오른손의 좋은 세상만들기

그냥 웃지요. 그래도 관심있는 종목은 track해봐도 좋을듯.

내가 너희들 1년후에 결과를 추적해서 기자한테 보내주겠어. 고맙다고 보낼지 주~우~욱~고 싶냐고 보낼지.

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Wall Street may be stressing out, but that can create a window of opportunity for investors.

The stock market often takes a breather in the weeks leading up to earnings season, which kicks off April 8 with Alcoa (AA). Investors have anxieties until they start seeing the actual numbers.

Nervousness has mounted this week as investors brace for what could be the first year-over-year decline in profits since 2012 and worry about how expensive stocks have gotten.

But Goldman Sachs (GS) says now is the time to pounce, especially on American stocks laser-focused on returning cash to shareholders through buybacks and dividends.

"Buyback window closure is a window of opportunity for investors," Amanda Sneider, vice president of U.S. portfolio strategy at Goldman Sachs, wrote in a note to clients She's referring to the "blackout" period happening now where companies pause their share buyback programs ahead of earnings.

"Investors should view any market pressure as a buying opportunity," she wrote.

Related: 11 stocks hedge funds and mutual funds love now

Focus on the cash: The investment bank is urging investors to buy its total cash return basket of 50 U.S. stocks like Apple (AAPL, Tech30), CVS (CVS), DirecTV (DTV) and FedEx (FDX) that have fat dividends and lucrative repurchase plans.

Dividends and buybacks are known as shareholder-friendly moves because they essentially reward investors for doing nothing other than simply holding onto the shares.

With companies sitting on more cash than ever before, it seems reasonable to bet more of these moves will be unveiled this earnings season. Goldman expects buybacks to increase 18% to $604 billion and dividends to grow 7% this year.

Related: American cash is flooding into European stocks

Despite recent turbulence, Goldman's crystal ball is still forecasting the S&P 500 will rise to 2,150 by midyear (it's currently around 2,060). That means it would have to bounce about 4% from current levels. But not all stocks will enjoy the same rally.

"We believe stocks with high total cash returns will outperform as S&P 500 firms grow buybacks and dividends," Sneider wrote.

The stocks in Goldman's total cash return basket offer double the cash yield of the median S&P stock and are an average of 13% cheaper.

Here are 19 selected stocks in Goldman's total cash return basket:

1. Abbott Labs (ABT)

2. Anthem (ANTM)

3. Apple (AAPL, Tech30)

4. CBS (CBS)

5. Cigna (CI)

6. CVS (CVS)

7. DirecTv (DTV)

8. Express Scripts (ESRX)

9. FedEx (FDX)

10. Halliburton (HAL)

11. Illinois Tool Works (ITW)

12. Kroger (KR)

13. LyondellBasell (LYB)

14. Mondelez (MDLZ)

15. Northrop Grumman (NOC)

16. Pfizer (PFE)

17. Phillips 66 (PSX)

18. Time Warner (TWX) (owner of CNNMoney)

19. Travelers (TRV)

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Nasdaq이 2000년 버블붕괴이후 15년이 지나서야 그때 수준으로 돌아갔다는 뉴스가 있었습니다. 다시는 못갈거라고 했는데 15년은 걸리네요.

우리회사는 어떨까해서 찾아봤더니 역시나 잘나가는 회사답게 회복한지 오래됐고 그 위치에 오래 머물고 있네요.

주요 회사가 다 그런가 해서 Intel을 찾아보니, 헉 역시나 그때 인텔은 엄청난 돈벼락을 맞았었네요.

Apple은 어떨까 했더니, 애플은 닷컴 버블을 그당시에 못 누렸네요. 엄청나게 뒷심이 좋네요.

2000년에 Top 10 회사 list입니다. 500B에 넘거가 근접한 회사가 3개나 있었네요. 지금 inflation을 고려해서 계산하면 얼마나 될까요.

그래서 심심해서 Apple과 GE/INTC를 2005년부터 비교해봤더니 지금도 그런데 2000년 부터 비교하면 의미가 없어지더란. 어쨌든 Apple 2005년에 샀으면 와~