周末閱讀 20160110

新的一年,許多作者都分享了他們的投資標的。讓我們來看看有哪些。

股票分析

7 Companies We’d Buy and Hold for the Next 20 Years
http://www.dividends4life.com/2016/01/7-companies-wed-buy-and-hold-for-next.html
via Dividends4Life

Joseph註:這是fool.com的文章,提到的七家公司是:CVS, AMZN, XLK, CMG, IBM, MA, ISIS

Here’s my Top 4 US Dividend Growth Stocks for 2016

Here’s my Top 4 US Dividend Growth Stocks for 2016


via The Dividend Guy Blog

Joseph註:這四檔是UNP, MSFT, ALV, LMT。Joseph目前只評估完MSFT,等回檔考慮入手。

7 Best High Dividend Stocks to Buy Now
http://www.dividends4life.com/2015/12/7-best-high-dividend-stocks-to-buy-now.html
via Dividends4Life

Joseph註:這幾檔是SO, PSA, CVX, MO, TEF, JPM, JNJ

強大護城河+健康現金流的能源強者–SLB與PSX
http://www.bituzi.com/2016/01/SchlumbergerandPhillips66.html
via 幣圖誌Bituzi – 挑戰市場規則

Joseph註:Joseph其實不太碰能源股,所以這兩檔暫時先放過,有空再來研究。

Pepsico, Inc. (PEP) Dividend Stock Analysis
http://www.dividend-growth-stocks.com/2016/01/pepsico-inc-pep-dividend-stock-analysis.html
via Dividend Growth Stocks

Joseph註:D4L認為PEP目前大概是10%折價。

My Five Largest Dividend Portfolio Holdings for the Long Term
http://www.dividendgrowthinvestor.com/2016/01/my-five-largest-dividend-portfolio.html
via Dividend Growth Investor

Joseph註:五檔為O, WBA, JNJ, KMB, PM

投資心態與觀念

[新聞剪報] 彼得‧林區的暴跌應對之道 2007-03-02
http://tivo168.pixnet.net/blog/post/442620878-%E5%BD%BC%E5%BE%97%E2%80%A7%E6%9E%97%E5%8D%80%E7%9A%84%E6%9A%B4%E8%B7%8C%E6%87%89%E5%B0%8D%E4%B9%8B%E9%81%93-2007-03-02
via tivo168_的投資理財_Excel_應用教學 :: 痞客邦 PIXNET ::

Joseph註:其實市場大跌,對價值投資者來說,應該要高興。portfolio的損失只是一時的,獲利是等來的。

2016 投資計畫
http://makingsenseofusastocks.blogspot.com/2016/01/2016.html
via 貓的美股異想世界

Joseph註:Catherine在2016年要基本面與技術面並重,我非常期待Catherine未來能跟大家分享她的成長。

美股投資訊息

2015 OSV Performance Review
http://www.oldschoolvalue.com/blog/portfolio/2015-osv-performance-review/
via The Value Investing Blog of Old School Value

Joseph註:2015表現最好的是NCAV,第二名是Altman Z

股息成長

Lanny’s 2015 Portfolio Review

Lanny’s 2015 Portfolio Review


via Dividend Diplomats

Joseph註:我很喜歡看別人股息成長的結果,Lanny在2015領了美金6134! 相當於台幣二十萬!

 

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