How Apple’s Rally Is a Boon to Berkshire Hathaway

Barrons2021-12-02

Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion. The recent gain in Apple shares (ticker: AAPL) is making Berkshire stock ...

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精彩评论

Bull_Lion
2021-12-02
Bull_Lion
What about the impact on BRK-B for us little investors who don’t buy BRK?!
myLaohor
2021-12-02
myLaohor
Hope apple will settle and keep growing steadily over the future years
- starry123:
  should be able to
Jjjjia
2021-12-02
Jjjjia
Like pls
- jamieee:
  Like
- rhuang84:
  b
JJ1995
2021-12-02
JJ1995
Like
- KinKat:
  ✅
Ly99
2021-12-02
Ly99
Like pls
- 木吉蒂:
  ✅
hitithard
2021-12-02
hitithard
Ok
- Ly99:
  Ok

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This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. Barron’s has been bullish on Berkshire, including making it one of our top stock picks for 2021.\nThe current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.\nBerkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.\nApple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola  (KO), Bank of America (BAC), and American Express (AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.\nBerkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.\nThe equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.\nBerkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.\nBerkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.\nThe company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. 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about the impact on&nbsp;BRK-B for us little investors who don’t buy BRK?!","listText":"What about the impact on&nbsp;BRK-B for us little investors who don’t buy BRK?!","text":"What about the impact on BRK-B for us little investors who don’t buy BRK?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603492275","repostId":1159346813,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603403370,"gmtCreate":1638435679149,"gmtModify":1638436115032,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Hope apple will settle and keep growing steadily over the future years","listText":"Hope apple will settle and keep growing steadily over the future years","text":"Hope apple will 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pls&nbsp;","listText":"Like pls&nbsp;","text":"Like 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