サイトアイコン ごみ投資家の米国株配当成長投資

バフェットのアップル買いに学ぶ、損失リスクを極小化するPER水準の生活必需品銘柄

&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad1" id&equals;"quads-ad1" style&equals;"float&colon;none&semi;margin&colon;1px 0 1px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;<p><img class&equals;"aligncenter wp-image-2258" src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;wp-content&sol;uploads&sol;2018&sol;05&sol;consumer-staple-a&period;jpg" alt&equals;"" width&equals;"743" height&equals;"496" &sol;><&sol;p>&NewLine;<p>シーゲル教授の信者が大好きな「生活必需品」セクターのパフォーマンスが悪い気がします。<br &sol;>&NewLine;気のせいでしょうか?<&sol;p>&NewLine;<p>確認したところ、YTDで<span style&equals;"color&colon; &num;ff0000&semi;">-10&period;95&percnt;<&sol;span>、1年で<span style&equals;"color&colon; &num;ff0000&semi;">-7&period;47&percnt;<&sol;span> ã¨ãƒ’ドイ有様でした。<br &sol;>&NewLine;通信銘柄とどんぐりの背比べをしています。<br &sol;>&NewLine;参考&colon; <a href&equals;"http&colon;&sol;&sol;news&period;morningstar&period;com&sol;index&sol;indexreturn&period;html">Morningstar &&num;8211&semi; Index Performance&colon; Return &lpar;&percnt;&rpar;<&sol;a> 5&sol;25終値<&sol;p>&NewLine;<p>生活必需品セクターは、セクターローテーションで好景気のときに売られる傾向があります。<br &sol;>&NewLine;また、金利の引力に魂を引かれた人間は、リスクフリーである10年物米国債の利回りが<br &sol;>&NewLine;一定水準に達すると株式を売って国債に乗り換えます。<&sol;p>&NewLine;<p>そんな世間の皆さまが興味を失って売ってるときに買えば長期では報われると思うんです。<br &sol;>&NewLine;したがって、生活必需品セクターはの割安度を調べてみました。<&sol;p>&NewLine;<p><&excl;--more--><&sol;p>&NewLine;<h2>生活必需品セクターのPER<&sol;h2>&NewLine;<p><a href&equals;"http&colon;&sol;&sol;www&period;gurufocus&period;com"><img src&equals;"https&colon;&sol;&sol;s3&period;amazonaws&period;com&sol;gurufocus&lowbar;charts&sol;1527512720907&period;png" &sol;><&sol;a><&sol;p>&NewLine;<p>2018年の最初にピークをむかえ、あとはズルズルと下がっていますね。<br &sol;>&NewLine;キレイなチャートだ!4年前の水準に近づいていますね。<&sol;p>&NewLine;<p>参考&colon; gurufocus &&num;8211&semi; <a href&equals;"https&colon;&sol;&sol;www&period;gurufocus&period;com&sol;sector&lowbar;shiller&lowbar;pe&period;php">Sector Valuation&colon; Shiller P&sol;E by Sectors<&sol;a><&sol;p>&NewLine;<p>このページは偶然見つけたのですが、各セクターのバリエーションを確認できるのでオススメです。<&sol;p>&NewLine;<p>また、ウォーレン・バフェットなどカリスマ投資家のポートフォリオをチェックすることもできます。<&sol;p>&NewLine;<blockquote class&equals;"wp-embedded-content" data-secret&equals;"qB2d8IYAEB"><p><a href&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;blog-post&lowbar;2-2&sol;">簡単に!バフェットなどのカリスマ投資家のポートフォリオを見る方法<&sol;a><&sol;p><&sol;blockquote>&NewLine;<p><iframe class&equals;"wp-embedded-content" sandbox&equals;"allow-scripts" security&equals;"restricted" style&equals;"position&colon; absolute&semi; clip&colon; rect&lpar;1px&comma; 1px&comma; 1px&comma; 1px&rpar;&semi;" title&equals;"&&num;8220&semi;簡単に!バフェットなどのカリスマ投資家のポートフォリオを見る方法&&num;8221&semi; &&num;8212&semi; ごみ投資家の米国株配当成長投資" src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;blog-post&lowbar;2-2&sol;embed&sol;&num;&quest;secret&equals;xoI3TKDx8y&num;&quest;secret&equals;qB2d8IYAEB" data-secret&equals;"qB2d8IYAEB" width&equals;"500" height&equals;"282" frameborder&equals;"0" marginwidth&equals;"0" marginheight&equals;"0" scrolling&equals;"no"><&sol;iframe><&sol;p>&NewLine;<p>生活必需品のパフォーマンスが悪すぎるので2ヶ月前にも分析をしていました。<br &sol;>&NewLine;<a href&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;watch-consumer-staple-201803&sol;">買い場か?生活必需品セクターの概況 2018å¹´3月<&sol;a><&sol;p>&NewLine;<p>ちなみに、通信セクターはこんな感じです。安い!