10 Beaten-Down Stocks That Could See a Rebound_老虎社区_美港股上老虎

10 Beaten-Down Stocks That Could See a Rebound

Barron's2021-05-11

Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, ...

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Ashaliphant
·2021-05-11
Hmmmm
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- RonnieSG:
  See first
  2021-06-01
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- Kayabunz:
  [开心]
  2021-05-23
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ATH
·2021-05-11
No where near yet
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woonws
·2021-05-11
How much more will they fall before the rebound?
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edamame
·2021-05-11
So many possibilities, which one to back?
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Gutsoverfear
·2021-05-11
cooool
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Jryadi
·2021-05-11
When can we see a rebound?
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As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. 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As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>","source":"lsy1610680873436","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>10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</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\">\n10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-05-11 18:18\n\n</h4>\n</header>\n<article>\nStocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","CTXS":"思杰系统","DXCM":"德康医疗","JKHY":"杰克亨利","AMD":"美国超微公司","IPGP":"IPG光电","ETSY":"Etsy, Inc.","MKTX":"MarketAxess Holdings","VRTX":"福泰制药","PENN":"佩恩国民博彩"},"source_url":"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145776494","content_text":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.","news_type":1,"symbols_score_info":{"IPGP":0.9,"ETSY":0.9,"PENN":0.9,"VRTX":0.9,"JKHY":0.9,"DXCM":0.9,"AMD":0.9,"INCY":0.9,"CTXS":0.9,"MKTX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4524264,"gmtCreate":1622511739329,"gmtModify":1631889273004,"authorId":3567295126071659,"author":{"id":3567295126071659,"idStr":"3567295126071659","authorId":3567295126071659,"name":"RonnieSG","avatar":"https://static.tigerbbs.com/20c3815bb0969cd4ea7a26f56e53df31","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":199776735,"type":1,"supId":0,"prevId":0,"content":"See first","text":"See first","html":"See first"},{"id":4423115,"gmtCreate":1621783421071,"gmtModify":1631889272993,"authorId":3578558472894517,"author":{"id":3578558472894517,"idStr":"3578558472894517","authorId":3578558472894517,"name":"Kayabunz","avatar":"https://static.tigerbbs.com/f55b83d8dfc7c9f14a1d8b86e9727914","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":199776735,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"}],"langContent":"EN"},{"id":199719187,"gmtCreate":1620733691649,"gmtModify":1634196761747,"author":{"id":"3571101263855262","authorId":"3571101263855262","name":"ATH","avatar":"https://static.tigerbbs.com/853bff27096fc78e2aba17fdc3cc8955","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3571101263855262","authorIdStr":"3571101263855262"},"htmlText":"No where near yet","listText":"No where near yet","text":"No where near yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199719187","repostId":1145776494,"repostType":4,"repost":{"id":"1145776494","kind":"news","pubTimestamp":1620728335,"share":"https://www.laohu8.com/m/news/1145776494?lang=zh_CN&edition=full","pubTime":"2021-05-11 18:18","market":"us","language":"en","title":"10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145776494","media":"Barron's","summary":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest ","content":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>","source":"lsy1610680873436","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>10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</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\">\n10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-05-11 18:18\n\n</h4>\n</header>\n<article>\nStocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","CTXS":"思杰系统","DXCM":"德康医疗","JKHY":"杰克亨利","AMD":"美国超微公司","IPGP":"IPG光电","ETSY":"Etsy, Inc.","MKTX":"MarketAxess Holdings","VRTX":"福泰制药","PENN":"佩恩国民博彩"},"source_url":"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145776494","content_text":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.","news_type":1,"symbols_score_info":{"IPGP":0.9,"ETSY":0.9,"PENN":0.9,"VRTX":0.9,"JKHY":0.9,"DXCM":0.9,"AMD":0.9,"INCY":0.9,"CTXS":0.9,"MKTX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199795064,"gmtCreate":1620732673158,"gmtModify":1634196769715,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581999478634265","authorIdStr":"3581999478634265"},"htmlText":"How much more will they fall before the rebound?","listText":"How much more will they fall before the rebound?","text":"How much more will they fall before the rebound?