2020TS
2021-12-13
No brainer stock, just hodl.
2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022年最值得立即折扣购买的2只长期股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":604606974,"tweetId":"604606974","gmtCreate":1639379992600,"gmtModify":1639379992928,"author":{"id":3568580098685907,"idStr":"3568580098685907","authorId":3568580098685907,"authorIdStr":"3568580098685907","name":"2020TS","avatar":"https://static.tigerbbs.com/dc251ae3d7264077ed6557978fbfc6bb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>No brainer stock, just hodl.</p></body></html>","htmlText":"<html><head></head><body><p>No brainer stock, just hodl.</p></body></html>","text":"No brainer stock, just hodl.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/604606974","repostId":2190757166,"repostType":4,"repost":{"id":"2190757166","kind":"news","pubTimestamp":1639377734,"share":"https://www.laohu8.com/m/news/2190757166?lang=zh_CN&edition=full","pubTime":"2021-12-13 14:42","market":"us","language":"en","title":"2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022年最值得立即折扣购买的2只长期股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2190757166","media":"Zacks","summary":"Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to","content":"<p>Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to new closing records. Inflation jumped 6.8% in November, which actually came in below some estimates of 7% or higher.</p><p><blockquote>周五，华尔街摆脱了近40年来的高通胀数据，推动标普500回升至新的收盘纪录。11月份通胀率跃升6.8%，实际上低于一些人估计的7%或更高。</blockquote></p><p> Investors remain focused on the positives, despite soaring prices that might force the Fed’s hand sooner than projected, as they think back to where the economy was in late 2020. Plus, Wall Street has continued to pour cash in ever since it appeared relatively clear the new covid variant wouldn’t lead to major lockdowns in the U.S. or a massive global shutdown.</p><p><blockquote>尽管价格飙升可能会迫使美联储比预期更早采取行动，但投资者仍然关注积极因素，因为他们回想起2020年底的经济状况。此外，自从新的covid变种不会导致美国大规模封锁或全球大规模停工以来，华尔街一直在继续投入现金。</blockquote></p><p> JP Morgan also came out with a very bullish note Wednesday. The Wall Street titan, specifically its chief global markets strategist Marko Kolanovic wrote in a note to clients: “Our view is that 2022 will be the year of a full global recovery, an end of the pandemic, and a return to normal economic and market conditions we had prior to the COVID-19 outbreak.\"</p><p><blockquote>摩根大通周三也发表了一份非常乐观的报告。这家华尔街巨头，特别是其首席全球市场策略师马尔科·科拉诺维奇(Marko Kolanovic)在给客户的一份报告中写道：“我们的观点是，2022年将是全球全面复苏、疫情结束、经济和市场恢复正常的一年。”我们在COVID-19爆发之前的状况。”</blockquote></p><p> Even though the market is back at its highs, the strength of mega cap tech stocks such as Apple clouds the fact that tons of pandemic winners and growth stocks continue to come under pressure, with many trading at or near 52-week lows. This is healthy because investors are recalibrating many names that were severely overheated amid the euphoric runs off the virus lows that continued following the initial vaccine announcement. </p><p><blockquote>尽管市场回到了高点，但苹果等大型科技股的强势掩盖了这样一个事实：大量大流行赢家和成长型股票继续面临压力，许多股票的交易价格处于或接近52周低点。这是健康的，因为投资者正在重新调整许多在最初宣布疫苗后病毒低点持续的兴奋情绪中严重过热的名字。 </blockquote></p><p> The bulls just helped the market post its best week since February. But many strong stocks are haven’t returned to their records. Given the backdrop, investors might want to take a chance to buy a few blue-chip stocks at discounts heading into 2022. Here are two Dow components worth considering…</p><p><blockquote>多头刚刚帮助市场度过了自二月份以来最好的一周。但许多强劲的股票尚未恢复到创纪录的水平。在此背景下，投资者可能希望抓住机会在2022年之前以折扣价购买一些蓝筹股。以下是两个值得考虑的道琼斯指数成分股……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9af62dc5672d88e0eafe601ce7efeb4d\" tg-width=\"620\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> <b>Walmart WMT</b></p><p><blockquote><b>沃尔玛WMT</b></blockquote></p><p> Walmart beat our Q3 earnings and revenues estimates in mid-November and raised its guidance in the face of supply chain bottlenecks and rising labor costs. Company executives also assured Wall Street and shoppers that its shelves will stay stocked during the vital holiday season. And investors haven’t seemed to care much that its Q3 FY22 comparable sales surged 9% against an extremely tough to compete-against period last year.