Parkev Tatevosian, CFA 对 $PG 的判断变化

2026-09-29看涨
《Forever Stocks: 4 Undervalued Dividend Stocks Investors Can Buy Now and Hold Forever》
PG 被低估且管理层实力强劲;公允价值 167 美元,而股价为 146 美元,意味着 12-18 个月内存在 14% 的上行空间。

Procter & Gamble 是下一只我认为你现在就可以买入并长期持有的被低估的股息股。可以说,就管理层而言,这是我在全球跟踪的公司中最好的一家。管理层非常出色,他们培养新领导者的培训流程也非常出色。

他们培育品牌,并以出色的方式将其交付给分销合作伙伴,而且他们已经这样做了很长时间。可以合理地假设,他们在未来数十年里能够复制这一模式。

Procter & Gamble is the next undervalued dividend stock that I think you can buy now and hold for a very long time. It can be said that this is one of the best companies I follow in terms of management in the world.

The management was excellent, and their training process for developing new leaders was also excellent. They grow brands and deliver them to their distribution partners in an excellent way, and they have been doing so for a long time .

It is reasonable to assume that they will be able to repeat this formula for decades to come.

2026-09-08看涨
《Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell》
宝洁(PG)拥有卓越的管理层和持久的护城河;当前股价低于公允价值,支持长期持有论点。

接下来我要重点介绍的一只股票,是你可以买入并永远持有的,那就是宝洁。这是一家基础消费品公司,主要向消费者销售用于家庭使用的品牌产品。他们这样做已有数十年的历史。他们目前向消费者销售一系列品牌,在我看来,这是世界上管理最好的公司之一。

The next stock I'm going to highlight as one you can buy and hold forever is Procter & Gamble. This is a basic consumer goods company that sells products, branded products, to consumers primarily for their home use.

They have a decades-long history of doing so. They have a portfolio of brands that they currently sell to consumers, and in my opinion, this is one of the best-managed companies in the world .