20080703 Please recommend stocks for long-term investment

For long-term investment (concentrated investment), I would choose the following companies. It seems that some stock prices are attractive now, and when others are desperate and pessimistic, it may be a good opportunity to enter the market. I don't expect to make money in the next month or two, and I don't want to be swayed by market noise. Booms and busts will always happen in cycles. I believe that if you insist on holding the best and most promising companies, you will definitely get the best returns (the following is for reference only, and the reasons are difficult to explain in a few sentences) 20080703.

Extractive industry: 601088 China Shenhua (energy but I think we can expect it, below 26)

Food and beverage: 000869 Changyu A|B (A below 55, B can consider the current price), 600519 Kweichow Moutai (below 130)

Bank: 600016 Minsheng Bank (current price), 600036 China Merchants Bank (current price)

Real estate: 000002 Vanke A|B (below 8), 000069 OCT A (Below 10)

Insurance: 601628 China Life (near 20)

Construction: 600583 Offshore Oil Engineering (below 18)

Medicine: 000538 Yunnan Baiyao (under 24), 600276 Hengrui Pharmaceutical (under 24)

Chemical industry: 000792 Salt Lake Potash Fertilizer (under 50), 600309 Yantai Wanhua (under 18)

Tourism: 600054 Huangshan Tourism A|B (near A8, current price of B)

Non-ferrous: 600111 steel-clad rare earths (rare earths in the United States are sealed, almost all are imported, and the price is less than 10 yuan)

The above is what I think For core stocks (generally large cyclical industries), everyone has different allocation ratios for different industries. I believe that finance (banking, real estate, insurance), medicine, food and beverages can achieve rapid development in the future, which is also the focus of my investment. For some basic industries, industries with large expenditures and no special concepts, or industries with low certainty and concept, are not selected. Of course, this is just my personal opinion. Investment is not a matter of short-term results, and I am not sure whether to sell high or buy low, so I will only hold on and adjust the portfolio at the right time to buy stocks. It's all spare money, I don't have any burden. I believe that what you put in will definitely pay off. (You can buy Minsheng, China Merchants Bank, Moutai, and Changyu B in small quantities, and wait patiently for the rest. Personal opinions, not investment advice.

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