PG 全部观点

PG 这一页 5 条观点条目，其中 0 条方向发生变化。

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Schwab Network发布 2026-09-24

《The Big 3: MCD, COF, PG》

$PG看涨

我们最新的操作在宝洁上没有变化，而我很好奇。我们看到很多人把基础消费品纳入“三巨头”，因为当市场开始变得有风险时，我们会看到这种向看似安全的东西的回流。你现在认为宝洁对你来说是一个安全的押注吗，Jason？

Our latest moves haven't changed with Procter & Gamble, and I'm curious. We have seen many people include basic consumer goods in the "Big Three" because when things start to get risky in the markets, we see this shift back towards what seems safe.

Do you consider Procter & Gamble a safe bet for you now, Jason?

看原视频14:24

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Ale's World of Stocks发布 2026-09-20

《5 Stocks Billionaire Steve Cohen is BUYING Right Now! 🚨》

$PG看跌

因市值庞大导致增长仅限低个位数、且股息率不足3%，未持有PG。

现在，最后，在第五笔收购中，我们有另一种旗舰型投资，但这次是回到消费必需品板块，标的是一家巨头公司宝洁，股票代码 PG，Cohen 在本季度将其持股翻倍，增持了价值约 3.2 亿美元的股票。

Now, finally, in the fifth acquisition, we have another type of flagship investment, but this time it will be back in the consumer staples sector with this giant company, Procter & Gamble, ticker symbol PG, in which Cohen doubled his stake during the quarter, adding about $320 million worth of shares.

看原视频17:49

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Schwab Network发布 2026-09-15

《Dave Sekera on Tentative Fed Rate Hike, Sticking with AI Leaders & SPCX Contrarian Take》

$PG看涨

宝洁的估值已变得具有吸引力，凭借持久的护城河与股息收益率，适合作为核心持仓进行配置。

但我们开始看到一些其他机会浮现出来，比如宝洁（P&G）这样的股票。宝洁是我们几年前认为估值明显偏高的股票。它在2024年见顶，之后一路回落，现在已经到了重新开始显得有吸引力的地步。

所以，这属于那种核心持仓类型的标的：宽阔的经济护城河、低不确定性，也就是拥有长期持久竞争优势的公司。我们现在可以开始在这样的标的上建仓，同时还能获得不错的股息收益率，等于拿钱等着。

而且，如果市场继续遭到抛售，第一，我认为它在下跌中会更抗跌；第二，如果它随大盘一起被抛售，那将是非常适合用定投方式买入的标的。

But, we are starting to see some more other opportunities pop up, stocks like P&G. P&G was a stock that we thought was significantly overvalued a couple of years ago. It peaked in 2024.

It's been coming down. It's now to the point where it's actually now starting to look attractive again. So, that's one of those core stock type of holdings, wide economic moat, low uncertainty, you know, companies that have long-term durable competitive advantages.

We can now start building a position into something like that, where you're also getting a nice dividend yield, getting paid to wait. And again, if the market does continue to keep selling off, if that one, you know, one, I think it holds up better to the downside, but two, if that were to sell off with the rest of the market, that'd be a great one to dollar cost average into.

看原视频04:23

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Parkev Tatevosian, CFA发布 2026-09-08

《Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell》

$PG看涨

宝洁（PG）拥有卓越的管理层和持久的护城河；当前股价低于公允价值，支持长期持有论点。

接下来我要重点介绍的一只股票，是你可以买入并永远持有的，那就是宝洁。这是一家基础消费品公司，主要向消费者销售用于家庭使用的品牌产品。他们这样做已有数十年的历史。他们目前向消费者销售一系列品牌，在我看来，这是世界上管理最好的公司之一。

The next stock I'm going to highlight as one you can buy and hold forever is Procter & Gamble. This is a basic consumer goods company that sells products, branded products, to consumers primarily for their home use.

They have a decades-long history of doing so. They have a portfolio of brands that they currently sell to consumers, and in my opinion, this is one of the best-managed companies in the world .

看原视频12:25

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Benzinga发布 2026-08-31

《$SPY, $QQQ Slide as US-Iran Tensions Flare | PreMarket Playbook | August 31, 2026》

$PG看涨

PG 因其必需消费品的需求缺乏弹性，在显著回调时是买入机会。

宝洁，

Proctor and Gamble,

嗯，宝洁是那种我认为，你知道，当它跌到足够低的点时，你就买入，因为人们总是需要使用他们的产品。

uh Proctor and Gamble is one of those ones where I think, you know, when it gets, you know, to a low enough point, you just pick it up because people are going to always, uh need to use their products.

看原视频1:02:38

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