4. General Electric
通用電氣
The house that Jack built ended 2009 by selling a controlling stake in its NBC Universal entertainment unit to Comcast, a deal that valued the new entity at $37 billion. Investors largely shrugged off the deal, but as concerns over its finance unit begin to fade - and talk of a dividend increase start to heat up - GE stock lately has been on a tear. GE chief Jeffrey Immelt hopes to keep the momentum going. He"s investing $6 billion to develop new medical products and technologies, and is making big bets on green technologies, from fuel-efficient turbines to 'thin film' solar panels.
2009年年末,這家杰克?韋爾奇創(chuàng)辦的公司其下屬娛樂公司——NBC環(huán)球的控股權(quán)賣與康卡斯特公司,此項交易對新NBC環(huán)球的估值為370億美元。投資者普遍不看好這筆交易,但人們對其財務(wù)部門的擔心開始減少,轉(zhuǎn)而開始熱議其股利的增加——通用電氣的股票最近一直在猛漲。通用電氣首席執(zhí)行官杰弗雷?伊梅爾特希望這一勢頭能保持下去。他將投資60億美元,開發(fā)新的醫(yī)藥產(chǎn)品與技術(shù),并對環(huán)保技術(shù)耗以巨資,新產(chǎn)品有節(jié)油的渦輪機、“薄膜”太陽板,等等。
5. Bank of America Corp.
美國銀行集團
Say this about Bank of America chief Brian Moynihan: He certainly knows how to talk the talk. In his letter to shareholders, Moynihan went out of his way to thank U.S. taxpayers for making $45 billion in TARP funds available. He also described how he is working closely with 'policy leaders' on financial reform. Whether he can walk the walk - i.e., turn around BofA's fortunes - is another matter. While the company did repay its TARP loan in December, it is still sitting on billions of dollars of vulnerable residential and commercial mortgage debt - one reason the company spent 8,000 words discussing risk in its annual report.
可以這樣說美國銀行首席執(zhí)行官布萊恩?莫尼漢這個人:他很會說話。在給股東的信中,莫尼漢特地感謝美國納稅人,正是由于他們,美國銀行才獲得了450億美元的不良資產(chǎn)援助資金。他還說自己如今正在金融改革方面同“政策領(lǐng)導人”緊密合作。不過他是否能做好,比如轉(zhuǎn)變美國銀行的境遇,就是另外一回事了。雖然美國銀行的確在去年12月償還了援助資金,但是它仍然有數(shù)十億美元的高風險住房與商用房房貸,這也是為什么它要在年度報告中花8000字來討論風險了。
6. ConocoPhillips
康菲石油
When Warren Buffett said he was 'dead wrong' to invest in ConocoPhillips, Conoco chief James Mulva must have taken note. The Texas-based oil company - the nation's third largest - has been going to great lengths trying to shore up its balance sheet by selling assets, reducing debt, and reining in capital spending. In March, Conoco said it would sell half of its 20% stake in Lukoil, a move that could raise $5 billion. Other potential sales: the company's 9% stake in its oil sands venture Syncrude and its 50% ownership in the Flying J truck stop chain.
當沃倫?巴菲特說自己投資康菲石油是犯下“致命錯誤”時,康菲石油首席執(zhí)行官詹姆斯?馬爾瓦肯定是記在心頭。這家位于德克薩斯的公司是美國第三大石油公司,一直在通過變賣資產(chǎn),削減債務(wù),控制資本投入等方式,竭力提振其資產(chǎn)負債表。今年3月,康菲石油表示,將出售所持盧克石油公司20%股份中的一半,這可能會給它帶來50億美元的收益。還有可能出售:在沙油項目Syncrude中9%的股份,以及在卡車連鎖休息站飛J公司中50%的股份。