What to buy if 2013 US economic will grow strongly# Stock
p*r
1 楼
If US economic will have good run(house price going up along with job market
recovery), so what to buy ? I would say 3 sectors,
Banks: My favorite is still C, next one is JPM.
Insurance: MET
Commodity: Oil related companies. BP and HES.
Most of my picks are undervalued, C, MET and JPM are below their tangible
book value. Use this web site to check their tangible book values. Just
replace C with your own stock symbol.
Reason: If the US economic and job market recover, interest rate will go up.
Banks and insurance companies will be benefit from rate going higher. The
consumption for the commodities also will go up in the US. However, I am not
sure this will be the case in China in terms of raw material consumption.
However, oil will be an exception. More and more people in China and under
development countries will own cars, there will be more demand for oil.
Therefore, oil is the only commodity that I would go with. Both BP and HES
are undervalued compare to their peers.
May be home builders is another good sector to invest. However, their
valuation is not cheap comparing to the banks.
What are the other sectors will have good return in 2013 ?
recovery), so what to buy ? I would say 3 sectors,
Banks: My favorite is still C, next one is JPM.
Insurance: MET
Commodity: Oil related companies. BP and HES.
Most of my picks are undervalued, C, MET and JPM are below their tangible
book value. Use this web site to check their tangible book values. Just
replace C with your own stock symbol.
http://finapps.forbes.com/finapps/jsp/finance/compinfo/Ratios.jsp?tkr=C
Reason: If the US economic and job market recover, interest rate will go up.
Banks and insurance companies will be benefit from rate going higher. The
consumption for the commodities also will go up in the US. However, I am not
sure this will be the case in China in terms of raw material consumption.
However, oil will be an exception. More and more people in China and under
development countries will own cars, there will be more demand for oil.
Therefore, oil is the only commodity that I would go with. Both BP and HES
are undervalued compare to their peers.
May be home builders is another good sector to invest. However, their
valuation is not cheap comparing to the banks.
What are the other sectors will have good return in 2013 ?