<br &sol;>&NewLine;<a href&equals;"http&colon;&sol;&sol;www&period;gurufocus&period;com"><img src&equals;"https&colon;&sol;&sol;s3&period;amazonaws&period;com&sol;gurufocus&lowbar;charts&sol;1527516380690&period;png" &sol;><&sol;a><&sol;p>&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad2" id&equals;"quads-ad2" style&equals;"float&colon;none&semi;margin&colon;2px 0 2px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;<h2>どの水準で買うべきか?<&sol;h2>&NewLine;<p>PERが低いと割安なのはわかるけど、どれくらいで買うべきかはわかりませんよね。<br &sol;>&NewLine;低ければ低いほど、「安全域」をもてるので望ましいですが。<br &sol;>&NewLine;(タイミングをはかるなんてそもそも無駄じゃという話は置いておきます。)<&sol;p>&NewLine;<p>そこで、参考になるのが我らが投資の神様ウォーレン・バフェットです。<&sol;p>&NewLine;<p>バリエーションの勉強をするのに参考にさせてもらっているつばめ投資顧問に良い記事がありました。<&sol;p>&NewLine;<p><a class&equals;"embedly-card" href&equals;"http&colon;&sol;&sol;tsubame104&period;com&sol;2018&sol;05&sol;23&sol;&percnt;e3&percnt;83&percnt;90&percnt;e3&percnt;83&percnt;95&percnt;e3&percnt;82&percnt;a7&percnt;e3&percnt;83&percnt;83&percnt;e3&percnt;83&percnt;88&percnt;e3&percnt;81&percnt;ae&percnt;e3&percnt;82&percnt;a2&percnt;e3&percnt;83&percnt;83&percnt;e3&percnt;83&percnt;97&percnt;e3&percnt;83&percnt;ab&percnt;e8&percnt;b2&percnt;b7&percnt;e3&percnt;81&percnt;84&percnt;e3&percnt;81&percnt;ab&percnt;e5&percnt;ad&percnt;a6&percnt;e3&percnt;81&percnt;b6&percnt;e3&percnt;80&percnt;81&percnt;e6&percnt;90&percnt;8d&percnt;e5&percnt;a4&percnt;b1&percnt;e3&percnt;83&percnt;aa&percnt;e3&percnt;82&percnt;b9&percnt;e3&percnt;82&percnt;af&percnt;e3&percnt;82&percnt;92&sol;" data-card-image&equals;"0">バフェットのアップル買いに学ぶ、損失リスクを極小化する買い方<&sol;a><script async&equals;"" src&equals;"&sol;&sol;cdn&period;embedly&period;com&sol;widgets&sol;platform&period;js" charset&equals;"UTF-8"><&sol;script><&sol;p>&NewLine;<ul>&NewLine;<li>&NewLine;<blockquote><p>買うのは<b>株価高騰後の反落時<&sol;b>が中心<&sol;p><&sol;blockquote>&NewLine;<&sol;li>&NewLine;<li>&NewLine;<blockquote><p><b>PER水準が15倍を下回る<&sol;b>水準のとき<&sol;p><&sol;blockquote>&NewLine;<&sol;li>&NewLine;<li>&NewLine;<blockquote><p>価格高騰時には<b>利益確定も行っている<&sol;b><&sol;p><&sol;blockquote>&NewLine;<&sol;li>&NewLine;<&sol;ul>&NewLine;<p><span style&equals;"color&colon; &num;0000ff&semi;"><strong>PER15倍以下<&sol;strong><&sol;span>が目安っぽい!<&sol;p>&NewLine;<p>価格高騰時には利確も行っているんですね。保有期間は「永遠」と言いながら抜け目ないですね。<br &sol;>&NewLine;若い頃には裁定取引(アービトラージ)も積極的に行っていたので、投資家たるものの基本なんでしょう。<&sol;p>&NewLine;<h2>PERが低い銘柄は?<&sol;h2>&NewLine;<p>5&sol;25終値で生活必需品ETFである<strong>XLPの構成銘柄<&sol;strong>でテーブルを作ってみました。<br &sol;>&NewLine;上のタイトルを押すとソートできるので、TRAILING P&sol;EやFORWARD P&sol;Eで並び替えてみてください。<&sol;p>&NewLine;&NewLine;<table id&equals;"tablepress-4" class&equals;"tablepress tablepress-id-4">&NewLine;<thead>&NewLine;<tr class&equals;"row-1">&NewLine;&Tab;<th class&equals;"column-1">Symbol<&sol;th><th class&equals;"column-2">Company Name<&sol;th><th class&equals;"column-3">Trailing P&sol;E<&sol;th><th class&equals;"column-4">Forward P&sol;E<&sol;th><th class&equals;"column-5">Trailing Annual Div Yield<&sol;th><th class&equals;"column-6">Forward Annual Div Yield<&sol;th><th class&equals;"column-7">52-Wk Low Chg &percnt;<&sol;th><th class&equals;"column-8">52-Wk High Chg &percnt;<&sol;th>&NewLine;<&sol;tr>&NewLine;<&sol;thead>&NewLine;<tbody class&equals;"row-striping row-hover">&NewLine;<tr class&equals;"row-2">&NewLine;&Tab;<td class&equals;"column-1">COTY<&sol;td><td class&equals;"column-2">Coty Inc&period;<&sol;td><td class&equals;"column-3">-<&sol;td><td class&equals;"column-4">16&period;27<&sol;td><td class&equals;"column-5">3&period;66&percnt;<&sol;td><td class&equals;"column-6">2&period;98&percnt;<&sol;td><td