Kuanygee
2021-04-08
Plenty of stocks to buy
13 Retail Stocks to Buy. The Reopening Rally Could Last for Months.<blockquote>13 只值得购买的散户股票。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 只值得购买的散户股票。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 迄今为止涨幅超过 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,这种涨势可能会再持续近半年,对于一些强势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会上调,这将有助于股市上涨。他自己对日历年的每股收益预测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>尽管如此,好时光不可能永远持续下去。他表示,9 月份之后,涨势将失败,股价将出现分化。他说,这将使投资者选择那些 “大流行后增长前景强劲但被低估的公司 ”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>他的首选买入想法是 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 “每股收益共识预期的上涨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,一旦投资者忽略了疫情扰乱零售业的方式以及当前重新开放的贸易走向长期反弹的方式,它们看起来就处于最有利的位置。</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) 的评级升级为持有。他说,这些股票的价格还不能反映它们的长期增长潜力,也不能反映被大流行病掩盖的个别公司的转型。</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 只值得购买的散户股票。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 只值得购买的散户股票。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 迄今为止涨幅超过 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,这种涨势可能会再持续近半年,对于一些强势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会上调,这将有助于股市上涨。他自己对日历年的每股收益预测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>尽管如此,好时光不可能永远持续下去。他表示,9 月份之后,涨势将失败,股价将出现分化。他说,这将使投资者选择那些 “大流行后增长前景强劲但被低估的公司 ”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>他的首选买入想法是 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 “每股收益共识预期的上涨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,一旦投资者忽略了疫情扰乱零售业的方式以及当前重新开放的贸易走向长期反弹的方式,它们看起来就处于最有利的位置。</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) 的评级升级为持有。他说,这些股票的价格还不能反映它们的长期增长潜力,也不能反映被大流行病掩盖的个别公司的转型。</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":{"GOOS":"加拿大鹅","CPRI":"Capri Holdings Ltd","PVH":"PVH Corp","KTB":"KONTOOR BRANDS INC","RL":"拉夫劳伦","NKE":"耐克","GIL":"吉登运动服","LB":"LandBridge Co. LLC","AEO":"美鹰服饰","LEVI":"李维斯","DECK":"Deckers Outdoor Corporation","SKX":"斯凯奇","ANF":"爱芬奇"},"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":{"SKX":0.9,"GOOS":0.9,"AEO":0.9,"ANF":0.9,"LEVI":0.9,"RL":0.9,"LB":0.9,"CPRI":0.9,"NKE":0.9,"GIL":0.9,"PVH":0.9,"DECK":0.9,"KTB":0.9}},"isVote":1,"tweetType":1,"viewCount":2105,"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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