$中国海洋石油(00_老虎社区_美港股上老虎

gugu
11-13

$中国海洋石油(00883)$ $中远海控(01919)$

有些生意短期经营风险众人皆知，就容易在定价上反应，甚至过度反应，反而降低了投资风险。

有些生意长期风险点一般人不容易看明白，反而是短期经营向好时定价过于乐观，其实是抬高了潜在投资风险。

后者，识别难度很大。这些年，我也越来越胆小，收入15%增长，利润20%增长的微软，当动态市盈率到了40倍时，我也弃了。

我更喜欢前者，虽然波动巨大，但是安全。低pe+低增长+7%以上的高分红，保护垫足够厚。

已经满仓。

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。

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时间的玫瑰567
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- gugu:
  嗯。不过我不清楚未来6会不会有大规模资本开支，所以排除掉了
  11-13
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看得准拿的稳
·11-13
微博@谢佩德骨头，也是不断在加仓这个票，我感觉你们都说的很有道理，我跟了。
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