Kuanygee
2021-04-08
Plenty of stocks to buy
13 Retail Stocks to Buy. The Reopening Rally Could Last for Months.<blockquote>13只值得买入的零售股。重新开放的反弹可能会持续数月。</blockquote>
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The Reopening Rally Could Last for Months.<blockquote>13只值得买入的零售股。重新开放的反弹可能会持续数月。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136528829","media":"Barrons","summary":"Retail stocks have been surging this year, with a gain of more than 41% so far for the SPDR S&P Reta","content":"<p>Retail stocks have been surging this year, with a gain of more than 41% so far for the SPDR S&P Retail ETF, because investors are optimistic that an economic reopening and pent-up demand will lead to more spending on apparel and accessories.</p><p><blockquote>零售股今年一直在飙升,SPDR S&P Retail ETF迄今涨幅超过41%,因为投资者乐观地认为经济重新开放和被压抑的需求将导致服装和配饰支出增加。</blockquote></p><p> That rally could last almost another half year—or more for some strong players, says UBS.</p><p><blockquote>瑞银表示,这种反弹可能会再持续近半年,对于一些实力强劲的参与者来说甚至更长时间。</blockquote></p><p> Analyst Jay Sole took a look at the specialty and apparel retail landscape on Wednesday. He says the reopening trade could lift stock prices in this category by between 7% and 13% by September.</p><p><blockquote>分析师Jay Sole周三审视了专业和服装零售格局。他表示,到9月份,重新开放交易可能会使该类别的股价上涨7%至13%。</blockquote></p><p> Forecasts for earnings per share will be increased in the coming months, helping the stocks to rise, Sole says. His own EPS estimates for the calendar year are an average of about 18% ahead of the consensus calls for stocks in the group.</p><p><blockquote>索尔表示,未来几个月每股收益预测将上调,有助于股价上涨。他自己对本日历年每股收益的预期平均比该集团股票的普遍评级高出约18%。</blockquote></p><p> That said, the good times can’t last forever. Beyond September, he says, the rally will fizzle, and stock prices will diverge. That will make it more important for investors to choose companies with “strong and underappreciated post-pandemic growth prospects over those without them,” he says.</p><p><blockquote>也就是说,好时光不可能永远持续下去。他表示,9月份之后,涨势将会失败,股价将会出现分化。他表示,这将使投资者选择“大流行后增长前景强劲且被低估的公司,而不是那些没有增长前景的公司”变得更加重要。</blockquote></p><p> His top Buy ideas are Nike(ticker: NKE), Deckers Outdoors (DECK), Canada Goose (GOOS), Ralph Lauren (RL), Skechers (SKX), Levi Strauss & Co. (LEVI), PVH (PVH), American Eagle (AEO), and Capri Holdings(CPRI). Not only do these stocks appear to have a robust growth prospects, but they also offer “the best combination of upside to consensus EPS estimates and price-to-earnings expansion potential,” Sole writes.</p><p><blockquote>他的首要买入想法是Nike(股票代码:NKE)、Deckers Outdoors(DECK)、Canada Goose(GOOS)、Ralph Lauren(RL)、Skechers(SKX)、李维斯公司(LEVI)、PVH(PVH)、American Eagle(AEO)和Capri Holdings(CPRI)。Sole写道,这些股票不仅似乎具有强劲的增长前景,而且还提供了“普遍每股收益预期的上行空间和市盈率扩张潜力的最佳组合”。</blockquote></p><p> They look best positioned to thrive once investors look past the way the pandemic disrupted retailing and the current reopening trade toward a longer-term rebound, he says.</p><p><blockquote>他表示,一旦投资者不再关注疫情对零售业的破坏以及当前重新开放的贸易以实现长期反弹,它们看起来最有可能蓬勃发展。</blockquote></p><p> Sole also upgraded Abercrombie & Fitch (ANF),Gildan Activewear(GIL) Kontoor Brands(KTB), and L Brands(LB) to Buy from Hold. Those stocks’ prices don’t yet reflect their long-term growth potential, nor transformations at the individual companies that have been overshadowed by the pandemic, he says.</p><p><blockquote>Sole还将Abercrombie&Fitch(ANF)、Gildan Activewear(GIL)Kontoor Brands(KTB)和L Brands(LB)的评级从持有上调至买入。