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美股选股指南:9支最值得买入的500强股票

美股选股指南:9支最值得买入的500强股票

Jen Wieczner 2015-08-18
尽管《财富》500强上榜企业个个规模庞大,声名显赫,但并非每家公司都是投资的好对象,一些上榜企业的股票今年跌得很惨。遵循“投资需谨慎”这一原则总是有益的。不过,本文作者认为,以下这9支股票还是值得入手的。

3. 波音

美国500强排名:27

5年总回报率:147%

预计今年每股盈利增长率:15.5%

股息率:2.5%

2015年预期市盈率:17.6倍

787“梦想飞机”在测试中暴露出许多技术问题,导致波音公司在该项目中损失了不少钱,因而波音的股票最近也在投资者中“失宠”了。不过能源价格下降推高了航空公司的利润,加上消费者旅游的意愿也加强了,很可能会促使更多的航空公司更新他们的飞机。在今年的巴黎航展上,波音战胜了它的老对手空客公司,拿下了价值186亿美元的确认订单。(不过空客收获了更多的“购买承诺”,但承诺仍有落空的可能。)

摩根大通分析师对波音股票给出了“增持”的评级,理由是 “随着787事件逐渐尘埃落定,净现金流将有所改善;另外回购和分红也将有所提高;此外还有新飞机生产带来的有利条件”。波音近期宣布了换帅计划,公司老将丹尼斯·麦伦堡于7月1日取代吉姆·迈克纳尼成为新任CEO。领导层变动的消息一出,波音的股价稍有下跌,但在《财富》杂志主编艾伦·穆雷看来,这次换帅实际上“预示着公司的稳定”。

3. Boeing

FORTUNE 500 RANK: 27

5-YEAR TOTAL RETURN: 147%

ESTIMATED EPS GROWTH THIS YEAR: 15.5%

DIVIDEND YIELD: 2.5%

ESTIMATED 2015 P/E: 17.6

Boeing BA -0.01% has lately fallen out of favor among investors as the aircraft manufacturer has been losing money on its production of 787 Dreamliner planes, which have experienced technical snafus during testing. But as cheap fuel costs pad the profits of airlines—and also incite consumers to travel more—they may very well lead more carriers to upgrade their planes. At the recent Paris Airshow, a major sales event for the airplane industry, Boeing bested its main competitor Airbus with $18.6 billion in confirmed orders for aircraft. (Airbus beat Boeing in terms of less definite “purchase commitments,” which can still fall through.)

JPMorgan analysts recently assigned Boeing an “overweight” rating, explaining that they expect “improving [free cash flow] as 787 cash burn falls, rising repurchases and dividends, and favorable conditions for new aircraft production.” Boeing announced earlier this week that it will replace its current CEO, Jim McNerney, with longtime executive Dennis Muilenburg on July 1. While Boeing’s shares fell slightly on the announcement of the leadership change, Fortune managing editor Alan Murray wrote that the transition actually “signals stability” at the company.

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