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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch 🐝🐝🐝 GOLD
SHREWD
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Number: of 21938 
Subject: Re: Buffett’s Japanese investment
Date: 05/11/25 1:39 PM
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No. of Recommendations: 5
if the dividend itself can cover the interest charge, it’s indeed make a lot of sense.

It still does. Despite the run-up in both Japanese interest rates and the stock prices (lowering dividend yields), it wouldn't be crazy to do the same deal today. Weighted average dividend yield was still 3.54% when I checked last week, and weighted average trailing earnings yield equates to a P/E of 9.28.

My gut feel is that I wouldn't want to be short the yen over the next year, however. If I bought 'em, I'd buy 'em naked.

Jim

Financial Times: ITOCHU Corporation, 8001:TYO summary
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Financial Times: MITSUI & CO., LTD., 8031:TYO summary
Financial Times: SUMITOMO CORPORATION, 8053:TYO summary
Financial Times: Mitsubishi Corporation, 8058:TYO summary
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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