Jump to Navigation
Home

Main menu

  • Home
  • News
  • Markets Map
  • Sentiments
  • Topics
  • Data
  • Comments
  • Images
  • Blog
  • About

Secondary menu

  • Latest News
  • Top Rated
  • Most Popular
  • Archive
  • Discussions
  • And The New US Debt Ceiling Is...
  • KB Home Presents at 6th Annual J.P. Morgan Homebuilding...
  • Police deny report of other remains found on Bosma murder...
  • Stocks gain on reassurance from a top Fed official
  • The IRS Official At The Center Of The Scandal Will Plead...
  • Jazz Pharmaceuticals Public Limited Company Presents at...
  • ESPN Cutting Jobs
  • 19% Dividend Potential With Northern Tier
  • MetLife to Bring Offshore Unit Closer to Home
  • Disney-owned ESPN cutting hundreds of jobs: source

    Stock Wars: IBM Vs. Intel

    Tue, 11/22/2011 - 11:07 EDT - Seeking Alpha
    • IBM
    • INTC
    • Lou Basenese

    By Lou Basenese:Leave it to Warren Buffett to flummox investors. The latest portfolio disclosure for Berkshire Hathaway (NYSE: BRK.A) reveals the Oracle of Omaha now holds a $10.7 billion stake in International Business Machines (NYSE: IBM). That ranks as his portfolio’s second largest, based on market value. But it’s not the size of the bet that’s significant. It’s the sector. IBM marks Buffett’s first major foray into technology stocks. For years, he shunned them. Yet now he appears to be embracing tech stocks with open arms. You see, Buffett also disclosed a roughly $220 million stake in chip giant, Intel (Nasdaq: INTC). But let’s forget trying to get inside Buffett’s head to discern this shift in strategy. There’s no direct profit potential in such a pursuit. Instead, let’s determine which one of Buffett’s newest portfolio additions holds the most upside potential for us. And I know of no better way to arriveComplete Story »

    • Original article
    • Login or register to post comments
     

    Related

    • IBM A Shrewd Buy For Buffett

      By Bill Gunderson:This morning, Warren Buffett disclosed on CNBC that he has been buying IBM over the last several months. In fact, he has put just over $10 billion to work in the tech giant. Is it wise to follow the "Oracle of Omaha" into this trade, or should investors look elsewhere?

    • 10 Stocks Warren Buffett Would Never Buy

      Filed under: Investing In the investing world, knowing what not to buy may be equally as important as knowing what to buy.

    • Warren Buffett Shows His Hand

      By CFA Institute: By David Larrabee, CFA When Warren Buffett recently disclosed a 5.4% position in International Business Machines (IBM), it took almost everyone by surprise. How did the Oracle of Omaha manage to build a $10.7 billion position in the technology bellwether over the course of the year in such secrecy?

    • A Busy Oracle of Omaha (The Motley Fool)

      The Motley Fool - Like Santa and his elves, the Oracle of Omaha stayed busy during the fourth quarter of 2009. While Berkshire Hathaway's (NYSE: BRK-A - News; NYSE: BRK-B - News) acquisition of Burlington Northern dwarfed other moves, the buying and selling of the world's greatest investor is always worth investigating, and this past quarter was no exception. Aside from Burlington Northern, Buffett sold more stocks than he bought.

    • Warren Buffett made late-2012 bid for NYSE Euronext - sources

    • Will These 5 Tech Stocks Rally Into January?

      By Bachar Samawi:October did not turn out to be a good month for some of the largest technology shares this year. Apple, Inc.

    • Warren Buffett's New Moves

      By Dividendinvestr: Warren Buffett is widely regarded as one of the most successful investors in the world. He is the chairman and CEO of Berkshire Hathaway (BRK.A), which averaged an annual growth in book value of about 20% to its shareholders for the last 44 years.

    • Buffett Is Back In Stocks, You Should Be Too

      By Efficient Alpha: by Joseph Hogue, CFA

    • The Anne Hathaway Index: A Boon for Berkshire?

      Charles Lewis Sizemore submits:We’ve always admired Berkshire Hathaway Chairman Warren Buffett. He is, after all, the most successful investor in history and a legend in his own time. Mr. Buffett’s annual reports are fountains of investment wisdom that should be required reading in business schools and for everyone in the money management profession.

    • Comparing Heavyweight Tech Titans: Why Intel Is a Better Investment Than IBM

      Ray Merola submits:Let's compare two large cap technology stocks: Intel Corporation (INTC) and International Business Machines (IBM). Which of these technology heavyweights has more go-forward promise for the prudent investor? Background Intel Corporation

    Latest

    Tomorrow Is A Big Day For Central Banks — Here's What You Need To Know
    Tomorrow Is A Big Day For Central Banks — Here...
    A Superfast Strike Capability Could Make Its Battlefield Debut By 2025
    A Superfast Strike Capability Could Make Its...

    User login

    • Create new account
    • Request new password
    • Click on the icon to sign in with your social network login or enter your Bullfax.com login

    Our Blog

    • Did Iceland make it through the crisis?
    • Marks & Spenser, Bank Loans in China, Vodafone and Asian Stocks in Our News for Today 05/21/2013
    • Actavis to acquire Warner Chilcott in $5bn pharmaceutical deal

    Markets Map

    Markets Map

    Follow Us

    Follow Us on Facebook, Twitter, Google Plus and RSS LinkedIn Facebook Twitter Google Plus RSS
    S&P 500: 1669.16 0.17% FTSE: 6803.87 0.71% Nikk.: 15381.02 0.13% DAX: 8472.20 0.19% HSI: 23366.369 -0.54% FX: EUR/GBP: 1.1741 USD/EUR: 1.2907 JPY/USD: 102.53 Commodities: Gold: 1375.85

    Bullfax.com - Market News & Analysis 2008-2011
    Contact Us | About Us | Terms & Conditions

    Follow Us on Facebook, Twitter, Google Plus and RSS LinkedIn Facebook Twitter Google Plus RSS .

    Secondary menu

    • Latest News
    • Top Rated
    • Most Popular
    • Archive
    • Discussions