carefully review and review the tape as well as individual stocks, the bull market in 2007 gave birth to Maotai, Hudong Heavy Machinery and other hundred Yuan Niu votes, Shenzhen and Shanghai to today, if not by re right, the true meaning of the hundred shares No more than ten of these one hundred yuan shares to us is a great inspiration and thought.
First: careful interpretation of these large Ushimata Moutai rising power, in fact, we can easily find that it is the biggest driving force behind the continued high performance from the company the ability to grow, just as Microsoft, Google and Baidu current. These companies all have one common feature - monopoly, or at least an oligopoly. The future,
dre beats headphones High-priced way to buy stocks, consumer services and technology innovation is most likely to have such a monopoly of non-tradable goods, which will become the main force driving the market higher.
II: Monopoly capital value of investments will care much. I have a professional report two years ago specifically mentioned in the investment value of monopoly concept, in order of priority, and a compilation of Maotai, ZTE Corporation, Salt Lake Potash, UFIDA, Shanggangjixiang so these stocks, and on Several varieties of which were long-term investments, to look back when you put so many years, I found the stock of resources in addition to colored Monopoly resource stocks in the 998 market is now starting to run into a handful of speculation as a subject matter outside the did not seem to lead to professional investors and industry analysts attention. Many of monopoly and the company's valuation premium is not fully realized,
monster beats tour, they are still among the many species also have the potential to continue to rise.
in my blog, I always believed and advocated the charm of value investing. Monopolized the concept of investment value, simple terms means that the scarcity and unique, or In addition to the world outside of Moutai Maotai a second home? Not the same, Salt Lake Potash, China has a second home? No, the world can compete with them then, I think very little, not to mention also is a limited resource. Therefore, we actively search for these rare and irreplaceable, and copy significance of the stock becomes very important. On the contrary the fierce competition for those companies and stocks that we should ignore and avoid, even if the concerns of industry leaders have to start from the grasp.
China's macro economy remains positive steel, banking,
beats by dre headphones Even the doctors have to stand up applause recipe, petrochemical, power, automotive and other cyclical company's performance will be a certain degree reversal, but Zhiwang these large market capitalization Gongsichengwei true sense of the monopolies, market capitalization continue to double, or even several-fold,
beats headphones, so as to drive a significant increase in the overall index, I think it is unrealistic.
A key reason is that, for the steel, petrochemical industry or trade in such products a number of cyclical industries, because their market is global in nature, such as iron ore negotiations in mid-talk. The price of these staple products depends on the international market, domestic enterprises to large, it is difficult to have a global pricing. Some of the largest companies in the country in terms of business, but you have to go abroad but little brother.
Third: Pay attention to the importance of national brands. Maotai is scarce and one hundred yuan in addition to the nature of high growth, there is a most important place is to the advantage of national brands. In fact, both in bull or bear, or jumping up and down the mainland stock market in the past monkey City, the stock market has an immutable law, that is, the value of listed companies around the price fluctuations, if they are undervalued, you might buy the investment; Ruopi overvalued, you can sell to avoid risk.
tape reached the present stage, undervalued mining stocks have been going about this step be considered again in the future has little chance of significant increases. I still insist on the bull market should closely focus on the general direction of national industrial policy guidance, devote themselves to tap the true investment value of listed companies and brand value.
With the increase of foreign investment, with the stock market development pattern of the sound, I think, those with a national brand equity has always been favored by foreign investors, the Maotai is a national brand of liquor, wine it, too, We also no shortage of tourism, the State Council last year, a document is put forward: our industry is to play more national brands, the light Yang, I discover along these lines within the cloud dynamics and Kunming Machine Tool,
monster beats headphone Chinese stock market do in the cattle, etc. The long-term varieties. At a later time, we should also develop and enrich the investment ideas.
the case of Moutai, Maotai is not the top hundred, it is only a higher market value consistent with continued high growth stocks will not only higher up. As the market and improve the investment philosophy of the rich, I think, in the near future, our market is no longer a family shares one thousand yuan right is not impossible.
necessarily toward the future health of the Chinese bull market, rational pattern of development of value investing, therefore, have combined high-growth, high-delivery switch,
good headphones, high-dividend stocks will be the ability to market a rare find of rare treasures. Value investors will share their own prices and dividends over the years to get stable dividend income. Currently the two cities in the Foshan Lighting, Salt Lake Potash, ZTE, is rare good Yunnanbaiyao other species, over the years has now ability to send transfer and sending a very stable, good prospects for the future development of the company, the internal management capacity excellent. Have such properties as the stock, we should make good collections, each of us long-term investors should hold firm, any shares of such holders to be patient all the way really, he is in the cattle market in China.
Remember speculative luck is always temporary, and the market value of investment will always be the main theme!