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AT&T仍然值得在您的投资组合里

AT&T仍然值得在您的投资组合里

ZUOZHE:AllStarTrader

摘要

  • 作为AT&T的长期股东,我经历了过去几年大多数股东的起伏。
  • 该公司正在取得进展并消化其大型收购,这将很快推动股价走高。
  • 该公司的估值为风险价格,并提供股息等待资本增值。

ZIYUAN

极速排列3WOZUICHUZAI7NIANQIANGOUMAILEAT&T(T)DEGUPIAO。SUIRANMUQIANDEGUJIALIWOZUICHUDEGOUMAIDIANBUYUAN,DANWOSHOUJILEHENDUOGUXI。GAIGONGSIYEFASHENGLEXIANGDANGDADEBIANHUA,WOXIANGXINTAHUIBIANDEGENGHAO。ZHENGRUWOMENXUDUORENSUOZHI,GAIGONGSICHENGDANLEXIANGDANGDADEZHAIWU,JIANGZIJIZHUANBIANWEIYILIUDENEIRONGCHUANGZUOZHEHEFENXIAOSHANG。ZHANGQIGUANZHUDETOUZIZHEKENENGHUIZAIAT&TZHONGZHANJUYIXIZHIDI,YINWEITABUJINTIGONGLEYOURENDESHOUYI,ERQIEHAITIGONGLELISHISHANGBIANYIDEGUZHI。YIDANZHAIWUHUIFUDAOZHENGCHANGSHUIPING,GONGSICHUANGZAODEJUEXIANJINLIUJIANGXIYINFENGXIANYANEDETOUZIZHEZHONGXINHUIDAOGUPIAO,ZUIZHONGCHUANGZAOGENGGAODEGUZHI。

性能

GAIGONGSIZUIJINGONGBUDEYINGLIYUYUQIYIZHI,DANZAISHOUYILVSHANGLVEYOUSHIWU。

ZILIAOLAIYUAN:XUNQIUAERFA

极速排列3ZHEIGECUOGUOXIANGDANGYUZUIGAOXIANSHANGBUDAO1%DECUOSHI,ZHEIKENENGFASHENGZAIRUCIPANGDADESHOURUSHUZISHANG。CONGJIAODULAIKAN,ZHEIBIBENJIDURENHEYITIANDESHOURUDOUYAODI。

极速排列3XIAMIAN,WOMENKEYIKANDAOGONGSIBENJIDUCAIWUYEJIDEKUAIZHAO。

ZILIAOLAIYUAN:YINGLIHUANDENGPIAN

SUIRANDIAOZHENGHOUDESHOUYIJINLVEGAO,DANYINGZHUYISHOURUHEYINGYELIRUNLVDEZENGZHANGSHIXIANZHEDE。HUANAMEITIDESHOUGOUTUIDONGLEZHEIXIEJINZHAN。DANGRAN,DIAOZHENGHOUDESHOUYISHOUDAOZENGJIADEGUPIAOSHULIANGDEYINGXIANG,XIWANGJIANGLAIKEYIMAIHUI。

GAIGONGSISHIJISHANGDUIHOUFUFEIZHINENGSHOUJIZENGZHANGQIANGYUYUQIDETOUZIZHEGANDAOJINGYA。ZHEISHIJIJIDE,YINWEITABIAOMINGAT&TBINGWEIZAIJINGZHENGZHONGSHIQUQIHEXINYEWUDEKEHU。

ZILIAOLAIYUAN:YINGLIHUANDENGPIAN

YOUYUXIAOFEIZHEGOUMAIJIAOSHAODEXINSHOUJI,GAIGONGSIQUESHISHOUDAOWUXIANSHEBEIDEYINGXIANG。LINGYIGEJIJIYINSUSHILIRUNZENGJIA,ZHEIYOUZHUYUTIGAOEBITDA。

