Chapter 624: Three White Horse Stocks

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Put the letters and photos on the table next to him, and briefly examine Wu Feng next to him.

"Your uncle recommended you to me in a letter. He said that you have a broad vision, clear thinking, and are extremely talented in business management, and at the same time have your own unique views on the financial industry, let me help you find a position!"

"When I was studying in the United States, I heard that Mr. Guo is a meritocracy, not based on age and qualifications, but on talent, vision and courage. Mr. Zhang Lei, CEO of GCA Holdings, Tim George, CEO of Ruby, Zhang Shaoling, head of Salomon Fund under Thunder Fund, and Qin Zhicheng, head of Unicorn Fund, are young people and typical representatives! Therefore, it would be my honor to have the honor to work for Mr. Guo!"

Guo Shouyun smiled, "Lao Zhang, people mentioned you!"

"Looking back now, I was really lucky to meet the boss at the beginning!" Zhang Lei said.

"I'm the one who is lucky. It didn't take much effort to get into you, a business elite, otherwise Hanhua would not have developed so fast!"

"The boss praised it!"

At this point, Guo Shouyun turned his head to look at Wu Feng.

"As you said, I do value individual talent over age and experience, but that doesn't mean the latter two aren't important. Sometimes experience is more important than talent, especially in the high-risk financial industry!" After a pause, "But I'm curious, why did you choose to leave as the deputy general manager of Jinxin Trust? With your relationship with the Tang family, you will almost certainly enter the core layer of Delong in the future! Is it worth giving up a great future and your previous efforts?"

"Maybe it didn't seem worth it at the time. But judging from the ending of Delong now, my choice is right!"

"So you expected Delong to have the current ending?" Guo Shouyun said curiously.

"I just thought that DeLong wasn't for me, but I didn't expect it to fall apart so quickly!"

"Go on!"

Wu Feng nodded, "After I got my MBA and financial engineering master's degree from Penn, I entered the Vanguard Fund for internship, and I am most familiar with fund investment. Originally, I planned to make a career with the help of the platform of Jinxin Trust, but unfortunately, all the funds I worked hard to raise were used to maintain the stock price of Delong's old three shares. However, the cash flow of the new ~ Xinjiang Tunhe, alloy shares and Hunan fire cabinet itself is not outstanding, and the corporate surplus is simply impossible to support dozens of times the price-earnings ratio. This kind of thing that violates the laws of the market can only be done quickly for a while, and cannot last long. So, after repeatedly proposing to invest in companies in the stock market that are healthy, well-run, and have a bright future, I knew that this was not the place for me to display my talents, so I quit!"

"Since you said that you should use your money for promising companies in the stock market, what do you think are the best investments in the stock market right now?"

Wu Feng was very smart, he knew that this was the other party testing himself. My mind was racing quickly, and I organized my language based on what I knew in the past.

"I think there are three most suitable companies for investment in the stock markets of China and Shenzhen: Moutai, Wanxiang Qianchao and Tongrentang!"

"Why?"

"Integrating the Shanghai and Shenzhen stock markets, the 50 companies with the best returns in the past ten years have been held so far by way of listing and buying, and the reinstatement method has been adopted after the resumption: 19 pharmaceutical companies (38%), 7 manufacturing companies (14%), 5 food and beverage companies (10%), 5 real estate companies (10%), 4 mining companies (8%), 4 materials (8%), 2 retail (4%), 1 financial company (2%), 1 daily necessities (2%) ), 1 public utility (2%), and 1 software (2%). ”

“… Pharmaceuticals and food and beverages account for nearly 50%, and the same is true for U.S. stocks, as well as other financial markets around the world. It can be seen that pharmaceuticals and food and beverages are the hotbeds of excellent companies. Similarly, the manufacturing sector is doing very well. ”

“… In the field of medicine, Tong Ren Tang has continuously paid dividends of 270 million Huaxia dollars since its listing in 97, accounting for 35.36% of the cumulative net profit in the same period. In the six years since its listing, its market value has increased by 5.3 times! Moreover, Tong Ren Tang, as a time-honored brand of traditional Chinese medicine, represents a high degree of market recognition and has a good prospect. Whether it is long-term or short-term, it is a high-quality stock that should not be missed. ”

“… In addition, with the passage of time and the implementation of family planning, the era of China's aging population is getting closer and closer, and I believe that in the future, the prospects of the medical and health industry will be very bright, and Tong Ren Tang, as a time-honored brand established for many years, should not be missed. ”

"In the field of food and beverage, Moutai is undoubtedly the most suitable for investment. First of all, it is the originator of Huaxia Daqu sauce-flavored liquor, and is respected as the "national liquor". It is one of the world's three famous distilled liquors along with Scotch whisky and French cognac, and one of the three famous Chinese liquors "Mao Wujian", with a history of more than 800 years. In 1996, the Moutai process was identified as a state secret and protected. In 2001, the traditional craftsmanship of Moutai was included in the first batch of tangible cultural heritage at the national level. ”

“… All of these have endowed Moutai with a strong reputation, combined with the culture of using liquor inherited by the Chinese people for thousands of years, Moutai, as a leader in liquor, has huge room for growth in the future. This also shows that its market value has increased nearly 4 times in just two years after its listing, which shows the market's expectations and optimism about it. In addition, with the continuous development of China's economy and the improvement of Chinese people's income level, the demand for Moutai will only get higher and higher. Investing in Moutai now will reap a lot of gains in the future. ”

