The reason why he became the king of speculation and was able to make a comeback several times was not unrelated to his dominant tactics.
Let's talk about Buffett's tactics.
Still the leading tactic!
It's just that what he bought is the leader of the industry, and it is also very stable. Just need time to wait! Look at the stocks he bought, they are the leaders of all industries, and there is no garbage!
Leading stocks have certain advantages over ordinary stocks, including three good, the strongest trend, the safest stock and the largest capital. This is the reason why other stocks can't compare with leading stocks, and it is also the cleverness of investors choosing to buy leading stocks.
Ganfeng Lithium Industry (002460)
Intensive and complex construction period, enterprise replenishment! The price increase of metal products will improve the company's performance, and 8 stocks in 5 small metal sectors will have the opportunity to grasp the main line of new energy. The company's financial situation is very good. In the past three years, the operating income has increased steadily and the net profit has increased rapidly. In the third quarter, its operating income and net profit maintained a good momentum. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers. At present, PE is 63.7, which is in the historical normal valuation range, and its valuation is higher than other companies in the same industry.
Huayou Cobalt Industry (603799)
As a global leader in new energy lithium battery materials, the company's industrial layout has been continuously improved, and the company's financial situation has been excellent. In the past three years, the operating income has risen rapidly and the net profit has increased slightly. In the third quarter, its operating income and net profit maintained a good momentum. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers.
Yuan Keli (600478)
Keli belongs to the electronic manufacturing industry. The company is in good financial condition. In the past three years, its operating income has grown steadily, maintaining a good momentum in the quarter, and its performance has begun to release, rising year-on-year. In addition, the company has strong operational capabilities. At present, the PE is 76.3, which is in the historical normal valuation range, and the valuation is higher than other companies in the same industry.
Yuan Tan Science and Technology (603 133)
5G accelerates development, and the mobile phone heat conduction market welcomes opportunities! The company has a solid position in the industry, established a graphite heat dissipation material market, continued to invest heavily in research and development, and extended the layout of the industrial chain.
Jinhong Gas (688 106)
The company is a leading special gas company in China with leading technology and excellent resources. It raises funds to strengthen the research and development of the ability level. At the same time, domestic policies actively support the development of the industry, and domestic substitution of special gases is the general trend. The company's financial situation is normal. In the past three years, its operating income and net profit have increased steadily, and its operating income maintained a good momentum in the third quarter. However, the company's net profit in the third quarter declined in the short term, so we should be alert to the inflection point risk. At present, PE is 74.3, which is in the historical high valuation range, higher than other companies in the same industry.
Minmetals Rare Earth (00083 1)
Intensive and complex construction period, enterprise replenishment! The price increase of metal products will improve the company's performance, and 8 stocks in 5 small metal segments will usher in opportunities. Jin analyst suggested that the new energy main line company is in good financial condition. In the past three years, its operating income and net profit have exploded, and its operating income maintained a good momentum in the third quarter. At present, PE is 1 14.8, which is in the historical normal valuation range and is higher than other companies in the same industry.
Hengdian Dongci (002056)
The leading market share of domestic magnetic materials industry rose against the trend, and the photovoltaic business continued to increase its profit by 6,543.8+0.4 billion yuan. In the first three quarters, the performance greatly exceeded the expected growth, and the company's financial position was good. In the past three years, both operating income and net profit have grown steadily, maintaining a good momentum. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers.
Germany Nano (300769)
This new energy battery material leader benefits from the concentrated head of the industry, and the demand is picking up. It is deeply tied with big customers such as Contemporary Ampere Technology Co., Ltd., and its technical cost advantage is obvious. For the first time, it was blocked by analysts and given a "buy" rating. The target price was 22% higher than the current price. The company's financial situation is very good. In the past two years, its operating income has exploded, maintaining a good momentum in the quarter, and its performance has begun to release, rising year-on-year. In addition, the company has strong profitability and high control ability of sales expenses.
Shanshan stock (600884)
Shanshan shares belong to other electronic industries, and its revenue and net profit scale are leading in the industry. The company's financial position is excellent, and its operating income and net profit have risen rapidly in the past three years, and maintained a good momentum. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers.
Shida Shenghua (603026)
Shida Shenghua belongs to the chemical industry. The company's financial situation is very good. In the past three years, operating income has increased slightly and profits have exploded. In the third quarter, its operating income and net profit maintained a good momentum. In addition, the company's profitability is also at the leading level of its peers.
En Jie shares (0028 12)
Resonance at home and abroad drives the industry boom. As the leading lithium battery separator in China, its market share has been the first for many years in a row, Q3' s performance has been greatly improved, and overseas customers' orders have been greatly released. In the fourth quarter and next year, its performance will continue to grow at a high speed. Gaoyou and Contemporary Ampere Technology Co., Ltd. will participate in increasing production. The company's financial situation is excellent. In the past three years, its operating income has risen rapidly and its profits have exploded. In the third quarter, its operating income and net profit maintained a good momentum. In addition, the company has excellent profitability and is at the leading level of its peers. At present, PE is 10 1.0, which is in the historical normal valuation range and is higher than other companies in the same industry.