</p><p><blockquote>沃尔玛在11月中旬的第三季度盈利和收入超出了我们的预期，并在供应链瓶颈和劳动力成本上升的情况下上调了指引。公司高管还向华尔街和购物者保证，在重要的假期期间，其货架将保持库存。投资者似乎并不太关心其2022财年第三季度可比销售额飙升9%，而去年同期竞争极其激烈。</blockquote></p><p> Walmart posted a banner year in 2020 (FY21), with sales up 7% and comps 9% higher, driven by massive e-commerce growth. Despite coming up against its best performance in over a decade, Zacks estimates call for WMT’s revenue to climb another 2.2% this year and 2.7% higher next year to reach $587 billion.</p><p><blockquote>沃尔玛在2020年（2021财年）取得了辉煌的一年，在电子商务大规模增长的推动下，销售额增长了7%，销售额增长了9%。尽管面临十多年来的最佳表现，Zacks预计WMT的收入看涨期权今年将再增长2.2%，明年将增长2.7%，达到5870亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a383154b8f86260574d413385f5af18\" tg-width=\"620\" tg-height=\"188\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> These estimates have come up significantly in the last several months and would see it roughly match its pre-pandemic growth rates. Plus, its adjusted earnings are projected to jump 16% this year and additional 5% next year. Still, Walmart shares are down 4% in the last year vs. the S&P 500’s 28% climb, amid broad-based retail sector struggles. </p><p><blockquote>这些估计在过去几个月中大幅上升，将与大流行前的增长率大致相当。此外，其调整后收益预计今年将增长16%，明年将再增长5%。尽管如此，由于零售业普遍陷入困境，沃尔玛股价去年下跌了4%，而标普500则上涨了28%。 </blockquote></p><p> Walmart closed regular hours Friday around 7% off its highs and 21% below its current Zacks consensus price target of $172 a share. The stock is also trading right near its own two-year lows at 20.7X forward 12-month earnings, which also marks a solid discount vs. its industry’s average. Investors should also know that 13 of the 19 brokerage recommendations Zacks has are “Strong Buys,” with three more “Buys,” and three “Holds.”</p><p><blockquote>沃尔玛周五正常收盘价较高点下跌约7%，比当前Zacks每股172美元的共识目标价低21%。该股的交易价格也接近两年低点，为12个月预期市盈率的20.7倍，这也标志着较行业平均水平大幅折扣。投资者还应该知道，Zacks的19条券商建议中有13条是“强力买入”，另外3条是“买入”，3条是“持有”。</blockquote></p><p> Walmart lands a Zacks Rank #3 (Hold) at the moment, alongside its “B” grade for Value and “A” for Momentum in our Style Scores system. And its 1.56% dividend yield tops the recently-rising 10-year U.S. Treasury and the S&P 500 average.</p><p><blockquote>沃尔玛目前在咤克斯排名第三（持有），在我们的风格评分系统中，它的价值等级为“B”，势头等级为“A”。其1.56%的股息收益率高于近期上涨的10年期美国国债和标普500平均水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/836285247b54e790af78b492671937f3\" tg-width=\"620\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> The company has spent the past several years preparing for the future. WMT in 2020 launched its subscription service dubbed Walmart+ to compete directly against Amazon Prime. The service costs $98 and offers unlimited free deliveries, discounts on fuel, access to new-age in-store checkout offerings, and more. This adds to its array of e-commerce and delivery options.</p><p><blockquote>该公司在过去几年里一直在为未来做准备。WMT于2020年推出了名为Walmart+的订阅服务，与亚马逊Prime直接竞争。该服务售价98美元，提供无限制免费送货、燃油折扣、新时代店内结账服务等。这增加了其电子商务和交付选项的范围。</blockquote></p><p> Walmart is also expanding its base through diversification, such as partnering with Shopify to bring more small businesses to its third-party marketplace. Plus, its digital advertising business is on track to become a multi-billion-dollar-a-year segment. And WMT is set to improve its financial services offerings and roll out telehealth services around the country.</p><p><blockquote>沃尔玛还通过多元化扩大其基础，例如与Shopify合作，将更多小企业引入其第三方市场。此外，其数字广告业务有望成为每年数十亿美元的细分市场。WMT将改善其金融服务产品并在全国范围内推出远程医疗服务。</blockquote></p><p> <b>The Walt Disney Company DIS</b></p><p><blockquote><b>华特迪士尼公司</b></blockquote></p><p></p><p> Walt Disney shares tumbled following its big Q4 FY21 earnings miss on November 10, which bucked the entertainment titan’s trend of strong beats. Wall Street also voiced its displeasure with its streaming segment growth. Disney+, which launched in November 2019, added just over two million subscribers last quarter to close its fiscal year with 118.1 million subscribers vs. Wall Street’s consensus of 125.3. </p><p><blockquote>华特迪士尼(Walt Disney)股价在11月10日公布的2021财年第四季度盈利大幅下滑后暴跌，这与这家娱乐巨头的强劲表现趋势背道而驰。华尔街也对其流媒体业务的增长表示不满。Disney+于2019年11月推出，上季度新增订阅用户略高于200万，本财年结束时订阅用户数量为1.181亿，而华尔街普遍预期为125.3。 </blockquote></p><p> Disney’s drop was pegged on the EPS miss and the slowing streaming growth. But the selling was going to come sooner than later since DIS shares got rather overheated during its huge pandemic run even as its parks and theatrical businesses came close to a standstill. The stock went from trading at 26X forward 12-month earnings in early 2020 to 72X by February 2021. Disney traded at 30.7X on Friday, with its shares down 25% from its records.</p><p><blockquote>迪士尼的下跌与每股收益未达预期和流媒体增长放缓有关。但抛售迟早会到来，因为DIS的股价在大流行期间变得相当过热，尽管其公园和剧院业务几乎陷入停滞。该股12个月预期市盈率从2020年初的26倍升至2021年2月的72倍。迪士尼周五的股价为30.7倍，较历史记录下跌25%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b4c2df3b8a454b161b0491a0259f9c\" tg-width=\"620\" tg-height=\"209\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> Disney’s Zacks consensus price target represents 30% upside to its current $152 levels. Plus, it’s trading closer to where it was before the pandemic in terms of EPS multiples, even though it is now a streaming powerhouse poised to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the more successful companies in a crowded field. This is essentially an entirely new business on top of its parks and resorts and theatrical releases that have already bounced back and are poised to rebound in a big way as people crave a return to fun. Not to mention it still operates a linear TV segment and other ancillary offerings.</p><p><blockquote>迪士尼的Zacks共识价格目标较目前152美元的水平上涨30%。此外，就每股收益倍数而言，它的交易价格更接近大流行前的水平，尽管它现在已成为一家流媒体巨头<a href=\"https://laohu8.com/S/AONE.U\">一</a>在一个拥挤的领域中更成功的公司。这本质上是一项全新的业务，除了公园、度假村和影院上映之外，这些业务已经反弹，并且随着人们渴望回归乐趣，准备大幅反弹。更不用说它仍然经营线性电视部门和其他辅助产品。</blockquote></p><p> Disney’s content library is full of movies and shows that people can’t get anywhere else, including Marvel, Star Wars, Pixar, National Geographic, and Disney. Its huge library, which is often a must-have for families, is a big reason why it blew away its original streaming subscriber projections so quickly, along with the lockdowns.</p><p><blockquote>迪士尼的内容库充满了人们在其他任何地方都找不到的电影和节目，包括漫威、星球大战、皮克斯、国家地理和迪士尼。其庞大的图书馆通常是家庭的必备之物，这是它如此迅速地打破最初的流媒体用户预测以及封锁的一个重要原因。</blockquote></p><p> Company executives reiterated its 230 to 260 million Disney+ subscriber guidance by the end of FY24, which crushed its initial 60 to 90 million projection from the fall of 2019. On top of that, Disney’s streaming total hit 179 million across Disney+, ESPN+ and Hulu—NFLX closed Q3 with 214 million. The company’s streaming bundle is highly attractive as consumers are flooded with far too many different options.</p><p><blockquote>公司高管重申了到2024财年结束时Disney+用户数量为230至2.6亿的指导，这超出了2019年秋季最初60至9000万的预测。除此之外，迪士尼在Disney+、ESPN+和Hulu-NFLX上的流媒体播放总量达到1.79亿次，第三季度末为2.14亿次。该公司的流媒体捆绑包非常有吸引力，因为消费者有太多不同的选择。</blockquote></p><p> Disney’s revenue climbed 26% in Q4 and 3% on the year and it’s projected to roar back. Zacks estimates call for its FY22 revenue to surge 24% to crush its pre-covid totals by $14 billion at $84 billion, with FY23 set to climb 12% higher to $94 billion. Meanwhile, its adjusted earnings are expected to soar 87% in FY22 and 36% in FY23.</p><p><blockquote>迪士尼第四季度收入增长26%，同比增长3%，预计将大幅回升。Zacks预计看涨期权2022财年的收入将飙升24%，比新冠疫情前的总收入高出140亿美元，达到840亿美元，2023财年将增长12%，达到940亿美元。与此同时，其调整后盈利预计将在2022财年飙升87%，在2023财年飙升36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6fe499e0c4b442d0545a79a790f6dd\" tg-width=\"620\" tg-height=\"389\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> Disney’s consensus earnings estimates did dip slightly following its updated guidance, but it appears that most of the downside has already been priced in. Despite the big selloff, Wall Street remains bullish on the stock, with 11 of the 17 brokerage recommendations Zacks has at “Strong Buys,” with two more “Buys” and nothing under a “Hold.”</p><p><blockquote>迪士尼的普遍盈利预期在更新指引后确实略有下降，但似乎大部分下行因素已经被消化。尽管遭遇大幅抛售，华尔街仍然看好该股，Zacks的17条券商建议中有11条为“强力买入”，另外两条为“买入”，没有任何建议为“持有”。</blockquote></p><p> Disney lands a Zacks Rank #3 (Hold) at the moment, alongside an “A” grade for Growth our in our Style Scores system. And it has already regained some momentum, up 7% since the start of December. The move took it out of oversold RSI levels and it still hovers under neutral at 43. Disney could continue to face near-term selling and uncertainty, but investors with outlooks of a year or more might want to consider grabbing DIS at these levels.