tag:blogger.com,1999:blog-9183421353658648048.post7618315772289592030..comments2023-09-23T23:49:18.623+08:00Comments on 喬揚筆記本: 美國空運及陸運運力緊縮喬揚(JoeYoung)http://www.blogger.com/profile/01735217802890218519noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-9183421353658648048.post-70366583332607261312008-04-15T17:48:00.000+08:002008-04-15T17:48:00.000+08:00現在看來,巴老買Burlington Northern Santa Fe Corporation(B...現在看來,巴老買Burlington Northern Santa Fe Corporation(BNI)又是一次正確的決策。<BR/><BR/>巴老一向不喜歡航空類股,投資大且利潤低,近年高油價更把航空類股打的抬不起頭。油價高漲,鐵路運輸相對佔了優勢。看了一下BNI的現金流量表,每年自由現金流入5~10億,多的錢就持續買回自家股票,又是另一個巴菲特投資的展現。<BR/><BR/>Buffett精明啊,不夠便宜的不買,沒前景的不買。還是美金換一換,拿錢買BRK.B好了。喬揚(JoeYoung)https://www.blogger.com/profile/01735217802890218519noreply@blogger.comtag:blogger.com,1999:blog-9183421353658648048.post-57475951886222668362008-04-15T17:09:00.000+08:002008-04-15T17:09:00.000+08:00嗯嗯 ...巴菲特去年加碼的鐵路運輸股啊 ...嗯嗯 ...<BR/>巴菲特去年加碼的鐵路運輸股啊 ...trifirehttps://www.blogger.com/profile/10782472108105090519noreply@blogger.com