2011《財(cái)富》美國(guó)500強(qiáng)10大牛股
第5名:VF 服飾公司 ????交易代碼: VFC ????年初至今股票漲幅: 62% ????市值: 144億美元 ????500強(qiáng)排名: 310 ????VF旗下有The North Face、Seven for all Mankind、Wrangler和Vans等眾多知名品牌。今年6月,VF又在這個(gè)星光熠熠的名單上增加了Timberland。 ????這筆收購(gòu)耗費(fèi)了VF約20億美元現(xiàn)金,但摩根士丹利(Morgan Stanley)分析師們認(rèn)為,它“將改變行業(yè)格局”,推動(dòng)公司未來(lái)幾年業(yè)績(jī)大幅增長(zhǎng);摩根士丹利給出的VF目標(biāo)價(jià)是每股152美元。 ????10月份,VF宣布,國(guó)際市場(chǎng)大賣的Timberland為公司第三季度貢獻(xiàn)了近1.64億美元收入,當(dāng)季總營(yíng)收28億美元。VF首席執(zhí)行官艾瑞克?懷斯曼預(yù)計(jì)這一勢(shì)頭將持續(xù)下去。鑒于此次“變革性的”收購(gòu),他大幅調(diào)高了公司第四季度指導(dǎo)值。 ????總部位于北卡羅來(lái)納州格林伯勒的VF派息穩(wěn)定,因此也深受投資者喜歡。最近,VF已是連續(xù)第三十九年增加派息,將季度派息調(diào)高了14%至每股72美分。 |
#5 VF Corp. ????Ticker: VFC ????YTD stock performance: 62% ????Market cap: $14.4 billion ????Fortune 500 Rank: 310 ????VF is the company behind a number of popular brands, including The North Face, Seven for all Mankind, Wrangler, and Vans. In June, VF made a huge move by adding Timberland to its impressive roll. ????That acquisition cost VF about $2 billion in cash, but is a "game-changing" one that will spur substantial growth for the next several years, according to Morgan Stanley analysts, who target VF's stock price at $152 per share. ????VF said in October that Timberland, which has a strong international presence, added almost $164 million to the company's third-quarter revenue of $2.8 billion. VF CEO Eric Wiseman said he expects that momentum to continue, and boosted the company's fourth-quarter guidance substantially, citing the "transformational" buyout. ????Investors are also fans of Greensboro, N.C.-based VF because of its reliable dividend payouts. VF recently marked its 39th consecutive year of higher dividend payments, when it raised its quarterly disbursement 14% to 72 cents per share. |