</p><p><blockquote>迪士尼目前在咤克斯排名第三（持有），在我们的风格评分系统中，我们的增长得分为“A”。而且它已经恢复了一些势头，自12月初以来上涨了7%。此举使其脱离了超卖RSI水平，目前仍徘徊在中性水平43以下。迪士尼可能会继续面临近期抛售和不确定性，但前景为一年或更长时间的投资者可能会考虑在这些水平上买入DIS。</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>2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022年最值得立即折扣购买的2只长期股票</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\">\n2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022年最值得立即折扣购买的2只长期股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Zacks</strong><span class=\"h-time small\">2021-12-13 14:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to new closing records. Inflation jumped 6.8% in November, which actually came in below some estimates of 7% or higher.</p><p><blockquote>周五，华尔街摆脱了近40年来的高通胀数据，推动标普500回升至新的收盘纪录。11月份通胀率跃升6.8%，实际上低于一些人估计的7%或更高。</blockquote></p><p> Investors remain focused on the positives, despite soaring prices that might force the Fed’s hand sooner than projected, as they think back to where the economy was in late 2020. Plus, Wall Street has continued to pour cash in ever since it appeared relatively clear the new covid variant wouldn’t lead to major lockdowns in the U.S. or a massive global shutdown.</p><p><blockquote>尽管价格飙升可能会迫使美联储比预期更早采取行动，但投资者仍然关注积极因素，因为他们回想起2020年底的经济状况。此外，自从新的covid变种不会导致美国大规模封锁或全球大规模停工以来，华尔街一直在继续投入现金。</blockquote></p><p> JP Morgan also came out with a very bullish note Wednesday. The Wall Street titan, specifically its chief global markets strategist Marko Kolanovic wrote in a note to clients: “Our view is that 2022 will be the year of a full global recovery, an end of the pandemic, and a return to normal economic and market conditions we had prior to the COVID-19 outbreak.\"</p><p><blockquote>摩根大通周三也发表了一份非常乐观的报告。这家华尔街巨头，特别是其首席全球市场策略师马尔科·科拉诺维奇(Marko Kolanovic)在给客户的一份报告中写道：“我们的观点是，2022年将是全球全面复苏、疫情结束、经济和市场恢复正常的一年。”我们在COVID-19爆发之前的状况。”</blockquote></p><p> Even though the market is back at its highs, the strength of mega cap tech stocks such as Apple clouds the fact that tons of pandemic winners and growth stocks continue to come under pressure, with many trading at or near 52-week lows. This is healthy because investors are recalibrating many names that were severely overheated amid the euphoric runs off the virus lows that continued following the initial vaccine announcement. </p><p><blockquote>尽管市场回到了高点，但苹果等大型科技股的强势掩盖了这样一个事实：大量大流行赢家和成长型股票继续面临压力，许多股票的交易价格处于或接近52周低点。这是健康的，因为投资者正在重新调整许多在最初宣布疫苗后病毒低点持续的兴奋情绪中严重过热的名字。 </blockquote></p><p> The bulls just helped the market post its best week since February. But many strong stocks are haven’t returned to their records. Given the backdrop, investors might want to take a chance to buy a few blue-chip stocks at discounts heading into 2022. Here are two Dow components worth considering…</p><p><blockquote>多头刚刚帮助市场度过了自二月份以来最好的一周。但许多强劲的股票尚未恢复到创纪录的水平。在此背景下，投资者可能希望抓住机会在2022年之前以折扣价购买一些蓝筹股。以下是两个值得考虑的道琼斯指数成分股……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9af62dc5672d88e0eafe601ce7efeb4d\" tg-width=\"620\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> <b>Walmart WMT</b></p><p><blockquote><b>沃尔玛WMT</b></blockquote></p><p> Walmart beat our Q3 earnings and revenues estimates in mid-November and raised its guidance in the face of supply chain bottlenecks and rising labor costs. Company executives also assured Wall Street and shoppers that its shelves will stay stocked during the vital holiday season. And investors haven’t seemed to care much that its Q3 FY22 comparable sales surged 9% against an extremely tough to compete-against period last year.</p><p><blockquote>沃尔玛在11月中旬的第三季度盈利和收入超出了我们的预期，并在供应链瓶颈和劳动力成本上升的情况下上调了指引。公司高管还向华尔街和购物者保证，在重要的假期期间，其货架将保持库存。投资者似乎并不太关心其2022财年第三季度可比销售额飙升9%，而去年同期竞争极其激烈。</blockquote></p><p> Walmart posted a banner year in 2020 (FY21), with sales up 7% and comps 9% higher, driven by massive e-commerce growth. Despite coming up against its best performance in over a decade, Zacks estimates call for WMT’s revenue to climb another 2.2% this year and 2.7% higher next year to reach $587 billion.