m*****i
发帖数: 4342 | 1 我先来说一个:
SVU
Business: Grocery retail/wholesale
Closing Price: 10.89, Dividend: 0.35 2.9%
Expected earning for this year: 1.76 P/E around 6
Pro: The company should be recession proof.
CON: Relative heavy debt level, also earning had been reduced by analyst for
this year and next.
MSFT
Closing Price: 23.16, Dividend: 0.52 2.1%
P/E around 10 for expected next year earning of 2.31(less then 10 if you
subtract the cash on hand).
Pro: Very strong balance sheet around $5/share Cash, relative stable
bus |
w*******o
发帖数: 6125 | 2 Check this out: Dogs of Dow
(Dogs of Dow:Stocks in the Dow Jones Industrial Average with the highest dividend yield lowest price/earnings ratio and lowest price.)
http://moneycentral.msn.com/investor/finder/deluxestockscreen.aspx?query=dogs+of+the+dow
for
【在 m*****i 的大作中提到】
: 我先来说一个:
: SVU
: Business: Grocery retail/wholesale
: Closing Price: 10.89, Dividend: 0.35 2.9%
: Expected earning for this year: 1.76 P/E around 6
: Pro: The company should be recession proof.
: CON: Relative heavy debt level, also earning had been reduced by analyst for
: this year and next.
: MSFT
: Closing Price: 23.16, Dividend: 0.52 2.1%
|
r***s
发帖数: 737 | |
w*******o
发帖数: 6125 | 4 There are plenty good stuff on this power search,like this:
Contrarian Strategy:
This approach is based on the idea that the market will eventually
rediscover out-of-favor stocks and bring the high-flyers back down. It looks
for medium to large cap stocks with low price/earnings ratios and a
potentially strong financial condition.
dividend yield lowest price/earnings ratio and lowest price.)
【在 w*******o 的大作中提到】
: Check this out: Dogs of Dow
: (Dogs of Dow:Stocks in the Dow Jones Industrial Average with the highest dividend yield lowest price/earnings ratio and lowest price.)
: http://moneycentral.msn.com/investor/finder/deluxestockscreen.aspx?query=dogs+of+the+dow
:
: for
|
m*****i
发帖数: 4342 | 5 Yesterday, CNBC had a panel discussion about XOM. Every one was very negative
about XOM.
They liked PBR/SU/DVN.
【在 r***s 的大作中提到】
: xom
|
a*******8
发帖数: 2636 | 6 很好，多谢！
dividend
yield lowest price/earnings ratio and lowest price.)
query=dogs+of+the+dow
【在 w*******o 的大作中提到】
: Check this out: Dogs of Dow
: (Dogs of Dow:Stocks in the Dow Jones Industrial Average with the highest dividend yield lowest price/earnings ratio and lowest price.)
: http://moneycentral.msn.com/investor/finder/deluxestockscreen.aspx?query=dogs+of+the+dow
:
: for
|
m*****i
发帖数: 4342 | 7 thanks,Very good! Mark.
dividend yield lowest price/earnings ratio and lowest price.)
【在 w*******o 的大作中提到】
: Check this out: Dogs of Dow
: (Dogs of Dow:Stocks in the Dow Jones Industrial Average with the highest dividend yield lowest price/earnings ratio and lowest price.)
: http://moneycentral.msn.com/investor/finder/deluxestockscreen.aspx?query=dogs+of+the+dow
:
: for
|
M****e
发帖数: 231 | 8 SVU 09财年亏了2.8B，比它在最近其他四年里赚得都多，比它的captial还要高，真来
一个double dip就wipe out了，PE低也不敢买。买它还不如买EXM，PE 1.62，过去几年
也没有大亏损。
要说PE低，还是NE好。我重仓它很久了，还真亏了不少。上周末跌到PE好像只有4.8，
而且profit margin >40%，基本上不怕double dip。
还推荐AEO，市值2.46B，虽然去年profit只有170M，07年08年却有400M左右。如果过两
年美国经济恢复到那时的水平，即使股价double PE也只有13。
for
【在 m*****i 的大作中提到】
: 我先来说一个:
: SVU
: Business: Grocery retail/wholesale
: Closing Price: 10.89, Dividend: 0.35 2.9%
: Expected earning for this year: 1.76 P/E around 6
: Pro: The company should be recession proof.