class&equals;"column-7">0&period;51&percnt;<&sol;td><td class&equals;"column-8">-36&period;95&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-3">&NewLine;&Tab;<td class&equals;"column-1">KHC<&sol;td><td class&equals;"column-2">The Kraft Heinz Company<&sol;td><td class&equals;"column-3">6&period;45<&sol;td><td class&equals;"column-4">14&period;55<&sol;td><td class&equals;"column-5">4&period;29&percnt;<&sol;td><td class&equals;"column-6">4&period;10&percnt;<&sol;td><td class&equals;"column-7">6&period;76&percnt;<&sol;td><td class&equals;"column-8">-38&period;46&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-4">&NewLine;&Tab;<td class&equals;"column-1">TSN<&sol;td><td class&equals;"column-2">Tyson Foods&comma; Inc&period;<&sol;td><td class&equals;"column-3">9&period;15<&sol;td><td class&equals;"column-4">10&period;2<&sol;td><td class&equals;"column-5">1&period;41&percnt;<&sol;td><td class&equals;"column-6">1&period;77&percnt;<&sol;td><td class&equals;"column-7">21&period;66&percnt;<&sol;td><td class&equals;"column-8">-17&period;79&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-5">&NewLine;&Tab;<td class&equals;"column-1">TAP<&sol;td><td class&equals;"column-2">Molson Coors Brewing Company<&sol;td><td class&equals;"column-3">9&period;41<&sol;td><td class&equals;"column-4">11&period;93<&sol;td><td class&equals;"column-5">2&period;67&percnt;<&sol;td><td class&equals;"column-6">2&period;28&percnt;<&sol;td><td class&equals;"column-7">4&period;56&percnt;<&sol;td><td class&equals;"column-8">-36&period;99&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-6">&NewLine;&Tab;<td class&equals;"column-1">SJM<&sol;td><td class&equals;"column-2">The J&period; M&period; Smucker Company<&sol;td><td class&equals;"column-3">9&period;9<&sol;td><td class&equals;"column-4">12&period;25<&sol;td><td class&equals;"column-5">2&period;81&percnt;<&sol;td><td class&equals;"column-6">2&period;70&percnt;<&sol;td><td class&equals;"column-7">10&period;21&percnt;<&sol;td><td class&equals;"column-8">-18&period;18&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-7">&NewLine;&Tab;<td class&equals;"column-1">CPB<&sol;td><td class&equals;"column-2">Campbell Soup Company<&sol;td><td class&equals;"column-3">9&period;97<&sol;td><td class&equals;"column-4">12&period;27<&sol;td><td class&equals;"column-5">4&period;08&percnt;<&sol;td><td class&equals;"column-6">3&period;35&percnt;<&sol;td><td class&equals;"column-7">3&period;97&percnt;<&sol;td><td class&equals;"column-8">-41&period;14&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-8">&NewLine;&Tab;<td class&equals;"column-1">CVS<&sol;td><td class&equals;"column-2">CVS Health Corporation<&sol;td><td class&equals;"column-3">10&period;25<&sol;td><td class&equals;"column-4">9&period;12<&sol;td><td class&equals;"column-5">3&period;07&percnt;<&sol;td><td class&equals;"column-6">3&period;11&percnt;<&sol;td><td class&equals;"column-7">9&period;79&percnt;<&sol;td><td class&equals;"column-8">-21&period;39&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-9">&NewLine;&Tab;<td class&equals;"column-1">MO<&sol;td><td class&equals;"column-2">Altria Group&comma; Inc&period;<&sol;td><td class&equals;"column-3">10&period;48<&sol;td><td class&equals;"column-4">12&period;79<&sol;td><td class&equals;"column-5">4&period;54&percnt;<&sol;td><td class&equals;"column-6">5&period;09&percnt;<&sol;td><td class&equals;"column-7">3&period;19&percnt;<&sol;td><td