Be kinde to folk. This changeth the whole habitat.
- Manlobbi
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
No. of Recommendations: 1
“ Yes, the major Japanese stocks Berkshire Hathaway bought, which include the "five trading houses" (ITOCHU, Marubeni, Mitsubishi, Mitsui, and Sumitomo), do pay dividends. Warren Buffett has specifically noted that these companies increase their dividends when appropriate and that the "annual dividend income expected from the Japanese investments in 2025 will total about $812 million".
Dividend-paying companies: The Japanese companies Berkshire has invested in are known for paying dividends.
Expected dividend income: Berkshire Hathaway's investments in these Japanese stocks are expected to generate significant dividend income.
Dividend growth: Buffett has observed that these Japanese companies are increasing their dividends, a trend that has been gaining momentum in Japan. “
No. of Recommendations: 2
I sure hope so. I sold half my BRK and spread the money (evenly) across the five Japanese companies. So far, they have substantially outperformed Berkshire Hathaway.
Jeff
No. of Recommendations: 1
" I sure hope so. I sold half my BRK and spread the money (evenly) across the five Japanese companies. So far, they have substantially outperformed Berkshire Hathaway.
Jeff"
Are you a sucker buying dividend paying stocks? Don't be stubborn bro, good luck.
No. of Recommendations: 3
With all due respect, a buck (or a Euro, Franc or Yen) is a buck. There is nothing magical about the bucks I've made from BRK. BRK is a stable company with a great growth record and ha obvious tax advantages, but my general goal is to safely increase my after-tax wealth in a manner which diversifies across geography and currencies. WB was kind enough to remind me of these companies (I had planned on acquiring their stock a couple of decades ago, but was not impressed with the prospects for of the Japanese equity market at the time (though I did happen to pick up Softbank, which has worked out OK). Similarly, Charlie Munger confirmed my views of Ali Baba and I picked up some of that as well.
The challenges of scale as it applies to BRK has been discussed here numerous times and there is no reason to expect its price growth to maintain its previous pace - unless/until there is a general fall in the price of equities and its copious war chest of cash ban be profitably deployed. I believe that there are a number of catalysts for this which might challenge the market sometime over the next 3-4 years (maybe sooner) and have been pruning my portfolio and realigning what is left to take advantage of the event. I wouldn't be surprised if reacquiring BRK at a more advantageous price is in the cards.
In the meantime, the question I keep asking myself is whether the time is approaching when Google, Microsoft, Amazon and Nvidia become overpriced with the risk of holding them outweighing the short/medium term reward.
Of course, I could be wrong (I once figured that if I never sold a share of stock that I had bought in my life, I would be far better off today. That said, I've still been lucky enough to have done "OK" (and had lots of fun working the process).
Jeff
No. of Recommendations: 1
My guess, Buffett will say the dividend issue will be considered by the board in other words in will punt on the issue. He will say that based on current valuations 90 percent spy is no longer appropriate for any investor older than 50. We shall see.
No. of Recommendations: 11
"Are you a sucker buying dividend paying stocks? Don't be stubborn bro, good luck."
Harold, one of the reasons people stopped paying attention to you is that it grows tiresome listening to you constantly mischaracterize what is being said.
If you are as smart as you think you are, you would be able to accurately characterize opposing points of view.
Go take a nap before pickleball, apparently you really need one.
