s****i 发帖数: 150 | 1 2011年的watch list。据说这里不发帖会踢人,我赶快搞一个。。
http://finviz.com/quote.ashx?
t=T,PT,INTC,AAPL,GOOG,MSFT,XOM,COP,STO,DVN,SLB,ENI,VALE,PG,KO,JNJ,GSK,AMZN,
VMW
,QCOM,ARMH
三个原则:
1. 绩优: 只选净利润百强公司。凡有业绩支撑,跌时缓于大市,有逃顶的可能。
2. 高效: 只选净利润百强之中净资产收益率在本行业领先的公司
3. 分散: 一个行业选股不超过两个(科技股我多选了几个)。大市热点时常会变,只
好买着等热点光临。
T, PT (Portgual telecom), AMX(Latin America) -- Teli communicatio
(PT has 140% ROE, debt to equity is 3; AMX has 24% ROE, debt to equity is 1
.8)
APPLE,GOOG,MSFT --
AMZN,VMW,QCOM,ARMH -- 这个主要是看好云计算和手机。
XOM, COP -- Major Integrated Oil & Gas Industry
(COP and XOM are the best, in terms of revenue growth, ROE, and debt/equity.
Chevon is better in terms of debt/equity)
STO -- Oil and gas drilling
DVN -- natural gas produce
SLB -- Oil equipment&service
16% ROE, 0.6 debt/equity, 48% revenue growth
ENI -- electric power corporations in Latin America
Vale -- Basic material, Steel&Iron
PG (Procter & Gamble) -- personal consumer goods
KO (Coca Cola) -- drinks
(KO has much less debt. debt/equity is 0.88, while PEP is 3)
JNJ (Johnson), GSK -- drug manufactures
( JNJ has less debt, GSK has 40% ROE, but debt/equity is 3.) | y*****l 发帖数: 5997 | 2 看起来不错,谢谢分享,马克了。
【在 s****i 的大作中提到】 : 2011年的watch list。据说这里不发帖会踢人,我赶快搞一个。。 : http://finviz.com/quote.ashx? : t=T,PT,INTC,AAPL,GOOG,MSFT,XOM,COP,STO,DVN,SLB,ENI,VALE,PG,KO,JNJ,GSK,AMZN, : VMW : ,QCOM,ARMH : 三个原则: : 1. 绩优: 只选净利润百强公司。凡有业绩支撑,跌时缓于大市,有逃顶的可能。 : 2. 高效: 只选净利润百强之中净资产收益率在本行业领先的公司 : 3. 分散: 一个行业选股不超过两个(科技股我多选了几个)。大市热点时常会变,只 : 好买着等热点光临。
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