It is cheap.

送交者: micro 于 2008-02-15, 14:02:19:

回答: 你能不能分析分析为什么股神会选Kraft？由 queue 于 2008-02-15, 13:37:07:

The stock now trades for 15 times estimated 2008 profits of $1.90 and yields 3.7%.The stock price is about the same as its IPO price.Kraft can earn $2.50 a share by 2011. Profit margins, at 12%. Don't think it can go lower.

食品价格可以跟着粮食涨,即使有recession,你也得吃饭.这些公司收入一般比较稳定,可预期.

所有跟贴:

股民好像对BRK-A或BRK-B都不怎么捧场，你能不能给俺们解解惑？ (无内容) - queue (0 bytes) 2008-02-15, 15:42:27 (205595)
- look at their price per share, you will have your answer. (无内容) - true (0 bytes) 2008-02-15, 15:46:03 (205598)
  - 股神的年龄是个问题 - micro (364 bytes) 2008-02-15, 18:56:07 (205649)

加跟贴