Hermitage
[
hur-mi-tij or, for 3, er-mi-tahzh]

Friday, March 4, 2011

Hermitage Holdings:Stockpicks

"The best stock to buy may be the one you already own." Peter Lynch

Ayala Corporation
The oldest and largest conglomerate in the Philippines.
"The right company (with the right prospects, inherent industry conditions,management,etc.) means the price will take care of itself...this is what causes the cash register to sing. So the really big money tends to be made by investors who are right on qualitative decisions." Warren Buffett

 The largest electricity distributor in the Philippines.

"Buying stock in utility companies is good because it gives you a higher dividend,but you'll make money in growth stocks.Peter Lynch
The largest fast-food chain in the Philippines
"I was attracted to fast-food restaurants because they were so easy to understand. A restaurant chain that succeeded in one region had an excellent chance of duplicating its success in another."Peter Lynch

 SM Investments
SM Investments Corporation is a holding company with interests in shopping mall development and management, retail, real estate development, banking and tourism.[1] The SM Group was founded by Henry Sy, Sr.. It has now become one of the largest conglomerates in the Philippines.[2] Wikipedia

"The very homogeneity of taste in food and fashion that makes for a dull culture also makes fortunes for owners of retail companies and of restaurant companies as well. What sells in one town is almost guaranteed to sell in another." Peter Lynch

Friday, January 7, 2011

Berkshire Hathaway: 7 Biggest Stockholdings

1) Coca Cola
Holding Value: $12.59 billion
Shares: 200,000,000
Stake in Company: 8.61% 
2) Well Fargo 
Holding Value: $8.22 billion
Shares: 320,609,212*
Stake in Company: 6.41%
3) American Express
Holding Value: $6.42 billion
Shares: 151,610,700
Stake in Company: 12.59% 

4) Procter & Gamble
Holding Value: $5.64 billion
Shares: 76,76,036*
Stake in Company: 2.71% 

5) Kraft
Holding Value: $3.22 billion
Shares: 105,214,584
Stake in Company: 6.03% 

6) Johnson & Johnson
Holding Value: $2.71 billion
Shares: 41,319,563*
Stake in Company: 1.55% 

7) Walmart
Holding Value: $2.14 billion
Shares: 39,037,142
Stake in Company: 1.07%