JMA
2021-05-07
作者是Cathie Wood?
Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这三只龙头股已经下跌超过40%</blockquote>
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These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这三只龙头股已经下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114799901","media":"fool","summary":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want","content":"<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p><blockquote>如果您正在等待更广泛的股市暴跌，以便您可以去抄底，那么您可能需要现在就穿上购物鞋。一些优质股票已经从历史高点下跌了30%、40%甚至更多。</blockquote></p><p>Case in point: Shares of <b>Zillow Group</b> (NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and <b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p><blockquote>典型案例：股份<b>Zillow集团</b>（纳斯达克股票代码：ZG）（纳斯达克股票代码：Z）<b>百度</b>（纳斯达克股票代码：BIDU），以及<b>特拉多克</b>（纽约证券交易所股票代码：TDOC）的交易价格均比近期高点低至少 40%。这些降价不太可能持续太久。</blockquote></p><p>1. Zillow Group</p><p><blockquote>1. Zillow集团</blockquote></p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p><blockquote>房地产很热，但领先的住宅在线门户网站却冷淡了。截至周二收盘（发布最新季度报告时），Zillow 股价已较三个月前触及的峰值下跌 42%。</blockquote></p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p><blockquote>第一季度收入增长了 8%，但此前连续几个季度出现两位数百分比下降。</blockquote></p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p><blockquote>如果你期望Zillow在这种气候下表现得更好，好消息是它做得很好。拖累其业绩的是其家庭翻转业务。Zillow 的 iBuyer 业务允许人们通过其 Zillow Offers 平台将房屋出售给这家房地产巨头。该公司可以快速兑现卖家，而且由于该网站非常受欢迎——每月有 2.21 亿活跃独立用户——它也可以轻松快速找到买家。</blockquote></p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p><blockquote>但 Zillow 在疫情期间故意缩减了 iBuyer 交易规模，该部门的收入在今年前三个月下降了 9%。现在，它开始恢复运营。Zillow的其他部分都在摇摆。其旗舰互联网、媒体和技术部门的收入在本季度增长了35%。其新兴的抵押贷款部门增长更快。</blockquote></p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p><blockquote>房地产现在是一个卖方市场。这对买家来说不是好消息，但对 Zillow 来说却是好消息。房地产经纪人正在支付费用，以确保他们的房源在平台上受到关注，房产的快速周转让更多的人粘在该应用程序上。</blockquote></p><p>2. Baidu</p><p><blockquote>2.百度</blockquote></p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p><blockquote>这家中国领先的搜索引擎运营商开始扭转局面，但你可能没有意识到，如果你只看它的股票图表或最新的财务业绩。自2月份见顶以来，百度股价已暴跌44%。第四季度收入仅增长 5%，但这实际上是营收增长连续第三个时期加速。</blockquote></p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p><blockquote>当百度在两周后公布第一季度数据时，我们将了解情况。他们应该令人印象深刻。分析师预计同期收入将增长 31%，每股收益增长更快。</blockquote></p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p><blockquote>除了搜索，百度还是人工智能领域的领导者。它提高了自动驾驶汽车技术的标准，这家曾经似乎与个人电脑世界紧密相连的公司现在拥有了一个充满活力的移动生态系统。该股也很便宜，交易价格略高于今年预计收益的 19 倍，是明年目标的 16 倍。在过去的一年里，百度的季度利润目标至少超过了两位数的百分比，因此在未来的某个时候，投资者可能会回顾今天的价格，认为它提供了比目前看起来更好的便宜估值。</blockquote></p><p>3. Teladoc</p><p><blockquote>3. 特拉多克</blockquote></p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p><blockquote>另一只在 2 月份达到顶峰的股票是 Teladoc，它是这三只股票中跌幅最大的，跌幅为 49%。这家广受欢迎的远程医疗提供商上周发布了第一季度报告，情况一点也不差。</blockquote></p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p><blockquote>在此期间收入飙升 151%。收购 Livongo Health 有助于提升业绩，但其同名虚拟医疗保健平台仍实现了强劲的有机增长。提供的访问和会议总数同比增加了一倍多。</blockquote></p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p><blockquote>有两件事阻碍了 Teladoc 的发展，对于一家股价在不到三个月的时间里几乎减半的公司来说，这两件事都没有人们想象的那么成问题。</blockquote></p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p><blockquote>首先，因为Teladoc在疫情期间人气爆棚，当时它提供了一种比亲自看医生更安全的替代方案，所以有一种假设是，随着越来越多的人接种疫苗，对新冠肺炎的恐惧消退，这种势头将会逆转。这种悲观观点忽略了 Teladoc 在大流行之前就已经在快速增长。此外，数百万人已经习惯使用Teladoc作为传统医疗咨询的便捷且经济高效的替代方案，很难想象他们会放弃它。</blockquote></p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p><blockquote>对Teladoc的另一个打击是，远程医疗竞争将在不久的将来白热化。这也不是一件坏事。这个领域的所有玩家将会有很多新的机会可以享受。事实上，其他公司正在更加重视自己的远程医疗解决方案，这似乎也与Teladoc的第一次打击背道而驰，因为这些投资验证了商业模式。</blockquote></p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p><p><blockquote>Zillow、百度和Teladoc正在打折。不要等太久再去购物。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这三只龙头股已经下跌超过40%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这三只龙头股已经下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-07 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p><blockquote>如果您正在等待更广泛的股市暴跌，以便您可以去抄底，那么您可能需要现在就穿上购物鞋。一些优质股票已经从历史高点下跌了30%、40%甚至更多。