We know that the king of speculation Livermore is the originator of the leading war method, he said: if you do not make money on the leading stocks, then do not expect to make money in the stock market, you should use your energy in the study of leading stocks.
The reason why he became the king of speculation, to be able to rise again several times, and his adherence to the leading war method is not unrelated.
Let's talk again about what Warren Buffett's method of warfare is.
It's still the leading method!
Only he bought the industry's leading, but also very stable, just need time to wait! When you look at the stocks he buys, they are all leaders in their industries, no junk!
The leading stocks are the ones that have certain advantages over the ordinary stocks, there are three best, the strongest trend, the safest stock, the biggest capital, etc. This is where other stocks can not be compared with the leading stocks, and also where investors are smart to choose to buy the leading stocks.
Ganfeng lithium (002460)
Intensive resumption of work period, the enterprise replenishment! The price of metal products will increase the company's performance, 5 small metal segments 8 stocks ushered in the opportunity to grasp the new energy main line. The company's financial position is excellent, nearly three years of operating income steadily increased, net profit high growth, three quarters of operating income and net profit to maintain good momentum. Outside, the company's profitability is strong, ROE in the peer upstream level. The current PE is 63.7, which is in the normal valuation range of history, compared with the valuation of other companies in the peer group.
Huayou Cobalt (603799)
The company is a global leader in new energy lithium-ion materials, the industrial layout continues to improve, the brokerage firms to give the buy "rating the company's financial position is excellent, the last three years, operating income rose rapidly, net profit increased slightly, three-quarter operating income and net profit Maintain good momentum. In addition, the company's profitability is strong, ROE in the peer upstream level.
KeliYuan (600478)
KeliYuan is in the electronics manufacturing industry. The company's financial situation is good, nearly three years of operating income steadily increased, staring at the quarter to maintain good momentum, the performance began to release, year-on-year rise. In addition, the company's operating capacity is strong. The current PE of 76.3, in the history of normal valuation range, compared with the peer group of other companies with higher valuation.
CARBON GENERAL TECHNOLOGY (603133)
5G accelerates the development of the cell phone thermal conductivity market ushered in the opportunity! The company's position in the industry is solid, the graphite heat dissipation material market, continue to invest in research and development, extend the industrial chain layout.
Golden Macro Gas (688106)
The company is a leading domestic specialty gases, leading technology, excellent resources, fund-raising to strengthen the capacity of the level of R & D, while the domestic policy to actively support the development of the industry, specialty gases, the trend of domestic substitution, the company's financial situation is normal, in the past three years, operating income and net profit have been growing steadily, the three quarter operating income to maintain a good momentum. Three-quarter operating income to maintain good momentum. However, the company's three-quarter net profit short-term decline, alert to the risk of inflection point. The current PE is 74.3, which is in the historical high valuation range, compared with the valuation of other companies in the peer group.
Minmetals Rare Earths (000831)
Intensive resumption of work, the enterprise to replenish inventory! Metal product prices will thicken the company's performance, 5 small metal segments 8 stocks ushered in the opportunity, the king analysts recommend grasping the new energy line of the company's financial position, nearly three years of operating income and net profit are explosive growth, three quarter operating income to maintain a good momentum. The current PE is 114.8, in the history of the normal valuation range, compared with other companies in the peer valuation is higher.
Hengdian Dongmag (002056)
This domestic magnetic leading magnetic business industry-leading market share against the trend of increase in the photovoltaic business continues to improve the expansion of the production landed a new 140 million profit, the first three quarters of the results of substantial growth in excess of the expected year is expected to exceed the expected growth, the company's financial position is good, the last three years, operating income and net profit have been steadily increasing, and maintain a good momentum. Steady increase, and maintain good momentum. In addition, the company's profitability is strong, ROE in the peer upstream level.
De Fang Nano (300769)
This new energy battery materials leader to benefit from the industry's head of concentration and demand rebound, the depth of binding Ningde Times and other large customers, technology and cost advantage is obvious, blocking analysts for the first time to cover the given "buy" rating, the target price is higher than the current price of 22%! The company's financial situation is excellent, nearly two years operating income experienced explosive growth, staring quarter to maintain good momentum, performance began to release, year-on-year rise. Outside, the company's profitability is strong, high cost of sales control ability.
Fir shares (600884)
Fir shares belong to the other electronics industry, revenue and net profit scale of the industry leader. The company's financial situation is excellent, the last three years, operating income and net profit are rising, and maintain a good momentum. In addition, the company's profitability is strong, ROE in the peer upstream level.
Shida Shenghua (603026)
Shida Shenghua belongs to the chemical products industry. The company's financial position is excellent, operating income in the past three years, a small increase in profits experienced explosive growth, operating income and net profit in the third quarter to maintain good momentum. In addition, the company's profitability is also located in the peer leading level.
