저자: 미상 · 외국인
요약 보기
이 영상은 Peter Lynch 투자 방식에 기반한 35개 종목 선정 유니버스를 소개한다. 이 유니버스는 Peter Lynch의 저서에서 착안한 정량 스크리닝으로, 중소형주(마이크로캡 제외), 낮은 PEG 비율, 적정 부채비율 조건을 적용하고 배당수익률 상위 35개를 고른다. 진행자는 이 방식이 정량 분석만 포함하며 정성 분석은 개인 투자자 몫이라고 설명한다. 투자 아이디어를 찾는 출발점 정도로 봐야 한다는 입장이다. 첫 번째 종목 Alliance Bernstein을 예시로 설명한다. 배당수익률 9.3%, 5년 매출성장률 11.7%, 5년 EPS성장률 11.7%, 분기 전년대비 성장률 -37%, 부채비율 0, ROE 21.54%, PER 11.26이다. 장기부채는 없다. PEG 비율은 데이터가 비어 있으나, 과거 값 0.79(2022년)가 제시되어 Peter Lynch 기준으로 적정 가치 수준이라고 평가된다. 진행자는 자신의 웹사이트에서 유니버스 종목을 업데이트하고 있으며, 향후 영상에서 다른 종목들도 다룰 예정이라고 밝힌다.
다듬은 글
okay so this is the um I'm just going to read through this brief a little explanation of um how they come to choose these 35 stocks um about the petals Universe the universe is Loosely based on Peter Lynch's stock picking method a line in his books one up on Wall Street and beating the street it selects stocks with a little market cap but not micro cap stocks a low PEG ratio and a reasonable debt to equity ratio I'm calculating returns for the universe we pick the top 35 stocks based on dividend yield by limiting the universe we get a list of stocks that is small unlevered and reasonably valued given its historic growth rate all of which are considered attractive characteristics so yeah you can see here um they have a list of 35 stocks and just take a look at the first one on the list here Alliance Bernstein and um yeah like all this is like kind of cool quantitative analysis there's no qualitative analysis being done that's kind of like up to uh you know the individual investor I think this is kind of just more of a starting point for people who are interested in like maybe looking for a Peter Lynch like stocks um but um yeah you can see here the profile says a little bit more about Alliance Bernstein provides Investment Management Services to institutional um retail and private clients through products that include mutual funds headphones and separately managed Accounts at the end of September 2022 that lines Bernstein had 612 billion in managed assets composed primarily fixed income equity and with other Investments made up of asset allocation services and certain other alternative Investments accounting for the remainder the company also provides sell side research and brokerage Services through Sanford Burnside or subsidiary so space in Tennessee's Financial Services sector uh Advantage assets so um yeah Financial Services um it's got a pretty decent dividend yield 9.3 points 9.3 percent five-year Revenue growth uh it's 11.7 percent uh earnings per share five-year growth 11.7 percent uh quarterly or quarterly year-over-year growth not so hot negative 37 uh debt to equity ratio is a zero return on Equity 21.54 p is 11.26 um take a look at some of the key stats here long-term debt no long-term debt um yeah return on Equity return on investor capital 21.54 um the PEG ratio there's no paper issue on this probably because there was no earnings last quarter but uh maybe you can get a history of this uh last one 7.9 2022 which is not that long ago just under one so that's fairly valued according to Peter Lynch um yeah so anyways that's um Alliance Bernstein there's like a bunch of other stocks here 35 stocks all together um if you go to the my website www.peedleenchinvestor.com uh routine the update that site with uh some of the stock stocks from people Engineers here uh so if you're interested in keeping up to date on on that site or you can subscribe here to this channel um either way I'm gonna be you know just keeping uh people up to date with what's happening with the petronics universe and um yeah I guess that's it for today I might take a look at some of these other ones in another video in future videos thanks
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