Warren Buffett is IBM hung up: will buy in the future-Buffett, IBM-IT information

On May 3, according to foreign reports, Berkshire Hathaway (Berkshire Hathaway), Chairman and Chief Executive Officer, "Warren" Warren Buffett (Warren Buffett), said on Monday he will buy over the next two years, rather than sell IBM shares.

When Buffett told CNBC in an interview on Monday, "said 12-24 in the future months, we will be more likely to buy more IBM shares and not sell. Over time, we will buy. "At the end of last year, Berkshire Hathaway already owns 8.59% shares of IBM. Buffett has previously said publicly that Berkshire Hathaway positions in IBM's costs about $ 170 a share, and that he has never sold shares of IBM stock.

Last weekend's kexier·HA Hathaway annual shareholder meeting, when investors ask questions about IBM investment. Buffett said he did not want to invest in companies to invest in the company analysis. Prior to that, he told CNBC, investment IBM is probably a mistake. Buffett's shareholder meeting this explanation, "said IBM has weaknesses, which is directly related to changes in the computer industry. No one knows if IBM will succeed or fail, but this is an area of many wise people will succeed. ”

IBM is currently the third Berkshire Hathaway Company heavily invested in shares, and Buffett's struggling stock in recent years. As of December 31, 2015, the Berkshire Hathaway owns 8.59% shares of IBM around. At the end of February this year in his annual letter to shareholders, the company said at the end of last year, there has been a paper loss of 2.6 billion dollars, but still planning to hold IBM stock. The company said: "we have no current plans to sell IBM common shares. We believe that the fair value of our investment IBM common stock will return, and eventually more than our costs. ”

Buffett's investment career and tech early and without any overlap. But he was only in his later years investments in technology stocks, but he stood out, said it would continue to support their investment. Berkshire Hathaway announced in 2011 starting positions in IBM shares and become the company's largest shareholder. When Buffett invested that year IBM has investments of the company are listed a number of reasons. First, management skills; the second is the company's ability to achieve the five-year target. But, in fact, IBM has failed to achieve the previous five-year goals.

Buy IBM stock, Buffett has stressed that to IBM over tens of billions of dollars of investment is a long-term investment in the transformation of the company. As with other established technology companies, Chief Executive of her (Virginia m. Rometty), led by IBM is trying to adapt to the technology industry moves from the PC end to end and the transformation of cloud computing. But IBM's transformation does not improve the company's performance.

IBM released last month reported its first-quarter revenues of us $ 18.684 billion, down from $ 19.59 billion in the same period last year net profit of 2.014 billion dollars, $ 2.328 billion decline in 13% over the last year; $ 2.016 billion of profits from continuing operations, $ 2.415 billion decline in 17% over the last year.

IBM shares fell Monday on the New York Stock Exchange in regular trading $ 0.67, or 0.46%, to close at $ 145.27. The past 52 weeks, the company's lowest stock price of US $ 116.90, the highest price of US $ 176.30. According to Monday's closing price, IBM could fetch about $ 139.5 billion.

股神巴菲特被IBM套牢：未来还会买入 - 巴菲特,IBM - IT资讯

5月3日消息，据外电报道，伯克希尔·哈撒韦（Berkshire Hathaway）董事长兼首席执行官、“股神”沃伦·巴菲特（Warren Buffett）周一表示，他在未来两年内将买入、而不是卖出IBM股票。

巴菲特在周一接受CNBC采访时称，“未来的12至24个月，我们将更有可能买入更多IBM股票，而不会卖出。我们将会随着时间的推移逐渐买入。”截至去年年底，伯克希尔·哈撒韦已持有IBM 8.59%的股权。巴菲特此前曾公开表示，伯克希尔·哈撒韦建仓IBM的成本约为每股170美元，且他从来没有卖出过一股IBM股票。

在上周末举行的一年一度的克希尔·哈撒韦股东大会上，当投资者问关于IBM投资的问题。巴菲特称他不想对公司投资的公司进行投资分析。在此之前，他告诉CNBC，投资IBM可能是一个错误。巴菲特在股东大会上对此解释称，“IBM有弱点，这与计算机行业的变化有直接的关系。没有人知道IBM是否会成功还是失败，但这是一个很多有智慧的人会取得成功的领域。”

IBM目前是伯克希尔·哈撒韦公司第三大重仓股，也是近年来让巴菲特最纠结的股票。截至2015年12月31日，伯克希尔·哈撒韦公司持有IBM大约8.59%的股权。在今年2月底致股东的年度信函中，该公司表示尽管截至去年年底已出现了26亿美元的账面亏损，但仍将计划持有IBM股票。该公司指出：“我们目前没有计划出售所持的IBM普通股。我们认为，我们投资IBM普通股的合理价值将会回归，并最终超过我们的成本。”

巴菲特早年的投资生涯与科技股并无任何交集。但是他晚年唯一一次对科技股的投资，却需要他不停的站出来，表示将继续力挺自己的投资对象。伯克希尔·哈撒韦公司在2011年宣布开始建仓IBM股票，并一跃成为该公司第一大股东。巴菲特当年投资IBM时曾列出了投资该公司的数个原因。一是管理技巧；二是该公司有能力实现五年目标。但事实上，IBM并未能实现自己此前制定的五年目标。

在买入IBM的股票时，巴菲特曾强调对IBM超百亿美元的投资是一项对这家公司转型的长期投资。与其它成熟的科技企业一样，在首席执行官罗睿兰（Virginia M. Rometty）的带领下，IBM正在努力适应科技产业从PC端走向移动端和云计算的转型。但IBM的转型并未提升公司的业绩。

IBM上月发布的财报显示，该公司第一季度营收为186.84亿美元，低于去年同期的195.90亿美元；净利润为20.14亿美元，比去年同期的23.28亿美元下滑13%；来自于持续运营业务的利润为20.16亿美元，比去年同期的24.15亿美元下滑17%。

IBM股价周一在纽交所常规交易中下跌0.67美元，跌幅为0.46%，报收于145.27美元。过去52周，该公司最低股价为116.90美元，最高股价为176.30美元。按照周一的收盘价计算，IBM市值约为1395亿美元。