The new low valuation target is coming. First of all, let's talk about stock selection logic. First, the valuation must be low, not junk stocks. Second, we require this asset to be of good quality. What is good asset quality? It's high ROE and low debt. The ROE of assets with high debt ratio is naturally high, but it is leveraged. If you remove the leverage, it may be nothing, such as Yonghui Supermarket. The third is that the market value is between 50-1000 billion, and the leader of this valuation range is easy to rise. Now that the elephant has gone to heaven, many institutions have been unable to go down and started looking for second-tier blue chips with low valuations. Note that we are talking about the absolute price-earnings ratio, not the price-earnings ratio of the stock relative to its own history. Because now the only lower place is bancassurance. Besides, for a good stock, isn't the historical high point just to be broken?

So we open the straight flush stock selection and enter:

The P/E ratio is less than 30 times, the ROE is greater than 15%, the asset-liability ratio is less than 40%, and the market value is 50-1000 billion.

Well, it seems that there are really not many undervalued second-tier blue chips.

Here are two recommended:

1. Xin Hecheng. Xinhecheng is the only vitamin concept stock in A-shares, which stands out. Compared with Changchun Hi-Tech, it is the only leader of growth hormone. Xincheng has a good performance this year, with a forecast of 70%. This month's K-line is very beautiful and has been in my choice. I didn't buy it because I chose Changchun Gaoxin.

2. Stable medical care. The name sounds very steady. Due to the epidemic bonus, a cotton swab seller made a lot of money this year. In fact, there are many dividend-paying stocks popular this year. I only recommend this one. I recommend it because I am optimistic about its wholly-owned subsidiary, Cotton Age. I think this stock overlaps with the concepts of medical care and consumption. Recently, it has been found that there are more and more stores in the cotton age. . Of course, since it is affected by the epidemic dividend, we should pay attention to the risk that the performance in the coming year will be less than expected.

It is not recommended to buy English medicine, Huada Gene, Sanqi Mutual Entertainment and Perfect World. Yingke Medical sells gloves, and the dividend-paying stocks are not sustainable. The same is true of Huada Gene, which has an epidemic dividend. Sanqi Entertainment and Perfect World are both game stocks that buy traffic, especially Sanqi Entertainment, and its marketing cost may be the highest in the whole industry. It will be cool when the traffic fee rises in price. The recent sharp drop in Sanqi Mutual Entertainment is due to the price increase of traffic, and the company's income increase does not increase profits.

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All the stocks I mentioned before are not undervalued (but not overvalued), except conch. I'll get you some more. Let me look for it for a few days.

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202165438+129 October

Wei Chai has risen sharply. Congratulations to the friends who saw this post. I feel sorry for Man Cang, otherwise I would have gone in again. Longji's performance was said yesterday, which is also expected. However, Longji's performance is actually not bad, with 8.2-8.6 billion yuan including exchange loss and goodwill impairment. Longji's shipments have increased significantly this year. If this part of the loss is not counted, it should be 9 billion. So it must be washed out today, and it has bottomed out. After reading the reviews, many people bought Wei Chai. In fact, this product has always been horizontal. It was sideways for a whole year last year. I don't know what will happen this year, but companies with core technologies should not be left out in the market.

Since I recommended stocks to you, I've been staring at those files every day to give you a massage, hahahaha.

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202165438+1October 28th

I am very stupid today. -At 6 o'clock, a Mercedes disappeared. The central bank has liquidity to tighten expectations, and the world stock market is green, and what should come will always come. I was ready to lie flat and get beaten before, but I didn't get beaten. Now I want to get up. Give me duang's. I am so angry.

Operation strategy: Man Cang does not move. If you fall, you will fall. I think monthly and quarterly stocks will be traded, and the daily line will follow him.

The biggest news today is the performance of Golbray and Longji.

I know Gore's third quarter report. I ran away after spending more than 40 yuan, and now I have a lingering fear. Longji's performance met expectations, but some retail investors were overly optimistic and did not meet expectations. It is expected that there will be a valuation to kill these people in the short term, which will still be a good opportunity to enter the market.

Today, I saw a score chart given to me by Ping An Securities:

Actually, it fits my style. I always choose the best stocks, never choose the right time, and buy them at any level. As long as I feel cheap, I also buy them on the board. Once you buy it, you hold it in a heavy position, forget the cost, never make a T, and beat 99.9% of the shareholders with this stupid style. (In fact, I will also do short-term, that is, the position is light, and it is estimated that it does not count. )

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202165438+1October 27th

Today, my total assets have reached 600w, which is 537w, all of which are A shares. Small 68w, mainly H shares, a small number of A shares. I thought I was going to commit suicide in the waterfall today, but I have put it down. As a result, a big A is amazing, which also shows that simply looking at the technical stock market is a joke.

In fact, compared with my personal assets, I am more happy with the surge of Weichai Power today (although I polished it). I believe that Wei Chai will become the next Sany Heavy Industry. High-end manufacturing stocks such as Weichai Power, Sany Heavy Industry and Hengli Hydraulic, which have mastered the core technologies, will be an important force for China's future manufacturing upgrading. The happiest time to do stocks is that the logic you insist on has come true, even if it is empty.

Of course, Wei Chai also has its own problems. For example, the asset-liability ratio is a bit high (70%+), but the manufacturing industry is basically the same. Sany (55%+) and Longji (50%+) are not low.

Twitter:

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202165438+125 October

My account hit a record high today. I went to Changchun Hi-Tech in diss last week. Today, I am very good. Sany is still alive. There is also a half-dead liquor that has also set off a daily limit. Except Longji was directly approved by domestic capital without Wude, everything else was fine. In fact, to do this kind of thing is to stick to logic, and then wait for logic to cash in, as simple as that. When everyone is afraid of the adjustment of liquor, you should know that the funds actually have nowhere to go and will eventually return to liquor.

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A few days ago, after the adjustment of Longji, Sany and Changchun High-tech, I also fell almost. Although Longji has set a new record, the other two idiots are still crawling on the ground. Today, pharmaceutical stocks broke out, and I am still lying in Changchun?

Directly caused me to lose the GEM 50ETF this month.

To tell the truth, it is very reliable for Man Cang to hold the GEM 50ETF, which is simply a slap in the face for fund managers. Let's look at my account this month. The adjustment has shrunk a lot a few days ago. . .