极速排列3TOUZIZHEDELINGYIGEHEXINJIAODIANSHIYULEJITUAN。

ZILIAOLAIYUAN:YINGLIHUANDENGPIAN

GAIBUFENBAOKUODirecTV,QIJIXUZAOYUDINGHUSUNSHI。RANER,RUGUOTOUZIZHEZIXIGUANCHA,TAMENHUIKANDAOJINGUANKEHULIUSHIHESHOURUXIAJIANG,DANGAIBUMENDESHOUYIYOUSUOGAISHAN。GAIGONGSISHIJISHANGZHISHISHIQULEWULIKETUDEDINGHU,ERQIEZHEIXIESHUZISIHUBITONGCHANGQINGKUANGXIAYAODA,YINWEIGAIGONGSIMEIYOUZHUIJIATAMENDEBAOLIULV。XIANGFAN,TAMENRENWEIGAISHANEBITDADEZHONGYAOXINGCHAOGUODINGHUZONGSHU。

ZUIHOU,XINSHOUGOUDEMEITIPIANDUANZHENGZAIQUANLIYIFU。

ZILIAOLAIYUAN:YINGLIHUANDENGPIAN

极速排列3SHOURUYUSHOURUYIQIJIXUZENGZHANG。SUIZHENEIRONGBIANDEGENGYOUJIAZHIBINGQIELIUMEITIFUWUJIXUZHIFUGENGGAODEFEIYONGLAITIGONGCINEIRONG,GAIBUMENJIANGZAIWEILAIJINIANJIXUZENGZHANG。GAIGONGSIHAIJIANGJIXUSHOUYIYUJIANGZIJIDEFENFAFUWUYUCINEIRONGJICHENG,WEIXIAOFEIZHETIGONGGENGSHAODEKEFANGWENLIUMEITIFUWU。NENGGOUJIANGQICHANPINKUNBANGJIXIAOFEIZHESHIGONGSISHANGWEILIYONGDEJUDAHAOCHU。CIWAI,SUIZHE“Xandr”FUWUDECAIYONGBIANDEGENGJIAKENENG,TANENGGOUGENGHAODIWEIQIYEKEHUTIGONGGUANGGAOFUWU。GAIGONGSIYOUNENGLICHUANGJIANGENGYOUZHENDUIXINGDEGUANGGAO,YINWEITAZAISUOYOUYUNYINGBUMENZHIJIANYONGYOUDALIANGSHUJU。

SUIZHEGONGSIBUDUANFAZHAN,TADEXIANJINLIUJIXUZENGZHANG。

ZILIAOLAIYUAN:YINGLIHUANDENGPIAN

ZAIZUIJINYIGEJIDU,GAIGONGSIBAOGAODEZIYOUXIANJINLIUWEI59YIMEIYUAN。ZHENGRUGONGSISHANGMIANQIANGDIAODENEIYANG,ZAIFENHONGHEQITAZHIFUHOU,GAIGONGSIZAIBENJIDUYICHAOGUO23YIMEIYUANXIANJINYONGYUJIANSHAOZHAIWU。

极速排列3ZHEIMEDUOTOUZIZHEGUANZHUSHIDAIHUANASHOUGOUDESHOUYAOYUANYINSHIZHAIWUSHUIPINGSHANGSHENG。

资料来源:盈利幻灯片

极速排列3ZHENGRUGONGSIXIANGWOMENZHANSHIDENEIYANG,HEBINGHOUDESHITIXIANJINLIULIANGDEZENGJIAYIJINGZUYIXUNSUJIANGDIZHEIZHONGGANGGANZUOYONG。GAIGONGSIJIHUAZAINIANDIQIANCONGZICHANFUZHAIBIAOZHONGHUODEJIN300YIMEIYUANDEZHAIWU,ZHEISHIJUDADE。ZHEIJIANGSHIGONGSIJIEJINLISHIGANGGANBILV。CIWAI,RUGUOGONGSIJIXUJIANSHAOZHAIWUSHENZHIJIEJINZHEIYISUDU,TAKEYIZAIWEILAIJINIANNEIWANQUANCHANGHAIZHAIWU。ZUIHAOSHI,WOXIWANGGONGSINENGGOUCHENGDANYUE500YIMEIYUANDEZHAIWU,BINGLIYONGSHENGYUDEXIANJINLIULAIQIDONGGUPIAOHUIGOUJIHUA。ZHEIBUJINHUITUIGAOYINGLI,HAIHUICHUANGZAOGENGGAODEGUJIA,YINWEIGUOQUJINIANFAXINGDEDALIANGGUPIAOJIANGCONGSHICHANGSHANGCHECHU。

