#83發表前一天，中鋼股價創新高，還原新高，真的很巧。其實20年來，儘管利率越來越低，台股越漲越高，仍是隨時都有高殖利率股可選，這是事實；然而我們也隨時都能聽到，有人因為存股而賠錢，起碼股利進帳、股價回不去，俗稱一場空。就連中鋼，也是一跌十餘年，到底為什麼？我認為的答案是：股利（分子）本身沒有問題，有問題的從來是股價，也就是分母。現金股利多還是少，要除以分母才有意義，當分母較高，殖利率便沒有甜頭，分母較低，散戶就興奮了。可是你想過嗎？股價為何偏低？為何掛牌到現在都沒有人看到它的好、把股價買上來？還讓你這隻菜雞輕鬆撿到一檔好股票？股價是資金預期未來成長的具體反映，短期或許是個搖擺無定的風向球，但長期仍是個還算準確的磅秤；可能有很多原因，導致個股一直享有高殖利率：成長極為受限，或者身處完全競爭市場，都有可能。如果不明白行業、公司本身的位置與實力高低，又不想在歷史高點套牢，那麼聽完這一集，建議你，也回頭聽聽我邀訪楊禮軒、李柏鋒、燈火、尼莫、麥克風，這幾位過來人的意見。---Instagram: ourmoneytalk粉絲團：bit.ly/2Y6Agql聯絡我：[email protected] Powered by Firstory Hosting
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