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2021-03-19
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Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股正在快速下跌，以下是4只仍然便宜的周期性股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":350335136,"tweetId":"350335136","gmtCreate":1616159404625,"gmtModify":1634526952226,"author":{"id":3569928669803492,"idStr":"3569928669803492","authorId":3569928669803492,"authorIdStr":"3569928669803492","name":"Shirley108","avatar":"https://static.tigerbbs.com/699737cfcfe9fafff78857279771abaa","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Buy</p></body></html>","htmlText":"<html><head></head><body><p>Buy</p></body></html>","text":"Buy","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/350335136","repostId":1137663173,"repostType":4,"repost":{"id":"1137663173","kind":"news","pubTimestamp":1616148159,"share":"https://www.laohunote.com/m/news/1137663173?lang=zh_CN&edition=full","pubTime":"2021-03-19 18:02","market":"us","language":"en","title":"Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股正在快速下跌，以下是4只仍然便宜的周期性股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137663173","media":"marketwatch","summary":"Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in th","content":"<p>Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.</p><p><blockquote>随着经济前景受到鼓舞，投资者纷纷涌入所谓的周期性股票，而飞速发展的科技股则大受欢迎。尽管许多在经济扩张时期表现更好的股票现在看起来有点贵，但仍有一些相当便宜。</blockquote></p><p> Stocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.</p><p><blockquote>银行、石油和工业等经济敏感行业的股票今年表现非常出色，因为各州宣布重新开放，数万亿美元的财政刺激措施不仅仅支撑了需求。SPDR S&P Bank（股票代码：KBE）、工业精选行业 SPDR (XLI) 和能源精选行业 SPDR (XLE) 交易所交易基金今年迄今均实现了两位数的上涨，使标普500约 6% 的涨幅和纳斯达克综合指数 3.3% 的涨幅相形见绌。</blockquote></p><p> Tons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.</p><p><blockquote>大量的周期性产品现在看起来相当过度。例如，卡特彼勒 (CAT) 今年迄今已上涨 27%。分析师的平均目标价比当前交易价格低 6%。幸运的是，有一些公司以有吸引力的估值进行交易，并且盈利势头强劲。</blockquote></p><p> Strategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.</p><p><blockquote>花旗集团的策略师周一编制了一份估值尚可接受的股票清单，其中一些股票具有周期性。花旗研究了 PEG 比率，即市盈率与增长，即将远期市盈率除以预期盈利增长率。它通过显示市盈率与盈利增长之间的差距来说明股票估值的合理性。差距越小，股票越便宜。花旗研究了大盘股（市值超过 100 亿美元的股票），并寻找了 25 只挂钩比率最低的股票。</blockquote></p><p> When economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.</p><p><blockquote>当经济需求强劲上升时，制造业项目也会强劲上升时，对用于制造机械的工业金属的需求也会增加。这推动了市值达 500 亿美元的金属矿商自由港麦克莫兰公司（FCX）的股价上涨。该公司现在的市值比 2021 年初上涨了四分之一。但根据未来 3 年的预期复合年增长率，该股的 PEG 比率仍约为 0.3。相比之下，标普500股票的平均挂钩比率为 1.3。自由港麦克莫兰股价可能还有很大的发展空间。</blockquote></p><p> Auto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.</p><p><blockquote>当需求增强时，汽车制造商和其他制造商需要钢铁来制造更多的产品和机器。这对钢铁制造商纽柯公司（NUE）来说是个好消息，该公司目前 200 亿美元的市值今年增长了约三分之一。它的交易价格为 0.9 PEG 比率。</blockquote></p><p> Shares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.</p><p><blockquote>通用汽车 (GM) 股价上涨 45%，但 PEG 比率仍在 1.3 左右，与大盘一致。该股看起来不如榜单上的其他股票那么有吸引力，预计未来 3 年的收益只会达到高个位数。尽管如此，FactSet 调查的分析师表示，2022 年的盈利预计将比 2021 年增长 19%。因此，该股可能会在短期内享有充足的动力。当人们有更多的可自由支配消费能力时，他们会购买更多的汽车。</blockquote></p><p> Hotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.</p><p><blockquote>连锁酒店万豪国际 (MAR) 今年股价上涨超过 20%。其交易价格为 0.4。随着与酒店相关的病毒风险的消退，人们可能会更愿意去酒店。此外，人们可自由支配支出的增加也是酒店的一大推动力。</blockquote></p><p> Stocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.</p><p><blockquote>从某些标准来看，股市价格昂贵，但这并不意味着没有便宜货可以利用经济的大幅反弹。