$RIT

RIT 属于持有标的;当前定价假设 6% 的永久股息增长,而预期派息为 3%,这一假设过高,尽管股息与回购带来 6-7% 的稳定回报。

《10 Stocks To Buy! Value Investing Quadrant October 2026》
Value Investing with Sven Carlin, Ph.D.发布 2026-10-04 · 1 段内容
16:58/ —打开原视频

逐段跳播

1 段内容

以下是用于监测(持有)。美国和欧洲零售商看到股息支付略有下降,为3%。它们正在进行回购,这应该会提高股息支付。如果你预期4%的股息率,你需要股价在二十多倍高位,如果你想要安全边际,你需要它在二十多倍低位,才能实现10%的收益率。

现在,市场定价的是股息永久增长6%,预期支付3%,这有点多了。所以,我会把它放在这里:股息和回购,稳定回报6-7%。不过,要记住这只股票的长期风险。

The following is for monitoring (Hold). American and European retailers saw a slight decrease in dividend payouts of 3%. They are carrying out buybacks that should increase dividend payouts.

If you're expecting a 4% dividend yield, you need it in the high twenties, and if you want a safety margin, you need it in the low twenties to achieve a 10% yield. Now, what's being priced is 6% forever growth in dividends, with an expected payout of 3%, which is a bit much.

So, I'll put it here: dividends and repurchase, stable returns of 6-7%. However, keep in mind the long-term risks of the stock.

这个频道对 $RIT 的历次判断

Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。

2026-10-04本条
以下是用于监测(持有)。美国和欧洲零售商看到股息支付略有下降,为3%。它们正在进行回购,这应该会提高股息支付。如果你预期4%的股息率,你需要股价在二十多倍高位,如果你想要安全边际,你需要它在二十多倍低位,才能实现10%的收益率。现在,市场定价的是股息永久增长6%,预期支付3%,这有点多了。所以,我会把它放在这里:股息和回购,稳定回报6-7%。不过,要记住这只股票的长期风险。
看完整历史 ›
美股听风