</p><p><blockquote>沃尔玛在2020年（2021财年）取得了辉煌的一年，在电子商务大规模增长的推动下，销售额增长了7%，销售额增长了9%。尽管面临十多年来的最佳表现，Zacks预计WMT的收入看涨期权今年将再增长2.2%，明年将增长2.7%，达到5870亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a383154b8f86260574d413385f5af18\" tg-width=\"620\" tg-height=\"188\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> These estimates have come up significantly in the last several months and would see it roughly match its pre-pandemic growth rates. Plus, its adjusted earnings are projected to jump 16% this year and additional 5% next year. Still, Walmart shares are down 4% in the last year vs. the S&P 500’s 28% climb, amid broad-based retail sector struggles. </p><p><blockquote>这些估计在过去几个月中大幅上升，将与大流行前的增长率大致相当。此外，其调整后收益预计今年将增长16%，明年将再增长5%。尽管如此，由于零售业普遍陷入困境，沃尔玛股价去年下跌了4%，而标普500则上涨了28%。 </blockquote></p><p> Walmart closed regular hours Friday around 7% off its highs and 21% below its current Zacks consensus price target of $172 a share. The stock is also trading right near its own two-year lows at 20.7X forward 12-month earnings, which also marks a solid discount vs. its industry’s average. Investors should also know that 13 of the 19 brokerage recommendations Zacks has are “Strong Buys,” with three more “Buys,” and three “Holds.”</p><p><blockquote>沃尔玛周五正常收盘价较高点下跌约7%，比当前Zacks每股172美元的共识目标价低21%。该股的交易价格也接近两年低点，为12个月预期市盈率的20.7倍，这也标志着较行业平均水平大幅折扣。投资者还应该知道，Zacks的19条券商建议中有13条是“强力买入”，另外3条是“买入”，3条是“持有”。</blockquote></p><p> Walmart lands a Zacks Rank #3 (Hold) at the moment, alongside its “B” grade for Value and “A” for Momentum in our Style Scores system. And its 1.56% dividend yield tops the recently-rising 10-year U.S. Treasury and the S&P 500 average.</p><p><blockquote>沃尔玛目前在咤克斯排名第三（持有），在我们的风格评分系统中，它的价值等级为“B”，势头等级为“A”。其1.56%的股息收益率高于近期上涨的10年期美国国债和标普500平均水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/836285247b54e790af78b492671937f3\" tg-width=\"620\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> The company has spent the past several years preparing for the future. WMT in 2020 launched its subscription service dubbed Walmart+ to compete directly against Amazon Prime. The service costs $98 and offers unlimited free deliveries, discounts on fuel, access to new-age in-store checkout offerings, and more. This adds to its array of e-commerce and delivery options.</p><p><blockquote>该公司在过去几年里一直在为未来做准备。WMT于2020年推出了名为Walmart+的订阅服务，与亚马逊Prime直接竞争。该服务售价98美元，提供无限制免费送货、燃油折扣、新时代店内结账服务等。这增加了其电子商务和交付选项的范围。</blockquote></p><p> Walmart is also expanding its base through diversification, such as partnering with Shopify to bring more small businesses to its third-party marketplace. Plus, its digital advertising business is on track to become a multi-billion-dollar-a-year segment. And WMT is set to improve its financial services offerings and roll out telehealth services around the country.</p><p><blockquote>沃尔玛还通过多元化扩大其基础，例如与Shopify合作，将更多小企业引入其第三方市场。此外，其数字广告业务有望成为每年数十亿美元的细分市场。WMT将改善其金融服务产品并在全国范围内推出远程医疗服务。</blockquote></p><p> <b>The Walt Disney Company DIS</b></p><p><blockquote><b>华特迪士尼公司</b></blockquote></p><p></p><p> Walt Disney shares tumbled following its big Q4 FY21 earnings miss on November 10, which bucked the entertainment titan’s trend of strong beats. Wall Street also voiced its displeasure with its streaming segment growth. Disney+, which launched in November 2019, added just over two million subscribers last quarter to close its fiscal year with 118.1 million subscribers vs. Wall Street’s consensus of 125.3. </p><p><blockquote>华特迪士尼(Walt Disney)股价在11月10日公布的2021财年第四季度盈利大幅下滑后暴跌，这与这家娱乐巨头的强劲表现趋势背道而驰。华尔街也对其流媒体业务的增长表示不满。Disney+于2019年11月推出，上季度新增订阅用户略高于200万，本财年结束时订阅用户数量为1.181亿，而华尔街普遍预期为125.3。 </blockquote></p><p> Disney’s drop was pegged on the EPS miss and the slowing streaming growth. But the selling was going to come sooner than later since DIS shares got rather overheated during its huge pandemic run even as its parks and theatrical businesses came close to a standstill. The stock went from trading at 26X forward 12-month earnings in early 2020 to 72X by February 2021. Disney traded at 30.7X on Friday, with its shares down 25% from its records.</p><p><blockquote>迪士尼的下跌与每股收益未达预期和流媒体增长放缓有关。但抛售迟早会到来，因为DIS的股价在大流行期间变得相当过热，尽管其公园和剧院业务几乎陷入停滞。