</blockquote></p><p></p>","source":"market_watch","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>Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股正在快速下跌，以下是4只仍然便宜的周期性股票</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\">\nTech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股正在快速下跌，以下是4只仍然便宜的周期性股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-19 18:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.</p><p><blockquote>随着经济前景受到鼓舞，投资者纷纷涌入所谓的周期性股票，而飞速发展的科技股则大受欢迎。尽管许多在经济扩张时期表现更好的股票现在看起来有点贵，但仍有一些相当便宜。</blockquote></p><p> Stocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.</p><p><blockquote>银行、石油和工业等经济敏感行业的股票今年表现非常出色，因为各州宣布重新开放，数万亿美元的财政刺激措施不仅仅支撑了需求。SPDR S&P Bank（股票代码：KBE）、工业精选行业 SPDR (XLI) 和能源精选行业 SPDR (XLE) 交易所交易基金今年迄今均实现了两位数的上涨，使标普500约 6% 的涨幅和纳斯达克综合指数 3.3% 的涨幅相形见绌。</blockquote></p><p> Tons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.</p><p><blockquote>大量的周期性产品现在看起来相当过度。例如，卡特彼勒 (CAT) 今年迄今已上涨 27%。分析师的平均目标价比当前交易价格低 6%。幸运的是，有一些公司以有吸引力的估值进行交易，并且盈利势头强劲。</blockquote></p><p> Strategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.</p><p><blockquote>花旗集团的策略师周一编制了一份估值尚可接受的股票清单，其中一些股票具有周期性。花旗研究了 PEG 比率，即市盈率与增长，即将远期市盈率除以预期盈利增长率。它通过显示市盈率与盈利增长之间的差距来说明股票估值的合理性。差距越小，股票越便宜。花旗研究了大盘股（市值超过 100 亿美元的股票），并寻找了 25 只挂钩比率最低的股票。</blockquote></p><p> When economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.</p><p><blockquote>当经济需求强劲上升时，制造业项目也会强劲上升时，对用于制造机械的工业金属的需求也会增加。这推动了市值达 500 亿美元的金属矿商自由港麦克莫兰公司（FCX）的股价上涨。该公司现在的市值比 2021 年初上涨了四分之一。但根据未来 3 年的预期复合年增长率，该股的 PEG 比率仍约为 0.3。相比之下，标普500股票的平均挂钩比率为 1.3。自由港麦克莫兰股价可能还有很大的发展空间。</blockquote></p><p> Auto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.</p><p><blockquote>当需求增强时，汽车制造商和其他制造商需要钢铁来制造更多的产品和机器。这对钢铁制造商纽柯公司（NUE）来说是个好消息，该公司目前 200 亿美元的市值今年增长了约三分之一。它的交易价格为 0.9 PEG 比率。</blockquote></p><p> Shares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.</p><p><blockquote>通用汽车 (GM) 股价上涨 45%，但 PEG 比率仍在 1.3 左右，与大盘一致。该股看起来不如榜单上的其他股票那么有吸引力，预计未来 3 年的收益只会达到高个位数。尽管如此，FactSet 调查的分析师表示，2022 年的盈利预计将比 2021 年增长 19%。因此，该股可能会在短期内享有充足的动力。当人们有更多的可自由支配消费能力时，他们会购买更多的汽车。</blockquote></p><p> Hotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.</p><p><blockquote>连锁酒店万豪国际 (MAR) 今年股价上涨超过 20%。其交易价格为 0.4。随着与酒店相关的病毒风险的消退，人们可能会更愿意去酒店。此外，人们可自由支配支出的增加也是酒店的一大推动力。</blockquote></p><p> Stocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.</p><p><blockquote>从某些标准来看，股市价格昂贵，但这并不意味着没有便宜货可以利用经济的大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/cyclical-stocks-have-been-on-a-tear-here-are-4-names-that-are-still-cheap-51616059802?mod=hp_DAY_Theme_2_2\">marketwatch</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":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/cyclical-stocks-have-been-on-a-tear-here-are-4-names-that-are-still-cheap-51616059802?mod=hp_DAY_Theme_2_2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1137663173","content_text":"Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.\nStocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.\nTons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.\nStrategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.\nWhen economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.\nAuto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.\nShares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.\nHotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.\nStocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2024,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/350335136"}
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