|
【序言】爱股网投资文摘收录50多名国内知名价值投资博客的文章，从而为广大用户提供最新、最有价值的投资文摘。在这里你可以领略投资高手们的投资理念，关注他们的投资组合，了解他们的选股思路以及他们对个股和行业的看法。
—————————————————————————————————————————————2011-08-11 22:14:18 新浪博客 刘建位__学习巴菲特
沃
伦•巴菲特(Warren Buffett)表示，尽管标准普尔(Standard &
Poor's)上周五将美国主权债务评级下调至AA+，但美国主权债务仍与AAA评级相称，而且Berkshire Hathaway
Inc. (BRKA, BRKB)仍在买进美国国债。
巴菲特在美国CNBC电视频道网站发布的访谈节目中表示，尽管美国国债收益率较低，但他仍在买进。
巴菲特：标普错了
2011-08-09 15:15
北京时间8月6日早上8点，标普将美国长期主权信用评级由最高级“AAA”降至“AA+”，
前景展望调为负面。这是美国长期主权信用评级近百年来首次被下调。巴菲特却表示：“我们的货币评级并非AAA，近期的政府表现也并非AAA，但我们的国债是AAA的。”自6月30日起，巴菲特旗下伯克希尔哈撒韦公司就持有470亿美元现金和视同现金的美国国债。不仅如此，巴菲特还称，他几乎所有的私人财产也都以现金和视同现金的短期国债的形式存在。 [收起]
分享到：
评论 0
查看原图
标普及其他信用评级机构肩负着对某一实体是否具有偿付能力进行评定的责任。巴菲特争论说，作为世界上最富有、且人均GDP达到48,000美元的国家，
美国支付其债务不存在任何问题。当然，美联储能够印钱也是一大有利因素。巴菲特称：“我可以彻夜饮酒作乐，但如果我有一台印钞机，那么我的债务情况仍是健康的。”
Buffett: US Rating Still AAA, No Matter What S&P
Says
Published: Monday,
8 Aug 2011 | 7:10 AM ET
Text
Size
Warren
Buffett says there's no question that the United States' debt is
still AAA a
By: Becky
Quick
CNBC Anchor
http://www.cnbc.com/id/44056326/
Twitter
LinkedIn
More Share
nd that he's not changing his mind about Treasurys based on
Standard & Poor's downgrade.
|
Getty Images
Warren Buffett is not changing his mind about Treasurys
|
"If anything, it may change my opinion
on S&P," the legendary
investor said.
Buffett is a big shareholder
in Moody's [MCO 29.71
0.56 (+1.92%)
], rival to
S&P.
And Buffett is putting his money where his mouth is. As of June 30,
Buffett's Berkshire
Hathaway [BRKA 103865.00
1415.00 (+1.38%)
] had
$47 billion in cash and equivalents. Buffett tells me that at least
$40 billion of that is in U.S. Treasury bills. Not only that,
Buffett says almost all of his own
personal holdings in cash and equivalents are in T-bills as
well.
"I wouldn't dream of putting it anywhere else," says Buffett,
adding that at Berkshire, the only reason he's sold U.S. Treasurys
in the past is to buy stocks or make acquisitions. And Buffett says
Berkshire is still buying T-bills, even though yields have fallen
so low. "If I have to buy (Treasurys) at
a zero percent
yield
,
I will," he says. "I don't like it, but we'll do it."
More on CNBC.com
Dollar to Be 'Discarded'
by World: China Rating Agency
Jim Rogers: Don't See How
US Can Ever Pay Off Debts
US Downgrade 'Absurd':
Economist
That's not to say that the nation's recent spending habits, the
Fed's propensity toprint
money
,
andWashington's political
gridlock haven't taken
its toll on investor sentiment. Buffett recognizes that, as well.
"Our currency is not AAA, and in recent months the performance of
our government has not been AAA, but our debt is AAA," Buffett
adds.
S&P and other bond ratings agencies are responsible
for rating whether entities can pay off their obligations. Buffett
argues that as the richest nation in the world with a GDP of
$48,000 per person, America should have no problem meeting that
obligation. And, of course, there's also the benefit of having
aFederal
Reserve
that
can print money. "I can go out drinking all night, but if I've got
a printing press, my debt is good," says Buffett.
© 2011 CNBC.com
—————————————————————————————————————————————
【备注】该文章来源于http://blog.sina.com.cn/s/blog_53c8e9ab0102dry4.html,爱股网不对其内容负责。请各位运用独立思考的能力，去其糟粕、取其精华。 |
发表于 2011-10-15 23:02:02
