Louisiana-Pacific股票讨论区

$Louisiana-Pacific(LPX.US)$ 🎯 2024.4.2 当前价格81.89，持仓浮盈34%
新增数据：23Q4，营收萎缩6.7%，营业利润受毛利率大幅提升影响大增57.6%，净利润增长8.4倍。
2023年营收萎缩33%，营业利润受毛利率大幅下滑影响萎缩72.9%，净利润萎缩83.6%。
资产负债率从39%下降到36.1%，资产端现金减少，应收和存货增加不过比例依然很低，固定资产有所增加，负债端有息负债变化不大。
现金流经营净额低于投资净额，是近5年来唯一一次。
目前市盈率33.1，股息率1.2%，5年平均净利6.3亿对应市盈率为9.3，估值在合理区间，没有调整必要。

Senator Tommy Tuberville bought puts against Elon Musk's Tesla in November.
He bought $50k in $特斯拉(TSLA.US)$ $190 puts expiring 12/15/2023.
He also got options in $德州仪器(TXN.US)$ , $可口可乐(KO.US)$ , $美国钢铁(X.US)$ , $Louisiana-Pacific(LPX.US)$ & $应用材料(AMAT.US)$ .
Yes you read that right.
A US Senator has leveraged positions over companies they legislate.

$Louisiana-Pacific(LPX.US)$🎯 2023.8.3 当前价格67，持仓浮盈7%，距离买入已经12个月，达到复盘标准
新增数据：2022后3季度及全年，2023前两季度
2022年营收萎缩1.6%，营业利润受成本和费用大幅增长影响下滑28.8%，净利润受2亿的停止经营利润影响仅下滑21.1%。利息收入400万，没有利息负担。
2023前两季度营收下滑48%，营业利润下滑94%，净利润几乎归0。
资产负债表显示长期借款3.77亿，占14.18亿净资产的26.6%，杠杆率不高。近几年股本一直在快速减少，对每股收益有促进作用。
5年来现金流经营净额大幅高于投资净额，股东盈余很多。
目前市盈率4.8，市盈率TTM已经飙升到18.9，如果按5年平均净利6.7亿计算，市盈率为7.2，但是2022年上半年的利润明显远低于2017年的水平，这会进一步拉低平均利润进而提高市盈率，目前来看估值略高，但考虑到资产负债表非常健康，仓位也不重，目前没有调整必要。

$Louisiana-Pacific(LPX.US)$ might be good buy. hurricane season here

People frequently study Buffett's investment in Apple, but would do well to study his lesser known holdings, whether that's Restoration Hardware, Floor and Decor, or Louisiana-Pacific. 
$巴菲特持仓(BK2999.US)$$伯克希尔-A(BRK.A.US)$$伯克希尔-B(BRK.B.US)$$苹果(AAPL.US)$$Restoration Hardware(RH.US)$$Louisiana-Pacific(LPX.US)$

With existing-home sales falling for the 12th consecutive month in January, Buffet’s recent purchase of 1.25 million shares of Louisiana-Pacific Corp $Louisiana-Pacific(LPX.US)$suggests he believes the housing market has finally bottomed out.
Berkshire’s latest SEC filing shows it now owns 7 million shares, worth $417.1 million, in Louisiana-Pacific, a homebuilding solutions company.,
Berkshire’s 7% stake in Louisiana-Pacific suggests tha...

The positions added to, were:
$苹果(AAPL.US)$ -  by 333,856 shares to 895.136 million Apple shares.
$派拉蒙环球-B(PARA.US)$ -  by 2.421 million shares to 93.637 million shares.
$Louisiana-Pacific(LPX.US)$ - by 1.249 million shares to 7.044 million shares.
Berkshire scaled back in eight positions. Here are four of them.
$雪佛龙(CVX.US)$ - from 164.4 million to 163.0 million shares.
$动视暴雪(ATVI.US)$ - f...