</blockquote></p><p>Case in point: Shares of <b>Zillow Group</b> (NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and <b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p><blockquote>典型案例：股份<b>Zillow集团</b>（纳斯达克股票代码：ZG）（纳斯达克股票代码：Z）<b>百度</b>（纳斯达克股票代码：BIDU），以及<b>特拉多克</b>（纽约证券交易所股票代码：TDOC）的交易价格均比近期高点低至少 40%。这些降价不太可能持续太久。</blockquote></p><p>1. Zillow Group</p><p><blockquote>1. Zillow集团</blockquote></p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p><blockquote>房地产很热，但领先的住宅在线门户网站却冷淡了。截至周二收盘（发布最新季度报告时），Zillow 股价已较三个月前触及的峰值下跌 42%。</blockquote></p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p><blockquote>第一季度收入增长了 8%，但此前连续几个季度出现两位数百分比下降。</blockquote></p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p><blockquote>如果你期望Zillow在这种气候下表现得更好，好消息是它做得很好。拖累其业绩的是其家庭翻转业务。Zillow 的 iBuyer 业务允许人们通过其 Zillow Offers 平台将房屋出售给这家房地产巨头。该公司可以快速兑现卖家，而且由于该网站非常受欢迎——每月有 2.21 亿活跃独立用户——它也可以轻松快速找到买家。</blockquote></p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p><blockquote>但 Zillow 在疫情期间故意缩减了 iBuyer 交易规模，该部门的收入在今年前三个月下降了 9%。现在，它开始恢复运营。Zillow的其他部分都在摇摆。其旗舰互联网、媒体和技术部门的收入在本季度增长了35%。其新兴的抵押贷款部门增长更快。</blockquote></p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p><blockquote>房地产现在是一个卖方市场。这对买家来说不是好消息，但对 Zillow 来说却是好消息。房地产经纪人正在支付费用，以确保他们的房源在平台上受到关注，房产的快速周转让更多的人粘在该应用程序上。</blockquote></p><p>2. Baidu</p><p><blockquote>2.百度</blockquote></p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p><blockquote>这家中国领先的搜索引擎运营商开始扭转局面，但你可能没有意识到，如果你只看它的股票图表或最新的财务业绩。自2月份见顶以来，百度股价已暴跌44%。第四季度收入仅增长 5%，但这实际上是营收增长连续第三个时期加速。</blockquote></p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p><blockquote>当百度在两周后公布第一季度数据时，我们将了解情况。他们应该令人印象深刻。分析师预计同期收入将增长 31%，每股收益增长更快。</blockquote></p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p><blockquote>除了搜索，百度还是人工智能领域的领导者。它提高了自动驾驶汽车技术的标准，这家曾经似乎与个人电脑世界紧密相连的公司现在拥有了一个充满活力的移动生态系统。该股也很便宜，交易价格略高于今年预计收益的 19 倍，是明年目标的 16 倍。在过去的一年里，百度的季度利润目标至少超过了两位数的百分比，因此在未来的某个时候，投资者可能会回顾今天的价格，认为它提供了比目前看起来更好的便宜估值。</blockquote></p><p>3. Teladoc</p><p><blockquote>3. 特拉多克</blockquote></p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p><blockquote>另一只在 2 月份达到顶峰的股票是 Teladoc，它是这三只股票中跌幅最大的，跌幅为 49%。这家广受欢迎的远程医疗提供商上周发布了第一季度报告，情况一点也不差。</blockquote></p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p><blockquote>在此期间收入飙升 151%。收购 Livongo Health 有助于提升业绩，但其同名虚拟医疗保健平台仍实现了强劲的有机增长。提供的访问和会议总数同比增加了一倍多。</blockquote></p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p><blockquote>有两件事阻碍了 Teladoc 的发展，对于一家股价在不到三个月的时间里几乎减半的公司来说，这两件事都没有人们想象的那么成问题。</blockquote></p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p><blockquote>首先，因为Teladoc在疫情期间人气爆棚，当时它提供了一种比亲自看医生更安全的替代方案，所以有一种假设是，随着越来越多的人接种疫苗，对新冠肺炎的恐惧消退，这种势头将会逆转。这种悲观观点忽略了 Teladoc 在大流行之前就已经在快速增长。此外，数百万人已经习惯使用Teladoc作为传统医疗咨询的便捷且经济高效的替代方案，很难想象他们会放弃它。</blockquote></p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p><blockquote>对Teladoc的另一个打击是，远程医疗竞争将在不久的将来白热化。这也不是一件坏事。这个领域的所有玩家将会有很多新的机会可以享受。事实上，其他公司正在更加重视自己的远程医疗解决方案，这似乎也与Teladoc的第一次打击背道而驰，因为这些投资验证了商业模式。</blockquote></p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p><p><blockquote>Zillow、百度和Teladoc正在打折。不要等太久再去购物。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","TDOC":"Teladoc Health Inc.","ZG":"Zillow Class A"},"source_url":"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114799901","content_text":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.Case in point: Shares of Zillow Group (NASDAQ:ZG)(NASDAQ:Z),Baidu(NASDAQ:BIDU), and Teladoc(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.1. Zillow GroupReal estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.2. BaiduChina's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.3. TeladocAnother stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.","news_type":1,"symbols_score_info":{"TDOC":0.9,"ZG":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2237,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ARKIU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/104237283"}
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