该股12个月预期市盈率从2020年初的26倍升至2021年2月的72倍。迪士尼周五的股价为30.7倍，较历史记录下跌25%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b4c2df3b8a454b161b0491a0259f9c\" tg-width=\"620\" tg-height=\"209\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> Disney’s Zacks consensus price target represents 30% upside to its current $152 levels. Plus, it’s trading closer to where it was before the pandemic in terms of EPS multiples, even though it is now a streaming powerhouse poised to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the more successful companies in a crowded field. This is essentially an entirely new business on top of its parks and resorts and theatrical releases that have already bounced back and are poised to rebound in a big way as people crave a return to fun. Not to mention it still operates a linear TV segment and other ancillary offerings.</p><p><blockquote>迪士尼的Zacks共识价格目标较目前152美元的水平上涨30%。此外，就每股收益倍数而言，它的交易价格更接近大流行前的水平，尽管它现在已成为一家流媒体巨头<a href=\"https://laohu8.com/S/AONE.U\">一</a>在一个拥挤的领域中更成功的公司。这本质上是一项全新的业务，除了公园、度假村和影院上映之外，这些业务已经反弹，并且随着人们渴望回归乐趣，准备大幅反弹。更不用说它仍然经营线性电视部门和其他辅助产品。</blockquote></p><p> Disney’s content library is full of movies and shows that people can’t get anywhere else, including Marvel, Star Wars, Pixar, National Geographic, and Disney. Its huge library, which is often a must-have for families, is a big reason why it blew away its original streaming subscriber projections so quickly, along with the lockdowns.</p><p><blockquote>迪士尼的内容库充满了人们在其他任何地方都找不到的电影和节目，包括漫威、星球大战、皮克斯、国家地理和迪士尼。其庞大的图书馆通常是家庭的必备之物，这是它如此迅速地打破最初的流媒体用户预测以及封锁的一个重要原因。</blockquote></p><p> Company executives reiterated its 230 to 260 million Disney+ subscriber guidance by the end of FY24, which crushed its initial 60 to 90 million projection from the fall of 2019. On top of that, Disney’s streaming total hit 179 million across Disney+, ESPN+ and Hulu—NFLX closed Q3 with 214 million. The company’s streaming bundle is highly attractive as consumers are flooded with far too many different options.</p><p><blockquote>公司高管重申了到2024财年结束时Disney+用户数量为230至2.6亿的指导，这超出了2019年秋季最初60至9000万的预测。除此之外，迪士尼在Disney+、ESPN+和Hulu-NFLX上的流媒体播放总量达到1.79亿次，第三季度末为2.14亿次。该公司的流媒体捆绑包非常有吸引力，因为消费者有太多不同的选择。</blockquote></p><p> Disney’s revenue climbed 26% in Q4 and 3% on the year and it’s projected to roar back. Zacks estimates call for its FY22 revenue to surge 24% to crush its pre-covid totals by $14 billion at $84 billion, with FY23 set to climb 12% higher to $94 billion. Meanwhile, its adjusted earnings are expected to soar 87% in FY22 and 36% in FY23.</p><p><blockquote>迪士尼第四季度收入增长26%，同比增长3%，预计将大幅回升。Zacks预计看涨期权2022财年的收入将飙升24%，比新冠疫情前的总收入高出140亿美元，达到840亿美元，2023财年将增长12%，达到940亿美元。与此同时，其调整后盈利预计将在2022财年飙升87%，在2023财年飙升36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6fe499e0c4b442d0545a79a790f6dd\" tg-width=\"620\" tg-height=\"389\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks投资研究</span></p></blockquote></p><p> Disney’s consensus earnings estimates did dip slightly following its updated guidance, but it appears that most of the downside has already been priced in. Despite the big selloff, Wall Street remains bullish on the stock, with 11 of the 17 brokerage recommendations Zacks has at “Strong Buys,” with two more “Buys” and nothing under a “Hold.”</p><p><blockquote>迪士尼的普遍盈利预期在更新指引后确实略有下降，但似乎大部分下行因素已经被消化。尽管遭遇大幅抛售，华尔街仍然看好该股，Zacks的17条券商建议中有11条为“强力买入”，另外两条为“买入”，没有任何建议为“持有”。</blockquote></p><p> Disney lands a Zacks Rank #3 (Hold) at the moment, alongside an “A” grade for Growth our in our Style Scores system. And it has already regained some momentum, up 7% since the start of December. The move took it out of oversold RSI levels and it still hovers under neutral at 43. Disney could continue to face near-term selling and uncertainty, but investors with outlooks of a year or more might want to consider grabbing DIS at these levels.</p><p><blockquote>迪士尼目前在咤克斯排名第三（持有），在我们的风格评分系统中，我们的增长得分为“A”。而且它已经恢复了一些势头，自12月初以来上涨了7%。此举使其脱离了超卖RSI水平，目前仍徘徊在中性水平43以下。迪士尼可能会继续面临近期抛售和不确定性，但前景为一年或更长时间的投资者可能会考虑在这些水平上买入DIS。