成人小说亚洲一区二区三区,亚洲国产精品一区二区三区,国产精品成人精品久久久,久久综合一区二区三区,精品无码av一区二区,国产一级a毛一级a看免费视频,欧洲uv免费在线区一二区,亚洲国产欧美中日韩成人综合视频,国产熟女一区二区三区五月婷小说,亚洲一区波多野结衣在线

立即打開
明星基金經(jīng)理的選擇:2013年15大金股

明星基金經(jīng)理的選擇:2013年15大金股

財(cái)富雜志 2012-12-10
我們咨詢了業(yè)內(nèi)聲譽(yù)卓著的基金經(jīng)理,請(qǐng)他們推薦2013年增長(zhǎng)前景光明的15大金股。這些基金經(jīng)理長(zhǎng)期業(yè)績(jī)出眾,堪稱美國(guó)基金的明星。而他們推薦的15大金股則覆蓋了科技、能源、醫(yī)療等眾多領(lǐng)域,值得關(guān)注。

穆迪

查克·阿克爾Akre Focus

股票代碼:(MCO)

行業(yè):金融

????“穆迪(Moody's)當(dāng)然不是一家沒有爭(zhēng)議的公司,”查克·阿克爾承認(rèn)。這樣的說法太輕描淡寫了。這家評(píng)級(jí)公司在金融危機(jī)期間給予有毒債務(wù)以金光閃閃的AAA評(píng)級(jí),招來如潮的惡評(píng)。但穆迪扛過了那段時(shí)期——阿克爾相信它的未來是光明的。這位投資經(jīng)理所管理的12億美元Akre焦點(diǎn)基金自2009年以來年均回報(bào)率15%,好于84%的同類基金(他前一只基金在十多年的時(shí)間里年均回報(bào)率達(dá)到12.6%)。阿克爾指出:“投資債市就不能不了解它們的評(píng)級(jí)。”因此,穆迪有“極好的定價(jià)力”,這也是為何它能產(chǎn)生近30%的自有現(xiàn)金流利潤(rùn)率。

????這只股票最近漲勢(shì)不錯(cuò),但阿克爾指出,該股目前16倍的動(dòng)態(tài)市盈率僅及危機(jī)前估值的一半。由于聲譽(yù)可能受損,這只股票的股價(jià)仍屬便宜。他說,事實(shí)上歐洲危機(jī)甚至有利于穆迪。隨著歐洲銀行業(yè)停止放貸,企業(yè)如果要籌集現(xiàn)金,就只能發(fā)行債務(wù)。阿克爾也看好穆迪在美國(guó)的業(yè)務(wù)前景:“在這樣的低利率環(huán)境下,債券融資的需求驚人?!?/p>

????--Mina Kimes

Moody's

Chuck Akre?Akre Focus

Ticker:?(MCO)

Sector pick:?Finance

????"Moody's is a company that is certainly not without its controversies," admits Chuck Akre. That's quite an understatement. The ratings agency was famously vilified during the financial crisis for awarding gilded AAA ratings to toxic debt. But Moody's survived -- and Akre thinks its future is bright. The money manager, whose $1.2 billion?Akre Focus Fund?(AKREX)?has returned 15% a year since 2009, besting 84% of peers (after he averaged 12.6% a year for more than a decade at his previous fund), notes, "You can't go to the debt market without one of their ratings, period." As a result, Moody's has "fabulous pricing power," which is why it generates free-cash-flow margins of nearly 30%.

????The stock has been on a tear recently, but Akre thinks that at 16 times next year's earnings -- half its pre-crisis valuation -- it remains a bargain because of the lingering damage to its reputation. Moody's could actually benefit from the crisis in Europe, he says. As banks there stop lending, companies will have to issue bonds if they want to raise cash. Akre also likes Moody's prospects in the U.S.: "The need for debt financing in this low-interest-rate environment is staggering."

????--Mina Kimes

掃描二維碼下載財(cái)富APP
国产精品专区第五页| 欧美成人刺激A片黑色视频| 亚洲AⅤ日韩AV电影在线观看| 亚洲精品无码久久久久去Q| 日韩a无码av一区二区三区| 久久精品一区二区日韩A∨| 国产成人99久久亚洲综合| 亚洲成A人V欧美综合天堂| 亚洲成av人在线观看网址| 伊人久久大香线蕉综合电影| 亚洲欧美日韩中文字幕在线国产成人高清亚洲亚洲日本人成网站| 国产一区二区精品九九| 成人国产精品久久久免费| 中文字幕乱视频在线观看| 亚洲视频中文字幕乱码| 久久99精品国产麻豆婷婷| 无码中文无码精品| 上课忘穿内裤被老师摸到高潮| 日韩人妻精品一区二区三区视频| 最新国产在线观看福利| 国产黑客破解一区二区三区| 亚洲综合网在线观看| 无码av不卡一区二区三区| 久久久久久久波多野结衣高潮| 少妇无码自慰毛片久久久久| 人人妻人人澡人人爽欧美二区| 国产精品高潮呻吟久久AV无码| 天天天天躁天天爱天天碰2018| 亚洲国产成人精品激情在线| 一区二区免费国产在线观看| 亚洲精品456在线播放| 日韩一区二区三区无码免费视频| 亚洲日产2020中文字幕| 精品无码一区二区三区 | 被强到爽的邻居人妻完整版| 丰满少妇无套内射一区| 久久精品爱国产免费久久| 亚洲国产日韩欧美综合久久| 亚洲精品国产AV现线| 国产真实乱子伦精品视| 蜜臀久久99精品久久久久久小说|