美股選股指南:9支最值得買入的500強股票
2. GameStop 美國500強排名:311 5年總回報率:162.6% 預計今年每股盈利增長率:11.7% 股息率:3.3% 2015年預期市盈率:11.3倍 GameStop是美國500強最佳股票排行榜的???。它去年就曾經上榜。從那時到現在,GameStop的股票又上漲了將近23%,幾乎是標普500指數平均水平的一倍,但這支股票現在看來依然很便宜,市盈率僅為11.3倍。有些人擔心,隨著越來越多的人開始直接把游戲下載到手機或其它電子產品上,這樣一家傳統的游戲實體店可能越來越難以生存。但事實證明,GameStop已經成功適應了這股潮流:去年它的數字銷售額(尤其是下載類游戲)增長了31%,2015年第一季度又比去年同期增長了17%,而且其銷售利潤也超過了分析師的預期。 此外,該公司也成功進入無線設備銷售領域。2013年,GameStop收購了AT&T的轉售連鎖機構Spring Mobile公司,這筆交易促使該公司2014年的移動銷售額增長了71%,從今年年初到目前又增長了34%。另外,GameStop最近剛剛與RadioShack簽訂了163家門店的租約,用作Spring Mobile的銷售點,此舉或將進一步提升它的銷售額。尼達姆公司分析師肖恩·麥高恩總結了GameStop公司一季度收益電話會議上的好消息:“我們相信今年將是強勁的一年,一季度的業績開了一個好頭?!?/p> |
2. GameStop FORTUNE 500 RANK: 311 5-YEAR TOTAL RETURN: 162.6% ESTIMATED EPS GROWTH THIS YEAR: 11.7% DIVIDEND YIELD: 3.3% ESTIMATED 2015 P/E: 11.3 GameStop GME 0.44% is a familiar face on Fortune’s list of best stocks in the 500: When we ran a similar stock screen on last year’s 500 list, Fortune 500 top stock picks 2014. Through GameStop has returned nearly 23% since then—nearly double the S&P 500’s performance—it still looks cheap, trading at just 11.3 times its expected earnings this year. Skeptics worry that a traditional brick-and-mortar videogame retailer will find it harder to survive as people download games directly to their phones (and other digital screens), GameStop has been adapting to the trend: Its digital sales (especially the downloadable variety) grew 31% last year and another 17% in the first quarter of 2015 over the prior-year quarter—and margins on those sales surpassed analysts’ expectations to boot. The company is also successfully moving into selling wireless devices themselves. Its 2013 takeover of an AT&T resale chain called Spring Mobile spurred a 71% increase in GameStop’s mobile sales in 2014 and another 34% bump so far this year. Plus, GameStop just acquired the leases to 163 RadioShack stores which it plans to turn into Spring Mobile locations, likely boosting growth further. Summing up GameStop’s good news during its first-quarter earnings call, Needham Co. analyst Sean McGowan wrote, “We view the quarter's results as an excellent start to what we believe will be a strong year.” |