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Chrystle
2021-08-19

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Top Stocks Warren Buffett Just Bought<blockquote>沃伦·巴菲特刚刚购买的顶级股票</blockquote>

These were Berkshire Hathaway's biggest buys during Q2, 2021.

Top Stocks Warren Buffett Just Bought<blockquote>沃伦·巴菲特刚刚购买的顶级股票</blockquote>

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In fact, his stock-picking record is so good, he's one of the wealthiest people on the planet. His success suggests that keeping track of the stocks he purchases for his investment company,Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;could be smart. Fortunately, Berkshire Hathaway discloses the stocks it owns to the Securities and Exchange Commission every quarter in a report known as a 13-F.<blockquote><ul><li>沃伦·巴菲特是世界上最成功的投资者之一</li><li>伯克希尔哈撒韦公司管理着价值超过2930亿美元的投资组合。</li><li>这位传奇投资者上季度收购了四家公司的股份。</li></ul>沃伦·巴菲特通过购买被低估公司的股票成为世界上最成功的投资者之一。事实上，他的选股记录非常好，他是地球上最富有的人之一。他的成功表明，跟踪他为投资公司购买的股票，伯克希尔哈撒韦（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）可能很聪明。幸运的是，伯克希尔哈撒韦公司每个季度都会在一份名为13-F的报告中向美国证券交易委员会披露其持有的股票。</blockquote> The latest 13-F was released this week, and in it, we learn Berkshire Hathaway's portfolio consists of 48 stocks, including three stocks it bought in the second quarter and one stock it received as a spinoff from one of its existing holdings. Among them were a major grocery-store chain, a luxury retailer known for lavish locations, an insurer, and a generic-drug maker focusing on women's health. Read on to find out if these four stocks are right for your portfolio, too.<blockquote>最新的13-F于本周发布，我们在其中了解到伯克希尔哈撒韦公司的投资组合由48只股票组成，其中包括第二季度购买的三只股票和从现有持股中分拆出来的一只股票。其中包括一家大型杂货店连锁店、一家以奢华场所闻名的奢侈品零售商、一家保险公司和一家专注于女性健康的仿制药制造商。请继续阅读，了解这四只股票是否也适合您的投资组合。</blockquote> <img src=\"https://static.tigerbbs.com/02a20c1493f773d10c8893709b315327\" tg-width=\"2000\" tg-height=\"1296\" width=\"100%\" height=\"auto\">IMAGE SOURCE: THE MOTLEY FOOL.<blockquote>图片来源：杂色傻瓜。</blockquote> The stocks Buffett bought<blockquote>巴菲特买的股票</blockquote> As I mentioned, the Oracle of Omaha didn't find anything new to add to Berkshire Hathaway's portfolio. Instead, Berkshire Hathaway added to existing positions in&nbsp;Kroger&nbsp;(NYSE:KR),RH(NYSE:RH), and&nbsp;Aon(NYSE:AON). It also received shares in&nbsp;Organon&nbsp;(NYSE:OGN)&nbsp;when&nbsp;Merck&nbsp;(NYSE:MRK)&nbsp;spun it off on June 3. Berkshire already held the healthcare giant in its portfolio.<blockquote>正如我提到的，奥马哈先知没有发现任何新的东西可以添加到伯克希尔哈撒韦公司的投资组合中。相反，伯克希尔哈撒韦公司增加了现有头寸克罗格（纽约证券交易所代码：KR），RH（纽约证券交易所代码：RH），以及怡安（纽约证券交易所代码：怡安）。它还收到了欧加农（纽约证券交易所代码：OGN）何时默克（纽约证券交易所股票代码：MRK）于6月3日将其分拆。伯克希尔哈撒韦公司已经在其投资组合中持有这家医疗保健巨头。</blockquote> <img src=\"https://static.tigerbbs.com/878962514c10f2daf4aa5e75e0f77961\" tg-width=\"1151\" tg-height=\"374\" width=\"100%\" height=\"auto\">Data source: Berkshire Hathaway.<blockquote>数据来源：伯克希尔哈撒韦公司。</blockquote> Betting on a turnaround<blockquote>押注扭转局面</blockquote> Kroger's come a long way since 2017, when low margins and costly expansion plans caused its shares to tumble nearly 50% from its highs in 2016. Since then, a plan including cost-cutting, a renewed focus on its core grocery business, and e-commerce has turned things around, causing its share price to more than double.