讨论股票和投资专用贴

erha

回复 贾大松鼠 的帖子
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- [; m3 R$ U% N% F先要保住政权（就业），然后才是谈得上通货膨胀。

erha

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3 A) P1 a5 Z2 p9 t回复 老芒 的帖子

今天搜集的一些数据 （Dow Jones 30)，给大家看看：排除Bank of America, 平均PE13.20. 分红很好。这样的股市值不值得投资？
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Components for ^DJI
Symbol	Name	PE	Yield （%）
HPQ	Hewlett-Packard Company Common	7.53	1.50
JPM	JP Morgan Chase & Co. Common St	7.70	2.70
CVX	Chevron Corporation Common Stoc	8.07	3.30
T	AT&T Inc.	8.28	6.00
MSFT	Microsoft Corporation	9.33	2.50
XOM	Exxon Mobil Corporation Common	9.37	2.60
INTC	Intel Corporation	9.49	4.10
TRV	The Travelers Companies, Inc. C	9.61	3.20
WMT	Wal-Mart Stores, Inc. Common St	10.89	2.90
AXP	American Express Company Common	11.50	1.60
BA	Boeing Company (The) Common Sto	12.06	2.70
GE	General Electric Company Common	12.08	3.80
KO	Coca-Cola Company (The) Common	12.32	2.80
CSCO	Cisco Systems, Inc.	12.38	1.70
DD	E.I. du Pont de Nemours and Com	12.75	3.50
IBM	International Business Machines	13.46	1.80
UTX	United Technologies Corporation	13.49	2.70
AA	Alcoa Inc. Common Stock	13.64	1.00
MMM	3M Company Common Stock	13.70	2.70
HD	Home Depot, Inc. (The) Common S	14.07	3.30
CAT	Caterpillar, Inc. Common Stock	14.18	2.10
DIS	Walt Disney Company (The) Commo	14.32	1.20
JNJ	Johnson & Johnson Common Stock	15.03	3.70
PG	Procter & Gamble Company (The)	15.37	3.50
VZ	Verizon Communications Inc. Com	15.46	5.70
PFE	Pfizer, Inc. Common Stock	16.60	4.50
MCD	McDonald's Corporation Common S	17.36	2.80
KFT	Kraft Foods Inc. Common Stock	19.37	3.40
MRK	Merck & Company, Inc. Common St	33.30	4.90
BAC	Bank of America Corporation Com	n/a	0.50

erha

回复 老芒 的帖子

昨天FORTUNE 杂志网站有篇巴菲特的采访，他说现在的经济比公众印象中要好，甚至欧洲也不是很差。这次股市崩盘没有理由，他也进场抄底了，越低越买，并且近期有大的并购。
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; g/ E: a# g, S. p" g巴菲特的Berkshire Hathaway 拥有很多公司，报纸，家具，珠宝，铁路，保险，等等等等。他应该对经济的实际状况有个比较好的把握。相反散户们主要是从媒体获取信息。老人家的话要听。

erha

回复 erha 的帖子
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( K# }6 w9 k$ P" A- ^点评的字数不够，就回复在这里。

散户的问题是信息量不够。更糟糕的是即使有信息也不知利用。2007年我的一个在叉车公司做的朋友告诉我叉车的销量是很好的经济先行指标。而当时的叉车市场极其萧条。我没太当回事，结果2008年没有逃过去。可惜他现在也不在那家公司了。
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联系到现在，我们在德国订的一套设备，居然要延迟交货。供货商解释是他们实在忙不过来。先记在这里。以后回头看看自己有没有长点记性

erha

回复 万里风中虎 的帖子
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KION and Jungheinrich maintain upward trend
Thursday, 18 Aug 2011 - Hamburg, Germany - News Story Rising global demand for warehouse and counterbalance forklifts has benefited leading German forklift manufacturers KION Group and Jungheinrich Group as they report significant improvements in their first-half financial results.
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KION Group, which manufactures forklifts under the Linde, Still, OM, Fenwick, Voltas and Baoli brands, says compared to the first half of 2010, the group achieved "significant increases" in the first half of 2011 for order intake, revenue and earnings.

: b2 t- U% i* a5 AOrder intake for the group rose to EUR2.353 billion (USD3.379 billion) in the first half of 2011, 28% higher than the previous year’s EUR1.843 billion (USD2.646 billion). Order intake for new trucks jumped 26% from 59,100 forklifts to 74,300 forklifts.

Total consolidated revenue increased 31% from EUR1.612 billion (USD2.315 billion) to EUR2.113 billion (USD3.035 billion). The group’s earnings before interest and tax rose from the previous year’s EUR21 million (USD30.2 million) to EUR168 million (USD241 million) for the first half of 2011.
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- ^6 o; Y3 d5 G0 Z$ \/ ~2 DJungheinrich Group has also seen a rise in incoming orders, sales and earnings for the first half of 2011. The company’s business performance benefited from favourable world .....