美股選股指南：9支最值得買入的500強股票

3. 波音

美國500強排名：27

5年總回報率：147%

預計今年每股盈利增長率：15.5%

股息率：2.5%

2015年預期市盈率：17.6倍

787“夢想飛機”在測試中暴露出許多技術問題，導致波音公司在該項目中損失了不少錢，因而波音的股票最近也在投資者中“失寵”了。不過能源價格下降推高了航空公司的利潤，加上消費者旅游的意愿也加強了，很可能會促使更多的航空公司更新他們的飛機。在今年的巴黎航展上，波音戰勝了它的老對手空客公司，拿下了價值186億美元的確認訂單。（不過空客收獲了更多的“購買承諾”，但承諾仍有落空的可能。）

摩根大通分析師對波音股票給出了“增持”的評級，理由是 “隨著787事件逐漸塵埃落定，凈現金流將有所改善；另外回購和分紅也將有所提高；此外還有新飛機生產帶來的有利條件”。波音近期宣布了換帥計劃，公司老將丹尼斯·麥倫堡于7月1日取代吉姆·邁克納尼成為新任CEO。領導層變動的消息一出，波音的股價稍有下跌，但在《財富》雜志主編艾倫·穆雷看來，這次換帥實際上“預示著公司的穩定”。

3. Boeing

FORTUNE 500 RANK: 27

5-YEAR TOTAL RETURN: 147%

ESTIMATED EPS GROWTH THIS YEAR: 15.5%

DIVIDEND YIELD: 2.5%

ESTIMATED 2015 P/E: 17.6

Boeing BA -0.01% has lately fallen out of favor among investors as the aircraft manufacturer has been losing money on its production of 787 Dreamliner planes, which have experienced technical snafus during testing. But as cheap fuel costs pad the profits of airlines—and also incite consumers to travel more—they may very well lead more carriers to upgrade their planes. At the recent Paris Airshow, a major sales event for the airplane industry, Boeing bested its main competitor Airbus with $18.6 billion in confirmed orders for aircraft. (Airbus beat Boeing in terms of less definite “purchase commitments,” which can still fall through.)

JPMorgan analysts recently assigned Boeing an “overweight” rating, explaining that they expect “improving [free cash flow] as 787 cash burn falls, rising repurchases and dividends, and favorable conditions for new aircraft production.” Boeing announced earlier this week that it will replace its current CEO, Jim McNerney, with longtime executive Dennis Muilenburg on July 1. While Boeing’s shares fell slightly on the announcement of the leadership change, Fortune managing editor Alan Murray wrote that the transition actually “signals stability” at the company.