美股選股指南:9支最值得買(mǎi)入的500強(qiáng)股票

7. 美國(guó)包裝公司 美國(guó)500強(qiáng)排名:451 5年總回報(bào)率:238% 預(yù)計(jì)今年每股盈利增長(zhǎng)率:58.6% 股息率:3.3% 2015年預(yù)期市盈率:14.8倍 隨著亞馬遜等電商將越來(lái)越多的貨物通過(guò)快遞派送到消費(fèi)者家里,他們對(duì)包裝紙箱的需求也越來(lái)越大,從而給美國(guó)包裝公司這種企業(yè)帶來(lái)了商機(jī)。隨著移動(dòng)技術(shù)的發(fā)展,打字機(jī)已經(jīng)逐漸消亡,人們對(duì)打印機(jī)的依賴(lài)也越來(lái)越低,這對(duì)于紙張銷(xiāo)售來(lái)說(shuō)當(dāng)然是件壞事,好在電子商務(wù)成了造紙行業(yè)的救命稻草。美國(guó)包裝公司并不指望實(shí)現(xiàn)爆炸式增長(zhǎng),但紙箱卻是一門(mén)緩慢卻穩(wěn)定可靠的生意。該公司3.3%的股息也使它成了長(zhǎng)期持有的上上之選。另外,最近能源價(jià)格的下降也拉低了紙張的制造成本,這對(duì)美國(guó)包裝公司自然也是一個(gè)好消息。 |
7. Packaging Corp. of America FORTUNE 500 RANK: 451 5-YEAR TOTAL RETURN: 238% ESTIMATED EPS GROWTH THIS YEAR: 14% DIVIDEND YIELD: 3.3% ESTIMATED 2015 P/E: 14.8 As Amazon AMZN 0.98% and other online retailers ship more goods to consumers’ homes, they need more cardboard boxes to package them in, and that’s where companies like Packaging Corp. of America PKG -0.13% come in. While the death of the typewriter and the declining relevance of printers due to mobile technology have generally been bad for paper sales, e-commerce—and the cardboard packages it requires—has been the industry’s saving grace. Packaging Corp. isn’t exactly expecting explosive growth, but cardboard is a slow and steady, reliable sort of business—and the company’s 3.3% dividend could make it an income-generating safe haven for the long haul. As a bonus, recent declines in the price of energy—a big input cost for paper—are also benefiting Packaging Corp. at the moment. |