class&equals;"column-8">-28&period;49&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-10">&NewLine;&Tab;<td class&equals;"column-1">GIS<&sol;td><td class&equals;"column-2">General Mills&comma; Inc&period;<&sol;td><td class&equals;"column-3">11&period;41<&sol;td><td class&equals;"column-4">13&period;58<&sol;td><td class&equals;"column-5">4&period;62&percnt;<&sol;td><td class&equals;"column-6">4&period;42&percnt;<&sol;td><td class&equals;"column-7">3&period;97&percnt;<&sol;td><td class&equals;"column-8">-29&period;74&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-11">&NewLine;&Tab;<td class&equals;"column-1">KR<&sol;td><td class&equals;"column-2">The Kroger Co&period;<&sol;td><td class&equals;"column-3">11&period;78<&sol;td><td class&equals;"column-4">10&period;94<&sol;td><td class&equals;"column-5">2&period;02&percnt;<&sol;td><td class&equals;"column-6">2&period;02&percnt;<&sol;td><td class&equals;"column-7">24&period;99&percnt;<&sol;td><td class&equals;"column-8">-21&period;75&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-12">&NewLine;&Tab;<td class&equals;"column-1">K<&sol;td><td class&equals;"column-2">Kellogg Company<&sol;td><td class&equals;"column-3">15&period;75<&sol;td><td class&equals;"column-4">13&period;88<&sol;td><td class&equals;"column-5">3&period;37&percnt;<&sol;td><td class&equals;"column-6">3&period;50&percnt;<&sol;td><td class&equals;"column-7">15&period;66&percnt;<&sol;td><td class&equals;"column-8">-12&period;18&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-13">&NewLine;&Tab;<td class&equals;"column-1">WBA<&sol;td><td class&equals;"column-2">Walgreens Boots Alliance&comma; Inc&period;<&sol;td><td class&equals;"column-3">15&period;93<&sol;td><td class&equals;"column-4">9&period;82<&sol;td><td class&equals;"column-5">2&period;48&percnt;<&sol;td><td class&equals;"column-6">2&period;48&percnt;<&sol;td><td class&equals;"column-7">3&period;20&percnt;<&sol;td><td class&equals;"column-8">-24&period;27&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-14">&NewLine;&Tab;<td class&equals;"column-1">ADM<&sol;td><td class&equals;"column-2">Archer-Daniels-Midland Company<&sol;td><td class&equals;"column-3">15&period;97<&sol;td><td class&equals;"column-4">13&period;79<&sol;td><td class&equals;"column-5">2&period;86&percnt;<&sol;td><td class&equals;"column-6">2&period;92&percnt;<&sol;td><td class&equals;"column-7">15&period;44&percnt;<&sol;td><td class&equals;"column-8">-3&period;68&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-15">&NewLine;&Tab;<td class&equals;"column-1">CHD<&sol;td><td class&equals;"column-2">Church &amp&semi; Dwight Co&period;&comma; Inc&period;<&sol;td><td class&equals;"column-3">16&period;35<&sol;td><td class&equals;"column-4">19&period;43<&sol;td><td class&equals;"column-5">1&period;63&percnt;<&sol;td><td class&equals;"column-6">1&period;87&percnt;<&sol;td><td class&equals;"column-7">9&period;74&percnt;<&sol;td><td class&equals;"column-8">-12&period;48&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-16">&NewLine;&Tab;<td class&equals;"column-1">MKC<&sol;td><td class&equals;"column-2">McCormick &amp&semi; Company&comma; Incorporated<&sol;td><td class&equals;"column-3">16&period;66<&sol;td><td class&equals;"column-4">19&period;26<&sol;td><td class&equals;"column-5">1&period;87&percnt;<&sol;td><td class&equals;"column-6">1&period;94&percnt;<&sol;td><td class&equals;"column-7">14&period;61&percnt;<&sol;td><td