高通胀下,投资者对经济衰退的担忧正在加剧,如何能在波动中也获得稳定收入?Seeking Alpha专栏作者Dividend Sensei在每个版块中挑选出最高质量的11只蓝筹股供投资者参考:
$劳氏(LOW.US)$
$万事达(MA.US)$
$高露洁(CL.US)$
$诺华制药(NVS.US)$
$ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES(ALIZY.US)$
$卡莱尔伙伴(CSL.US)$
$谷歌-C(GOOG.US)$
$PPG工业(PPG.US)$
$恩桥(ENB.US)$
$Realty Income(O.US)$
$UGI公用事业(UGI.US)$
以上标的的选择标准是这些指标:
股息稳定;
优质资产负债表;
信用评级;
信用违约互换中期破产风险数据;
短期和长期破产风险;
会计和公司欺诈风险;
盈利能力和商业模式;
增长预测;
管理层增长指引;
历史收益增长率;
历史现金流增长率;
历史股息增长率;
历史销售额增长率;
资本成本;
MSCI、Morningstar、FactSet、S&P、Reuters/Refinitiv 和 Just Capital 的长期风险管理评分;
管理质量;
股息友好的企业文化/收入可靠性;
长期总回报(格雷厄姆的质量标准);
达成分析师共识的长期回报潜力。
In the face of high inflation, investors' worries about the recession are intensifying, how can they get a stable income in the midst of fluctuations? Seeking Alpha columnist Dividend Sensei selects the 11 blue chips with the highest quality in each section for investors' reference:
$Lowe's Companies Inc (LOW.US) $
$MasterCard Inc (MA.US) $
$Colgate (CL.US) $
$Novartis AG (NVS.US) $
$ALLIANZ SE UNSPON ADS EACH REP 1max 10 ORD SHARES (ALIZY.US) $
$Carlisle partner (CSL.US) $
$Alphabet Inc-CL C-C (GOOG.US) $
$PPG Industry (PPG.US) $
$Enqiao (ENB.US) $
$Realty Income (O.US) $
$UGI Utility (UGI.US) $
The selection criteria for the above targets are these indicators:
Dividend stability
High quality balance sheet
Credit rating
Medium-term bankruptcy risk data of credit default swaps
Short-and long-term bankruptcy risk
Accounting and corporate fraud risk
Profitability and business model
Growth forecast
Management growth guidelines
Historical income growth rate
Historical cash flow growth rate
Historical dividend growth rate
Historical sales growth rate
Cost of capital
Long-term risk management scores for MSCI, Morningstar, FactSet, slap, Reuters/Refinitiv and Just Capital
Management quality
Dividend-friendly corporate culture / revenue reliability
Total long-term return (Graham's quality standard)
The potential for long-term returns to reach an analyst consensus.