SDIC Securities (300806)
This leading electronic adhesive material has achieved a compound growth rate of 38% in the past four years. Its products have entered the supply chain of Apple+Samsung+Huawei, and its profitability has continued to improve. ROE killed his colleague. The company's financial position is good, and its operating income has increased steadily in the past two years. In the third quarter, it maintained a good momentum, and its net profit rose rapidly in the past two years.
Desai (000049)
Apple's core supplier plans to integrate world-class lithium battery service providers and become the world's largest 3C battery packaging enterprise. The strong cycle of iPhone 13 is expected to drive the company's performance growth, and the target price is 53% higher than the current price. The company's financial position is good, with a slight increase in operating income in the past three years and a rapid increase in net profit in the past three years, maintaining a good momentum in the quarter. In addition, the company has strong profitability and high cost control.
Jiangte Electric Machinery (002 176)
Jiangte Electric is a leader in the motor industry. The company's financial situation is normal. In the third quarter, its operating income increased, and its performance began to be released, rising year-on-year. However, the company's debt ratio is higher in the industry, and its short-term solvency is poor, so pay attention to liquidity risk. At present, PE is 140.8, which is in the historical normal valuation range and is higher than other companies in the same industry.
Desai Siwei (002920)
The company is a pilot of automatic driving landing in China, and intelligent driving and cockpit work together. Q3 revenue is far better than the industry, and it quickly seizes the high-priced and high-quality domain controller market. It is expected to enter the accelerated landing period in 2022, and brokers will give a "buy" rating. The company's financial position is excellent, and its operating income and net profit have increased steadily in the past three years, maintaining a good momentum. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers. At present, PE is 1 16.6, which is in the historical high valuation range and higher than other companies in the same industry.
Sheng Jun Electronic (600699)
The world's leading supplier of automotive safety systems has greatly improved its performance in 20Q3 and ushered in an upward turning point. Automotive electronics business can grow rapidly in the future. Strategically layout the field of laser radar, overweight the intelligent high-quality track of automobiles, and bind leading emerging automobile companies. The company's financial position is excellent, and the target price is 26% higher than the current price. Its operating income has increased slightly in the past three years, and its net profit has increased steadily in the past three years, maintaining a good momentum in the third quarter. In addition, the company has strong operational capabilities.
Top group (60 1689)
The excellent racer of this kind of multi-category parts track, combined with Tesla and the new force of making cars, double-click Davis, and its performance and valuation will be satisfied. Q4' s performance increased year-on-year, and the annual profit exceeded expectations. In 20021year, the company will have high growth and good financial position. In the past three years, the operating income has increased steadily, and the profit has increased slightly. In the third quarter, the operating income and net profit maintained a good momentum. In addition, the company has strong profitability and high financial cost control ability.
Hua Hong Technology (002645)
Automobile disassembly rare double tap! The overall valuation of the company is lower than the historical 20% percentile, and the expected growth rate is poor under the high industry boom. The company's operating conditions are very good. In the past three years, the operating income has exploded and the net profit has risen rapidly. In the third quarter, operating income and net profit maintained a good momentum. In addition, the company has strong profitability and high control ability of sales expenses.
Chang 'an Automobile (000625)
The company is the leader of domestic independent automobile brands, and its sales volume in July was better than that in the industry. The first new energy vehicle will be released in the second half of the year, with the rise of high-end, electric and intelligent products, and the valuation switch is imminent. The company's financial position is good, and its operating income has increased steadily in the past three years, maintaining a good momentum in the quarter, reflecting profitability, but the growth trend of net profit has not yet formed. In addition, the company has strong profitability and high control over liabilities and expenses.
Yingjie Electricity (300820)
Yingjie Electric belongs to the power supply equipment industry. The company's financial position is good. In the past year, operating income and profits have exploded and maintained a good momentum. In addition, the company has strong profitability, high product cost control and strong bargaining power.
Ganyuan Electric Power (002039)
Ganyuan electric power belongs to the electric power industry. The company's financial position is good, and its operating income and net profit have increased slightly in the past three years. In addition, the company has strong operational capabilities.
Jeni Energy (60 1222)
Jeni Energy belongs to the electrical automation equipment industry. The company's financial situation is normal. In the past three years, the operating income has increased steadily and the net profit has increased slightly. However, the company's operating income and net profit declined for a short time in the third quarter, so we should be alert to the inflection point risk.
