股票没有得到投资者的正确估值——因此巴菲特嗅到了错位的味道。</blockquote>HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That&#39;s well below the forward PE multiple on the S&amp;P 500 of about 18.2 times. It&#39;s also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.<blockquote>惠普股票的预期市盈率仅为8.5倍。这远低于标普500约18.2倍的远期市盈率。奇怪的是，它也低于竞争对手施乐股价的12倍，因为在整个疫情期间，施乐的表现不如惠普。</blockquote></body></html><blockquote></blockquote>","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>Why Billionaire Warren Buffett Took A Stake In HP<blockquote>亿万富翁沃伦·巴菲特为何入股惠普</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\">\nWhy Billionaire Warren Buffett Took A Stake In HP<blockquote>亿万富翁沃伦·巴菲特为何入股惠普</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nYahoo Finance2022-04-07 21:22\n\n</h4>\n</header>\n<article>\n<html><head></head><body>In many respects, <a href=\"https://laohu8.com/S/HPQ\">HP</a> has earned the stamp of approval from billionaire investor Warren Buffett.<blockquote><html><head></head><body>在很多方面，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>获得了亿万富翁投资者沃伦·巴菲特的认可。</body></html></blockquote>Buffett&#39;s Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.<blockquote>巴菲特的伯克希尔哈撒韦公司在周三晚间提交的一份新文件中透露，其拥有1.21亿股惠普股票。这项价值42亿美元的投资使伯克希尔哈撒韦公司拥有惠普约11.4%的股份。</blockquote>&#34;Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,&#34; an HP spokesperson said.<blockquote>惠普发言人表示：“伯克希尔哈撒韦公司是世界上最受尊敬的投资者之一，我们欢迎他们成为惠普公司的投资者。”</blockquote>Buffett&#39;s investment makes sense for several reasons.<blockquote>巴菲特的投资有几个原因是有意义的。</blockquote>First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.<blockquote>首先，惠普在首席执行官恩里克·洛雷斯(Enrique Lores)的领导下一直在蓬勃发展，他的运营转型继续取得成果。</blockquote>The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.<blockquote>由于商用电脑和打印机的强劲销售，该公司压低了分析师对其第一财季（2月底报告）的利润预测。惠普表示，商用电脑和打印机销售额分别比上年增长26%和9%。</blockquote>The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.<blockquote>商用电脑和打印机的强劲表现抵消了消费产品的低迷表现。惠普表示，消费PC销售额下降1%，而消费打印销售额下降23%。</blockquote>Operating profit margins expanded 70 basis points in HP&#39;s personal systems segment, but declined 160 basis points in the printing business.<blockquote>惠普个人系统部门的营业利润率扩大了70个基点，但打印业务部门的营业利润率下降了160个基点。</blockquote>HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.<blockquote>惠普是Lores旗下自有股票的多产买家，本季度又回购了价值18亿美元的股票。</blockquote>The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.<blockquote>尽管供应链持续受到限制且个人电脑市场放缓，但该公司仍提供了乐观的前景。</blockquote>For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.<blockquote>惠普预计第二财季每股收益在1.02美元至1.08美元之间。分析师此前估计每股1.02美元。该公司将全年每股收益预期从之前的4.07美元至4.27美元上调至4.18美元至4.38美元。华尔街的定价为每股4.17美元。</blockquote>While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company&#39;s future through acquisitions.<blockquote>虽然惠普在疫情期间一直在稳步发展——部分原因也是积极的成本管理提高了利润——但洛雷斯已经开始通过收购为公司的未来打上自己的印记。</blockquote>The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.<blockquote>该公司在3月下旬表示，将以33亿美元收购工作场所协作解决方案提供商Poly。此前，该公司于2021年以4.25亿美元收购了游戏外设制造商HyperX。</blockquote>Despite all of these efforts, an argument could be made that HP&#39;s stock hasn&#39;t been properly valued by investors — hence Buffett enters smelling a dislocation.<blockquote>尽管做出了所有这些努力，但可以说惠普的股票没有得到投资者的正确估值——因此巴菲特嗅到了错位的味道。</blockquote>HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That&#39;s well below the forward PE multiple on the S&amp;P 500 of about 18.2 times. It&#39;s also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.<blockquote>惠普股票的预期市盈率仅为8.5倍。这远低于标普500约18.2倍的远期市盈率。奇怪的是，它也低于竞争对手施乐股价的12倍，因为在整个疫情期间，施乐的表现不如惠普。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html\">Yahoo Finance</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","HPQ":"惠普"},"source_url":"https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225928597","content_text":"In many respects, HP has earned the stamp of approval from billionaire investor Warren Buffett.Buffett's Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.\"Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,\" an HP spokesperson said.Buffett's investment makes sense for several reasons.First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.Operating profit margins expanded 70 basis points in HP's personal systems segment, but declined 160 basis points in the printing business.HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company's future through acquisitions.The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.Despite all of these efforts, an argument could be made that HP's stock hasn't been properly valued by investors — hence Buffett enters smelling a dislocation.HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That's well below the forward PE multiple on the S&P 500 of about 18.2 times. It's also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"HPQ":0.6}},"isVote":1,"tweetType":1,"viewCount":4057,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}