Peb Cov Tshuag Uas Buffett Yuav thiab Morningstar Nyiam

Koj yuav tsis tshua mus ua lag luam nrog Warren Buffett.

Hauv 10 xyoo dhau los, piv txwv li, nws Berkshire Hathaway Tshuag (BRK.B) - - Tau txais Daim Ntawv Qhia Dawb rov qab 13.6% txhua xyoo, piv rau 13.3% rau cov S&P 500.

Yog li Morningstar muab tso ua ke ib daim ntawv teev npe ntawm peb cov khoom lag luam Berkshire yuav nyob rau hauv peb lub hlis twg uas Morningstar cov kws tshuaj ntsuam xyuas pom tias tsis muaj nqis.

Taiwan Semiconductor Manufacturing

(TSM) - - Tau txais Daim Ntawv Qhia Dawb

Morningstar tus kws tshuaj ntsuam Phelix Lee muab lub tuam txhab ua kom dav dav (kev sib tw kom zoo dua) thiab muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 133. Nws nyuam qhuav pauv ntawm $82.

Taiwan Semi yog lub ntiaj teb kev cog lus cog lus loj tshaj plaws cov chaw tsim khoom.

Lee tau sau tias "Lub tuam txhab tau txais txiaj ntsig ntev los ntawm cov tuam txhab semiconductor thoob plaws ntiaj teb hloov pauv los ntawm cov tuam txhab tsim khoom lag luam mus rau fabless [fabrication-tsawg] tsim qauv," Lee sau.

Kom paub tseeb tias, "kev nce siab ntawm cov tuam txhab semiconductor fabless tau tswj hwm kev loj hlob ntawm cov chaw tsim khoom, uas tau txhawb kom muaj kev sib tw ntxiv," nws hais. "Txawm li cas los xij, feem ntau ntawm cov neeg sib tw tshiab no tau txwv rau kev tsim khoom qis."

Lee hais txog ob yam kev loj hlob mus ntev rau TSMC. "Ua ntej, kev sib koom ua ke ntawm cov tuam txhab semiconductor yuav tsum tsim kom muaj kev thov rau kev sib koom ua ke ua nrog cov nodes siab tshaj plaws," nws hais.

"Qhov thib ob, kev loj hlob ntawm cov khoom siv dag zog ntawm kev txawj ntse, Internet ntawm Yam, thiab cov ntawv thov kev ua haujlwm siab yuav kav ntev mus rau kaum xyoo."

Paramount Ntiaj teb no

(LUB NEEJ) - - Tau txais Daim Ntawv Qhia Dawb

Tus kws tshuaj ntsuam Morningstar Neil Macker muab lub tuam txhab nqaim thiab muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 45. Tsis ntev los no nws tau pauv ntawm $ 20.

"Tsim los ntawm kev sib sau ua ke ntawm Viacom thiab CBS, qhov kev hloov pauv Paramount tau txais txiaj ntsig zoo sib tw los ntawm CBS tshaj tawm hauv xov tooj cua, cov ntaub ntawv tseem ceeb ntawm cov xov tooj sib txuas nrog thoob ntiaj teb cov tsheb thauj khoom, cov chaw tsim khoom, thiab tam sim no cov ntsiab lus tob dua," nws sau rau hauv cov lus tawm tswv yim. .

"Vim tias peb lub ntsiab lus tseem ceeb tshaj plaws uas tus nqi ntawm cov ntsiab lus zoo yuav nce ntxiv, cov chaw tsim khoom yog ib qho ntawm cov khoom muaj txiaj ntsig zoo tshaj plaws ntawm lub tuam txhab rov qab los."

Lub caij no, "peb xav tias kev loj hlob ntawm cov kab saum toj kawg nkaus yuav raug tsav los ntawm streaming Nyiaj tau los ntawm Paramount + thiab Pluto TV, "Macker hais.

"Ob qhov kev pabcuam tsim los ntawm lub tuam txhab muaj peev xwm tsim cov ntsiab lus muaj peev xwm, lub tsev qiv ntawv sib sib zog nqus programming, thiab kev sib txuas lus mus rau kev siv streaming ntau dua. Raws li qhov tshwm sim, Paramount + tseem tuaj yeem nthuav tawm txoj haujlwm hauv kev lag luam sib tw hnyav. "

RH (Hloov kho kho vajtse)

(RH) - - Tau txais Daim Ntawv Qhia Dawb

Tus kws tshuaj ntsuam Morningstar Jaime Katz muab lub tuam txhab tsis muaj moat thiab muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 383. Tsis ntev los no nws tau pauv ntawm $ 278.

"RH tau txais kev koom nrog hauv kev lag luam khoom vaj khoom tsev fragmented nyob rau hauv xyoo tas los no, kho cov khoom sib txawv los ntawm cov kws txawj tshwj xeeb hauv ntiaj teb," nws tau sau rau hauv cov lus tawm tswv yim.

"Lub tuam txhab tau nthuav dav nws cov npe lag luam los ntawm kev nthuav dav rau hauv cov khoom tsis muaj txiaj ntsig suav nrog cov niaj hnub, cov hluas, thiab kev tos txais qhua, qhov twg cov phooj ywg tsawg tsawg." Qhov ntawd yog pab ntes kev ua lag luam sib qhia los ntawm boutique cov neeg sib tw, Katz tau hais.

Tau qhov twg los: https://www.thestreet.com/investing/stocks/three-stocks-buffett-morningstar-rh?puc=yahoo&cm_ven=YAHOO&yptr=yahoo