美股选股指南:9支最值得买入的500强股票
7. 美国包装公司 美国500强排名:451 5年总回报率:238% 预计今年每股盈利增长率:58.6% 股息率:3.3% 2015年预期市盈率:14.8倍 随着亚马逊等电商将越来越多的货物通过快递派送到消费者家里,他们对包装纸箱的需求也越来越大,从而给美国包装公司这种企业带来了商机。随着移动技术的发展,打字机已经逐渐消亡,人们对打印机的依赖也越来越低,这对于纸张销售来说当然是件坏事,好在电子商务成了造纸行业的救命稻草。美国包装公司并不指望实现爆炸式增长,但纸箱却是一门缓慢却稳定可靠的生意。该公司3.3%的股息也使它成了长期持有的上上之选。另外,最近能源价格的下降也拉低了纸张的制造成本,这对美国包装公司自然也是一个好消息。 |
7. Packaging Corp. of America FORTUNE 500 RANK: 451 5-YEAR TOTAL RETURN: 238% ESTIMATED EPS GROWTH THIS YEAR: 14% DIVIDEND YIELD: 3.3% ESTIMATED 2015 P/E: 14.8 As Amazon AMZN 0.98% and other online retailers ship more goods to consumers’ homes, they need more cardboard boxes to package them in, and that’s where companies like Packaging Corp. of America PKG -0.13% come in. While the death of the typewriter and the declining relevance of printers due to mobile technology have generally been bad for paper sales, e-commerce—and the cardboard packages it requires—has been the industry’s saving grace. Packaging Corp. isn’t exactly expecting explosive growth, but cardboard is a slow and steady, reliable sort of business—and the company’s 3.3% dividend could make it an income-generating safe haven for the long haul. As a bonus, recent declines in the price of energy—a big input cost for paper—are also benefiting Packaging Corp. at the moment. |