<blockquote>自2017年以来，克罗格已经取得了长足的进步，当时低利润率和昂贵的扩张计划导致其股价较2016年的高点下跌了近50%。此后，包括削减成本、重新关注核心杂货业务和电子商务在内的计划扭转了局面，导致其股价上涨了一倍多。</blockquote> Last summer, Kroger&nbsp;accounted for only 0.37%&nbsp;of Berkshire Hathaway's portfolio, but Berkshire now owns 61.8 million shares worth $2.4 billion, representing 0.81% of its portfolio. That's large enough for it to rank as Berkshire Hathaway's 15th largest position.<blockquote>去年夏天，克罗格仅占伯克希尔哈撒韦投资组合的0.37%，但伯克希尔哈撒韦公司现在拥有6180万股股票，价值24亿美元，占其投资组合的0.81%。这足以使其成为伯克希尔哈撒韦公司第15大头寸。</blockquote> So far, Buffett's bet on Kroger is paying off. Kroger's digital sales have tripled since 2019, and in its recent earnings conference call, management said strong demand for premium products contributed to better-than-expected earnings. As a result, Kroger&nbsp;increased&nbsp;its full-year fiscal 2021 EPS target to above $2.95, it authorized a new $1 billion stock-repurchase program, and it boosted its dividend payout by 17% to $0.21 per share, giving it a forward yield of 1.9%.<blockquote>到目前为止，巴菲特对克罗格的押注正在获得回报。自2019年以来，克罗格的数字销售额增长了两倍，在最近的盈利电话会议中，管理层表示，对高端产品的强劲需求导致了好于预期的盈利。因此，克罗格将2021财年全年每股收益目标提高至2.95美元以上，授权了一项新的10亿美元股票回购计划，并将股息支付提高17%至每股0.21美元，远期收益率为1.9%%。</blockquote> Home prices are helping this retailer's sales soar<blockquote>房价正在帮助这家零售商的销售额飙升</blockquote> Berkshire Hathaway also increased its position in RH, formerly Restoration Hardware. Last quarter, Buffett's team added over 35,000 shares in the luxury retailer, bringing total ownership in the company to 8.5%.<blockquote>伯克希尔哈撒韦公司还增持了RH（前身为Restoration Hardware）的头寸。上个季度，巴菲特团队增持了这家奢侈品零售商超过35,000股股票，使该公司的总持股比例达到8.5%。</blockquote> RH has benefited from significant tailwinds in the past year. COVID-driven homebuying trends, such as owning rather than renting and second home purchases, have caused home prices to increase significantly because of limited supply, unlocking demand for RH's products, including luxury furnishings. Meanwhile, higher wages and stimulus payments have boosted savings and disposable income, increasing consumer spending.<blockquote>RH在过去一年中受益于重大利好。COVID驱动的购房趋势，如拥有而不是租赁和购买第二套住房，由于供应有限，导致房价大幅上涨，释放了对RH产品（包括豪华家具）的需求。与此同时，更高的工资和刺激支出增加了储蓄和可支配收入，增加了消费者支出。</blockquote> In its fiscal quarter ending in April, RH's top-line sales&nbsp;grew 78%&nbsp;year over year to $861 million, and EPS of $4.89 increased an eye-popping 285% from the same quarter last year. Those results prompted management to tell investors in June it expects to be net debt-free later this year.<blockquote>在截至4月份的财季中，RH的营收同比增长78%，达到8.61亿美元，每股收益为4.89美元，比去年同期增长了285%，令人瞠目结舌。这些结果促使管理层在6月份告诉投资者，预计今年晚些时候将实现无净债务。</blockquote> RH expects its full fiscal year sales growth will be above 25%, up from prior estimates for growth of at least 15%, but that outlook could change when it reports its next quarterly update on Sept. 9.<blockquote>RH预计其整个财年的销售额增长将超过25%，高于之前至少15%的增长预期，但当其在9月9日报告下一个季度更新时，这一前景可能会发生变化。</blockquote> A unique way to play risk<blockquote>玩风险的独特方式</blockquote> If COVID has taught us anything, it's that the unexpected ought to be expected. Perhaps that's one reason Berkshire Hathaway has been stockpiling shares of Aon, the world's second largest insurance broker.<blockquote>如果说COVID教会了我们什么的话，那就是意外应该是意料之中的。也许这就是伯克希尔哈撒韦公司一直在囤积全球第二大保险经纪公司怡安股票的原因之一。