class&equals;"column-8">-7&period;20&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-17">&NewLine;&Tab;<td class&equals;"column-1">CAG<&sol;td><td class&equals;"column-2">Conagra Brands&comma; Inc&period;<&sol;td><td class&equals;"column-3">17&period;49<&sol;td><td class&equals;"column-4">16&period;19<&sol;td><td class&equals;"column-5">2&period;26&percnt;<&sol;td><td class&equals;"column-6">2&period;30&percnt;<&sol;td><td class&equals;"column-7">16&period;32&percnt;<&sol;td><td class&equals;"column-8">-7&period;03&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-18">&NewLine;&Tab;<td class&equals;"column-1">STZ<&sol;td><td class&equals;"column-2">Constellation Brands&comma; Inc&period;<&sol;td><td class&equals;"column-3">18&period;77<&sol;td><td class&equals;"column-4">19&period;87<&sol;td><td class&equals;"column-5">0&period;96&percnt;<&sol;td><td class&equals;"column-6">1&period;30&percnt;<&sol;td><td class&equals;"column-7">23&period;04&percnt;<&sol;td><td class&equals;"column-8">-8&period;37&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-19">&NewLine;&Tab;<td class&equals;"column-1">HSY<&sol;td><td class&equals;"column-2">The Hershey Company<&sol;td><td class&equals;"column-3">19&period;46<&sol;td><td class&equals;"column-4">16&period;4<&sol;td><td class&equals;"column-5">2&period;82&percnt;<&sol;td><td class&equals;"column-6">2&period;84&percnt;<&sol;td><td class&equals;"column-7">3&period;29&percnt;<&sol;td><td class&equals;"column-8">-20&period;77&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-20">&NewLine;&Tab;<td class&equals;"column-1">PG<&sol;td><td class&equals;"column-2">The Procter &amp&semi; Gamble Company<&sol;td><td class&equals;"column-3">19&period;82<&sol;td><td class&equals;"column-4">16&period;62<&sol;td><td class&equals;"column-5">3&period;71&percnt;<&sol;td><td class&equals;"column-6">3&period;94&percnt;<&sol;td><td class&equals;"column-7">5&period;06&percnt;<&sol;td><td class&equals;"column-8">-21&period;51&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-21">&NewLine;&Tab;<td class&equals;"column-1">CLX<&sol;td><td class&equals;"column-2">The Clorox Company<&sol;td><td class&equals;"column-3">20&period;22<&sol;td><td class&equals;"column-4">19&period;18<&sol;td><td class&equals;"column-5">2&period;77&percnt;<&sol;td><td class&equals;"column-6">3&period;31&percnt;<&sol;td><td class&equals;"column-7">7&period;93&percnt;<&sol;td><td class&equals;"column-8">-18&period;50&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-22">&NewLine;&Tab;<td class&equals;"column-1">DPS<&sol;td><td class&equals;"column-2">Dr Pepper Snapple Group&comma; Inc&period;<&sol;td><td class&equals;"column-3">20&period;43<&sol;td><td class&equals;"column-4">21&period;73<&sol;td><td class&equals;"column-5">1&period;93&percnt;<&sol;td><td class&equals;"column-6">1&period;94&percnt;<&sol;td><td class&equals;"column-7">47&period;32&percnt;<&sol;td><td class&equals;"column-8">-4&period;97&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-23">&NewLine;&Tab;<td class&equals;"column-1">KMB<&sol;td><td class&equals;"column-2">Kimberly-Clark Corporation<&sol;td><td class&equals;"column-3">20&period;69<&sol;td><td class&equals;"column-4">14&period;47<&sol;td><td class&equals;"column-5">3&period;75&percnt;<&sol;td><td class&equals;"column-6">3&period;81&percnt;<&sol;td><td class&equals;"column-7">8&period;61&percnt;<&sol;td><td class&equals;"column-8">-21&period;47&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-24">&NewLine;&Tab;<td