台股（旺宏，原相，新美齊），美股（AMD/LNC/NTDOY）重倉 投資記實

我就是愛拍照 wrote:
有在注意的人應該也都...(恕刪)

有夠攔01 wrote:
ＴＳＭ這一個是不是老巴的第一個短線？持２季不到？
以往好像都沒持股這麼短的時間的新聞

11/13/2003：

Berkshire Hathaway Inc., billionaire Warren Buffett's investing company, has dumped some 18,232,565 shares of Level 3 stock in the past several months, according the company's SEC filings. Level 3 Communications Inc. (Nasdaq: LVLT) shares fell hard on the news -- dropping $0.37 (6.57%) to $5.26 in trading on Thursday. Buffett and pals first invested in Level 3 last summer. The carrier sold junior convertible subordinated notes, due 2012, to three investors: Longleaf Partners bought $300 million of the convertible notes; Berkshire Hathaway bought $100 million; and Legg Mason Inc. bought $100 million. The notes mature in 10 years and pay 9 percent interest. And, evidently, Buffett's crew converted many of the notes into common stock at a price of $3.41 a share.

At the time the investment was made, Wall Street was lukewarm on the move. It liked the fact that Buffett, a technophobe famous for buying into household names, was putting bucks into a hobbling telecom horse like Level 3. However, some were skeptical that Buffett buddy Walter Scott, Level 3's chairman, who is also on the board of Buffett's Berkshire Hathaway, was just looking to move money from one pocket to the other. Also, investors wanted to see how confident Buffett and the other investors were in Level 3's long-term prospects. "If [the investors] converted the shares quickly and held on to the stock, I'd be pretty happy about that," said Crédit Lyonnais Securities Inc. telecom analyst Rick Grubbs, in June 2002. One year after the original investment, all three investors converted all of their outstanding notes into Level 3 shares. The conversion knocked about $457 million off Level 3's long-term debt. The carrier issued about 161 million shares of stock, in aggregate, to the three investors in connection with the conversion. But shortly after the conversion, Berkshire Hathaway began chunking Level 3 shares out the window. Through deals such as the one it swung with Berkshire Hathaway, Level 3 continues to make improvements in its capital structure. However, analysts say it still has an awful lot of debt. Level 3's net debt at the end of the third quarter was $4.8 billion, giving it more than 8 times more debt than it has assets -- or, a leverage ratio of 8.4x, according to an October note by Merrill Lynch & Co. Inc. analyst Adam Quinton. "While we remain encouraged by further financial restructuring efforts, we remain concerned about additional potential dilution to equity holders," writes Quinton. — Phil Harvey, Senior Editor, Light Reading

有夠攔01 wrote:
老巴可能賠過錢
但是很少炒短線

有夠攔01 wrote:

我只能說勝者為王敗者為寇

中菲行5609
櫃航運
$74.8
上市上櫃與興櫃總結 上市、上櫃、興櫃股票的差別主要來自掛牌條件與交易規則的不同。 上市股票的掛牌條件最嚴格，上市公司被要求財報須公開透明、獲利能力須達一定標準等，因此投資上市股票的風險相對較低。 上櫃股票的掛牌條件較低，雖然上櫃公司的成長性通常較好

台股這些人我都不信背...(恕刪)

escudolin wrote:
＞＞＞幾年前我把打算...(恕刪)