股市暴跌:5大基金高手的投資秘笈
姓名:大衛(wèi)?溫特斯 職務(wù):Wintergreen基金公司經(jīng)理 ????周一,大衛(wèi)?溫特斯一直在和朋友談?wù)摴蓛r嚴(yán)重縮水一事。隨著道瓊斯指數(shù)的一蹶不振,溫特斯認(rèn)為目前的股市好像又回到了1974年,機(jī)會異常誘人。溫特斯說,“因為大家都在拼命尋找退路”。 ????溫特斯是一名著眼于長遠(yuǎn)利益的投資者,他認(rèn)為有一些公司的股價明顯被市場低估,這類股票正是他的目標(biāo)。溫斯特等待的就是本周早些時候出現(xiàn)的大規(guī)模拋售。他說wintergreen基金增持了能源及消費產(chǎn)品公司的股票。然而他并未透漏具體公司的名稱,但以他的眼光,他很可能會涉獵諸如加拿大自然資源(Canadian Natural Resources),英美煙草(British American Tobacco)及雀巢(Nestle)之類的公司。 ????溫特斯在評論上周的拋售現(xiàn)象時說道,“我們的態(tài)度是,這一刻我們已經(jīng)等了很久了?!被旧蠜]有一家公司能在拋售中幸免于難。溫特斯警告說市場仍可能繼續(xù)小幅下挫,但他說此時正是“投資者大展拳腳的好時候”。 |
Name: David Winters Title: Manager, Wintergreen Fund ????David Winters spent Monday talking with a friend about how cheap stocks had become. As the Dow swooned, Winters thought the market was as tempting as it was in 1974. "People are just running for exits," says Winters. ????A longtime value investor, Winters tries to buy companies trading for less than he thinks they are worth. A big selling spree like the one we saw earlier this week is just what Winters needs. He says his Wintergreen Fund added to its stake in energy and consumer staples. He declined to name specific companies, but he likely added to his positions in Canadian Natural Resources, British American Tobacco and Nestle. ????"Our attitude is, this is what we've been waiting for," Winters says of the last week's selloff, which punished nearly every company. The market can still careen lower, he warns, but Winters calls this a "great time to be an investor." |