Enjie shares (002812)
The *** vibration in and out of the country to drive the industry boom upward, the market share for many years the country's first lithium-ion diaphragm leader, the Q3 performance ring significantly higher than the orders of overseas customers to put a significant, four quarters and next year will bring sustained high growth in performance, high level of water table, the participation of the Ningde era in the fixed-price increase Expansion of production, in the company raised the target price of the company's excellent financial position, the last three years, operating income rose rapidly, profits experienced explosive growth, operating income and net profit in the third quarter to maintain good momentum. In addition, the company's profitability is excellent, located in the peer leading level. The current PE of 101.0, in the history of normal valuation range, compared with other companies in the peer group valuation is higher.
Sticky (300806)
This electronic adhesive materials leading performance compound growth rate of 38% in the past four years, the product has entered the Apple + Samsung + Huawei supply chain, profitability continues to increase, ROE kills peers, the company's financial situation is excellent, the past two years of steady growth in operating income, the three quarters to maintain the momentum, the net profit rose rapidly. In the past two years, net profit rose at a high rate.
Desai Battery (000049)
This Apple core supplier, planning to integrate the world - stream of lithium battery service providers, to become the world's largest 3C battery packaging enterprise, iPhone13 strong cycle is expected to drive the company's performance growth, target price is higher than the current price of 53% of the company's financial condition, the last three years. Operating income increased slightly in the past three years, net profit growth in the past three years, staring quarter to maintain good momentum. In addition, the company's profitability is strong, high cost control.
Jiangte Electrical (002176)
Jiangte Electrical is a leading motor industry. The company's financial situation is normal, the third quarter operating income has risen, performance began to release, year-on-year increase. However, the company's debt ratio peer high, short-term solvency poor, pay attention to liquidity risk. The current PE is 140.8, in the normal valuation range of history, compared with other companies in the peer group valuation is higher.
Desai Xihui (002920)
The company is the pilot of automatic driving in China, intelligent driving and cockpit Qiqi force, Q3 revenue is significantly better than the industry, quickly seize the high-price quality of the domain controller market, is expected to enter the acceleration of the landing period in 2022, brokerage firms to give "buy" rating the company's financial situation is excellent. "Rating the company's financial position is excellent, in recent three years, operating income and net profit are steadily increasing, and maintain good momentum. In addition, the company's profitability is strong, ROE in the peer upstream level. The current PE is 116.6, which is in the historical high valuation range, compared with the valuation of other companies in the peer group.
Junsheng Electronics (600699)
The world's leading supplier of automotive safety systems, 20Q3 performance improved significantly, ushered in the upward inflection point, the automotive electronics business future rapid growth can be expected, strategic layout of the field of LIDAR, encoding the quality of automotive intelligent race track, bound to the leading emerging car companies, the target price of 26% above the current price of the company's excellent financial condition. The company's financial position is excellent, the past three years operating income increased slightly, the past three years net profit increased steadily, the third quarter to maintain good momentum. In addition, the company's operating capacity is strong.
Top Group (601689)
This multi-category parts and components track of the excellent players, tied to Tesla and the new car-making forces, will meet the performance and valuation of the Davis double whammy, Q4 performance year-on-year increase in expansion, the annual profit of the expected growth of the leading industry, 2021 will meet high growth, the company has a good financial position, the company's net profit has grown steadily in recent three years, the company has a good financial position, the company has a good financial position, the company's net profit has grown steadily in recent three years, the company has a good financial position, the company has a good financial position. The company's financial position is good, nearly three years of steady growth in operating income, profit growth, three quarters of operating income and net profit to maintain a good momentum. In addition, the company's profitability is strong, high financial cost control ability.
Huahong Technology (002645)
Automobile dismantling and rare collection of double leading! The overall valuation of the company is located in the history of 20% quartile below, the industry high boom under the growth of the existence of the expected difference, the company's business situation is excellent, the last three years, operating income exploded up, net profit high speed, three quarter operating income and net profit to maintain the food good momentum. In addition, the company's profitability is strong, high cost of sales control ability.
Changan Automobile (000625)
The company is the leading domestic independent automobile brand, July sales better than the industry, the first new energy vehicle will be released in the second half of the year, the product high-end, electric, intelligent rise, valuation switching in the near future. The company's financial position is good, nearly three years of steady growth in operating income, staring at the quarter to maintain good momentum, reflecting profit, but the net profit growth trend has not yet formed. In addition, the company's profitability is strong, bribery cost control is high.
Yingjie Electric (300820)
Yingjie Electric belongs to the power equipment industry. The company's financial situation is good, in recent years, operating income and profit are explosive growth, and maintain a good momentum. In addition, the company's profitability is strong, product cost control is high, bargaining power.
Qianyuan Power (002039)
Qianyuan Power belongs to the power industry. The company's financial situation is good, the last three years, operating income and net profit have increased slightly. In addition, the company's operating capacity is strong.
Lin Yang Energy (601222)
Lin Yang Energy belongs to the electrical automation equipment industry. The company's financial situation is normal, in the past three years, operating income grew steadily, net profit increased slightly. However, the company's three-quarter operating income and net profit short-term decline, alert to the risk of inflection point.
