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Buffett投資IBM or操縱市場?
1，主力資金吸籌絕大多數都是在低價位。大資金建倉是Average Down，準備建倉時價格不低不要緊，自由落體式地打下來就是了。參見ADM/VRSN 2012年10-12月的走勢，GM在2012年10-12月的走勢則是邊洗盤邊拉升（真還不是巧合：加倉的股價格就不是在最低，新建倉的就是在最低！）！（拉升的資金極大可能就是GM本身的公司回購股票的資金！這些資金以回報股東的名義利益輸送給華爾街！MSFT天天幹這種事，MSFT出錢回購股票“回報”股東，BillG基本上天天賣，MSFT的盈利都用來兌現BillG的零成本原始股了！華爾街是從不做虧本生意的，BillG想兌現巨額股票，隻能從MSFT實體抽血！）
2，由於每3個月就要Release Portfolio，加上中間頂多1.5個月的Delay（比如，截止Dec 31日的Long Position在最遲2月15日Report；SEC規定，Short Position不用Report），一般性波段倉位的吸籌時間頂多是4.5個月。隨即，Report To Public後，股價已經被拉高，但這種Report給大眾Buy & Hold信號。所以，大眾總是輸家！
3，IBM和INTC是Buffett的資金買過的兩支科技股。INTC已經被事實證明是Buffett操縱市場漁利（詳情見：
Buffett投資or操縱市場?
http://blog.wenxuecity.com/myblog/47609/201209/11371.html
），所以，IBM要起始跌勢了。到時，會看到Buffett“及時”賣出了IBM，他又被“事實”證明聰明了一把！
4，賣時，告知不是Buffett買的，而是其手下Portofolio Manager買並賣的！但還沒賣時，卻刻意利用Buffett的所謂"Buy & Hold"來穩定大眾持倉情緒。無恥！
5，說明，當今華爾街的錢不好賺了。連扛了幾十年“投資”大旗的Buffett也頻頻赤膊上陣赤裸裸地開騙了！
6，IBM/GM/INTC/ADM這樣的股票與類似VRSN的股票還不一樣。前者是大資金的戰場，後者池子太小，Buffett這種Financial Monster與之聯係上，必定是另有用意！眾所周知，“Buffett就意味著隻買不賣！”
Buffett's IBM Stake Drops $1.2 Billion in Value
Published: Saturday, 20 April 2013
It's been a tough week for Warren Buffett's big investment in IBM (IBM).
Big Blue's stock plunged 8.3 percent Friday to $190 per share after the company reported disappointing first quarter revenues.
According to its most recent portfolio filing , Buffett's Berkshire Hathaway (BRK-A) owned 68.1 million IBM shares as of the end of December.
Assuming Berkshire's stake is still around that size, Friday's slide cut the value of those shares by $1.168 billion to $12.94 billion.
That's on paper, of course. Berkshire won't actually lose any real money until it sells the shares, and given Buffett's buy-and-hold track record that won't happen until years from now, if it happens at all.
Still, it's a big number and it represents roughly half of Berkshire's paper profits on the stock it started buying in 2011.
While we don't know exactly how much Berkshire paid for IBM, its quarterly SEC filings of U.S. stock holdings do tell us roughly when the stock was purchased.
Using the midpoint of IBM's stock prices at the beginning and end of each quarter and the number of shares purchased in each period, we estimate Buffett's cost basis is around $173 per share. (The large majority of shares were purchased in the second and third quarters of 2011 when the stocks was trading in that vicinity.) That works out to a purchase price of $11.753 billion for the stake.
So, after the slide Berkshire's paper profit is around $1.2 billion, an overall gain of just over 10 percent. Not bad, but just 24 hours ago that paper profit totaled more than $2.3 billion.
Is Buffett concerned? Probably not. As he's said many times, it doesn't bother him when the price of a McDonald's hamburger goes down. He's happy to buy one of his favorite foods at the lower price.
The same is true, he says, when the price tag of a stock he likes goes down. While we won't get any clues until Berkshire's Q2 portfolio report is released in mid-August, it's certainly possible Buffett is buying more IBM now that its "on sale."
Warren Buffett's Berkshire Hikes GM Stake by 67%
Published: Thursday, 14 Feb 2013 | 5:05 PM ET
Warren Buffett's Berkshire Hathaway increased its bet on General Motors, increasing its holdings by 67 percent in the final three months of last year.
The company's 13-F filing with the SEC shows Berkshire held 25 million shares on December 31, compared to 15 million as of September 30.
At today's closing price of $27.75, the additional 10 million shares are worth about $278 million. The total stake is worth $694 million, a relatively small holding for Berkshire.
(Read more: Warren Buffett: 'I'm Ready for Another Elephant')
Berkshire also reports a 4 percent increase in its Wells Fargo stake. While it's a smaller hike by percentage, the holdings are so big to start with that the new shares are worth over $609 million at today's close of $35.21.
The entire stake of 439.8 million shares is worth almost $15.5 billion, making it Berkshire's new top holding by market value. It tops Coca-Cola, the long-time number one, with a market value of $14.7 billion.
Berkshire has been consistently adding to its Wells Fargo stake while its Coca-Cola holdings have remain unchanged. Another factor: Wells shares are up 6.7 percent over the past three months, while Coke has dropped 2.9 percent.
VRSN is one of the new additions. Berkshire owned 3,685,700 shares as of December 31. They're worth $168.3 million at today's close.
The other new name is ADM with a stake of almost 6 million shares worth $187 million.
Short what he bought when (1) Price: the stocks almost doubled (whatever his typical price target based on the previous examples), and (2) time: several month after public release of his buying, and (3) volume: noticed volume increases at high position of price.