class&equals;"column-1">PM<&sol;td><td class&equals;"column-2">Philip Morris International Inc&period;<&sol;td><td class&equals;"column-3">20&period;71<&sol;td><td class&equals;"column-4">14<&sol;td><td class&equals;"column-5">5&period;17&percnt;<&sol;td><td class&equals;"column-6">5&period;29&percnt;<&sol;td><td class&equals;"column-7">1&period;18&percnt;<&sol;td><td class&equals;"column-8">-34&period;97&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-25">&NewLine;&Tab;<td class&equals;"column-1">MDLZ<&sol;td><td class&equals;"column-2">Mondelez International&comma; Inc&period;<&sol;td><td class&equals;"column-3">20&period;72<&sol;td><td class&equals;"column-4">14&period;82<&sol;td><td class&equals;"column-5">2&period;07&percnt;<&sol;td><td class&equals;"column-6">2&period;21&percnt;<&sol;td><td class&equals;"column-7">5&period;77&percnt;<&sol;td><td class&equals;"column-8">-16&period;20&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-26">&NewLine;&Tab;<td class&equals;"column-1">HRL<&sol;td><td class&equals;"column-2">Hormel Foods Corporation<&sol;td><td class&equals;"column-3">21&period;21<&sol;td><td class&equals;"column-4">18&period;58<&sol;td><td class&equals;"column-5">1&period;97&percnt;<&sol;td><td class&equals;"column-6">2&period;07&percnt;<&sol;td><td class&equals;"column-7">20&period;54&percnt;<&sol;td><td class&equals;"column-8">-5&period;63&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-27">&NewLine;&Tab;<td class&equals;"column-1">WMT<&sol;td><td class&equals;"column-2">Walmart Inc&period;<&sol;td><td class&equals;"column-3">25&period;14<&sol;td><td class&equals;"column-4">16&period;46<&sol;td><td class&equals;"column-5">2&period;46&percnt;<&sol;td><td class&equals;"column-6">2&period;40&percnt;<&sol;td><td class&equals;"column-7">12&period;76&percnt;<&sol;td><td class&equals;"column-8">-25&period;02&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-28">&NewLine;&Tab;<td class&equals;"column-1">CL<&sol;td><td class&equals;"column-2">Colgate-Palmolive Company<&sol;td><td class&equals;"column-3">27&period;02<&sol;td><td class&equals;"column-4">18&period;7<&sol;td><td class&equals;"column-5">2&period;56&percnt;<&sol;td><td class&equals;"column-6">2&period;68&percnt;<&sol;td><td class&equals;"column-7">4&period;03&percnt;<&sol;td><td class&equals;"column-8">-18&period;17&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-29">&NewLine;&Tab;<td class&equals;"column-1">SYY<&sol;td><td class&equals;"column-2">Sysco Corporation<&sol;td><td class&equals;"column-3">29&period;2<&sol;td><td class&equals;"column-4">18&period;68<&sol;td><td class&equals;"column-5">2&period;09&percnt;<&sol;td><td class&equals;"column-6">2&period;29&percnt;<&sol;td><td class&equals;"column-7">33&period;10&percnt;<&sol;td><td class&equals;"column-8">-0&period;58&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-30">&NewLine;&Tab;<td class&equals;"column-1">PEP<&sol;td><td class&equals;"column-2">PepsiCo&comma; Inc&period;<&sol;td><td class&equals;"column-3">29&period;49<&sol;td><td class&equals;"column-4">16&period;39<&sol;td><td class&equals;"column-5">3&period;21&percnt;<&sol;td><td class&equals;"column-6">3&period;73&percnt;<&sol;td><td class&equals;"column-7">4&period;55&percnt;<&sol;td><td class&equals;"column-8">-18&period;12&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-31">&NewLine;&Tab;<td class&equals;"column-1">COST<&sol;td><td