</blockquote> Berkshire Hathaway came into the second quarter owning over 4 million shares in Aon, and it added almost 300,000 shares during the quarter, making Aon its 24th largest position. A lot has happened to Aon since Buffett was buying in Q2, though.<blockquote>伯克希尔哈撒韦公司第二季度持有怡安超过400万股，并在本季度增持了近30万股，使怡安成为其第24大持仓。不过，自从巴菲特在第二季度买入以来，怡安发生了很多事情。</blockquote> Last year, Aon announced plans to merge with Willis Towers Watson, the third largest insurance broker, in a $30 billion deal. However, the U.S. Department of Justice&nbsp;filed suit&nbsp;in June to block the merger, citing anticompetitive risks, and Aon&nbsp;abandoned&nbsp;its merger plans in July.<blockquote>去年，怡安宣布计划以300亿美元的价格与第三大保险经纪公司威利斯韬睿惠悦合并。然而，美国。司法部于6月提起诉讼阻止合并，理由是存在反竞争风险，怡安于7月放弃了合并计划。</blockquote> It remains to be seen whether Buffett was hoping for the merger to proceed or fail, so it will be important to keep an eye on what happens with his Aon shares in the third quarter. Unfortunately, we won't know if he's a buyer or seller until Berkshire Hathaway's next 13-F report is released in November.<blockquote>巴菲特是希望合并继续进行还是失败还有待观察，因此密切关注他持有的怡安股票在第三季度的走势非常重要。不幸的是，在伯克希尔哈撒韦公司11月发布下一份13-F报告之前，我们不会知道他是买家还是卖家。</blockquote> Can 1+1=3?<blockquote>1+1=3能吗？</blockquote> The final stock Berkshire Hathaway bought in the second quarter was also the only stock that was new to the portfolio in the period, Organon. Berkshire Hathaway came to hold its Organon shares when Merck&nbsp;spun it off&nbsp;in June.<blockquote>伯克希尔哈撒韦公司在第二季度购买的最后一只股票也是该期间投资组合中唯一的新股票Organon。当默克公司6月份分拆Organon时，伯克希尔哈撒韦公司开始持有该公司的股票。</blockquote> Organon's product lineup consists of biosimilars and a slate of women's health drugs Merck developed, including contraceptives NuvaRing and Nexplanon. The spinoff was orchestrated to jettison noncore assets and unlock value for Merck investors.<blockquote>Organon的产品阵容包括生物仿制药和默克开发的一系列女性健康药物，包括避孕药NuvaRing和Nexplanon。此次分拆旨在抛弃非核心资产并为默克投资者释放价值。</blockquote> The company reported second-quarter results earlier this month. In the quarter, revenue inched up 3.9% from the same quarter one year ago, which was much better than the 15% year-over-year decline reported in the prior quarter. It also reported better-than-expected adjusted EPS of $1.72, and it instituted its first dividend, deciding to pay $0.28 per share quarterly.<blockquote>该公司本月早些时候公布了第二季度业绩。本季度收入较去年同期小幅增长3.9%，远好于上一季度15%的同比下降。该公司还公布了好于预期的调整后每股收益1.72美元，并派发了首次股息，决定每季度支付每股0.28美元。</blockquote> It's unclear whether Berkshire Hathaway will hold on to its shares, though. The 3%-plus dividend yield is intriguing and second-quarter results are encouraging, but Organon accounts for only 0.02% of Berkshire Hathaway's assets, so there's no guarantee it will still be in the portfolio next quarter.<blockquote>不过，目前尚不清楚伯克希尔哈撒韦公司是否会持有其股票。超过3%的股息收益率很有趣，第二季度业绩也令人鼓舞，但Organon仅占伯克希尔哈撒韦公司资产的0.02%，因此不能保证下季度它仍会出现在投资组合中。</blockquote> <table> <tbody></tbody> </table><blockquote><table><tbody></tbody></table></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>Top Stocks Warren Buffett Just Bought<blockquote>沃伦·巴菲特刚刚购买的顶级股票</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\">\nTop Stocks Warren Buffett Just Bought<blockquote>沃伦·巴菲特刚刚购买的顶级股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-08-19 10:26\n\n</h4>\n</header>\n<article>\nKey Points<blockquote>要点</blockquote> <ul> <li>Warren Buffett is one of the world's most successful investors</li> <li>Berkshire Hathaway manages a portfolio valued at over $293 billion.