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1838187/2-top-long-term-stocks-to-buy-now-at-discounts-for-2022?art_rec=home-home-trending_topics_popular-ID02-txt-1838187\">Zacks</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":{"DIS":"迪士尼","WMT":"沃尔玛","BK4504":"桥水持仓","BK4551":"寇图资本持仓","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4524":"宅经济概念","BK4155":"大卖场与超市","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.zacks.com/stock/news/1838187/2-top-long-term-stocks-to-buy-now-at-discounts-for-2022?art_rec=home-home-trending_topics_popular-ID02-txt-1838187","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190757166","content_text":"Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to new closing records. Inflation jumped 6.8% in November, which actually came in below some estimates of 7% or higher.\nInvestors remain focused on the positives, despite soaring prices that might force the Fed’s hand sooner than projected, as they think back to where the economy was in late 2020. Plus, Wall Street has continued to pour cash in ever since it appeared relatively clear the new covid variant wouldn’t lead to major lockdowns in the U.S. or a massive global shutdown.\nJP Morgan also came out with a very bullish note Wednesday. The Wall Street titan, specifically its chief global markets strategist Marko Kolanovic wrote in a note to clients: “Our view is that 2022 will be the year of a full global recovery, an end of the pandemic, and a return to normal economic and market conditions we had prior to the COVID-19 outbreak.\"\nEven though the market is back at its highs, the strength of mega cap tech stocks such as Apple clouds the fact that tons of pandemic winners and growth stocks continue to come under pressure, with many trading at or near 52-week lows. This is healthy because investors are recalibrating many names that were severely overheated amid the euphoric runs off the virus lows that continued following the initial vaccine announcement. \nThe bulls just helped the market post its best week since February. But many strong stocks are haven’t returned to their records. Given the backdrop, investors might want to take a chance to buy a few blue-chip stocks at discounts heading into 2022. Here are two Dow components worth considering…\nImage Source: Zacks Investment Research\nWalmart WMT\nWalmart beat our Q3 earnings and revenues estimates in mid-November and raised its guidance in the face of supply chain bottlenecks and rising labor costs. Company executives also assured Wall Street and shoppers that its shelves will stay stocked during the vital holiday season. And investors haven’t seemed to care much that its Q3 FY22 comparable sales surged 9% against an extremely tough to compete-against period last year.\nWalmart posted a banner year in 2020 (FY21), with sales up 7% and comps 9% higher, driven by massive e-commerce growth. Despite coming up against its best performance in over a decade, Zacks estimates call for WMT’s revenue to climb another 2.2% this year and 2.7% higher next year to reach $587 billion.\nImage Source: Zacks Investment Research\nThese estimates have come up significantly in the last several months and would see it roughly match its pre-pandemic growth rates. Plus, its adjusted earnings are projected to jump 16% this year and additional 5% next year. Still, Walmart shares are down 4% in the last year vs. the S&P 500’s 28% climb, amid broad-based retail sector struggles. \nWalmart closed regular hours Friday around 7% off its highs and 21% below its current Zacks consensus price target of $172 a share. The stock is also trading right near its own two-year lows at 20.7X forward 12-month earnings, which also marks a solid discount vs. its industry’s average. Investors should also know that 13 of the 19 brokerage recommendations Zacks has are “Strong Buys,” with three more “Buys,” and three “Holds.”\nWalmart lands a Zacks Rank #3 (Hold) at the moment, alongside its “B” grade for Value and “A” for Momentum in our Style Scores system. And its 1.56% dividend yield tops the recently-rising 10-year U.S. Treasury and the S&P 500 average.