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.
在禾倫·巴菲特經營的伯克希爾·哈撒韋公司（紐約證券交易所代碼：BRK）（紐約證券交易所代碼：BRK）透露保險公司安達有限公司（紐約證券交易所代碼：CB）爲其神祕股票後，一位投資顧問週四表示，下一次輪換可能是保險業。
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.
巴菲特的賭注：伯克希爾週三晚些時候提交的13F報告顯示，該公司累積了這家財產和意外傷害保險公司的2592萬股股票，估值爲67.2億美元。這使伯克希爾持有該保險公司6.4％的股份（基於4.06億股已發行股份）。披露後，該股在兩個交易日中上漲了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創始人拉姆·阿盧瓦利亞在X（前身爲Twitter）上的一篇文章中說：“沃倫又回到了他的第二愛（保險）。”
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.
這位投資顧問指出，巴菲特在2023年下半年正在籌集對多家房屋建築商的投資，並補充說，九個月後，這位億萬富翁對D.R. Horton, Inc.（紐約證券交易所代碼：DHI）的投資增長了30％，超過了標準普爾500指數。
"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.
阿盧瓦利亞說：“現在，巴菲特'改變了'市場，下一輪輪換是保險業。”他指出，一些保險公司對安達表示同情。
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.
準備起飛了嗎？Ahluwalia指出，由於佛羅里達州最近發生的颶風，保險費一直居高不下，同比增長了6％。他補充說，儘管基本面強勁，但該行業的股票仍然滯後。
That said, the investor thinks the bad news is priced in and they are now "making more money."
儘管如此，投資者認爲壞消息已被計入其中，他們現在 “正在賺更多的錢”。
"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.
“巴菲特像索倫的眼睛一樣，單槍匹馬地將馬克特先生的注意力重新集中在保險業上。而且，也許如果我們實現'趨勢啓動'，我們可以獲得30％的回報，就像去年下半年的房屋建築商一樣，” 他說。
"Insurance is also consistent with what Mr. Market is building up: Value."
“保險也與馬克特先生正在建立的價值是一致的。”
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的方法時，Ahluwalia說：“我們對世界上最好的企業有先驗的看法。然後，我們出於愚蠢的理由等待主題上演或資產開始出售。”
"That's part of what lets us stay ahead of Mr. Market, or at least anticipate the turn..."
“這是讓我們保持領先於市場先生的部分原因，或者至少可以預測轉機...”
The iShares U.S. Insurance ETF (NYSE:IAK) rose 1.32% to $117.86 on Friday.
週五，iShares美國保險ETF（紐約證券交易所代碼：IAK）上漲1.32％，至117.86美元。