现在美国股市有许多令人担心的地方:牛市已到第六年,公司盈利增长放缓,全球经济增长放缓。
但是,即使市场和整体经济都要转向,不管发生了什么,都还会持续出现关于增长的故事。这些故事是长期成的故事。
周二,摩根士丹利公布了年度长期成长股名单。
“为了构建这个长期成长股名单,我们首先筛选摩根士丹利北美股票池,这些池中股票评级都是增持或增持等价级别的,我们的分析师估计2014-17年每股盈利(EPS)至少增长15%的和预估营业收入(REVENUE)至少10%的, ”摩根士丹利的职员解释道。
“在上面筛选的基础上,我们让分析师从这个大范围中识别不管经济环境如何都要长期成长的股票,分析师的识别基于对公司”长期增长的特点有较高的信念,名单中包括表现强劲的,但小幅落在最初过滤参数外面的股票(例如,基准年EPS为负的几个股票).
我们把摩根士丹利的名单总结列在下面,列出的指标包括预计2014-2017年每股盈利复合年均增长率,2016年预计市盈率(P/E),价格对收益增长比(PEG)。具有较低PEG的成长股通常被认为比较便宜。
在列表中,你不仅会发现知名的公司,包括谷歌,脸书和苹果,你也会发现被摩根士丹利称为“雷达下”的一些隐秘小公司。
Abiomed公司:
股票代码:ABMD
预计每股收益(EPS)增长:86%
预计2016市盈率(P/E):110.6
市盈率相对盈利增长比率(PEG) 率: 1.3
Alexion Pharmaceuticals:
股票代码:ALXN
预计每股收益(EPS)增长:19%
预计2016市盈率(P/E):29.9
市盈率相对盈利增长比率(PEG) 率: 1.6
American Tower Corp。:
股票代码:ATM
预计每股收益(EPS)增长:16%
预计2016市盈率(P/E):33.6
市盈率相对盈利增长比率(PEG) 率: 2.1
Apple:
股票代码: AAPL
预计每股收益(EPS)增长:20%
预计2016市盈率(P/E):10.7
市盈率相对盈利增长比率(PEG) 率: 10.5
Avago Technologies
股票代码: AVGO
预计每股收益(EPS)增长:28%
预计2016市盈率(P/E):12.7
市盈率相对盈利增长比率(PEG) 率: 0.4
Celgene Corp
股票代码: CELG
预计每股收益(EPS)增长:29%
预计2016市盈率(P/E):19.6
市盈率相对盈利增长比率(PEG) 率0.7
Cerner Corporation
股票代码: CERN
预计每股收益(EPS)增长:21%
预计2016市盈率(P/E):24.2
市盈率相对盈利增长比率(PEG) 率: 1.1
Chipotle Mexican Grill
股票代码: CMG
预计每股收益(EPS)增长:17%
预计2016市盈率(P/E):34.8
市盈率相对盈利增长比率(PEG) 率: 2.0
Edwards Lifesciences
股票代码: EW
预计每股收益(EPS)增长:20%
预计2016市盈率(P/E):31.7
市盈率相对盈利增长比率(PEG) 率: 1.6
Facebook Inc.
股票代码: FB
预计每股收益(EPS)增长28%
预计2016市盈率(P/E):32.2
市盈率相对盈利增长比率(PEG) 率: 1.1
Fitbit Inc.
股票代码: FIT
预计每股收益(EPS)增长:36%
预计2016市盈率(P/E):38.3
市盈率相对盈利增长比率(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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