计价

CONGGUOQU5NIANDEGUZHILAIKAN,WOMENKANDAOGAIGONGSIZHENGZAIDUIQILISHIGUZHIJINXINGZHEKOU。

ZILIAOLAIYUAN:CHENXING

YOUYUQIP / S,P / E,P / CF,P / BHEYUANQISHIYINGLVDOUDIYUGUOQU5NIANDEPINGJUNSHUIPING,TOUZIZHEYOUJIHUIYIDIJIASHOUGOUGUPIAO。GAIGONGSIZHENGCHUYUZHUANXINGQI,XUYAOSHIJIAN,DANYOUYUQIQIANGDADEXIANJINSHENGCHANNENGLI,YINGGAIJIYUTOUZIZHECHONGFENDEXINXIN。

KANYIXIAPINGJUNSHOUYILV,WOMENKEYIJINYIBUKANKANGAIGONGSISHIFOUWEITOUZIZHETIGONGLEGOUMAIGUPIAOHESUODINGGAOSHOUYILVDEJIHUI。

极速排列3ZILIAOLAIYUAN:Yieldchart

极速排列3YOUYUAT&TGUOQU35NIANLAIZENGJIAGUXIDEYOUJIULISHI,WOMENZAIFENXIGUOCHENGZHONGYOUZHEYOUJIUDELISHI。MUQIANDESHOUYILVWEI6.63%,YUANGAOYUGONGSIGUOQU24NIANDEPINGJUNSHOUYILV4.5%。SHISHISHANG,ZAIGUOQU24NIANZHONG,ZHEIYICHANLIANGDETIGONGSHIJIANBUDAO7%。DUIYUXUNQIUSHOUYIHEGUJIAQIANZAISHANGXINGKONGJIANDETOUZIZHEERYAN,ZHEISHIYIZHONGJILI。CIWAI,WOMENZHIDAOGONGSIYOUNENGLIZHIFUGUXIBINGZENGJIAGUXI,YINWEIPAIXILVYUEWEI63%。

结论

SUIRANWODEAT&TGUPIAOZAIGUOQUJINIANLIKENDINGMEIYOUZOUDETAIYUAN,DANWOXIANGXINGUPIAOHENKUAIJIUHUISHENGZHI。GUZHIDIYUPINGJUNSHUIPING,BINGWEIZHENGHESHOUGOUDEFENGXIANZENGJIATIGONGZHEKOU。GAIGONGSIZHENGZAIJIXUANZHAOCHENGNUOQUXIAOGANGGAN,BINGXIANGTOUZIZHEZHANSHITAKEYIHAOWUWENTIDICHANGHAIZHAIWU。CIWAI,GAIGONGSIYINGGAIJIXUTUIDONGYINGLI,YINWEITAKAISHITUICHUGENGDUODEKUNBANGHELIUMEITIFUWU。GUANGGAOSHANGHEXIAOFEIZHEDOUJIANGCAIYONGGENGDUODEAT&TFUWU。ZUIHOU,SUIZHEYUELAIYUEDUODELIANJIESHEBEIXUYAOFUWUTIGONGSHANG,GAIGONGSIJIANGHENKUAIKAISHIKANDAO5GCAIYONGDEHAOCHU。ZAI&TKEYICONGZHEIXIANGFUWUDEBUSHUZHONGSHOUYI,BINGQIENENGGOUJINYIBUTIGAOMEIYUEFEILV,YIMANZUNEIXIEXIWANGHUODEZUIKUAIWANGLUOSUDUDEKEHUDEXUQIU。NEIXIEBUJIEYIDENGDAISHANGXINGQIANLIDETOUZIZHEKEYIHUODEBAOCHOUYIDENGDAIYIBIKEGUANDEGUXI。AT&TDEGUPIAOKAISHIXIANDETEBIEJUYOUXIYINLI,YINWEISHICHANGJIXUXIANGXINDEGAODIANYIDONG,ZAIQITADIFANGJIHUMEIYOUJIAZHI。WOJIANGJIXUCHIYOUWODEGUFENBINGJIANGGUXIZAITOUZIYUAT&T。