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199795064","repostId":1145776494,"repostType":4,"repost":{"id":"1145776494","kind":"news","pubTimestamp":1620728335,"share":"https://www.laohu8.com/m/news/1145776494?lang=zh_CN&edition=full","pubTime":"2021-05-11 18:18","market":"us","language":"en","title":"10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145776494","media":"Barron's","summary":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest ","content":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>","source":"lsy1610680873436","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>10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</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\">\n10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-05-11 18:18\n\n</h4>\n</header>\n<article>\nStocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","CTXS":"思杰系统","DXCM":"德康医疗","JKHY":"杰克亨利","AMD":"美国超微公司","IPGP":"IPG光电","ETSY":"Etsy, Inc.","MKTX":"MarketAxess Holdings","VRTX":"福泰制药","PENN":"佩恩国民博彩"},"source_url":"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145776494","content_text":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.","news_type":1,"symbols_score_info":{"IPGP":0.9,"ETSY":0.9,"PENN":0.9,"VRTX":0.9,"JKHY":0.9,"DXCM":0.9,"AMD":0.9,"INCY":0.9,"CTXS":0.9,"MKTX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199796487,"gmtCreate":1620732591249,"gmtModify":1631883990435,"author":{"id":"3581982441889617","authorId":"3581982441889617","name":"edamame","avatar":"https://static.tigerbbs.com/63449ce6bfbebf6849034560328a7d39","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581982441889617","authorIdStr":"3581982441889617"},"htmlText":"So many possibilities, which one to back?","listText":"So many possibilities, which one to back?","text":"So many possibilities, which one to back?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199796487","repostId":1145776494,"repostType":4,"repost":{"id":"1145776494","kind":"news","pubTimestamp":1620728335,"share":"https://www.laohu8.com/m/news/1145776494?lang=zh_CN&edition=full","pubTime":"2021-05-11 18:18","market":"us","language":"en","title":"10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145776494","media":"Barron's","summary":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest ","content":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>","source":"lsy1610680873436","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>10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</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\">\n10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-05-11 18:18\n\n</h4>\n</header>\n<article>\nStocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","CTXS":"思杰系统","DXCM":"德康医疗","JKHY":"杰克亨利","AMD":"美国超微公司","IPGP":"IPG光电","ETSY":"Etsy, Inc.","MKTX":"MarketAxess Holdings","VRTX":"福泰制药","PENN":"佩恩国民博彩"},"source_url":"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145776494","content_text":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.","news_type":1,"symbols_score_info":{"IPGP":0.9,"ETSY":0.9,"PENN":0.9,"VRTX":0.9,"JKHY":0.9,"DXCM":0.9,"AMD":0.9,"INCY":0.9,"CTXS":0.9,"MKTX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199791836,"gmtCreate":1620732420925,"gmtModify":1634196772731,"author":{"id":"3571280864379147","authorId":"3571280864379147","name":"Gutsoverfear","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3571280864379147","authorIdStr":"3571280864379147"},"htmlText":"cooool","listText":"cooool","text":"cooool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199791836","repostId":1145776494,"repostType":4,"repost":{"id":"1145776494","kind":"news","pubTimestamp":1620728335,"share":"https://www.laohu8.com/m/news/1145776494?lang=zh_CN&edition=full","pubTime":"2021-05-11 18:18","market":"us","language":"en","title":"10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145776494","media":"Barron's","summary":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest ","content":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>","source":"lsy1610680873436","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>10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</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\">\n10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-05-11 