Louisiana-Pacific股票討論區

$Louisiana-Pacific(LPX.US)$ 🎯 2024.4.2 當前價格81.89，持倉浮盈34%
新增數據：23Q4，營收萎縮6.7%，營業利潤受毛利率大幅提升影響大增57.6%，淨利潤增長8.4倍。
2023年營收萎縮33%，營業利潤受毛利率大幅下滑影響萎縮72.9%，淨利潤萎縮83.6%。
資產負債率從39%下降到36.1%，資產端現金減少，應收和存貨增加不過比例依然很低，固定資產有所增加，負債端有息負債變化不大。
現金流經營淨額低於投資淨額，是近5年來唯一一次。
目前市盈率33.1，股息率1.2%，5年平均淨利6.3億對應市盈率爲9.3，估值在合理區間，沒有調整必要。

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 $德州儀器(TXN.US)$ , $可口可樂(KO.US)$ , $美國鋼鐵(X.US)$ , $Louisiana-Pacific(LPX.US)$ & $應用材料(AMAT.US)$ .
Yes you read that right.
A US Senator has leveraged positions over companies they legislate.

$Louisiana-Pacific(LPX.US)$🎯 2023.8.3 當前價格67，持倉浮盈7%，距離買入已經12個月，達到復盤標準
新增數據：2022後3季度及全年，2023前兩季度
2022年營收萎縮1.6%，營業利潤受成本和費用大幅增長影響下滑28.8%，淨利潤受2億的停止經營利潤影響僅下滑21.1%。利息收入400萬，沒有利息負擔。
2023前兩季度營收下滑48%，營業利潤下滑94%，淨利潤幾乎歸0。
資產負債表顯示長期借款3.77億，佔14.18億淨資產的26.6%，槓桿率不高。近幾年股本一直在快速減少，對每股收益有促進作用。
5年來現金流經營淨額大幅高於投資淨額，股東盈餘很多。
目前市盈率4.8，市盈率TTM已經飆升到18.9，如果按5年平均淨利6.7億計算，市盈率爲7.2，但是2022年上半年的利潤明顯遠低於2017年的水平，這會進一步拉低平均利潤進而提高市盈率，目前來看估值略高，但考慮到資產負債表非常健康，倉位也不重，目前沒有調整必要。

$Louisiana-Pacific(LPX.US)$ 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. 
$巴菲特持倉(BK2999.US)$$伯克希爾-A(BRK.A.US)$$伯克希爾-B(BRK.B.US)$$蘋果(AAPL.US)$$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:
$蘋果(AAPL.US)$ -  by 333,856 shares to 895.136 million Apple shares.
$派拉蒙環球-B(PARA.US)$ -  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.
$雪佛龍(CVX.US)$ - from 164.4 million to 163.0 million shares.
$动视暴雪(ATVI.US)$ - f...