</li> <li>The legendary investor acquired shares in four companies last quarter.</li> </ul> Warren Buffett became one of the world's most successful investors by buying shares in underappreciated companies. In fact, his stock-picking record is so good, he's one of the wealthiest people on the planet. His success suggests that keeping track of the stocks he purchases for his investment company,Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;could be smart. Fortunately, Berkshire Hathaway discloses the stocks it owns to the Securities and Exchange Commission every quarter in a report known as a 13-F.<blockquote><ul><li>沃伦·巴菲特是世界上最成功的投资者之一</li><li>伯克希尔哈撒韦公司管理着价值超过2930亿美元的投资组合。</li><li>这位传奇投资者上季度收购了四家公司的股份。</li></ul>沃伦·巴菲特通过购买被低估公司的股票成为世界上最成功的投资者之一。事实上，他的选股记录非常好，他是地球上最富有的人之一。他的成功表明，跟踪他为投资公司购买的股票，伯克希尔哈撒韦（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）可能很聪明。幸运的是，伯克希尔哈撒韦公司每个季度都会在一份名为13-F的报告中向美国证券交易委员会披露其持有的股票。</blockquote> The latest 13-F was released this week, and in it, we learn Berkshire Hathaway's portfolio consists of 48 stocks, including three stocks it bought in the second quarter and one stock it received as a spinoff from one of its existing holdings. Among them were a major grocery-store chain, a luxury retailer known for lavish locations, an insurer, and a generic-drug maker focusing on women's health. Read on to find out if these four stocks are right for your portfolio, too.<blockquote>最新的13-F于本周发布，我们在其中了解到伯克希尔哈撒韦公司的投资组合由48只股票组成，其中包括第二季度购买的三只股票和从现有持股中分拆出来的一只股票。其中包括一家大型杂货店连锁店、一家以奢华场所闻名的奢侈品零售商、一家保险公司和一家专注于女性健康的仿制药制造商。请继续阅读，了解这四只股票是否也适合您的投资组合。</blockquote> <img src=\"https://static.tigerbbs.com/02a20c1493f773d10c8893709b315327\" tg-width=\"2000\" tg-height=\"1296\" width=\"100%\" height=\"auto\">IMAGE SOURCE: THE MOTLEY FOOL.<blockquote>图片来源：杂色傻瓜。</blockquote> The stocks Buffett bought<blockquote>巴菲特买的股票</blockquote> As I mentioned, the Oracle of Omaha didn't find anything new to add to Berkshire Hathaway's portfolio. Instead, Berkshire Hathaway added to existing positions in&nbsp;Kroger&nbsp;(NYSE:KR),RH(NYSE:RH), and&nbsp;Aon(NYSE:AON). It also received shares in&nbsp;Organon&nbsp;(NYSE:OGN)&nbsp;when&nbsp;Merck&nbsp;(NYSE:MRK)&nbsp;spun it off on June 3. Berkshire already held the healthcare giant in its portfolio.<blockquote>正如我提到的，奥马哈先知没有发现任何新的东西可以添加到伯克希尔哈撒韦公司的投资组合中。相反，伯克希尔哈撒韦公司增加了现有头寸克罗格（纽约证券交易所代码：KR），RH（纽约证券交易所代码：RH），以及怡安（纽约证券交易所代码：怡安）。它还收到了欧加农（纽约证券交易所代码：OGN）何时默克（纽约证券交易所股票代码：MRK）于6月3日将其分拆。伯克希尔哈撒韦公司已经在其投资组合中持有这家医疗保健巨头。</blockquote> <img src=\"https://static.tigerbbs.com/878962514c10f2daf4aa5e75e0f77961\" tg-width=\"1151\" tg-height=\"374\" width=\"100%\" height=\"auto\">Data source: Berkshire Hathaway.<blockquote>数据来源：伯克希尔哈撒韦公司。</blockquote> Betting on a turnaround<blockquote>押注扭转局面</blockquote> Kroger's come a long way since 2017, when low margins and costly expansion plans caused its shares to tumble nearly 50% from its highs in 2016. Since then, a plan including cost-cutting, a renewed focus on its core grocery business, and e-commerce has turned things around, causing its share price to more than double.