美股選股指南：9支最值得買入的500強(qiáng)股票

3. 波音

美國(guó)500強(qiáng)排名：27

5年總回報(bào)率：147%

預(yù)計(jì)今年每股盈利增長(zhǎng)率：15.5%

股息率：2.5%

2015年預(yù)期市盈率：17.6倍

787“夢(mèng)想飛機(jī)”在測(cè)試中暴露出許多技術(shù)問(wèn)題，導(dǎo)致波音公司在該項(xiàng)目中損失了不少錢，因而波音的股票最近也在投資者中“失寵”了。不過(guò)能源價(jià)格下降推高了航空公司的利潤(rùn)，加上消費(fèi)者旅游的意愿也加強(qiáng)了，很可能會(huì)促使更多的航空公司更新他們的飛機(jī)。在今年的巴黎航展上，波音戰(zhàn)勝了它的老對(duì)手空客公司，拿下了價(jià)值186億美元的確認(rèn)訂單。（不過(guò)空客收獲了更多的“購(gòu)買承諾”，但承諾仍有落空的可能。）

摩根大通分析師對(duì)波音股票給出了“增持”的評(píng)級(jí)，理由是 “隨著787事件逐漸塵埃落定，凈現(xiàn)金流將有所改善；另外回購(gòu)和分紅也將有所提高；此外還有新飛機(jī)生產(chǎn)帶來(lái)的有利條件”。波音近期宣布了換帥計(jì)劃，公司老將丹尼斯·麥倫堡于7月1日取代吉姆·邁克納尼成為新任CEO。領(lǐng)導(dǎo)層變動(dòng)的消息一出，波音的股價(jià)稍有下跌，但在《財(cái)富》雜志主編艾倫·穆雷看來(lái)，這次換帥實(shí)際上“預(yù)示著公司的穩(wěn)定”。

3. Boeing

FORTUNE 500 RANK: 27

5-YEAR TOTAL RETURN: 147%

ESTIMATED EPS GROWTH THIS YEAR: 15.5%

DIVIDEND YIELD: 2.5%

ESTIMATED 2015 P/E: 17.6

Boeing BA -0.01% has lately fallen out of favor among investors as the aircraft manufacturer has been losing money on its production of 787 Dreamliner planes, which have experienced technical snafus during testing. But as cheap fuel costs pad the profits of airlines—and also incite consumers to travel more—they may very well lead more carriers to upgrade their planes. At the recent Paris Airshow, a major sales event for the airplane industry, Boeing bested its main competitor Airbus with $18.6 billion in confirmed orders for aircraft. (Airbus beat Boeing in terms of less definite “purchase commitments,” which can still fall through.)

JPMorgan analysts recently assigned Boeing an “overweight” rating, explaining that they expect “improving [free cash flow] as 787 cash burn falls, rising repurchases and dividends, and favorable conditions for new aircraft production.” Boeing announced earlier this week that it will replace its current CEO, Jim McNerney, with longtime executive Dennis Muilenburg on July 1. While Boeing’s shares fell slightly on the announcement of the leadership change, Fortune managing editor Alan Murray wrote that the transition actually “signals stability” at the company.