基金经理的推荐：值得长线持有的五大美股

1. 二十一世纪福克斯

    我们首先来看唐•雅克特曼。他是典型的价值投资者，买入特定股票后长线持有，期间还不断择机买进相关股票。雅克特曼管理的亚茨曼基金（Yacktman Fund）在过去十年里的年均回报率为11.3%，跑赢标准普尔500指数3.5个百分点。新闻集团（News Corp.）是这家基金公司的重仓股，类似的还有百事可乐公司（PepsiCo）以及宝洁公司（Procter & Gamble）这两家财富美国500强企业。不过，他目前钟情的是一家将称之为二十一世纪福克斯（21st Century Fox）的公司，公司资产由新闻集团旗下的电视业务【如福克斯体育频道（Fox Sports）和福克斯新闻频道（Fox News）】以及电影制片厂组成。二十一世纪福克斯将于今年六月底与新闻集团旗下报刊部门分拆，不过后者仍然冠以新闻之名。雅克特曼认为，由于公司提高了有线服务供应商的频道使用费，二十一世纪福克斯公司的收入有望增加：“它的收入模式将更加依赖频道收费，而不像过去那样高度依赖广告。”

——斯科特•森德罗斯基

1. 21st Century Fox

    We start with Don Yacktman, who buys and holds ... and holds. His Yacktman Fund (YACKX) has averaged 11.3% annual returns over the past decade, beating the S&P 500 by 3.5 percentage points a year. News Corp. (NWS) is a top holding (along with PepsiCo (PEP,Fortune 500) and Procter & Gamble(PG, Fortune 500)). But what he really likes today is the company that will be called 21st Century Fox -- comprising News Corp.'s TV businesses, such as Fox Sports and Fox News, and its movie studio -- after it is split from the company's newspapers (which will retain the News name) in late June. Yacktman expects 21st Century Fox's revenue to rise as it charges cable providers more for its channels: "The model is moving toward more fee-driven, as opposed to advertising-driven, revenues."

--Scott Cendrowski