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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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 ✹✺🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 22989 
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 22,499 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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