現在美國股市有許多令人擔心的地方:牛市已到第六年,公司盈利增長放緩,全球經濟增長放緩。
但是,即使市場和整體經濟都要轉向,不管發生了什么,都還會持續出現關于增長的故事。這些故事是長期成的故事。
周二,摩根士丹利公布了年度長期成長股名單。
“為了構建這個長期成長股名單,我們首先篩選摩根士丹利北美股票池,這些池中股票評級都是增持或增持等價級別的,我們的分析師估計2014-17年每股盈利(EPS)至少增長15%的和預估營業收入(REVENUE)至少10%的, ”摩根士丹利的職員解釋道。
“在上面篩選的基礎上,我們讓分析師從這個大范圍中識別不管經濟環境如何都要長期成長的股票,分析師的識別基于對公司”長期增長的特點有較高的信念,名單中包括表現強勁的,但小幅落在最初過濾參數外面的股票(例如,基準年EPS為負的幾個股票).
我們把摩根士丹利的名單總結列在下面,列出的指標包括預計2014-2017年每股盈利復合年均增長率,2016年預計市盈率(P/E),價格對收益增長比(PEG)。具有較低PEG的成長股通常被認為比較便宜。
在列表中,你不僅會發現知名的公司,包括谷歌,臉書和蘋果,你也會發現被摩根士丹利稱為“雷達下”的一些隱秘小公司。
Abiomed公司:
股票代碼:ABMD
預計每股收益(EPS)增長:86%
預計2016市盈率(P/E):110.6
市盈率相對盈利增長比率(PEG) 率: 1.3
Alexion Pharmaceuticals:
股票代碼:ALXN
預計每股收益(EPS)增長:19%
預計2016市盈率(P/E):29.9
市盈率相對盈利增長比率(PEG) 率: 1.6
American Tower Corp。:
股票代碼:ATM
預計每股收益(EPS)增長:16%
預計2016市盈率(P/E):33.6
市盈率相對盈利增長比率(PEG) 率: 2.1
Apple:
股票代碼: AAPL
預計每股收益(EPS)增長:20%
預計2016市盈率(P/E):10.7
市盈率相對盈利增長比率(PEG) 率: 10.5
Avago Technologies
股票代碼: AVGO
預計每股收益(EPS)增長:28%
預計2016市盈率(P/E):12.7
市盈率相對盈利增長比率(PEG) 率: 0.4
Celgene Corp
股票代碼: CELG
預計每股收益(EPS)增長:29%
預計2016市盈率(P/E):19.6
市盈率相對盈利增長比率(PEG) 率0.7
Cerner Corporation
股票代碼: CERN
預計每股收益(EPS)增長:21%
預計2016市盈率(P/E):24.2
市盈率相對盈利增長比率(PEG) 率: 1.1
Chipotle Mexican Grill
股票代碼: CMG
預計每股收益(EPS)增長:17%
預計2016市盈率(P/E):34.8
市盈率相對盈利增長比率(PEG) 率: 2.0
Edwards Lifesciences
股票代碼: EW
預計每股收益(EPS)增長:20%
預計2016市盈率(P/E):31.7
市盈率相對盈利增長比率(PEG) 率: 1.6
Facebook Inc.
股票代碼: FB
預計每股收益(EPS)增長28%
預計2016市盈率(P/E):32.2
市盈率相對盈利增長比率(PEG) 率: 1.1
Fitbit Inc.
股票代碼: FIT
預計每股收益(EPS)增長:36%
預計2016市盈率(P/E):38.3
市盈率相對盈利增長比率(PEG) 率: 1.1
Ticker: GOOGL
Projected EPS growth: 17%
Projected 2016 P/E: 19.8
PEG ratio: 1.2
KKR and Co.
Ticker: KKR
Projected EPS growth: 23%
Projected 2016 P/E: 6.0
PEG ratio: 0.3
LendingClub Corp.
Ticker: LC
Projected EPS growth: 110%
Projected 2016 P/E: 126.5
PEG ratio: 1.1
Lifepoint Hospitals
Ticker: LPNT
Projected EPS growth: 21%
Projected 2016 P/E: 15.6
PEG ratio: 0.7
LinkedIn Corp.
Ticker: LNKD
Projected EPS growth: 42%
Projected 2016 P/E: 38.3
PEG ratio: 0.9
Medidata Solutions Inc.
Ticker: MDSO
Projected EPS growth: 27%
Projected 2016 P/E: 37.9
PEG ratio: 1.4
Mobileye NV
Ticker: MBLY
Projected EPS growth: 96%
Projected 2016 P/E: 65.2
PEG ratio: 0.7
Molina Healthcare Inc.
Ticker: MOH
Projected EPS growth: 47%
Projected 2016 P/E: 20.5
PEG ratio: 0.4
Monster Beverage Group
Ticker: MNST
Projected EPS growth: 23%
Projected 2016 P/E: 30.6
PEG ratio: 1.3
Oaktree Capital Group, LLC
Ticker: OAK
Projected EPS growth: 15%
Projected 2016 P/E: 9.5
PEG ratio: 0.6
Palo Alto Networks Inc.
Ticker: PANW
Projected EPS growth: 93%
Projected 2016 P/E: n/m
PEG ratio: n/m
Pandora Media Inc.
Ticker: P
Projected EPS growth: 37%
Projected 2016 P/E: 90.2
PEG ratio: 2.4
Proofpoint Inc.
Ticker: PFPT
Projected EPS growth: n/m
Projected 2016 P/E: n/m
PEG ratio: n/m
Sabre Corp.
Ticker: SABR
Projected EPS growth: 20%
Projected 2016 P/E: 20.1
PEG ratio: 1.0
Salesforce.com
Ticker: CRM
Projected EPS growth: 40%
Projected 2016 P/E: n/m
PEG ratio: n/m
ServiceNow Inc.
Ticker: NOW
Projected EPS growth: n/m
Projected 2016 P/E: n/m
PEG ratio: n/m
Skechers USA Inc.
Ticker: SKX
Projected EPS growth: 40%
Projected 2016 P/E: 20.8
PEG ratio: 0.5
Splunk Inc.
Ticker: SPLK
Projected EPS growth: n/m
Projected 2016 P/E: n/m
PEG ratio: n/m
Starbucks Corp.
Ticker: SBUX
Projected EPS growth: 18%
Projected 2016 P/E: 31.1
PEG ratio: 1.7
Tableau Software
Ticker: DATA
Projected EPS growth: 40%
Projected 2016 P/E: n/m
PEG ratio: n/m
Tesla Motors Inc.
Ticker: TSLA
Projected EPS growth: 134%
Projected 2016 P/E: 194.1
PEG ratio: 1.4
Under Armour Inc.
Ticker: UA
Projected EPS growth: 26%
Projected 2016 P/E: 67.0
PEG ratio: 2.6
Veeva Systems Inc.
Ticker: VEEV
Projected EPS growth: 38%
Projected 2016 P/E: n/m
PEG ratio: n/m
WhiteWave Foods Co.
Ticker: WWAV
Projected EPS growth: 19%
Projected 2016 P/E: 29.2
PEG ratio: 1.5
Workday
Ticker: WDAY
Projected EPS growth: n/m
Projected 2016 P/E: n/m
PEG ratio: n/m
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