class&equals;"column-2">Costco Wholesale Corporation<&sol;td><td class&equals;"column-3">29&period;57<&sol;td><td class&equals;"column-4">25&period;63<&sol;td><td class&equals;"column-5">1&period;01&percnt;<&sol;td><td class&equals;"column-6">1&period;14&percnt;<&sol;td><td class&equals;"column-7">32&period;24&percnt;<&sol;td><td class&equals;"column-8">-1&period;69&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-32">&NewLine;&Tab;<td class&equals;"column-1">MNST<&sol;td><td class&equals;"column-2">Monster Beverage Corporation<&sol;td><td class&equals;"column-3">34&period;97<&sol;td><td class&equals;"column-4">25&period;6<&sol;td><td class&equals;"column-5">-<&sol;td><td class&equals;"column-6">-<&sol;td><td class&equals;"column-7">4&period;31&percnt;<&sol;td><td class&equals;"column-8">-29&period;28&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-33">&NewLine;&Tab;<td class&equals;"column-1">BF-B<&sol;td><td class&equals;"column-2">Brown-Forman Corporation<&sol;td><td class&equals;"column-3">36&period;71<&sol;td><td class&equals;"column-4">31&period;03<&sol;td><td class&equals;"column-5">1&period;02&percnt;<&sol;td><td class&equals;"column-6">1&period;14&percnt;<&sol;td><td class&equals;"column-7">50&period;59&percnt;<&sol;td><td class&equals;"column-8">-4&period;68&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-34">&NewLine;&Tab;<td class&equals;"column-1">EL<&sol;td><td class&equals;"column-2">The Est&quest;e Lauder Companies Inc&period;<&sol;td><td class&equals;"column-3">52&period;55<&sol;td><td class&equals;"column-4">29&period;98<&sol;td><td class&equals;"column-5">0&period;93&percnt;<&sol;td><td class&equals;"column-6">1&period;02&percnt;<&sol;td><td class&equals;"column-7">62&period;43&percnt;<&sol;td><td class&equals;"column-8">-1&period;99&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-35">&NewLine;&Tab;<td class&equals;"column-1">KO<&sol;td><td class&equals;"column-2">The Coca-Cola Company<&sol;td><td class&equals;"column-3">145&period;21<&sol;td><td class&equals;"column-4">18&period;68<&sol;td><td class&equals;"column-5">3&period;50&percnt;<&sol;td><td class&equals;"column-6">3&period;50&percnt;<&sol;td><td class&equals;"column-7">2&period;29&percnt;<&sol;td><td class&equals;"column-8">-12&period;79&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<&sol;tbody>&NewLine;<&sol;table>&NewLine;<&excl;-- &num;tablepress-4 from cache -->&NewLine;<p>YahooFinanceより(5&sol;28終値)<&sol;p>&NewLine;<p>バフェット(バークシャー・ハサウェイ)の保有銘柄であるクラフト・ハインツ(KHC)が<br &sol;>&NewLine;P&sol;E 6&period;45倍、配当利回り4&period;29&percnt;と美味しい水準にきています。<&sol;p>&NewLine;<p>あまり話題に上がらない地味な銘柄タイソン・フーズ(TSN)もP&sol;E 9&period;15倍と割安感があります。<br &sol;>&NewLine;キャンベルスープ(CPB)はここ数年売上が下がっているのでスルーします。<&sol;p>&NewLine;<p>米国市場のタバコ銘柄アルトリア(MO)P&sol;E 10&period;48倍、配当利回り4&period;54&percnt;と魅力的に見えます。<br &sol;>&NewLine;タバコの未来があると思う人にはアリだと思うんですよね。<br &sol;>&NewLine;私はPMとBTIを保有しているのですが、MOも買って米国以外を対象としているPMを補完しようかと考えています。<&sol;p>&NewLine;<h2>生活必需品はおそらく割安である<&sol;h2>&NewLine;<p>あと何十年も競争力があり、持続的成長ができると思う企業があるのであれば<br &sol;>&NewLine;買えばいいと思います。自己責任で。<&sol;p>&NewLine;<p>私は、長期的には国債よりもリターンが得られると思うので買い増します。<br &sol;>&NewLine;早くボーナス入らないかな。<&sol;p>&NewLine;<p>頼んだよ。&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad3" id&equals;"quads-ad3" style&equals;"float&colon;none&semi;margin&colon;1px 0 1px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;

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