$卡夫亨氏(KHC)_老虎社区_美港股上老虎 - 老虎社区

$卡夫亨氏(KHC)$ 现在的市净率逆天啊，股价超跌太多，巴菲特说过，大多数股票之所以是好的投资，就是因为买入价低廉。亨氏虽然在健康饮食上发力太晚太慢，但毕竟也许并没有萎缩，只是增长乏力，还是有机会的，而且利用营销资源拿下健康饮食市场有机会，因为这个市场并没有巨头垄断。

巴菲特65买贵了，咱们33买入，不贵啊。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

竹山辣人
2019-03-01
竹山辣人
东西不好，小孩的水果泥，鱼泥，最后只能扔了，超级难吃。
- 麦麦卢:
  谢谢反馈，我吃亨氏的番茄酱很多，酒店快餐很多也都是亨氏，饼干国内竞争太激烈
波音快点300
2019-03-01
波音快点300
mcd营收一直在下降，确一直在涨，烟草衰退了几十年确一直在涨，其实根本没那么严重
- 波音快点300回复麦麦卢:
  反正长期获得数倍回报率是可以的
- 麦麦卢回复波音快点300:
  十年不一定，但这股价足够便宜
- 波音快点300回复麦麦卢:
  这次减值以后，十年之内安全。金拱门十年了都没怎么增长。目前的卡夫很有可能成为一个十年含股息总收益达到八倍十倍的股。
- 麦麦卢:
  金拱门没这么冒天下之大不韪，减真么多商誉，这对股东不负责任。烟草暴利啊，不是饼干调味品能比的。
4d02a4dd
2019-03-01
4d02a4dd
巴菲特的成本不是30美元吗
- 麦麦卢:
  不是
- 4d02a4dd:
  我看过去三年的睡前利润大概每年35亿，市值400多，也不是特别便宜吧？另外饼干太甜是不是吃的越来越少了
麦麦卢
2019-03-02
麦麦卢
我个人的建仓习惯，对于下跌中的股票，第一次建仓，如果目标是10万美元，第一次下注一般是三分之一，看好的情况下也不超过一半，后续几天观察，再考虑下单。这样也许不会拿到最低价，但是不会被套在半山腰，仅供参考。
麦麦卢
2019-03-01
麦麦卢
我倒想看看巴菲特下个季度的报表，有没有补仓亨氏，降低平均成本。
- xchen690:
  巴菲特成本在30元，除非跌到30以下，补仓才有意义。现在5%的股息率，得要拿到一年以上才能看到经营状况的改变。老巴持有超过25%，已经可以干预经营了
NICC
2019-03-01
NICC
不贵？呵呵

发表看法

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