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SENRI Male ID: 182185719
米国株にてバリュー投資にて受け取った配当を再投資している投資家です。 連続増配、増配率、EPSを重視。
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    What kind of study did you do to get an overview of the market? Other than the actual market price, I'd like to know if there are any books or things you've used as a reference.
    Translated
    Stock selection is key for long-term investments
    Choose a mortgage company first. After that, stocks are always selected using the “point deduction method” rather than the point addition method. No matter what kind of IR comes out with 100 points at the time of a mortgage company, that doesn't add points. 100 is the highest point. For example, if you have a lawsuit, it's minus 10. If it improves, minus 10 will be eliminated. Free cash flow falls to minus 10, and when it improves, the negative is eliminated. etc. If your points are divided by 70 (here is individual risk tolerance) while holding for at least 3 years, you are eligible for replacement. Simply put, it means that there is no need for companies that can't solve problems in 3 years.
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    Individual stocks in emerging countries are risky, but...
    This is a stock that is currently being sold at a small price.
    $PBR
    $EC
    Both are energy brands, but will Petrobras have a dividend yield of 16% this year? Ecopetrol is expected to be 25%. I'm excited lol I wonder if Japanese people buy w Ecopetrol which isn't suitable for long-term investments but is irresistible for medium term investments?
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    Whether crude oil prices rise or concerns about a recession increase, energy stocks fall (although there was an overall decline yesterday).
    Basic energy is still on the upside, so it's fine. I wonder if the real money starts here?
    Also, I think emerging countries are still shopping places.
    Expectations for future increases
    gold〉energy
    At the end of year
    Is it emerging countries〉gold〉energy?
    So, it is GAFAM that supports the recent decline in the index.
    Since it is a reverse performance market, when financial results are announced, this support will disappear, so the volatility is likely to intensify a bit.
    Especially since May.
    Translated
    Being able to see dividends for each stock is good, but the dividend increase rate is very important for long-term asset formation. In particular, if you take the buy and hold investment method, it can be said that the number of years of continuous dividend increases and the dividend increase ratio are the most important when calculating future YOC. Therefore, I think it would be quite convenient if the description of the number of years of continuous dividend increases and the quantification and data conversion of the dividend increase rate could be confirmed at a glance.
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