<blockquote>自2017年以来，克罗格已经取得了长足的进步，当时低利润率和昂贵的扩张计划导致其股价较2016年的高点下跌了近50%。此后，包括削减成本、重新关注核心杂货业务和电子商务在内的计划扭转了局面，导致其股价上涨了一倍多。</blockquote> Last summer, Kroger&nbsp;accounted for only 0.37%&nbsp;of Berkshire Hathaway's portfolio, but Berkshire now owns 61.8 million shares worth $2.4 billion, representing 0.81% of its portfolio. That's large enough for it to rank as Berkshire Hathaway's 15th largest position.<blockquote>去年夏天，克罗格仅占伯克希尔哈撒韦投资组合的0.37%，但伯克希尔哈撒韦公司现在拥有6180万股股票，价值24亿美元，占其投资组合的0.81%。这足以使其成为伯克希尔哈撒韦公司第15大头寸。</blockquote> So far, Buffett's bet on Kroger is paying off. Kroger's digital sales have tripled since 2019, and in its recent earnings conference call, management said strong demand for premium products contributed to better-than-expected earnings. As a result, Kroger&nbsp;increased&nbsp;its full-year fiscal 2021 EPS target to above $2.95, it authorized a new $1 billion stock-repurchase program, and it boosted its dividend payout by 17% to $0.21 per share, giving it a forward yield of 1.9%.<blockquote>到目前为止，巴菲特对克罗格的押注正在获得回报。自2019年以来，克罗格的数字销售额增长了两倍，在最近的盈利电话会议中，管理层表示，对高端产品的强劲需求导致了好于预期的盈利。因此，克罗格将2021财年全年每股收益目标提高至2.95美元以上，授权了一项新的10亿美元股票回购计划，并将股息支付提高17%至每股0.21美元，远期收益率为1.9%%。</blockquote> Home prices are helping this retailer's sales soar<blockquote>房价正在帮助这家零售商的销售额飙升</blockquote> Berkshire Hathaway also increased its position in RH, formerly Restoration Hardware. Last quarter, Buffett's team added over 35,000 shares in the luxury retailer, bringing total ownership in the company to 8.5%.<blockquote>伯克希尔哈撒韦公司还增持了RH（前身为Restoration Hardware）的头寸。上个季度，巴菲特团队增持了这家奢侈品零售商超过35,000股股票，使该公司的总持股比例达到8.5%。</blockquote> RH has benefited from significant tailwinds in the past year. COVID-driven homebuying trends, such as owning rather than renting and second home purchases, have caused home prices to increase significantly because of limited supply, unlocking demand for RH's products, including luxury furnishings. Meanwhile, higher wages and stimulus payments have boosted savings and disposable income, increasing consumer spending.<blockquote>RH在过去一年中受益于重大利好。COVID驱动的购房趋势，如拥有而不是租赁和购买第二套住房，由于供应有限，导致房价大幅上涨，释放了对RH产品（包括豪华家具）的需求。与此同时，更高的工资和刺激支出增加了储蓄和可支配收入，增加了消费者支出。</blockquote> In its fiscal quarter ending in April, RH's top-line sales&nbsp;grew 78%&nbsp;year over year to $861 million, and EPS of $4.89 increased an eye-popping 285% from the same quarter last year. Those results prompted management to tell investors in June it expects to be net debt-free later this year.<blockquote>在截至4月份的财季中，RH的营收同比增长78%，达到8.61亿美元，每股收益为4.89美元，比去年同期增长了285%，令人瞠目结舌。这些结果促使管理层在6月份告诉投资者，预计今年晚些时候将实现无净债务。</blockquote> RH expects its full fiscal year sales growth will be above 25%, up from prior estimates for growth of at least 15%, but that outlook could change when it reports its next quarterly update on Sept. 9.<blockquote>RH预计其整个财年的销售额增长将超过25%，高于之前至少15%的增长预期，但当其在9月9日报告下一个季度更新时，这一前景可能会发生变化。</blockquote> A unique way to play risk<blockquote>玩风险的独特方式</blockquote> If COVID has taught us anything, it's that the unexpected ought to be expected. Perhaps that's one reason Berkshire Hathaway has been stockpiling shares of Aon, the world's second largest insurance broker.<blockquote>如果说COVID教会了我们什么的话，那就是意外应该是意料之中的。也许这就是伯克希尔哈撒韦公司一直在囤积全球第二大保险经纪公司怡安股票的原因之一。