J
Justin Klein
@Justin Klein : 我方持有Toro公司股票，虽然目前股价下跌15%，但我们看好其长期发展前景。Toro公司是一家盈利能力很强的企业，拥有稳定的股息收益率和较低的负债率。其长期投资回报率很高，并且公司正在回购股票，这进一步增强了其投资价值。虽然目前股价估值略高于历史平均水平，但考虑到其盈利能力和财务状况，我们认为目前的股价被低估了。因此，我们建议长期持有Toro公司股票。
@Matt : 我持有Toro公司股票，大约占我投资组合的2%，目前亏损约15%。我想知道这支股票是否仍然值得长期持有，或者我是否应该卖出。
Deep Dive
A listener inquires about Toro Company (TTC), down 15% in their portfolio. The analysis reveals a consistently profitable company with a solid balance sheet, though valuation is above average. Despite the current downtrend, its long-term prospects are considered positive, suggesting holding the stock.
- Toro Company (TTC) manufactures turf maintenance and landscaping equipment.
- Consistent return on equity (26%), return on invested capital (16%).
- 5% free cash flow yield.
- Valuation at 16 times enterprise value to EBIT (historically higher).
- Recommendation: Hold at these levels for long-term investors.