他表示,这些股票的价格尚未反映出其长期增长潜力,也没有反映出因疫情而蒙上阴影的个别公司的转型。</blockquote></p><p> “We now realize these four companies have made bigger adaptations than previously thought.”</p><p><blockquote>“我们现在意识到这四家公司做出的调整比之前想象的要大。”</blockquote></p><p></p>","source":"lsy1601382232898","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>13 Retail Stocks to Buy. The Reopening Rally Could Last for Months.<blockquote>13只值得买入的零售股。重新开放的反弹可能会持续数月。</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\">\n13 Retail Stocks to Buy. The Reopening Rally Could Last for Months.<blockquote>13只值得买入的零售股。重新开放的反弹可能会持续数月。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-08 16:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Retail stocks have been surging this year, with a gain of more than 41% so far for the SPDR S&P Retail ETF, because investors are optimistic that an economic reopening and pent-up demand will lead to more spending on apparel and accessories.</p><p><blockquote>零售股今年一直在飙升,SPDR S&P Retail ETF迄今涨幅超过41%,因为投资者乐观地认为经济重新开放和被压抑的需求将导致服装和配饰支出增加。</blockquote></p><p> That rally could last almost another half year—or more for some strong players, says UBS.</p><p><blockquote>瑞银表示,这种反弹可能会再持续近半年,对于一些实力强劲的参与者来说甚至更长时间。</blockquote></p><p> Analyst Jay Sole took a look at the specialty and apparel retail landscape on Wednesday. He says the reopening trade could lift stock prices in this category by between 7% and 13% by September.</p><p><blockquote>分析师Jay Sole周三审视了专业和服装零售格局。他表示,到9月份,重新开放交易可能会使该类别的股价上涨7%至13%。</blockquote></p><p> Forecasts for earnings per share will be increased in the coming months, helping the stocks to rise, Sole says. His own EPS estimates for the calendar year are an average of about 18% ahead of the consensus calls for stocks in the group.</p><p><blockquote>索尔表示,未来几个月每股收益预测将上调,有助于股价上涨。他自己对本日历年每股收益的预期平均比该集团股票的普遍评级高出约18%。</blockquote></p><p> That said, the good times can’t last forever. Beyond September, he says, the rally will fizzle, and stock prices will diverge. That will make it more important for investors to choose companies with “strong and underappreciated post-pandemic growth prospects over those without them,” he says.</p><p><blockquote>也就是说,好时光不可能永远持续下去。他表示,9月份之后,涨势将会失败,股价将会出现分化。他表示,这将使投资者选择“大流行后增长前景强劲且被低估的公司,而不是那些没有增长前景的公司”变得更加重要。</blockquote></p><p> His top Buy ideas are Nike(ticker: NKE), Deckers Outdoors (DECK), Canada Goose (GOOS), Ralph Lauren (RL), Skechers (SKX), Levi Strauss & Co. (LEVI), PVH (PVH), American Eagle (AEO), and Capri Holdings(CPRI). Not only do these stocks appear to have a robust growth prospects, but they also offer “the best combination of upside to consensus EPS estimates and price-to-earnings expansion potential,” Sole writes.</p><p><blockquote>他的首要买入想法是Nike(股票代码:NKE)、Deckers Outdoors(DECK)、Canada Goose(GOOS)、Ralph Lauren(RL)、Skechers(SKX)、李维斯公司(LEVI)、PVH(PVH)、American Eagle(AEO)和Capri Holdings(CPRI)。Sole写道,这些股票不仅似乎具有强劲的增长前景,而且还提供了“普遍每股收益预期的上行空间和市盈率扩张潜力的最佳组合”。</blockquote></p><p> They look best positioned to thrive once investors look past the way the pandemic disrupted retailing and the current reopening trade toward a longer-term rebound, he says.</p><p><blockquote>他表示,一旦投资者不再关注疫情对零售业的破坏以及当前重新开放的贸易以实现长期反弹,它们看起来最有可能蓬勃发展。</blockquote></p><p> Sole also upgraded Abercrombie & Fitch (ANF),Gildan Activewear(GIL) Kontoor Brands(KTB), and L Brands(LB) to Buy from Hold. Those stocks’ prices don’t yet reflect their long-term growth potential, nor transformations at the individual companies that have been overshadowed by the pandemic, he says.