2011《财富》美国500强10大牛股
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第5名：VF 服饰公司 交易代码: VFC 年初至今股票涨幅: 62% 市值: 144亿美元 500强排名: 310 VF旗下有The North Face、Seven for all Mankind、Wrangler和Vans等众多知名品牌。今年6月，VF又在这个星光熠熠的名单上增加了Timberland。 这笔收购耗费了VF约20亿美元现金，但摩根士丹利（Morgan Stanley）分析师们认为，它“将改变行业格局”，推动公司未来几年业绩大幅增长；摩根士丹利给出的VF目标价是每股152美元。 10月份，VF宣布，国际市场大卖的Timberland为公司第三季度贡献了近1.64亿美元收入，当季总营收28亿美元。VF首席执行官艾瑞克•怀斯曼预计这一势头将持续下去。鉴于此次“变革性的”收购，他大幅调高了公司第四季度指导值。 总部位于北卡罗来纳州格林伯勒的VF派息稳定，因此也深受投资者喜欢。最近，VF已是连续第三十九年增加派息，将季度派息调高了14%至每股72美分。 |
#5 VF Corp. Ticker: VFC YTD stock performance: 62% Market cap: $14.4 billion Fortune 500 Rank: 310 VF is the company behind a number of popular brands, including The North Face, Seven for all Mankind, Wrangler, and Vans. In June, VF made a huge move by adding Timberland to its impressive roll. That acquisition cost VF about $2 billion in cash, but is a "game-changing" one that will spur substantial growth for the next several years, according to Morgan Stanley analysts, who target VF's stock price at $152 per share. VF said in October that Timberland, which has a strong international presence, added almost $164 million to the company's third-quarter revenue of $2.8 billion. VF CEO Eric Wiseman said he expects that momentum to continue, and boosted the company's fourth-quarter guidance substantially, citing the "transformational" buyout. Investors are also fans of Greensboro, N.C.-based VF because of its reliable dividend payouts. VF recently marked its 39th consecutive year of higher dividend payments, when it raised its quarterly disbursement 14% to 72 cents per share. |