18:18\n\n</h4>\n</header>\n<article>\nStocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","CTXS":"思杰系统","DXCM":"德康医疗","JKHY":"杰克亨利","AMD":"美国超微公司","IPGP":"IPG光电","ETSY":"Etsy, Inc.","MKTX":"MarketAxess Holdings","VRTX":"福泰制药","PENN":"佩恩国民博彩"},"source_url":"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145776494","content_text":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.","news_type":1,"symbols_score_info":{"IPGP":0.9,"ETSY":0.9,"PENN":0.9,"VRTX":0.9,"JKHY":0.9,"DXCM":0.9,"AMD":0.9,"INCY":0.9,"CTXS":0.9,"MKTX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199446813,"gmtCreate":1620730237432,"gmtModify":1634196789200,"author":{"id":"3575537118226960","authorId":"3575537118226960","name":"Jryadi","avatar":"https://static.tigerbbs.com/e6c1d886a2ef7aed6edfea9e738c16a9","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3575537118226960","authorIdStr":"3575537118226960"},"htmlText":"When can we see a rebound?","listText":"When can we see a rebound?","text":"When can we see a rebound?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199446813","repostId":1145776494,"repostType":4,"repost":{"id":"1145776494","kind":"news","pubTimestamp":1620728335,"share":"https://www.laohu8.com/m/news/1145776494?lang=zh_CN&edition=full","pubTime":"2021-05-11 18:18","market":"us","language":"en","title":"10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145776494","media":"Barron's","summary":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest ","content":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>","source":"lsy1610680873436","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>10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</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\">\n10 Beaten-Down Stocks That Could See a Rebound<blockquote>10只遭受重创的股票可能会反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-05-11 18:18\n\n</h4>\n</header>\n<article>\nStocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.<blockquote>最近几天股市一直在上涨，道琼斯工业平均指数周一创下有记录以来的第二高收盘价，但并非每家公司都创下纪录。</blockquote>Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&amp;P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.<blockquote>在过去的几个月里，投资者从昂贵的成长型股票中撤出，转而青睐周期性股票，许多高速增长的股票受到了打击。截至周五收盘，当标普500创下收盘历史新高时，该指数中的30只股票已较52周高点暴跌至少20%，其中大部分位于科技、医疗保健和通信板块。在大多数情况下，股票下跌是有充分理由的：它们的估值飙升，以至于股票的基本面不再合理。</blockquote>This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.<blockquote>ViacomCBS（股票代码：VIAC）和Discovery(DISCA)的情况似乎就是如此，这两家公司最近都推出了单独的流媒体服务。投资者对媒体公司雄心勃勃的订户目标和其他光明前景感到兴奋，从2020年3月到2021年3月，两家公司的股价都在上涨。</blockquote>However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.<blockquote>然而，随着这些股票的估值越来越高，愿意继续追逐它们的投资者越来越少，股价在今年3月下旬暴跌。然而，尽管最近股价下跌，维亚康姆和Discovery股价的估值（相对于12个月的预期收益）仍高于一年前，这表明还有进一步下跌的空间。</blockquote>Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.<blockquote>《巴伦周刊》的观点恰恰相反：遭受重创的股票，其估值现已跌破去年同期的水平，这表明反弹的机会更大。我们缩小了筛选范围，排除了2022年盈利预计低于2021年的公司——对于超前运行的股票来说，这是一个潜在的危险信号。</blockquote>This left us with 10 names that are good candidates to buy on the low.<blockquote>这给我们留下了10个适合低价买入的名字。</blockquote>Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.<blockquote>以Etsy(ETSY)为例：在线手工艺品市场在3月1日达到最近的峰值之前的12个月内飙升了316%，因为在大流行封锁期间，消费者和卖家都出现了激增。自2021年3月以来，该股已损失了三分之一的涨幅，此前该公司指出未来几年将出现稳健但不那么引人注目的增长。华尔街估计，Etsy在2021财年的每股收益将比一年前增长20%，然后在2022财年再增长22%。</blockquote>Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.<blockquote>同样，芯片制造商Advanced Micro Devices(AMD)的股价自1月份见顶以来也大幅下跌。今年4月，由于全球半导体短缺给芯片供应链带来巨大压力，AMD上调了全年指引。该公司目前预测收入将比2020年增长约50%，而盈利预计将增长66%。</blockquote>From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry &amp; Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.<blockquote>从估值角度来看，Etsy和AMD现在都比一年前更具吸引力。Penn National Gaming(PENN)、Citrix Systems(CTXS)、Vertex Pharmaceuticals(VRTX)、MarketAxess(MKTX)、Incyte(INCY)、IPG Photonics(IPGP)、Jack Henry&amp;Associates(JKHY)和DexCom(DXCM)四舍五入屏幕中包含的股票。</blockquote>Off the Peak<blockquote>非高峰</blockquote>These stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.<blockquote>这些股票已比52周高点下跌至少20%，与过去的估值相比，现在看起来更便宜。</blockquote><img src=\"https://static.tigerbbs.com/fb3fbce4d8febe020f883a34736b9383\" tg-width=\"1080\" tg-height=\"1462\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Source: FactSet<blockquote>来源：FactSet</blockquote>Make no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.<blockquote>毫无疑问，其中一些股票在传统意义上的估值仍然相当昂贵。与自己的过去相比，它们看起来只是“便宜”——有些人可能会认为这是预测股票未来的更相关的方式。</blockquote>For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.<blockquote>例如，为糖尿病患者制造和销售连续血糖监测系统的DexCom的股价是其未来12个月预计收益的137倍。