$Walgreens_老虎社区_美港股上老虎 - 老虎社区

$Walgreens Boots Alliance(WBA)$$巴克莱银行(BCS)$$英美烟草(BTI)$价值股已抄底，巴克莱在伦敦的insider朋友表示绝对超跌，Walgreens上学几年在身边到处都是这家店而且销售非常好，烟草股高分红+稳定堪比国外白酒股，下行空间不超过20%，上行空间按照往绩市净率和往绩市盈率基本是60%+的潜在涨幅，3:1的盈亏比已经足够attractive了

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精彩评论

kk2kk
2020-09-08
kk2kk
CVS也很好，而且CVS按照ROE折算的一年后估值已经接近破净，我比较怀疑这个估值的合理性；富国我有点质疑巴老的卖出，富国是美国住宅贷款业务前列的银行，疫情下住房市场在住宅和商品房的表现几乎相反，现在的估值很大程度上只考虑了商品房市场对住房市场及相关贷款的风险但是忽视了富国的放贷结构，但是巴老毕竟是巴老，富国可以谨慎入手但还是少点仓位
kk2kk
2020-09-11
kk2kk
除英美烟草和富国银行外已砍仓改22年到期远期虚职看涨期权降低资金成本，大盘不好真的没办法[捂脸]
- 吃肉不吃面:
  大神还是回来做农产品吧，美股中期调整，最少60日线
魏老师小白
2020-09-21
魏老师小白
这就是价值股
INDEX
2020-09-09
INDEX
你以前在哪里上学？北美？

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