📖 ZKIZ Archives

大家有甚麼心水的美股?

1 : GS(14)@2011-04-23 12:07:04

我不懂美股，也未開戶口，但是想買隻高息的美股，有甚麼好推介?

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2 : 鱷不群(1248)@2011-04-23 12:57:29

不要太好息，會收30%股息稅。

比較知名的有TEF, NGG，我手頭上算做較高息的有ABT, AWK

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3 : GS(14)@2011-04-23 13:01:26

也就忘記了股息稅，所以還是不要太好息了，那有沒有一些經常回購股票，少派息的股票?

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4 : david395(4434)@2011-04-25 08:58:12

AGNC good interest

http://myhighdividendstocks.word ... lly-a-low-pe-stock/

Is AGNC really a low P/E stock?

The current price/earnings ratio of AGNC is highly deceptive:

Morningstar reports a forward P/E of 6.1.

Google Finance reports a P/E of 3.69.

Yahoo! Finance reports a P/E (ttm) of 3.53.

These are all low numbers. Single digit P/E ratios usually indicate possible value investments. But let’s take a closer look at AGNC’s earnings. Let’s adjust them for the amazing increase in the number of shares issued and used to leverage up the purchase more agency securities in the government subsidized mortgage market.

American Capital Agency Corp. (AGNC)

Shares: 124.63 M (only 36 M at end of 2010)

Market price: $27.83

Dividend yield: 20.1%

Quarterly dividend: $1.40

(EPS adjusted for drastic changes in capitalization)

            Net inc.

      EPS   Avail.       Adj. EPS

2006

2007

2008  $2.36  $35 M       $0.28

2009  $6.78  $119 M      $0.95

2010  $7.89  $228 M      $2.31

Three year average earnings equals $1.18 per share. Value investments typically start below 12 times average earnings. In AGNC’s case 12 times average earnings equals $14.16 per share. 20 time average earnings equals $23.60 per share. AGNC is currently selling for 23.6 times average earnings. This is above 20 which makes a purchase of AGNC above $23.60 a speculative purchase.

Suddenly those low current P/Es don’t seem to hold up anymore when you calculate AGNC’s average earning power over the past three years.

I have warning in other articles that AGNC is will not be able to pay its hefty $1.40 dividend with so many new shares being issued.  If it uses the proceeds of the public offering to pay the current quarter’s dividend, then it is just bidding time before it disappoints shareholders with a larger dividend cut in the future when net income decreases due to a narrowing of the interest rate spread. That’s how they make their money.

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5 : 鱷不群(1248)@2011-04-25 17:10:06

我無公司回購紀錄。如果開戶，可以順便一問香港上市的ADR會不會收股息稅。不如想想自己想要那類型的公司，然後尋寶


我不建議買中國股票，表面上低PE高增長，過去幾個月已經被美國佬質爆幾隻。只有香港股民不識死，才會有高PE高增長。巴西公司的PE好像也不高。買中國股票不如在香港買，質素上是好一點的

不熟悉美國市場，所以宜大不宜小，市值起碼要1b以上。我視投資美股是一種學習，暫時有賺絕對是幸運，不是英明神武，天曉得一個浪會否將我打沉

不要亂炒國策。香港股市最喜歡炒國策，有利又炒，不利又當有利的炒，加息會增加盈利，減息又增加盈利，美國國策是可有利可不利的

美國與香港是兩個不同的世界。Seagate和WD業績都欠佳，點解929被吹到那麼好景？不要見香港某個板塊被吹棒，就去買美國那個板塊的公司。

不要有過高的盈利增長要求。中國公司的「盈利增長」在全球是獨一無二的。

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6 : GS(14)@2011-04-25 17:42:39

咁其實炒香港股票其實都幾幸福，在美國找一隻股票的確真是好困難，但我都是想學習下美國股票的...

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7 : 拔刺者(4132)@2011-04-25 17:52:59

跟股神買，又或者http://mosburger-hk.com/喜歡吃嗎

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8 : GS(14)@2011-04-25 18:01:51

7樓提及

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跟股神買，又或者http://mosburger-hk.com/喜歡吃嗎

美國有上市嗎?

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9 : 拔刺者(4132)@2011-04-25 18:06:30

mos是否？

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10 : GS(14)@2011-04-25 18:14:47

9樓提及

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mos是否？

不是啊，應該是賣農作物的
http://www.google.com.hk/finance?q=MOS

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11 : 鱷不群(1248)@2011-04-25 18:21:06

MOS是做化肥

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12 : GS(14)@2011-04-25 20:34:27

11樓提及

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MOS是做化肥

英文太差，又要學習下

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13 : Wilbur(1931)@2012-12-05 12:32:04

美股我都有no.喎

CPRT

DNB

DWA

PCL

POWR

RHDGF

SPE

TLI.L

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14 : david395(4434)@2012-12-05 20:09:06

EWH XLV

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