\nImage Source: Zacks Investment Research\nThe company has spent the past several years preparing for the future. WMT in 2020 launched its subscription service dubbed Walmart+ to compete directly against Amazon Prime. The service costs $98 and offers unlimited free deliveries, discounts on fuel, access to new-age in-store checkout offerings, and more. This adds to its array of e-commerce and delivery options.\nWalmart is also expanding its base through diversification, such as partnering with Shopify to bring more small businesses to its third-party marketplace. Plus, its digital advertising business is on track to become a multi-billion-dollar-a-year segment. And WMT is set to improve its financial services offerings and roll out telehealth services around the country.\nThe Walt Disney Company DIS\nWalt Disney shares tumbled following its big Q4 FY21 earnings miss on November 10, which bucked the entertainment titan’s trend of strong beats. Wall Street also voiced its displeasure with its streaming segment growth. Disney+, which launched in November 2019, added just over two million subscribers last quarter to close its fiscal year with 118.1 million subscribers vs. Wall Street’s consensus of 125.3. \nDisney’s drop was pegged on the EPS miss and the slowing streaming growth. But the selling was going to come sooner than later since DIS shares got rather overheated during its huge pandemic run even as its parks and theatrical businesses came close to a standstill. The stock went from trading at 26X forward 12-month earnings in early 2020 to 72X by February 2021. Disney traded at 30.7X on Friday, with its shares down 25% from its records.\nImage Source: Zacks Investment Research\nDisney’s Zacks consensus price target represents 30% upside to its current $152 levels. Plus, it’s trading closer to where it was before the pandemic in terms of EPS multiples, even though it is now a streaming powerhouse poised to be one of the more successful companies in a crowded field. This is essentially an entirely new business on top of its parks and resorts and theatrical releases that have already bounced back and are poised to rebound in a big way as people crave a return to fun. Not to mention it still operates a linear TV segment and other ancillary offerings.\nDisney’s content library is full of movies and shows that people can’t get anywhere else, including Marvel, Star Wars, Pixar, National Geographic, and Disney. Its huge library, which is often a must-have for families, is a big reason why it blew away its original streaming subscriber projections so quickly, along with the lockdowns.\nCompany executives reiterated its 230 to 260 million Disney+ subscriber guidance by the end of FY24, which crushed its initial 60 to 90 million projection from the fall of 2019. On top of that, Disney’s streaming total hit 179 million across Disney+, ESPN+ and Hulu—NFLX closed Q3 with 214 million. The company’s streaming bundle is highly attractive as consumers are flooded with far too many different options.\nDisney’s revenue climbed 26% in Q4 and 3% on the year and it’s projected to roar back. Zacks estimates call for its FY22 revenue to surge 24% to crush its pre-covid totals by $14 billion at $84 billion, with FY23 set to climb 12% higher to $94 billion. Meanwhile, its adjusted earnings are expected to soar 87% in FY22 and 36% in FY23.\nImage Source: Zacks Investment Research\nDisney’s consensus earnings estimates did dip slightly following its updated guidance, but it appears that most of the downside has already been priced in. Despite the big selloff, Wall Street remains bullish on the stock, with 11 of the 17 brokerage recommendations Zacks has at “Strong Buys,” with two more “Buys” and nothing under a “Hold.”\nDisney lands a Zacks Rank #3 (Hold) at the moment, alongside an “A” grade for Growth our in our Style Scores system. And it has already regained some momentum, up 7% since the start of December. The move took it out of oversold RSI levels and it still hovers under neutral at 43. Disney could continue to face near-term selling and uncertainty, but investors with outlooks of a year or more might want to consider grabbing DIS at these levels.","news_type":1,"symbols_score_info":{"DIS":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604606974"}
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