但如今的投资者不再只关注一家公司一年的前景。随着Dexcom产品的技术变得更加主流，该股有望在未来五年内实现指数级增长。华尔街分析师绝大多数看好Dexcom股票，平均目标价比今天的水平高出30%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","CTXS":"思杰系统","DXCM":"德康医疗","JKHY":"杰克亨利","AMD":"美国超微公司","IPGP":"IPG光电","ETSY":"Etsy, Inc.","MKTX":"MarketAxess Holdings","VRTX":"福泰制药","PENN":"佩恩国民博彩"},"source_url":"https://www.barrons.com/articles/10-beaten-down-stocks-that-could-see-a-rebound-51620591318?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145776494","content_text":"Stocks have been rising in recent days, with the Dow Jones Industrial Average at its second-highest close on record on Monday, but not every company is hitting records.Over the past few months, investors have pulled back from expensive growth stocks to favor cyclical ones, with many high-flying growth names taking a hit. As of the close on Friday, when the S&P 500 scored a record closing high, 30 stocks in the index had plunged at least 20% below their 52-week highs, with most of these in the technology, healthcare, and communication sectors. In the majority of cases, the stocks fell for a good reason: Their valuations surged so much that they no longer were justified by the stocks’ fundamentals.This appears to be the case with ViacomCBS (ticker: VIAC) and Discovery (DISCA), both of which recently launched individual streaming services. Investors were excited by the media companies’ ambitious subscriber targets and other bright prospects—and shares of both companies were on a tear from March 2020 to March 2021.However, as the stocks’ valuations got loftier and fewer investors were willing to keep chasing them, share prices plunged in late March of this year. Yet even after despite the recent drop, Viacom and Discovery shares are trading at higher valuations—relative to 12-month forward earnings—than they were a year ago, suggesting further room to fall.Barron’s looked for the opposite: Beaten-down stocks whose valuations have now fallen below year-ago levels, which suggests a better chance for a rebound. We narrowed the screen by excluding companies whose 2022 earnings are expected to be lower than those for 2021—a potential red flag for stocks that are running ahead of themselves.This left us with 10 names that are good candidates to buy on the low.Consider Etsy (ETSY): The online handicrafts marketplace soared 316% in the 12 months prior to its recent peak on March 1, as it saw a surge in both consumers and sellers during the pandemic lockdowns. The stock has lost one-third of those gains since March 2021, after the company pointed to solid, but less dramatic growth in the coming years. Wall Street estimates that Etsy will increase its earnings per share by 20% in fiscal year 2021 from a year ago, and then another 22% in fiscal year 2022.Similarly, shares of chipmaker Advanced Micro Devices (AMD) have tumbled since peaking in January. In April, AMD increased its full-year guidance as a global shortage of semiconductors placed immense strain on the chip supply chain. The firm now forecasts revenue will grow roughly 50% compared with what it achieved in 2020, while earnings are expected to be 66% higher.From a valuation perspective, both Etsy and AMD are more attractive now than they were a year ago. Penn National Gaming (PENN), Citrix Systems (CTXS), Vertex Pharmaceuticals (VRTX), MarketAxess (MKTX), Incyte (INCY), IPG Photonics (IPGP), Jack Henry & Associates (JKHY), and DexCom (DXCM) round out the stocks included in the screen.Off the PeakThese stocks have plunged at least 20% below their 52-week highs, and now look cheaper compared to their past valuations.Source: FactSetMake no mistake, some of these stocks are still quite expensive in the traditional sense of valuation. They only look “cheap” as compared to their own past—which some might argue is a more relevant way to predict a stock’s future.For example, shares of DexCom, which manufactures and sells continuous glucose monitoring systems for diabetes patients, are priced at 137 times their estimated earnings in the next 12 months. But investors today no longer only focus on a company’s one-year prospects. The stock is well-positioned to see exponential growth in the next five years as the tech for Dexcom’s products becomes more mainstream. Wall Street analysts are overwhelmingly bullish on Dexcom stock and have an average target price 30% higher than today’s level.","news_type":1,"symbols_score_info":{"IPGP":0.9,"ETSY":0.9,"PENN":0.9,"VRTX":0.9,"JKHY":0.9,"DXCM":0.9,"AMD":0.9,"INCY":0.9,"CTXS":0.9,"MKTX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":16,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}