Looking For Superlative Returns? Investor Flags Potential 30% Gains In This Sector After Warren Buffett Turns Market Focus Toward These Stocks
Looking For Superlative Returns? Investor Flags Potential 30% Gains In This Sector After Warren Buffett Turns Market Focus Toward These Stocks
After Warren Buffett-run Berkshire Hathaway, Inc. (NYSE:BRK) (NYSE:BRK) revealed insurer Chubb Limited (NYSE:CB) as its mystery stock, an investment advisor said on Thursday the next rotation could be into the insurance sector.
在沃伦·巴菲特经营的伯克希尔·哈撒韦公司（纽约证券交易所代码：BRK）（纽约证券交易所代码：BRK）透露保险公司安达有限公司（纽约证券交易所代码：CB）为其神秘股票后，一位投资顾问周四表示，下一次轮换可能是保险业。
Buffett's Bet: Berkshire's 13F filed late Wednesday showed that the firm accumulated 25.92 million shares of the property and casualty insurer at a valuation of $6.72 billion. This gives Berkshire a 6.4% stake in the insurer (based on 406 million in outstanding shares). The stock rallied over 8% over two sessions following the disclosure.
巴菲特的赌注：伯克希尔周三晚些时候提交的13F报告显示，该公司累积了这家财产和意外伤害保险公司的2592万股股票，估值为67.2亿美元。这使伯克希尔持有该保险公司6.4％的股份（基于4.06亿股已发行股份）。披露后，该股在两个交易日中上涨了8％以上。
"Warren is back to his second love (insurance)," said Lumida Wealth founder Ram Ahluwalia in a post on X, formerly Twitter.
Lumida Wealth创始人拉姆·阿卢瓦利亚在X（前身为Twitter）上的一篇文章中说：“沃伦又回到了他的第二爱（保险）。”
The investment advisor noted that Buffett was scooping up investments in multiple homebuilders in the second half of the 2023, adding that nine months later, the billionaire's investment in D.R. Horton, Inc. (NYSE:DHI) has risen 30%, outpacing the S&P 500 Index.
这位投资顾问指出，巴菲特在2023年下半年正在筹集对多家房屋建筑商的投资，并补充说，九个月后，这位亿万富翁对D.R. Horton, Inc.（纽约证券交易所代码：DHI）的投资增长了30％，超过了标准普尔500指数。
"Now, Buffett has 'alterted' the market that the next rotation is in Insurance," Ahluwalia said. He noted that a few insurance companies rallied in sympathy with Chubb.
阿卢瓦利亚说：“现在，巴菲特'改变了'市场，下一轮轮换是保险业。”他指出，一些保险公司对安达表示同情。
Poised To Take Off? Ahluwalia pointed out that insurance premiums have remained elevated due to recent hurricanes in Florida, contributing to a 6% year-over-year increase. He added that despite strong fundamentals, stocks in the sector have lagged.
准备起飞了吗？Ahluwalia指出，由于佛罗里达州最近发生的飓风，保险费一直居高不下，同比增长了6％。他补充说，尽管基本面强劲，但该行业的股票仍然滞后。
That said, the investor thinks the bad news is priced in and they are now "making more money."
尽管如此，投资者认为坏消息已被计入其中，他们现在 “正在赚更多的钱”。
"Buffett has single-handedly re-focused Mr. Market, like the eye of Sauron, on the Insurance sector. And, perhaps if we get a 'trend kick-off,' we can get returns of 30% much like homebuilders on the second half of last year," he said.
“巴菲特像索伦的眼睛一样，单枪匹马地将马克特先生的注意力重新集中在保险业上。而且，也许如果我们实现'趋势启动'，我们可以获得30％的回报，就像去年下半年的房屋建筑商一样，” 他说。
"Insurance is also consistent with what Mr. Market is building up: Value."
“保险也与马克特先生正在建立的价值是一致的。”
Delving into Lumida's approach, Ahluwalia said, "We have an a priori view of what the best businesses in the world are. Then we wait for the theme to perform, or the asset to go on sale for silly reasons."
在深入研究Lumida的方法时，Ahluwalia说：“我们对世界上最好的企业有先验的看法。然后，我们出于愚蠢的理由等待主题上演或资产开始出售。”
"That's part of what lets us stay ahead of Mr. Market, or at least anticipate the turn..."
“这是让我们保持领先于市场先生的部分原因，或者至少可以预测转机...”
The iShares U.S. Insurance ETF (NYSE:IAK) rose 1.32% to $117.86 on Friday.
周五，iShares美国保险ETF（纽约证券交易所代码：IAK）上涨1.32％，至117.86美元。