"In the field of machinery, Wanxiang Qianchao has a bright future. In 2003, Huaxia Automobile sold 4,390,800 units, an increase of 34.7% over the previous year, rising for 12 consecutive years, and compared with the sales in 00, 01 and 02, the annual growth rate nearly doubled. It can be seen that with the continuous development of China's economy, the future of the automobile industry is promising. After more than 30 years of continuous development, Wanxiang Qianchao has become the largest auto parts manufacturer in China, and it just became a spare parts supplier of General Motors last year, and the company has a good prospect. ”

“… In addition, as the chairman and CEO of Wanxiang Qianchao, Lu Guanqiu's business strategy is steady and spicy, and after many major changes after China's reform and opening up, he has led Wanxiang to the present, known as the 'evergreen tree in the business world'. In the world of investment, sometimes people play a more important role than businesses. The combination of Lu Guanqiu and Wanxiang has ensured that Wanxiang Qianchao has grown by 24.75% per year since its listing in 94, which is also a very worthy investment!"

Guo Shouyun nodded, and after a moment of silence, he turned his head to look at Zhang Lei next to him.

"Lao Zhang, what do you think of other people's analysis?"

Moutai, Tong Ren Tang and Wanxiang Qianchao are indeed very worthy of investment. However, what I am more curious about is that the three objects selected by Mr. Wu Feng are stable and financially healthy, and they are the white horse stocks that most people in the stock market are optimistic about, and they are suitable for long-term investment. But from a rate of return perspective, they don't seem to be the most suitable!"

White horse stocks refer to stocks with excellent long-term performance, high returns and high investment value. Because its relevant information has been made public, its performance is relatively clear, and it has the characteristics of excellent performance, high growth and low risk, so it has high investment value and is often favored by investors.

Similar technical terms include blue chip stocks, dark horse stocks, demon stocks, and so on.

Wu Feng is not a fool, he heard the hidden meaning in Zhang Lei's words, that is, what you said, as long as you are a professional, you basically know, it does not show your talent!

"Among the stock markets in Shanghai and Shenzhen, Baima stocks are not one. And the three I chose are, in my opinion, the top three in the fields of beverage and food, machinery, medicine and health. In addition, I have more experience in the field of mutual funds, so I analyze from the perspective of mutual fund managers and long-term holdings. If I were to pick a dark horse stock from a profit perspective, I would need enough time to make my point and convince the two gentlemen. ”

Guo Shouyun nodded, looked at Wu Feng's calm expression, smiled, and changed the topic.

"Of the nineteen financial institutions under Delong, if you had to choose, which one would you choose?"

"Strait Association Trust!"

Wu Feng thought for a moment and said.

"I'm not Jinxin Trust, haven't you been there for half a year? Guo Shouyun asked.

"Jinxin Trust is familiar with it, but it manages more than 20 billion Huaxia dollars, and the personnel structure is complex, although I have been there for half a year, I have never been able to integrate into its corporate atmosphere. In contrast, although the funds managed by the Association for Relations Across the Taiwan Strait Trust are not much, the personnel are relatively simple. As a professional manager, I can build the company according to my philosophy and management style and lead the company to grow. ”

"It's easier to draw on a blank piece of paper!" Guo Shouyun laughed.

"Yes!"

Wu Feng nodded.

Guo Shouyun glanced at him deeply, "I already know your intentions." Go back and tell your uncle, and say that I will not break my promise to him. ”

"Yes!"

Wu Feng stood up and answered. He knew that the other party was driving people away, so he took out the last thing he had prepared.

"Mr. Guo, this is an analysis and investment report on the China stock market written by me based on my experience of working in Jinxin Trust for more than half a year, and I hope you can give some opinions after reading it!"

"Oh, yes? I'm going to have to take a good look at that!"

As he spoke, he took over the thick information in Wu Feng's hand.

"Then I'll take my leave!"

"Matthew, send me Mr. Wu!"

"Yes!"

Wu Feng took one last look, holding his own information in his hand, and after holding a business tycoon with a gentle smile on his face, he turned around and walked out under the leadership of Matthew.

He only hopes that what he has written in the past month can leave some place in the other party's heart, seek a good platform for his future development, and show his revenge!

Until Wu Feng's back disappeared around the corner, Guo Shouyun turned his head and asked with a smile, "What do you think?"

"Reminds me of when I first graduated from Yale!" After a pause, "what is the boss going to do with him?"

"I haven't thought about it yet, let's take a look at his information first... But I think you're interested in him?"

There are not many young people who can talk in front of you at such a young age and express their opinions. ”

"I'm not a tiger or a lion, I'm afraid of what I'm going to do. If you want to talk about the majesty of leadership, you, the CEO of Hanhua, are much stronger than me!"

Zhang Lei spread his hands and said with a smile: "Boss, I'm working for you now." ”

"Fart part-time job, now you are also a shareholder of Hanhua, we are partners!" After a pause, "Okay, since you like him, let him follow you first to sort out Delong's information, and by the way, help me investigate." Wait until Delong's affairs are settled, and then arrange specific positions according to his performance!"

Zhang Lei nodded.

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