</blockquote> Berkshire Hathaway came into the second quarter owning over 4 million shares in Aon, and it added almost 300,000 shares during the quarter, making Aon its 24th largest position. A lot has happened to Aon since Buffett was buying in Q2, though.<blockquote>伯克希尔哈撒韦公司第二季度持有怡安超过400万股，并在本季度增持了近30万股，使怡安成为其第24大持仓。不过，自从巴菲特在第二季度买入以来，怡安发生了很多事情。</blockquote> Last year, Aon announced plans to merge with Willis Towers Watson, the third largest insurance broker, in a $30 billion deal. However, the U.S. Department of Justice&nbsp;filed suit&nbsp;in June to block the merger, citing anticompetitive risks, and Aon&nbsp;abandoned&nbsp;its merger plans in July.<blockquote>去年，怡安宣布计划以300亿美元的价格与第三大保险经纪公司威利斯韬睿惠悦合并。然而，美国。司法部于6月提起诉讼阻止合并，理由是存在反竞争风险，怡安于7月放弃了合并计划。</blockquote> It remains to be seen whether Buffett was hoping for the merger to proceed or fail, so it will be important to keep an eye on what happens with his Aon shares in the third quarter. Unfortunately, we won't know if he's a buyer or seller until Berkshire Hathaway's next 13-F report is released in November.<blockquote>巴菲特是希望合并继续进行还是失败还有待观察，因此密切关注他持有的怡安股票在第三季度的走势非常重要。不幸的是，在伯克希尔哈撒韦公司11月发布下一份13-F报告之前，我们不会知道他是买家还是卖家。</blockquote> Can 1+1=3?<blockquote>1+1=3能吗？</blockquote> The final stock Berkshire Hathaway bought in the second quarter was also the only stock that was new to the portfolio in the period, Organon. Berkshire Hathaway came to hold its Organon shares when Merck&nbsp;spun it off&nbsp;in June.<blockquote>伯克希尔哈撒韦公司在第二季度购买的最后一只股票也是该期间投资组合中唯一的新股票Organon。当默克公司6月份分拆Organon时，伯克希尔哈撒韦公司开始持有该公司的股票。</blockquote> Organon's product lineup consists of biosimilars and a slate of women's health drugs Merck developed, including contraceptives NuvaRing and Nexplanon. The spinoff was orchestrated to jettison noncore assets and unlock value for Merck investors.<blockquote>Organon的产品阵容包括生物仿制药和默克开发的一系列女性健康药物，包括避孕药NuvaRing和Nexplanon。此次分拆旨在抛弃非核心资产并为默克投资者释放价值。</blockquote> The company reported second-quarter results earlier this month. In the quarter, revenue inched up 3.9% from the same quarter one year ago, which was much better than the 15% year-over-year decline reported in the prior quarter. It also reported better-than-expected adjusted EPS of $1.72, and it instituted its first dividend, deciding to pay $0.28 per share quarterly.<blockquote>该公司本月早些时候公布了第二季度业绩。本季度收入较去年同期小幅增长3.9%，远好于上一季度15%的同比下降。该公司还公布了好于预期的调整后每股收益1.72美元，并派发了首次股息，决定每季度支付每股0.28美元。</blockquote> It's unclear whether Berkshire Hathaway will hold on to its shares, though. The 3%-plus dividend yield is intriguing and second-quarter results are encouraging, but Organon accounts for only 0.02% of Berkshire Hathaway's assets, so there's no guarantee it will still be in the portfolio next quarter.<blockquote>不过，目前尚不清楚伯克希尔哈撒韦公司是否会持有其股票。超过3%的股息收益率很有趣，第二季度业绩也令人鼓舞，但Organon仅占伯克希尔哈撒韦公司资产的0.02%，因此不能保证下季度它仍会出现在投资组合中。</blockquote> <table> <tbody></tbody> </table><blockquote><table><tbody></tbody></table></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/08/18/top-stocks-warren-buffett-bought-in-the-covid-19-c/\">Motley Fool</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":{"MRK":"默沙东","KR":"克罗格","AON":"怡安保险","BRK.A":"伯克希尔","RH":"RH","OGN":"Organon & Co","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/08/18/top-stocks-warren-buffett-bought-in-the-covid-19-c/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149546795","content_text":"Key Points\n\nWarren Buffett is one of the world's most successful investors\nBerkshire Hathaway manages a portfolio valued at over $293 billion.