2015买什么-Fortune的看法

2015买什么-Fortune的看法

布衣好久不看杂志抄股了 不过最近一期Fortune的文章还是值得借鉴一下 概括一下供大家参考
原文较长 布衣略去一些 比出口如新兴市场及投资外国的债务之类

指数: avoid RUT buy spy（reason: valuations)
Tech: avoid hot money losers(wday data)
         Buy orcl qcom Akam rht 
         Avoid baba buy goog
Avoid small cap bio, buy large bio such as biib celg gild amgn
Retail/staple: avoid Europe or us only companies, buy multinational companies.
Avoid materials buy Financials (big banks)
Avoid oil refiners Buy E&P and integrated
(Cvx cop)

Buy airliners(AAL is not hedged therefore benefits more from oil prices drop)

Avoid metals(gold silver copper)
Buy big miners

Buy energy MLP, buy Russian big energy co such as gazprom

Avoid REITs buy infrastructure(such as TOLZ)
Avoid Utilities(XLU) buy industrials(XLI)
以上两项和利率有关

Avoid Chinese stocks(天朝的事情 ，估计伊不明白）
Buy Mexican and Indian Stocks

以上只是转发Fortune的一家之言 仅供参考 大家在投资之前 还是要做足功课