伯
克希尔哈撒韦公司(Berkshire Hathaway Inc.)董事会在巴菲特(Warren Buffett)接班人选名单中又加入一个名字。巴菲特多年来一直担任该公司首席执行长，他的接班人选一直是一项“高度机密”。
Bloomberg News
伯克希尔哈撒韦公司(Berkshire Hathaway Inc.)的董事长及首席执行长巴菲特(Warren Buffett)
周一的备案文件中说，每个人选都是伯克希尔子公司的现任管理人员。
伯克希尔是美国最大的公司之一，它从未透露可能接班人的名字，不过围绕谁将接替80岁的巴菲特的猜测是公司观察人士最热衷的一个消遣节目。
周一，公众的注意力集中到铁路公司Burlington Northern Santa Fe首席执行长罗斯(Matt Rose)身上。伯克希尔去年收购了尚未持有的这家铁路公司的剩余股权，该交易是伯克希尔迄今为止进行的最大规模的收购，罗斯也因此进入了伯克希尔的管理层。
在上周六公布的年度股东信中，巴菲特说，收购Burlington的交易比我预想的结果还要好，有望使伯克希尔常规税后收益增加30%以上。
巴菲特和罗斯暂时都没有回复记者的置评请求。
伯克希尔旗下电力公司董事长、NetJets子公司首席执行长索科尔(David Sokol)一直被认为是接替巴菲特的头号人选。巴菲特在上周六的致股东信中写到，索科尔成绩的广度和重要性怎么说都不为过。
伯克希尔旗下高盈利的再保险公司掌门人杰恩(Ajit Jain)也被提到是一个可能的接班人。巴菲特说，杰恩为伯克希尔增加了数十亿美元的价值，甚至是超人无法战胜的敌人在他面前都会败下阵来。
巴菲特没有让出任何职位的计划，不过他说，当他去世时，他在伯克希尔的领导职位将被一分为三，设立单独的董事长和首席执行长，以及一个或更多的首席投资长。
和以往一样，伯克希尔在年度备案文件中说，如果目前需要一个接班人，董事会心目中已经有了一个人选。
另外，在伯克希尔上周六公布了收益后，关注该公司的经纪公司Stifel Nicolaus的分析师们周一将伯克希尔股票从“卖出”上调为“持有”。
不过，该经纪公司说对伯克希尔长期前景仍持怀疑态度，并提出了巴菲特不再领导公司之后，数个可能出现的潜在问题。
其中包括：据Stifel说，如果伯克希尔由别人领导，在部署资金方面可能不如现在灵活；在巴菲特离开之后，很多伯克希尔的运营子公司的领导可能会辞职。
在上调评级之前，Stifel是过去几个月来唯一一家对伯克希尔股票给出“卖出”评级的主要公司。从去年6月底到上周五，伯克希尔B股上涨了6.5%，同期标准普尔500指数涨了30%。
Erik Holm
（本文版权归道琼斯公司所有，未经许可不得翻译或转载。）
http://cn.wsj.com/gb/20110301/bus103958.asp?source=whatnews2
The board of Berkshire Hathaway Inc. has added a name to its top-secret list of potential successors for longtime Chief Executive Warren Buffett.
The board now has identified four internal candidates it believes are capable of succeeding Mr. Buffett, according to the company's 10-K securities filing Monday. The prior year's filing had put the figure at three.
Monday's filing said each candidate is a 'current Berkshire subsidiary manager.'
The company, one of the nation's largest, has never named the potential successors, but speculation about who will succeed Mr. Buffett, 80 years old, is a favorite pastime of company watchers.
Monday, attention focused on Matt Rose, the head of railroad Burlington Northern Santa Fe. Berkshire last year bought the portion of the railroad it didn't already own in its biggest acquisition ever, a move that brought Mr. Rose into Berkshire's stable of managers.
In his annual letter to shareholders released Saturday, Mr. Buffett said the Burlington deal was 'working out even better than I expected' and stood to increase Berkshire's normal earnings power by more than 30% after tax.
