与此同时，这位奥马哈的先知开始入手各大航空公司的股票，包括美国航空（American Airlines）、达美航空（Delta）和联合大陆航空（United Continental）。这三家公司在巴菲特入手股票后升值显著，在周一的合计市值达到了16亿美元。实际上，从9月底至今，他们已经给巴菲特挣了超过2.8亿美元，巴菲特对他们投资回报率达到了21%。
Warren Buffett has almost completely checked out of Walmart .
After trimming some of his stake in the retailer earlier this year, Buffett slashed his remaining Walmart stock by nearly 70% as the discount store announced its controversial deal to buy e-commerce startup Jet.com. Buffett’s stake in Walmart is now worth less than $1 billion, down from nearly $3 billion in the middle of this year, according to new securities filings.
Walmart stock is up 15% so far in 2016, but it has recently begun to falter: The shares declined slightly during the third quarter when Buffett reduced his stake, and the stock has fallen nearly 5% in the last three months. The renowned investor had begun paring down his Walmart holding a year earlier as the retail giant lowered its earnings forecast.
At his annual Berkshire Hathaway shareholder meeting in April, Buffett had acknowledged that traditional retailers such as Walmart were having a difficult time competing with e-commerce powerhouse Amazon .
Meanwhile, the Oracle of Omaha has gotten on board with all the major airline stocks, buying new stakes in American Airlines , Delta and United Continental. Together, those positions were worth nearly $1.6 billion on Monday, having appreciated considerably since Buffett bought the stocks. In fact, shares of the three airlines have already earned Buffett more than $280 million—or a return of 21% return on the new stakes—since the end of September.
The new stakes apparently mark a shift in Buffett’s thinking, as the Oracle expressed a dire outlook for airline companies at his annual Berkshire Hathaway shareholder meeting in 2013: “Investors have poured their money into airlines and airline manufacturers for 100 years with terrible results,” Buffett said at the time. “It’s been a death trap for investors.”
More recently, Buffett also bought Southwest Airlines stock, CNBC reported, though he must have made the purchase just in the last month and a half, as the shares were not disclosed in his new third-quarter filing.