As long as Uncle Warren is still holding as his top holding ...
As long as Uncle Warren is still holding as his top holding position, there is no reason to sell. ![]()
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Dina2003 : Actually, he have already sold some Apple
razo2 Dina2003: he is already sitting on cash.
SFRE KeithOP Dina2003: Well aware. But, the portion of Apple share he sold is relatively small to his apple position. And still haven't seen any change in fundamentals for $Apple (AAPL.US)$
SFRE KeithOP razo2: Yes, Uncle Warren always plays it safe. He also mentioned that it is very hard for $Berkshire Hathaway-A (BRK.A.US)$ to have eye poping performance.
razo2 SFRE KeithOP: is not easy with every country is already in recession. I too play old economy stocks like him. he is never wrong about fundamentals but apple is losing because of geopolitical reasons + bad economic data at china.
always trust the bond market. I believe Warren Buffett also use them as the compass to navigate.
SFRE KeithOP razo2: yes. Uncle Warren recently went defensive and bet heavily into the energy sector. $Occidental Petroleum (OXY.US)$Occidental Petroleum (OXY.US)$ and resume buying into $Chevron (CVX.US)$ after continue selling for few quarters. Right in time when major EV players went into price wars.
razo2 SFRE KeithOP: he is not wrong. if the fed cut rates and there is no bank collapse. inflation will fly so high it make onions cry.
SFRE KeithOP razo2: FED indeed has a tough task to do. It is very hard to find a balance between inflation and employment.