Which have long-term investment value of the stock?

Since the beginning of the end of October, I mentioned that "a small number of stocks with long-term investments (rather should be" speculative ") values," has many friends know, but it was still a recent letter from the inquiry, which is in the end? The answer is: investment-related stocks. The State Council yesterday released dozens of stimulating domestic demand measures to further strengthen the investment value of the plate (in the stock market last Friday when a sudden drop in the state by large one-up, that is, "foresee" in the operation, they will always be the stock market The Invincible General). Short positions can be concerned about this information. In fact, I already expressed in articles, for example, the Government of railways and roads to increase the investment, many investors have an implicit understanding. Promote economic development Troika: consumption, investment and exports. China's distribution of wealth to tilt the government and enterprises, plus the widening gap between rich and poor (20% of the population possesses 80 percent of bank deposits), real consumption as the main money people (the consumption of the rich has been fully released), the stock market Was robbed, domestic demand is difficult to pull together; by the time the debt crisis, China's export growth declined, Obama came to power, at least initially, would limit Chinese exports, which means that the pessimistic outlook for exports. To maintain economic growth, the four road options: First, lower housing prices, high housing prices have been swallowed up by the release of the purchasing power. Second, establish and perfect the system of social security system so that people dare to spend. Third, the Government pay, cost-saving; large-scale tax cuts; to increase the income of ordinary people. Fourth, the government has increased investment, especially in the protection of investment in housing construction. The four at the same time, if so, China's economy will be able to quickly turn for the better. However, there can be no more such cases. Now analysis: Article I: Local Government and the developers have the same sexual interests, the Government can not save the market will be very difficult, where it will be down to the sense of housing prices? Government to be more willing to maintain the current high prices. Results: Government to give up, the volume of housing continued to slump. The second: a longer time-consuming, and the Government of the need to be stabilized quickly. In addition, the Government may want to. Results: The government will take a number of stimulating domestic demand, but more of a performance-based, is not fundamental, so the effect is limited. Third: the government's self-interest involved. Results: Government to give up. Article IV: increased investment, governments at all levels has always been a favorite not only an immediate impact, and project bidding process along with the opportunity to trade power for money, but also by officials like. Results: The investment to become the only option for the Government. Of course, such a major investment reflects the interests of the government. In fact, if a large-scale construction of low-cost Housing and affordable housing, economic development, the effect can be much better, can promote economic, but also to alleviate the people's housing concerns, do both. As a result, the Government has been on the railway 2,000,000,000,000 investment of Highway 5 trillion of investment. At the local level, you have to invest in the next few years ahead of schedule to do so now. In order to invest in large-scale government will issue treasury bonds, it is estimated that in 2009 the national debt will be more than 1,000,000,000,000 yuan. Can be expected: in times past, before the debt crisis, government investment will be the main theme. Government and investment-related (to long-term investment value of the size of the order): cement, concrete, steel (according to railway and highway-related selection of listed companies), construction machinery, such as the first choice, construction companies, engineering construction at the election (because of our construction category Lower corporate profits, even if the work was more successful, the proceeds may impressive). In addition, the resources oversold stocks also cause for concern (for example: the demand for cement and steel may be increased if the corresponding increase in coal demand). The election of its attention to the stock fundamentals and the sustainability of earnings, there can not be speculation, and other topics (Chinese shares can only be speculation forever), the pre-fallen too far and the good fundamentals of the stock can focus on. Jincang attention to the pace and the opportunity must not be blindly chasing. Even positive subjects, vested interests will continue to shuffle through, the shock following the looting of individual investors in order to maximize the pursuit of self-interest. In this regard, the current market investors should be aware of. In addition, the plate has a value of the investment does not mean that all the plates have a stock value of the investment, I am referring to "a small number of stocks." This requires investors to grasp. On the whole, the investment-related stocks at this stage is relatively safe. As the Chinese government's investment in the world is difficult to find a second similar case, the increased investment means that I have to judge a previous amendment in the future, China's stock market and the U.S. stock market will be separated out of the relative independence of the form, At the very least, reflected in the investment-related plate or so. The stock has nothing