Guodian Nanrui (600406)
Guodian Nanrui electrical automation equipment industry leader, leading the industry in revenue and profit scale. The company's financial position is good, and its operating income and net profit have increased steadily in the past three years, maintaining a good momentum. In addition, the company has strong profitability and high financial cost control. At present, PE is 4 1.8, which is in the historical high valuation range and medium compared with other companies in the same industry.
Xiamen Port (000905)
Xiamen Port belongs to the port industry, and its revenue scale is leading the industry. The company's financial situation is normal. In the past three years, its operating income has grown steadily and its net profit has exploded. In the third quarter, its operating income and net profit maintained a good momentum.
TBEA (600089)
TBEA is a leader in the high and low voltage equipment industry, leading the industry in terms of revenue and net profit. The company's financial situation is very good. In the past three years, the operating income has increased steadily and the net profit has increased rapidly. In the third quarter, its operating income and net profit maintained a good momentum. In addition, the company has excellent profitability and is at the leading level of its peers.
Jing 'ao Technology (002459)
Jingao technology belongs to the power supply equipment industry. The company's financial situation is normal, and its operating income and net profit have exploded in the past three years. However, the company's operating income and net profit both slowed down in the third quarter. At present, PE is 97.8, which is in the historical normal valuation range, and its valuation is medium compared with other companies in the same industry.
Longji shares (60 10 12)
The leading position of this photovoltaic enterprise continues to be consolidated, the production capacity continues to expand, the cost continues to decline rapidly, the profitability continues to improve, and the demand side is about to improve. King analyst maintains a "strong push" rating, and the target price is 35% higher than the current price. The company's financial position is good. In the past three years, the operating income has exploded, maintaining a good momentum in the peak season, and the net profit has increased rapidly in the past three years. In addition, the company has strong profitability and high financial cost control.
Tongwei stock (600438)
The company's domestic photovoltaic polysilicon materials and battery chips are two leading companies, and the cost control is first-class in the industry. It is expected that the price of silicon materials will remain high this year and next, and the company's performance will usher in high growth. The company is in good operating condition, with operating income and net profit rising rapidly in the past three years and maintaining a good momentum. In addition, the company has excellent profitability and is at the leading level of its peers.
Jingsheng Electromechanical (3003 16)
As a leading manufacturer of crystal growth and intelligent processing equipment in China, the company has benefited from the continuous high prosperity of the profile industry and the rapid growth of order performance. At the same time, the business of SiC equipment and gem materials has great development potential, and the target price is higher than the current price 12%. The company's financial position is good, and its operating income and net profit have increased rapidly in the past three years, and maintained a good momentum. In addition, the company has excellent profitability and is at the leading level of its peers.
Goldwind Technology (002202)
The net profit of 2 1H 1, the leader of the company's wind power main engine, increased by 45% year-on-year, and the improvement of Li Nengxun was obvious. Large units have greatly boosted gross profit margin, and the post-service market is expected to open another performance growth point. The company's financial position is excellent, and its operating income has risen rapidly in the past three years, and its net profit has increased slightly in the last three years, maintaining a good momentum in the third quarter. In addition, the company has strong profitability and high control over liabilities and expenses.
Ziguang National Emblem (002049)
Industrial mergers and acquisitions overlap domestic substitution, and the Internet of Things+equipment informationization blessing, this chip design leader ushered in a golden period of development, with a performance growth of over 60%+ in the previous year. It is expected that the company's financial situation will further explode in the future. In the past three years, its operating income has risen rapidly and its profits have exploded. In the third quarter, its operating income and net profit maintained a good momentum. In addition, the company has excellent profitability and is at the leading level of its peers.
Will shares (60350 1)
The company is the leader of vehicle CIS, and it is expected that the CIS of mobile phones such as CIS.VR/AR will form the second pole. At the same time, the company's in-vehicle business is expected to extend from CIS to display and simulation, and the company's performance will continue to improve. The company's financial situation is excellent. In the past three years, its operating income has risen rapidly and its net profit has exploded. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers.
Sida Peninsula (603290)
20 19Q4 deducted non-net profit growth rate doubled! This domestic IGBT leader, new energy+frequency conversion promotes the company's performance growth. In the future, the company will fully benefit from the technical advantages of demand explosion and cost, and the target price given by analysts is higher than the current price 13%. The company's operating conditions are excellent. In recent years, its operating income and revenue have exploded and maintained a good momentum. In addition, the company's profitability is strong, and its return on net assets is at the upstream level of its peers. At present, PE is 2 17.3, which is in the historical normal valuation range and is higher than other companies in the same industry.
Silanwei (600460)
The Q3 performance of the company meets expectations, and the high-end products in the future can be expected. The company's financial situation is very good. In the past three years, its operating income has risen rapidly and its net profit has exploded. In the third quarter, its operating income and profit maintained a good momentum.
Originality is not easy. Thank you for your praise and attention. Some official data come from online public data. The content only represents personal views and does not constitute any investment guidance. The stock market is risky, so you need to be cautious in investing!