BN不适合配置5-8%的投资组合权重，因其涨幅已超出基本面支撑，盈利和销售额下滑，收益率高且处于超买状态；仅在接近35美元时最多配置2-3%权重。
逐段跳播
我收到一个关于Brookfield的问题，Brookfield Corporation，代码BN。问题是，作为投资组合中的核心复利机器，配置5%到8%的权重，你怎么看？不。
I got a question about Brookfield uh Brookfield Corporation BN. Um question is is um what do you think of the company as a core compounder in the portfolio at a 5 to 8% weight? No.
原因是这样的。首先，这家公司已经大幅上涨。顺便说一下，这是月线图，不是日线图。在此之前，在之前的2020年，该股一直以非常稳定的速度增长，非常正常。是的，那时你可以超配该股。然而，就在最近几年，由于市场中的投机和我们经历的许多变化以及市场运作方式，Brookfield出现了远超基本面的巨大延伸上涨。
And the reason is this. First of all, this company's had a huge run. This is a monthly chart by the way, not daily. Previous to this, over the previous, you know, kind of previous 2020, the stock was just growing at a very steady rate, very normal. Yes, at that point you could have overweighted the stock. However, just in recent years, because of the speculation in the markets and a lot of the changes we've had and the way the markets are operating, you've had this massive extended run in Brookfield that is far beyond the fundamentals.
例如，如果你看一下，该公司的GAAP每股收益在下降，销售额在下降，而且公司还在回购股票。公司支付约74%的股息率。它在月线基础上极度超买。这并不意味着该股会立即崩盘，但这不是你会在投资组合中配置8%权重的公司，对吧？
If you take a look at, for instance, uh GAP EPS is declining for the company. Sales are declining and this is in the midst of buybacks for the company as well. Company pays about a 74% dividend yield. It's extremely overbought on on a on a monthly basis. doesn't mean that the stock is going to go, you know, just collapse immediately, but this is not the type of company you would put an 8% weight in the portfolio, right?
如果你真的相信这家公司，这可能是一个2%或3%的权重。如果我能以接近每股35美元的价格买入，并抓住上升趋势的底部，那可能是一个不错的头寸。但除此之外，我不会超配该股。这不是你会在投资组合中超配的公司类型。
Um, this is something that might be a 2 or 3% weight if you really believe in the company. And if I could buy it closer to $35 a share and kind of capture that bottom of that rising trend, that that would probably be an okay position. But outside of of that, I I would not be overweight in the stock. isn't this isn't the type of company you would overweight in a portfolio.
这个频道对 $BN 的历次判断
The Real Investment Show 在这只股票上只有这一条判断。