美股選股指南:9支最值得買入的500強股票
7. 美國包裝公司 美國500強排名:451 5年總回報率:238% 預計今年每股盈利增長率:58.6% 股息率:3.3% 2015年預期市盈率:14.8倍 隨著亞馬遜等電商將越來越多的貨物通過快遞派送到消費者家里,他們對包裝紙箱的需求也越來越大,從而給美國包裝公司這種企業帶來了商機。隨著移動技術的發展,打字機已經逐漸消亡,人們對打印機的依賴也越來越低,這對于紙張銷售來說當然是件壞事,好在電子商務成了造紙行業的救命稻草。美國包裝公司并不指望實現爆炸式增長,但紙箱卻是一門緩慢卻穩定可靠的生意。該公司3.3%的股息也使它成了長期持有的上上之選。另外,最近能源價格的下降也拉低了紙張的制造成本,這對美國包裝公司自然也是一個好消息。 |
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. |