BAC 的 2022 选股

中规中矩，大资本家就是不一样。

俺也就看中一个DIS。

https://www.investors.com/etfs-and-funds/sectors/sp500-bank-of-america-names-top-11-stock-picks-for-2022/?src=A00220

 

Company	Symbol	YTD % ch.	Implied upside to street price target*	Sector	Yield	Composite Rating
Walt Disney	(DIS)	-17.9%	31.4%	Communication Services	0%	45
BorgWarner	(BWA)	12.9%	23.3%	Consumer Discretionary	1.5	61
Mondelez International	(MDLZ)	11.1%	8.3%	Consumer Staples	2.1	83
Exxon Mobil	(XOM)	45.6%	17.4%	Energy	5.7	81
Wells Fargo	(WFC)	58.9%	11.6%	Financials	0.8	78
CVS Health	(CVS)	46.9%	11.9%	Health Care	2.1	80
Eaton	(ETN)	37.4%	10.1%	Industrials	1.8	82
F5	(FFIV)	32.4%	3.8%	Information Technology	0	85
Eastman Chemical	(EMN)	18.3%	12.4%	Materials	2.5	91
Welltower	(WELL)	28.8%	11.3%	Real Estate	2.9	61
NRG Energy	(NRG)	7.8%	9.2%	Utilities

所有跟帖： 

• 每个买点儿，只是timing 还是很重要. -Clivias007- ♂ (0 bytes) () 12/20/2021 postreply 19:25:18

• 这些人还是多半FA，看长远。 -richardman- ♂ (0 bytes) () 12/20/2021 postreply 19:26:03

• 主要还是资金的数量决定的，几十亿，上百亿的时候，很小的变化但具体的金额是巨大的，安全是第一位的。 -高云堂Dallas- ♂ (0 bytes) () 12/20/2021 postreply 19:36:34

• 两只能源 -2008VGirl- ♀ (0 bytes) () 12/20/2021 postreply 19:44:00

• 居然没有MATANA -飞天的花无缺- ♂ (101 bytes) () 12/20/2021 postreply 19:44:46

• 为啥CVS涨了不少，Walgreens 没动静？ -新年好运- ♀ (0 bytes) () 12/20/2021 postreply 20:28:00