GuoDianNanRui (600406)
GuoDianNanRui electrical automation equipment industry leader, revenue and profit scale of the industry leader. The company's financial situation is good, the last three years, operating income and net profit have been steadily increasing, maintain a good momentum. In addition, the company's strong profitability, high financial cost control. The current PE is 41.8, in the historical high valuation range, compared with the peer group of other companies value medium.
Xiamen Port (000905)
Xiamen Port belongs to the port industry, revenue scale industry leader. The company's financial situation is normal, nearly three years of steady growth in operating income, net profit explosive growth, three quarters of operating income and net profit to maintain a good momentum.
TBEA (600089)
TBEA is the leading high and low voltage equipment industry, revenue and net profit scale industry. The company's financial situation is excellent, the last three years, operating income steadily increased, net profit increased rapidly, the third quarter operating income and net profit to maintain a good momentum. In addition, the company's profitability is excellent, located in the peer leading level.
JingAo Technology (002459)
JingAo Technology is a power equipment industry. The company's financial situation is normal, nearly three years of operating income and net profit are explosive rise. However, the company's three-quarter operating income and net profit growth slowed down. The current PE of 97.8, in the history of normal valuation range, compared with the peer group of other companies valuation medium.
LONGi (601012)
The photovoltaic leader continues to consolidate its position, production capacity continues to expand, the cost of rapidly declining, the ability to continue to thicken the demand side is about to usher in the improvement of the king's analysts to maintain a "strong push" rating, target price of 35% above the current price of the company's financial position. Higher than the current price of 35% of the company's financial position is good, nearly three years of explosive rise in operating income, Wang quarter to maintain good momentum, nearly three years of high-speed improvement in net profit. In addition, the company's profitability is strong, high financial cost control.
Tong Wei shares (600438)
The company's domestic photovoltaic polysilicon material and cell double leading, the cost of the control of the industry's first-class, this and next year silicon prices are expected to remain high, the company's performance will usher in a high increase in the company's business status is excellent, the last three years of operating income and net profit have risen rapidly, and maintain a good momentum. In addition, the company's profitability is excellent. In addition, the company's profitability is excellent, located in the peer leading level.
JINGSHENG MACHINERY AND ELECTRICAL (300316)
The company's leading domestic crystal growth and intelligent processing equipment manufacturing enterprises, benefiting from the shape of the industry continues to be a high boom, the order of the performance of the maintenance of high growth, at the same time, SiC equipment, gemstone materials, business development potential, the target price is higher than the current price of 12% of the company's financial position, the company's financial position is good, and maintains good momentum. In the past three years, operating income and net profit are rising at a high rate, and maintain a good momentum. In addition, the company's profitability is excellent, located in the peer leading level.
Goldwind Technology (002202)
The company's wind power host leader, 21H1 net profit rose 45% year-on-year, Li Nengxun significant increase in the large-scale unit significantly boosted gross profit margins, after the service market is expected to open up the performance of another point of growth, the company's financial situation is excellent, the last three years of high-speed increase in operating income, the last three years. Net profit increased slightly, the third quarter to maintain good momentum. In addition, the company's profitability is strong, bribery cost control is high.
ZiGuang GuoHui (002049)
Industrial mergers and acquisitions stacked domestic substitution, Internet of Things + equipment information technology to support, the chip design leader to meet the golden period of development, the previous year's performance growth of more than 60% + , the future is expected to further outbreak of the company's financial position is excellent, the last three years, the speed of operating income rose, profit explosive growth, three-quarter operating income and net profit remained at a high level, the company has a good reputation for the quality of its products. Three quarter operating income and net profit to maintain good momentum. In addition, the company's profitability is excellent, located in the leading level of the peer group.
Weir shares (603501)
The company is a car CIS leader, to car CIS.VR/AR is expected to take over the cell phone CIS to form a long second pole, at the same time the company's car business is expected to be extended from the CIS to the display of analog and other fields, continue to enrich the company's performance company's financial situation is excellent, the last three years. Operating income rose rapidly, net profit rose explosively. In addition, the company's profitability is strong, ROE in the peer upstream level.
Starr semi-conductor (603290)
2019Q4 doubled the growth rate of non-net profit! This domestic IGBT leader, new energy + frequency conversion to promote the company's performance growth, the future of the company fully benefited from the outbreak of demand + cost technology advantage, blocking analysts to give a target price higher than the current price of 13% of the company's business status is excellent, nearly - years of operating income and the system run are explosive growth, and to maintain a good momentum. In addition, the company's profitability is strong, ROE in the peer upstream level. The current PE is 217.3, which is in the normal valuation range of history, compared with the valuation of other companies in the peer group.
Silan Micro (600460)
The company's Q3 results are in line with expectations, product high-end leap in the future can be expected, the company's financial situation is excellent, the last three years, operating income rose, net profit explosive rise in three quarters of operating income and profits to maintain a good momentum.
Original is not easy, thank you for the praise and attention, part of the official data from the network of public data, the content only on behalf of personal views, does not constitute any investment guidance, the stock market is risky, investment need to be cautious!