: CON: Relative heavy debt level, also earning had been reduced by analyst for
: this year and next.
: MSFT
: Closing Price: 23.16, Dividend: 0.52 2.1%
|
n**********6
发帖数: 558 | 9 搜索条件：PE<5, price>$5, mc>1B:
ABVT
ACGL
AGL
ALTE
AVY
AWH
CEF
CEG
CHK
ENH
EP
GGAL
GSG
MIR
MRH
PPC
PRE
RNR
SINA
TSL
USO
VCI
VR
WLP
XCO |
b********t
发帖数: 8181 | 10 cramer不是说$60一下应该去抢么。
negative
【在 m*****i 的大作中提到】
: Yesterday, CNBC had a panel discussion about XOM. Every one was very negative
: about XOM.
: They liked PBR/SU/DVN.
|
|
|
n**********6
发帖数: 558 | 11 我靠，SINA？？？！！！
【在 n**********6 的大作中提到】
: 搜索条件：PE<5, price>$5, mc>1B:
: ABVT
: ACGL
: AGL
: ALTE
: AVY
: AWH
: CEF
: CEG
: CHK
|
M****e
发帖数: 231 | 12 我以前这么一个一个看过，大部分是fund，然后是破产过的公司，去年有大量额外收入的公司，还有就是可能会破产的公司（BP这种的）。极少数看上去没有问题的我基本上都买了些。
【在 n**********6 的大作中提到】
: 搜索条件：PE<5, price>$5, mc>1B:
: ABVT
: ACGL
: AGL
: ALTE
: AVY
: AWH
: CEF
: CEG
: CHK
|
n**********6
发帖数: 558 | 13 还有一种：先把钱偷偷藏起来，然后突然一下子拿出来。比如CPE，之前预支政府好多
环境治理费，后来政府一下子退还给他，PE一下子好看多了，MM借此做一波行情。
入的公司，还有就是可能会破产的公司（BP这种的）。极少数看上去没有问题的我基本
上都买了些。
【在 M****e 的大作中提到】
: 我以前这么一个一个看过，大部分是fund，然后是破产过的公司，去年有大量额外收入的公司，还有就是可能会破产的公司（BP这种的）。极少数看上去没有问题的我基本上都买了些。
|
M****e
发帖数: 231 | 14 恩，这样的情况很多。这个是SINA去年的profit
【在 n**********6 的大作中提到】
: 还有一种：先把钱偷偷藏起来，然后突然一下子拿出来。比如CPE，之前预支政府好多
: 环境治理费，后来政府一下子退还给他，PE一下子好看多了，MM借此做一波行情。
:
: 入的公司，还有就是可能会破产的公司（BP这种的）。极少数看上去没有问题的我基本
: 上都买了些。
|
b********t
发帖数: 8181 | 15 somehow 我觉得rev. growth 比PE更重要，更能说明市场和市场份额的成长速度。
for
【在 m*****i 的大作中提到】
: 我先来说一个:
: SVU
: Business: Grocery retail/wholesale
: Closing Price: 10.89, Dividend: 0.35 2.9%
: Expected earning for this year: 1.76 P/E around 6
: Pro: The company should be recession proof.
: CON: Relative heavy debt level, also earning had been reduced by analyst for
: this year and next.
: MSFT
: Closing Price: 23.16, Dividend: 0.52 2.1%
|
m*****i
发帖数: 4342 | 16 When I said low P/E it had to be relative predictable. It will exclude one
time event.