</p><p><blockquote>Sole还将Abercrombie&Fitch(ANF)、Gildan Activewear(GIL)Kontoor Brands(KTB)和L Brands(LB)的评级从持有上调至买入。他表示,这些股票的价格尚未反映出其长期增长潜力,也没有反映出因疫情而蒙上阴影的个别公司的转型。</blockquote></p><p> “We now realize these four companies have made bigger adaptations than previously thought.”</p><p><blockquote>“我们现在意识到这四家公司做出的调整比之前想象的要大。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/13-retail-stocks-to-buy-the-reopening-rally-could-last-for-months-51617825108?mod=RTA\">Barrons</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":{"ANF":"爱芬奇","DECK":"Deckers Outdoor Corporation","NKE":"耐克","LB":"LandBridge Co. LLC","CPRI":"Capri Holdings Ltd","GOOS":"加拿大鹅","AEO":"美鹰服饰","PVH":"PVH Corp","SKX":"斯凯奇","GIL":"吉登运动服","LEVI":"李维斯","KTB":"KONTOOR BRANDS INC","RL":"拉夫劳伦"},"source_url":"https://www.barrons.com/articles/13-retail-stocks-to-buy-the-reopening-rally-could-last-for-months-51617825108?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136528829","content_text":"Retail stocks have been surging this year, with a gain of more than 41% so far for the SPDR S&P Retail ETF, because investors are optimistic that an economic reopening and pent-up demand will lead to more spending on apparel and accessories.\nThat rally could last almost another half year—or more for some strong players, says UBS.\nAnalyst Jay Sole took a look at the specialty and apparel retail landscape on Wednesday. He says the reopening trade could lift stock prices in this category by between 7% and 13% by September.\nForecasts for earnings per share will be increased in the coming months, helping the stocks to rise, Sole says. His own EPS estimates for the calendar year are an average of about 18% ahead of the consensus calls for stocks in the group.\nThat said, the good times can’t last forever. Beyond September, he says, the rally will fizzle, and stock prices will diverge. That will make it more important for investors to choose companies with “strong and underappreciated post-pandemic growth prospects over those without them,” he says.\nHis top Buy ideas are Nike(ticker: NKE), Deckers Outdoors (DECK), Canada Goose (GOOS), Ralph Lauren (RL), Skechers (SKX), Levi Strauss & Co. (LEVI), PVH (PVH), American Eagle (AEO), and Capri Holdings(CPRI). Not only do these stocks appear to have a robust growth prospects, but they also offer “the best combination of upside to consensus EPS estimates and price-to-earnings expansion potential,” Sole writes.\nThey look best positioned to thrive once investors look past the way the pandemic disrupted retailing and the current reopening trade toward a longer-term rebound, he says.\nSole also upgraded Abercrombie & Fitch (ANF),Gildan Activewear(GIL) Kontoor Brands(KTB), and L Brands(LB) to Buy from Hold. Those stocks’ prices don’t yet reflect their long-term growth potential, nor transformations at the individual companies that have been overshadowed by the pandemic, he says.\n“We now realize these four companies have made bigger adaptations than previously thought.”","news_type":1,"symbols_score_info":{"ANF":0.9,"SKX":0.9,"RL":0.9,"GIL":0.9,"KTB":0.9,"PVH":0.9,"LB":0.9,"CPRI":0.9,"GOOS":0.9,"DECK":0.9,"AEO":0.9,"NKE":0.9,"LEVI":0.9}},"isVote":1,"tweetType":1,"viewCount":1645,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/348052783"}
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