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标  题: 研究了一个周末,美国股市只有11支股票可以投资

http://gengwg.blogspot.com/发信人: ljiiuan1 (明镜兄), 信区: Stock
标  题: 研究了一个周末,美国股市只有11支股票可以投资
发信站: BBS 未名空间站 (Sun Jul 12 15:57:55 2015, 美东)

不说我的重仓石油股, 我投BP,TOT和RDS只是信念,谈钱伤感情。 我不能说以下11支
股票都是黑马,但是我相信它们组合起来一定能跑赢大盘。 和6年前相比,便宜的股票
已近不多了。

GNW: 管理层就他妈的烂,但是股价是25%的book value, 保底是一定的。
ESV: 股价相对盈利能力严重被低估。 2009石油暴跌的时候,ESV也是这么挺过来了,
现在只是另一个周期。
GLW: 几乎0负债,100多年都在做同样一件事情,行业里几乎没有竞争对手,很奇怪没
有进道指。
GM: 重组以后焕然一新,10倍市盈率, 一大把cash
MET: 股价被低估,80%的book value, 8倍市盈率,目标价格至少在75快。
HPQ: 惠普和IBM已经不是可以股,各自有各自的市场,产品周期长,大蓝筹
JOY: .....
FOSL: 奢侈品行业利润很高,资本要求低,就是赚傻瓜的钱,往往经济不景气的时候人
都回去买奢侈品。
PBI: 美国邮局和大银行的数据库都放在这个公司,长期合同,股价也很便宜
IBM: 就当跟巴菲特了
XLU: 几个大电厂的ETF, utility行业业绩稳定, 不受经济周期影响,但是股价被低
估。

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