\nThe legendary investor acquired shares in four companies last quarter.\n\nWarren Buffett became one of the world's most successful investors by buying shares in underappreciated companies. In fact, his stock-picking record is so good, he's one of the wealthiest people on the planet. His success suggests that keeping track of the stocks he purchases for his investment company,Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) could be smart. Fortunately, Berkshire Hathaway discloses the stocks it owns to the Securities and Exchange Commission every quarter in a report known as a 13-F.\nThe latest 13-F was released this week, and in it, we learn Berkshire Hathaway's portfolio consists of 48 stocks, including three stocks it bought in the second quarter and one stock it received as a spinoff from one of its existing holdings. Among them were a major grocery-store chain, a luxury retailer known for lavish locations, an insurer, and a generic-drug maker focusing on women's health. Read on to find out if these four stocks are right for your portfolio, too.\nIMAGE SOURCE: THE MOTLEY FOOL.\nThe stocks Buffett bought\nAs I mentioned, the Oracle of Omaha didn't find anything new to add to Berkshire Hathaway's portfolio. Instead, Berkshire Hathaway added to existing positions in Kroger (NYSE:KR),RH(NYSE:RH), and Aon(NYSE:AON). It also received shares in Organon (NYSE:OGN) when Merck (NYSE:MRK) spun it off on June 3. Berkshire already held the healthcare giant in its portfolio.\nData source: Berkshire Hathaway.\nBetting on a turnaround\nKroger's come a long way since 2017, when low margins and costly expansion plans caused its shares to tumble nearly 50% from its highs in 2016. Since then, a plan including cost-cutting, a renewed focus on its core grocery business, and e-commerce has turned things around, causing its share price to more than double.\nLast summer, Kroger accounted for only 0.37% of Berkshire Hathaway's portfolio, but Berkshire now owns 61.8 million shares worth $2.4 billion, representing 0.81% of its portfolio. That's large enough for it to rank as Berkshire Hathaway's 15th largest position.\nSo far, Buffett's bet on Kroger is paying off. Kroger's digital sales have tripled since 2019, and in its recent earnings conference call, management said strong demand for premium products contributed to better-than-expected earnings. As a result, Kroger increased its full-year fiscal 2021 EPS target to above $2.95, it authorized a new $1 billion stock-repurchase program, and it boosted its dividend payout by 17% to $0.21 per share, giving it a forward yield of 1.9%.\nHome prices are helping this retailer's sales soar\nBerkshire Hathaway also increased its position in RH, formerly Restoration Hardware. Last quarter, Buffett's team added over 35,000 shares in the luxury retailer, bringing total ownership in the company to 8.5%.