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巴菲特持有这些股票是为了获得大量的自由现金流——通货膨胀率高达 9.1%,你也应该这样做
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沃伦巴菲特持有这些股票是为了获得大量的自由现金流——通货膨胀率高达 9.1%,你也应该这样做
CVX+2.98% BRK-A+0.70% BRK-B+0.72% 行动管制令-1.65% KO+0.97% CVX+2.98% BRK-A+0.70% BRK-B+0.72% 行动管制令-1.65% KO+0.97%
沃伦巴菲特持有这些股票是为了获得大量的自由现金流——通货膨胀率高达 9.1%,你也应该这样做
华尔街非常关注公司收益。
但报告的收益通常是通过激进甚至欺诈性的会计方法来操纵的。
这就是为什么规避风险的投资者需要关注能够产生大量自由现金流的公司。
冷硬现金是真实存在的,股东友好型管理团队可以使用它来:
投资传奇人物和伯克希尔哈撒韦公司首席执行官沃伦巴菲特以对产生现金流的业务的热爱而闻名。
让我们来看看伯克希尔投资组合中的三只股票,它们拥有两位数的自由现金流利润率(自由现金流占销售额的百分比)。
不要错过
雪佛龙 (CVX)
排在我们榜首的是石油和天然气巨头雪佛龙,该公司在过去 12 个月中产生了 215 亿美元的自由现金流,并且一直保持12% 的自由现金流利润率。
近几个月来,由于能源价格强劲反弹,该股一直很火爆,但随着通胀持续升温,可能还有很大的上涨空间。
管理层最近削减成本和提高效率的举措开始生效,并且应该能够在可预见的未来推动有利于股东的行动。
今年 3 月,雪佛龙宣布将股票回购翻一番,每年高达 100 亿美元,承诺股东将看到高油价带来的好处。
该股仍提供 3.9% 的有吸引力的股息收益率。
穆迪 (MCO)
凭借超过 30% 的惊人自由现金流利润率,信用评级领导者穆迪紧随其后。
尽管 2022年表现疲软,但穆迪的股价在过去五年中上涨了 120%,这表明这是一个相对抗衰退的业务,值得押注。
具体而言,该公司在信用评级方面根深蒂固的领导地位,导致现金流和资本回报过大,应该会继续限制穆迪的长期下行空间
穆迪在过去 12 个月的自由现金流中产生了约 19 亿美元。2021年,公司通过股票回购和分红向股东返还12亿美元。
穆迪的股息收益率为 1.0%。
可口可乐 (KO)
排在我们名单之外的是饮料巨头可口可乐,它在过去 12 个月的自由现金流中产生了 78 亿美元,并且习惯性地提供超过 20% 的自由现金流利润率。
近几个月来,该股有很多起伏,但耐心的投资者应该考虑利用短期的不确定性。可口可乐的长期投资案例继续得到无与伦比的品牌影响力、巨大的规模效率和仍然具有吸引力的地理增长顺风的支持。
该公司已恢复到大流行前的水平。
在最近一个季度,可口可乐公布的收入为 105 亿美元,比去年同期增长 16%,这主要是由于单位案件量增长了 8%。
可口可乐股票的股息收益率为 2.9%。
来源:金色财经 |
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