Neither Messrs. Buffett nor Rose immediately responded to requests for comment.
David Sokol, the chairman of Berkshire's utility operations and CEO of its NetJets unit, has been considered the leading candidate. Mr. Buffett wrote in his letter to shareholders Saturday that he 'can't overstate the breadth and importance' of Mr. Sokol's achievements.
Ajit Jain, the head of Berkshire Hathaway's highly profitable reinsurance business, also has been mentioned as a possible successor. Mr. Buffett said Mr. Jain 'has added a great many billions of dollars to the value of Berkshire. Even kryptonite bounces off Ajit.'
Mr. Buffett has no plans to relinquish any of his positions, but has said that when he dies, his job at the helm of Berkshire will be split into three, with a separate chairman and chief executive, and one or more chief investment officers.
As in the past, the company stated in its annual filing that the board has a single successor in mind 'should a replacement be needed currently.'
Separately, analysts at Stifel Nicolaus, a brokerage that tracks the company, on Monday raised its rating on Berkshire shares to 'hold' from 'sell' after the company released results Saturday.
But the firm said it remained skeptical about Berkshire's long-term prospects and flagged several potential problems that could arise when Mr. Buffett is no longer running the company.
Among them: The company may become less nimble at deploying capital under a different leader, and the heads of many of Berkshire's operating units may step aside when Mr. Buffett leaves, Stifel said.
Stifel had been the only major firm with a 'sell' rating on the shares over the past several months. From the end of June through Friday, Berkshire's Class B shares rose 6.5% compared with the 30% return of the Standard & Poor's 500-stock index.
Erik Holm
本文涉及股票或公司
The board now has identified four internal candidates it believes are capable of succeeding Mr. Buffett, according to the company's 10-K securities filing Monday. The prior year's filing had put the figure at three.
Monday's filing said each candidate is a 'current Berkshire subsidiary manager.'
The company, one of the nation's largest, has never named the potential successors, but speculation about who will succeed Mr. Buffett, 80 years old, is a favorite pastime of company watchers.
Monday, attention focused on Matt Rose, the head of railroad Burlington Northern Santa Fe. Berkshire last year bought the portion of the railroad it didn't already own in its biggest acquisition ever, a move that brought Mr. Rose into Berkshire's stable of managers.
In his annual letter to shareholders released Saturday, Mr. Buffett said the Burlington deal was 'working out even better than I expected' and stood to increase Berkshire's normal earnings power by more than 30% after tax.
Neither Messrs. Buffett nor Rose immediately responded to requests for comment.
David Sokol, the chairman of Berkshire's utility operations and CEO of its NetJets unit, has been considered the leading candidate. Mr. Buffett wrote in his letter to shareholders Saturday that he 'can't overstate the breadth and importance' of Mr. Sokol's achievements.
Ajit Jain, the head of Berkshire Hathaway's highly profitable reinsurance business, also has been mentioned as a possible successor. Mr. Buffett said Mr. Jain 'has added a great many billions of dollars to the value of Berkshire. Even kryptonite bounces off Ajit.'
Mr. Buffett has no plans to relinquish any of his positions, but has said that when he dies, his job at the helm of Berkshire will be split into three, with a separate chairman and chief executive, and one or more chief investment officers.
As in the past, the company stated in its annual filing that the board has a single successor in mind 'should a replacement be needed currently.'
Separately, analysts at Stifel Nicolaus, a brokerage that tracks the company, on Monday raised its rating on Berkshire shares to 'hold' from 'sell' after the company released results Saturday.
But the firm said it remained skeptical about Berkshire's long-term prospects and flagged several potential problems that could arise when Mr. Buffett is no longer running the company.
Among them: The company may become less nimble at deploying capital under a different leader, and the heads of many of Berkshire's operating units may step aside when Mr. Buffett leaves, Stifel said.
Stifel had been the only major firm with a 'sell' rating on the shares over the past several months. From the end of June through Friday, Berkshire's Class B shares rose 6.5% compared with the 30% return of the Standard & Poor's 500-stock index.
Erik Holm
本文涉及股票或公司
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