to do with investment in particular, there is pressure on the size of the sell-off of non-stock, as far as possible to avoid some of non Size positions cost less than 1 dime, 2 yuan to sell more than 19 times the profits, not to mention the 5 yuan, 8 The location of the yuan? Therefore, they have a chance to before fleeing. This is a constraint in China's stock market rebound effort of the important reasons. So: not only because of a cheap stock to buy it, but because it was bought up, because China's stock market can only be speculative ah! On the whole, I think, compared to domestic demand and exports (China's economic dependence on foreign high), investment-led forces continue to be limited, and government investment will further increase private investment in the compressed space, private investment can never be like Government investment in the competition, the most efficient private investment will be inhibited partially offset by the positive role of government investment. In addition, if the size of the non-problem is not solved, the real economy can not simply warming, it is still difficult for China's stock market out of the mire. Individual plates to be able to better does not mean that the overall good. On the whole, remains pessimistic about the prospects (in 2009 the risk of uncertainty, in particular large). Experienced a rebound, particularly in large-level rebound should Jiancang, such as kinetic energy fell after the release of the full purchase amount, to follow the rhythm of the market operation. This is a little experience, not as a basis for the transaction. Another: "The debt crisis meeting to change the world" (initial), about Nov. 20 all finished, than the original plan to postpone the time for half a month to add more sound and, at the same time to delete a lot of text, and strive to do To refining. (In 2008 the night of Nov. 9) By-laws: stimulating domestic demand, the State Council, the ten measures Xinhua News Agency, Beijing, November 9 - Premier Wen Jiabao chaired a State Council on the 5th executive meeting to study the deployment of further expanding domestic demand to promote stable and rapid economic growth. ... ... The meeting decided to further expand the current domestic demand and economic growth of ten measures. The first is to speed up construction of housing security. Increase support for building low-cost housing, squatter settlements speed up the transformation of nomads to settle in the implementation of the project, the repair of dangerous buildings in rural areas to expand the pilot. Second, to speed up infrastructure construction in rural areas. Marsh gas in rural areas increased, the safety of drinking water projects and rural highway construction, and improve the rural power network, such as South-North Water Transfer speed up the construction of major water conservancy projects and to reinforce dangerous reservoirs, strengthening the large-scale irrigation area. To increase poverty alleviation and development efforts. Third, speed up the railways, highways and airports and other major infrastructure. Focused on building a number of passenger lanes, Coal and Western Corridor rail line, improve the highway network, arranged in the central and western trunk line airport and airport construction, urban power grids. The fourth is to speed up health, culture and education development. The grass-roots level to strengthen the medical and health service system to help speed up the transformation of the rural junior high school, the central and western regions to promote special education schools and cultural construction of an integrated township. Fifth, to enhance the ecological environment. To speed up urban sewage and garbage treatment facilities and key water pollution control, focus on strengthening the protection forest and natural forest resources protection project in support of key energy-saving emission reduction projects. Sixth, speed up innovation and structural adjustment. Support the construction of high-tech industry and industrial technology, to support the development of the service industry. Seven is the earthquake-stricken areas to speed up reconstruction work. Eight is to improve the income of urban and rural residents. Next year to raise the minimum grain purchasing prices and improve the comprehensive agricultural subsidies, subsidies for seeds, agricultural subsidies, standards, and increase their income. To improve low-income groups, such as social security treatment target levels, in urban and rural low subsidies continue to increase the level of basic pensions of retirees entitled groups and subsistence allowances standard. Nine in all areas, the full implementation of all the industry value-added tax reform and restructuring to encourage technological upgrading of enterprises, reduce the burden on enterprises 120,000,000,000 yuan. Is the tenth increase the economic growth of the financial support. The lifting of commercial restrictions on the size of bank credit, a reasonable scale of credit expansion and increase its focus on engineering, the "three rural", small and medium enterprises and technological transformation, mergers and acquisitions of credit support, targeted training and consolidation of consumer credit growth. Preliminary estimated that the implementation of the project, by the end of 2010 to about 4 trillion yuan of investment. In order to speed up the construction progress, the meeting decided that the increase in the first quarter of this year, four arrangements of the Central 100,000,000,000 yuan of investment, next year ahead of time post-disaster reconstruction fund 200 billion, and the local community to promote investment, the size of the total reached 400,000,000,000 yuan.