现在有一个非常有趣的情况,我们讨论过HPQ(打印机等PC业务),当时它很便宜,股息率为6%,回购非常高,而现在股价显著高于我们讨论时的水平。我们还制作了一期视频讨论是否现在卖出HPQ。
好吧,我们在25美元时进入了。对于那些没有卖出的人来说,这是明智的,但现在股息收益率降至4%,回购仍然存在,所以会有一些增长,但我必须将其在风险轴上移高,在回报轴上移低,将其放在这里,比如对应7%的回报率。
它不像过去那样出色了。是否卖出,我希望我知道股价会走向何方。我总是说,再看一遍基本面。看看这些基本面、股本回报率、所有者收益如何构建你的投资组合,然后做出决定。你是为了上涨50%而买入,还是为了股息和长期业务而买入HPQ?这是你必须决定的事情。
now something very interesting we discussed HPQ printers things like that PCs and it was cheap the dividend was 6% the buybacks were very high and now the stock is significantly above the levels we discussed we also made a video whether to sell HPQ now. Well, we went there at 25. So, it was smart for those that didn't sell, but the dividend yield is now 4%, the buybacks are still there, so there will be some growth, but I have to move it higher on the risk and lower of the return to put it here like a 7%. It's not as great as it was in the past. Whether to sell or not, I wish I knew where the stock price goes. I'm always saying look again at the fundamentals. Look how those fundamentals and returns on equity, owner's earnings, build your portfolio, and then make a decision. Did you buy it for 50% up or did you buy it for the dividends long-term business that is HPQ? That's something you have to decide.