标普全球在350美元时是好的买入点，五年内潜在16%的复合回报，但价格可能不会跌至该水平。
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接下来是S&P Global。这是我第五大持仓。总规模为127,000美元，浮盈20,000美元。约占投资组合的8.5%。如果S&P Global要获得这额外的1万美元，我的买入目标价是350美元。看看这里的图表，S&P Global今年全年都没有跌破350美元。所以，这似乎不太可能。也许它不会达到这个买入目标价，那也没关系。我们要对这新资金保持纪律。S&P Global上一次跌破350美元是在2023年底。所以，我认为它达到这个目标的可能性不大，但我认为仍有机会。再说一次，我们寻找的是真正的好买点，而不仅仅是小幅回调。我希望这额外的1万美元能带来非常高的回报。
Next up, we get to S&P Global. It's my fifth largest position. We're at $127,000 total size, $20,000 in gains. It's about 8.5% of the portfolio. My buyin target for S&B Global, if it's going to get this additional $10,000, is $350. Now, looking at the chart here, S&B Global has not traded down below 350 this entire year. So, it seems unlikely. Maybe it won't hit this buy in target, and that's fine. We want to be disciplined with this new money. The last time the S&P Global traded below 350 was back in late 2023. So, I believe it's unlikely for it to hit this target, but I think there's still a chance. And again, we're looking for really good buys here. We're not just looking for modest dips. I want this additional $10,000 to be a very high returning $10,000.
如果我们看看这些数字，假设我们以350美元买入，我假设的每股收益增长率为10.7%。所以每股收益增长率非常低，合理的每股收益倍数为25倍，我认为这也是适中的。对于像S&P Global这样优秀的公司，你会认为它的市盈率应该在25倍左右。根据这些假设，如果我们以350美元的目标买入价买入该股，未来5年我们将获得近16%的复合回报，这是一个非常强劲的、跑赢市场的回报，而且是基于非常保守的假设。
If we look at the numbers, assuming we get it at 350, we have an earnings per share growth rate that I assume of 10.7%. So very low earnings per share growth rate, an appropriate EPS multiple of 25, which also I I believe is modest. For a company as good as S&P Global, you believe it would trade in a mid20s PE. With those assumptions, if we bought the stock at 350 with this target buy price, we'd earn almost a 16% compounded return over the next 5 years, which is a very strong market beating return on very conservative assumptions.
如果S&P Global要获得这额外的1万美元，我的买入目标价是350美元。
My buyin target for S&B Global, if it's going to get this additional $10,000, is $350.
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这个频道对 $SPGI 的历次判断
Joseph Carlson After Hours 在这只股票上只有这一条判断。