Parkev Tatevosian, CFA 对 $PG 的判断变化

2026-09-08看涨
Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell
宝洁(PG)拥有卓越的管理层和持久的护城河;当前股价低于公允价值,支持长期持有论点。

接下来我要重点介绍的一只股票,是你可以买入并永远持有的,那就是宝洁。这是一家基础消费品公司,主要向消费者销售用于家庭使用的品牌产品。他们这样做已有数十年的历史。他们目前向消费者销售一系列品牌,在我看来,这是世界上管理最好的公司之一。

The next stock I'm going to highlight as one you can buy and hold forever is Procter & Gamble. This is a basic consumer goods company that sells products, branded products, to consumers primarily for their home use. They have a decades-long history of doing so. They have a portfolio of brands that they currently sell to consumers, and in my opinion, this is one of the best-managed companies in the world .

这不仅是因为他们有一位出色的首席执行官或出色的高级管理团队,而且总体上这是一家运营得非常出色的公司,他们制定了一套公司管理战略,无论首席执行官是谁都适用,对吧?

It's not just run because they have a great CEO or a great senior management team, but overall it's a very well run company that has developed a company management strategy that doesn't matter who the CEO is, right?