PEP值得买入;具备良好价值、防御性实力以及>4.5%的股息率。
逐段跳播
在YouTube上,我问你们,这些派息股票中我们应该增加对哪一只的投资?PepsiCo以42%的票数横扫第一。唯一真正的竞争对手是Realty Inc.,得票约31%。不过,这个选项完全合理,因为如你所知,Pepsi即将公布财报。
也许等你看这个视频的时候已经公布了,因为上传视频可能得花我一些时间。很可能是在周末发布。等你看视频的时候,他们可能已经公布了新的财报。所以也许股价已经开始小幅回升,也许又进一步下跌了。
但在录制这个视频的时候,我觉得Pepsi目前提供的价值好得惊人,不仅是作为一家公司,在股息方面也是如此。我的意思是,这是一家我认为长期来看非常安全的公司,在我们所处的这个动荡环境中这非常好。
也许这就是你们投票给它的原因。但是,如你所知,它是一只基础消费品,具有很强的防御属性,旗下所有品牌都拥有巨大的竞争优势,他们做了很多明智的战略举措、新的收购和产品发布。所有这些都为他们带来了大量现金流,帮助他们支付非常好的股息,目前股息率已超过4.5%。
你真的无法与那家业务拥有如此强大实力的“股息女王”公司竞争。我认为在这些价位上它任何时候都是买入选项,也许这就是我投票给它的原因。
On YouTube, I asked you which of these dividend-paying stocks we should increase our investment in? PepsiCo swept to first place with 42% of the votes. With only one real competitor, Realty Inc., with about 31% of the votes.
But yes, this option makes perfect sense , as you know that Pepsi is about to announce its earnings. Maybe by the time you watch this video , because uploading the video may take me some time.
It is likely to be released over the weekend. They may have already announced their new earnings by the time you watch the video. So perhaps the stock has started to recover a little, or perhaps it has fallen further.
But at the time of recording this video, I feel that Pepsi is offering incredibly good value right now, not just as a company, but also in terms of dividends. I mean, it's a company I consider very safe in the long run , which is very good in the volatile environment we live in.
Perhaps that is why you voted for her. But, as you know, it is a basic consumer good with a strong defensive character, and with a huge competitive advantage for all of its brands , they make a lot of smart strategic moves, new acquisitions, and product launches.
All of this results in a large cash flow for them, which helps them to pay very good dividends, the yield of which now exceeds 4.5%. You really can't compete with that "dividend queen" company that has this much power in its business.
I think it's a buy option all the time at these levels, and maybe that's why I voted for it.
在我看来,Pepsi目前再次是一笔划算的交易,因为它是“分销之王”之一。
Once again, Pepsi is a winning deal in my opinion right now because it is one of the "kings of distribution".
像PepsiCo和Tyson Foods这样的股票,在商店里的基础消费品品牌中拥有主导业务,Pepsi做饮料和零食,Tyson做肉类和蛋白质。它们是市场领导者,股息派发丰厚,估值便宜。
因此,以目前仅2%的比例,我不介意在未来几个月提高这些比例。
Stocks such as PepsiCo and Tyson Foods, which have dominant businesses in the basic consumer goods brands in stores, Pepsi with beverages and snacks, and Tyson with meats and proteins.
They are market leaders with large dividend payouts and cheap valuations. Therefore, at a rate of just 2% , I wouldn't mind increasing these percentages in the coming months.
我们之前谈到了Pepsi和Tyson Foods。你知道,人们无时无刻不在购买他们的食品,无一例外。股息派发强劲,估值便宜。我认为这是一笔很棒的买入交易。
We talked about Pepsi and Tyson Foods earlier. You know, people buy their food products all the time without exception. Strong dividend payouts, and cheap valuations. I think it's a great purchase deal.
这个频道对 $PEP 的历次判断
Ale's World of Stocks 在这只股票上共 3 条判断,这里只列相邻的几条。