【在 b********t 的大作中提到】
: somehow 我觉得rev. growth 比PE更重要，更能说明市场和市场份额的成长速度。
:
: for
|
m*****i
发帖数: 4342 | 17 I don't believe SINA pays any dividend.
【在 M****e 的大作中提到】
: 恩，这样的情况很多。这个是SINA去年的profit
|
M****e
发帖数: 231 | 18 有的公司虽然不发dividend，但是回购股票，性质上也差不多。不过dividend高的公司
都不会有大发展，这些公司都是挣了钱没有地方用，只好发给股东。 |
k********8
发帖数: 7948 | 19 现在不都嚷嚷着要投资preferred stock吗？ |
m*****i
发帖数: 4342 | 20 This is a scam.
Look at CSCO, it has passed its peak already.It is not a growth company any
more. Every quarter, they issue lots of stock option to their employee. Even
though they buy back their shares every quarter, a significant number of
shares are these exercised by their employee.
By the end, management and their employees are guarantee to make all the
money. What about shareholders, unless you trade the stock. you will come
out empty handed if you hold it for 10 years.
【在 M****e 的大作中提到】
: 有的公司虽然不发dividend，但是回购股票，性质上也差不多。不过dividend高的公司
: 都不会有大发展，这些公司都是挣了钱没有地方用，只好发给股东。
|
|
|
M****e
发帖数: 231 | 21 You can look at the total number of shares each year to decide if a company
is really buying back its shares. For CSCO (in millions):
2010: 5785
2009: 5893
2008: 6100
any
Even
【在 m*****i 的大作中提到】
: This is a scam.
: Look at CSCO, it has passed its peak already.It is not a growth company any
: more. Every quarter, they issue lots of stock option to their employee. Even
: though they buy back their shares every quarter, a significant number of
: shares are these exercised by their employee.
: By the end, management and their employees are guarantee to make all the
: money. What about shareholders, unless you trade the stock. you will come
: out empty handed if you hold it for 10 years.
|
m*****i
发帖数: 4342 | 22 From 2008 to 2010, their shares had been reduced by 5%. So only 1.7%
annually. Yet, they spent significant portion of their income on buyback(
their average P/E was only 12-13).
I don't have problems with option. But their award amount is simply
excessive.
company
【在 M****e 的大作中提到】
: You can look at the total number of shares each year to decide if a company
: is really buying back its shares. For CSCO (in millions):
: 2010: 5785
: 2009: 5893
: 2008: 6100
:
: any
: Even
|
l****i
发帖数: 43 | 23 kft
4% dividend
PE not very low though. But it should have some grow potential |
M****e
发帖数: 231 | 24 They are investing as well, and you can see their equity increaing
【在 m*****i 的大作中提到】
: From 2008 to 2010, their shares had been reduced by 5%. So only 1.7%
: annually. Yet, they spent significant portion of their income on buyback(
: their average P/E was only 12-13).
: I don't have problems with option. But their award amount is simply
: excessive.
:
: company
|
j*****h
发帖数: 3292 | 25 aEO: also potential international expansion
【在 M****e 的大作中提到】
: SVU 09财年亏了2.8B，比它在最近其他四年里赚得都多，比它的captial还要高，真来
: 一个double dip就wipe out了，PE低也不敢买。买它还不如买EXM，PE 1.62，过去几年
: 也没有大亏损。
: 要说PE低，还是NE好。我重仓它很久了，还真亏了不少。上周末跌到PE好像只有4.8，
: 而且profit margin >40%，基本上不怕double dip。
: 还推荐AEO，市值2.46B，虽然去年profit只有170M，07年08年却有400M左右。如果过两
: 年美国经济恢复到那时的水平，即使股价double PE也只有13。
:
: for
|
w**********a
发帖数: 697 | 26 MRK:
P/E 7.43 ; DIV&YIELD:1.52(4.20%)
PFE:
P/E 13.24;DIV&YIELD:0.72(5.00%) |
G*******m
发帖数: 16326 | |
