Nekutenga homwe yemari, vanoisa mari vanogona kufungidzira avhareji yekudzoka kwemusika.Asi vazhinji vedu vanotsunga kurota kudzoka kwakakura, uye kuvaka portfolio isu pachedu.Ingotarisa kuWP Carey Inc. (NYSE: WPC), iyo inokwira 43%, pamusoro pemakore matatu, ichirova zvinonzwika kudzoka kwemusika kwe33% (kwete kusanganisira zvikamu).
Kudimikira Benjamin Graham: Nenguva pfupi musika muchina wekuvhota, asi nekufamba kwenguva wave muchina wekuyera.Nekuenzanisa mihoro pachikamu (EPS) uye shanduko yemutengo wekugovana nekufamba kwenguva, tinogona kunzwa kuti maitiro evanodyara mari kukambani akachinja sei nekufamba kwenguva.
WP Carey yakakwanisa kukura EPS yayo pa17% pagore pamakore matatu, ichitumira mutengo wemugove wakakwira.Avhareji yegore negore mutengo wekuwedzera we13% wakaderera pane EPS kukura.Saka zvinoita sekunge vanoisa mari vave kungwarira pamusoro pekambani, nekufamba kwenguva.
Iwe unogona kuona pazasi kuti EPS yakachinja sei nekufamba kwenguva (tsvaga iwo chaiwo maitiro nekudzvanya pamufananidzo).
Isu tinozviona zvakanaka kuti vemukati vakatenga zvakakosha mugore rapfuura.Tataura izvozvo, vanhu vazhinji vanoona mihoro uye maitiro ekukura kwemari segwara rine musoro kune bhizinesi.Dzvanya mukati memihoro nekutarisa iyi inopindirana girafu yemuhoro weWP Carey, mari uye kubuda kwemari.
Paunenge uchitarisa kudzoserwa kwekudyara, zvakakosha kuti titarise mutsauko uripo pakati pehuwandu hwekudzosa shareholder (TSR) nekudzoka kwemutengo wekugovana.Nepo kudzoka kwemutengo wemasheya kuchingoratidzira shanduko mumutengo wemugove, TSR inosanganisira kukosha kwezvikamu (sekungofungidzira kuti zvakadzoserwa) uye kubatsirwa kwechero kuderedzwa kwemari kukwidza kana spin-off.Zvakanaka kutaura kuti TSR inopa mufananidzo wakazara wemasheya anobhadhara chikamu.Tinocherechedza kuti kune WP Carey iyo TSR pamusoro pemakore ekupedzisira e3 yaiva 71%, iyo iri nani kudarika mutengo wemugove wekudzoka wataurwa pamusoro apa.Izvi zvakanyanya mhedzisiro yemubhadharo wayo wedividendi!
Isu tinofara kuzivisa kuti vagoveri veWP Carey vakagamuchira kudzoka kwe50% kwegore rimwe chete.Izvi zvinosanganisira dividend.Kuwana ikoko kuri nani pane TSR yegore negore pamakore mashanu, inova 14%.Naizvozvo zvinoita sekunge manzwiro akatenderedza kambani anga akanaka nguva pfupi yadarika.Mumwe munhu ane tariro anogona kuona kuvandudzwa kweTSR kunoratidza kuti bhizinesi pacharo riri kuita nani nekufamba kwenguva.Vanoisa mari vanofarira kuita mari vanowanzo tarisa pane zvinotengwa zvemukati, semutengo wakabhadharwa, uye huwandu hwakatengwa.Iwe unogona kuziva nezve mukati mekutenga kweWP Carey nekudzvanya iyi link.
WP Carey haisiriyo yega stock iri kutengwa nevari mukati.Kune avo vanofarira kuwana kuhwina mainvestimenti iyi yemahara runyorwa rwemakambani ari kukura ane ichangoburwa mukati mekutenga, inogona kunge iri tikiti chete.
Ndokumbira utarise, misika inodzoserwa yakataurwa muchinyorwa chino inoratidza huremu hwemusika weavhareji yekudzoka kwemasheya ayo ari kutengeserana paUS exchanges.
We aim to bring you long-term focused research analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.If you spot an error that warrants correction, please contact the editor at editorial-team@simplywallst.com. This article by Simply Wall St is general in nature. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Simply Wall St has no position in the stocks mentioned. Thank you for reading.
Nguva yekutumira: Ndira-09-2020