\nRH has benefited from significant tailwinds in the past year. COVID-driven homebuying trends, such as owning rather than renting and second home purchases, have caused home prices to increase significantly because of limited supply, unlocking demand for RH's products, including luxury furnishings. Meanwhile, higher wages and stimulus payments have boosted savings and disposable income, increasing consumer spending.\nIn its fiscal quarter ending in April, RH's top-line sales grew 78% year over year to $861 million, and EPS of $4.89 increased an eye-popping 285% from the same quarter last year. Those results prompted management to tell investors in June it expects to be net debt-free later this year.\nRH expects its full fiscal year sales growth will be above 25%, up from prior estimates for growth of at least 15%, but that outlook could change when it reports its next quarterly update on Sept. 9.\nA unique way to play risk\nIf COVID has taught us anything, it's that the unexpected ought to be expected. Perhaps that's one reason Berkshire Hathaway has been stockpiling shares of Aon, the world's second largest insurance broker.\nBerkshire Hathaway came into the second quarter owning over 4 million shares in Aon, and it added almost 300,000 shares during the quarter, making Aon its 24th largest position. A lot has happened to Aon since Buffett was buying in Q2, though.\nLast year, Aon announced plans to merge with Willis Towers Watson, the third largest insurance broker, in a $30 billion deal. However, the U.S. Department of Justice filed suit in June to block the merger, citing anticompetitive risks, and Aon abandoned its merger plans in July.\nIt remains to be seen whether Buffett was hoping for the merger to proceed or fail, so it will be important to keep an eye on what happens with his Aon shares in the third quarter. Unfortunately, we won't know if he's a buyer or seller until Berkshire Hathaway's next 13-F report is released in November.\nCan 1+1=3?\nThe final stock Berkshire Hathaway bought in the second quarter was also the only stock that was new to the portfolio in the period, Organon. Berkshire Hathaway came to hold its Organon shares when Merck spun it off in June.\nOrganon's product lineup consists of biosimilars and a slate of women's health drugs Merck developed, including contraceptives NuvaRing and Nexplanon. The spinoff was orchestrated to jettison noncore assets and unlock value for Merck investors.\nThe company reported second-quarter results earlier this month. In the quarter, revenue inched up 3.9% from the same quarter one year ago, which was much better than the 15% year-over-year decline reported in the prior quarter. It also reported better-than-expected adjusted EPS of $1.72, and it instituted its first dividend, deciding to pay $0.28 per share quarterly.\nIt's unclear whether Berkshire Hathaway will hold on to its shares, though. The 3%-plus dividend yield is intriguing and second-quarter results are encouraging, but Organon accounts for only 0.02% of Berkshire Hathaway's assets, so there's no guarantee it will still be in the portfolio next quarter.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"RH":0.9,"MRK":0.9,"KR":0.9,"OGN":0.9,"AON":0.9}},"isVote":1,"tweetType":1,"viewCount":1553,"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":21,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}