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2021-03-19

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Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的 Bumble 和 Wayfair 等六只 “重新开盘 ”股票</blockquote>

Executives are snapping up shares of their own companies, which is typically a bullish sign. With va

Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的 Bumble 和 Wayfair 等六只 “重新开盘 ”股票</blockquote>

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Even Jim Cramer has jumped aboard.<blockquote>随着疫苗的推广和个人储蓄屡创新高，股市的 “重新开放 ”风靡一时。甚至吉姆·克莱默也加入了进来。</blockquote> As a contrarian, I’ve been suggesting reopening plays in&nbsp;this column&nbsp;and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.<blockquote>作为一名反向投资者，一年多来，我一直在本专栏和我的股票信中建议重新开盘（链接在下面的简历中）。在许多情况下，数字翻了一番，甚至更多。现在看到人群进来让我很紧张。这往往是一个主题走到最后的标志。</blockquote> Wait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.<blockquote>等等，重新开放的主题怎么会在重新开放发生之前就花掉呢？这很简单。通常提前六个月营销价格事件。</blockquote> But I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.<blockquote>但我认为这个还有更多的事情要做，原因很简单。我密切关注企业内部人士，在过去的几周里，他们一直是约会、旅游和零售领域典型重新开放游戏的巨大买家。</blockquote> Here’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.<blockquote>以下是购买情况的综述，告诉我这个主题还有发展空间。内部买入还表明这六只股票可能会延长其优异表现。</blockquote> Dating is making a comeback<blockquote>约会正在卷土重来</blockquote> Millions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.<blockquote>由于担心感染 Covid-19，数百万人减少了约会。这将在重新开业期间发生巨大变化，为约会应用公司 Bumble 提供推动力。</blockquote> We’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.<blockquote>我们已经看到了单身人士真正想要交往的早期迹象--而且不仅仅是在佛罗里达州的大型春假聚会上。受第二和第三季度 Covid-19 担忧高峰的拖累，Bumble 第四季度收入增长了 31%，而 2020 年全年增长较为缓慢的 10%。第四季度，为高级版本服务付费的用户增长了 32.5%，而全年增长了 22.2%。</blockquote> Bumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).<blockquote>Bumble是一款约会应用，它有一个转折，那就是只有女性才能在双方都表示有兴趣后，通过在个人资料上向右滑动来发起联系。该公司的 Bumble 和 Badoo 应用程序上的高级功能允许用户看到谁在他们身上滑动，发布更多个人信息，并突出个人资料。根据发表在《美国国家科学院院刊》（PNAS）上的一项研究，在线约会应用程序现在是美国新婚夫妇见面的最常见方式。</blockquote> Director Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd&nbsp;bought $21 million worth at $43.<blockquote>2月中旬，Bumble上市时，董事帕梅拉·托马斯-格雷厄姆（Pamela Thomas-Graham）以76.23美元的价格购买了价值49.8万美元的股票，首席执行官惠特尼·沃尔夫·赫德（Whitney Wolfe Herd）以43美元的价格购买了价值2100万美元的股票。</blockquote> Wanderlust returns<blockquote>旅行癖回归</blockquote> I’ve been suggesting Avis Budget Group&nbsp;in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play.&nbsp; It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.<blockquote>自从去年 10 月初 Avis Budget Group 的交易价格为 31 美元以来，我就一直在我的股票信中推荐它。现在价格上涨了 122%，达到 69 美元，但我最近建议用户继续持有。是的，疫情压垮了租金。但是人们真的很想出去旅行。所以这家公司的生意今年真的会好转。Avis经营着Budget和Zipcar租赁品牌，是一家航空旅行公司。它在北美、欧洲和澳大拉西亚的机场拥有巨大的影响力。Avis拥有超过10,600个租赁地点。</blockquote> Avis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.<blockquote>安飞士在疫情期间削减了19%的机队，在降低成本方面做了值得称赞的工作。因此，尽管收入下降了 41%，但这并不是破产风险。</blockquote> The big buyer who first got me interested in this stock was director Karthik&nbsp;Sarma. His SRS&nbsp;Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.<blockquote>第一个让我对这只股票感兴趣的大买家是导演卡尔西克·萨尔马。他的 SRS Investment Management 去年 5 月至 12 月以 18.57 美元至 39.20 美元的价格稳步买入。Avis 目前占他投资组合的 11.4%。最近，首席财务官 Brian Choi 接任大买家，于 2 月份以每股 46-56 美元的价格购买了价值 164 万美元的股票。业内人士不会在短期交易中买入，因此这次买入--再加上即将重新开放的旅游热潮--告诉我，该股仍需持有。</blockquote> Fast-food binge<blockquote>快餐狂欢</blockquote> As the second-largest fast-food burger chain in the U.S., Wendy’s&nbsp;will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.<blockquote>作为美国第二大快餐汉堡连锁店，Wendy's 的销售额将随着消费者走出隐秘状态而大幅提升。当然，温迪的数字业务在大流行病期间表现强劲。但首席执行官托德-佩内戈尔（Todd Penegor）表示，客流量的改善仍将推动这家以具有竞争力的价格专营 “新鲜且令人垂涎 ”食品的连锁店的销售额。</blockquote> From small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.<blockquote>Wendy's 于 1969 年在俄亥俄州哥伦布市成立，现已发展成为全球第三大汉堡连锁店，拥有 6800 多家餐厅。其中大部分是特许经营，这提高了利润率。尽管大流行病肆虐，温迪餐厅去年还是开设了 35 家餐厅，没有关门。这一数字低于 2019 年的 77 个净开业数。但它将在 2021 年弥补失地，净增约 170 家新餐厅，使餐厅总数超过 7000 家。</blockquote> Last year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.<blockquote>去年，Wendy 的新早餐菜单大受欢迎，预计这将在 2021 年再次成为增长动力。该公司预计早餐业务今年将增长 30%，到 2022 年底将达到总销售额的 10%，高于去年的 7%。</blockquote> Wendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.<blockquote>Wendy's 预计今年同店销售额将增长 10%，推动每股收益增长 19%，达到 0.67 美元至 0.69 美元，运营现金流增长 12.5%，达到指导中点 3.2 亿美元。</blockquote> All of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.<blockquote>所有这些无疑有助于解释为什么首席法律官E.J。Wunsch 最近以 18.98 美元的价格购买了价值 142,300 美元的股票。</blockquote> The housing boom isn’t over yet<blockquote>h唤醒热潮尚未结束</blockquote> With interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair&nbsp;and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)<blockquote>根据最近另一个流行的迷因，随着利率上升，房地产行业应该会降温。但业内人士不同意。最近，两家最大的家居相关零售商 Wayfair 和 Lowe's 发生了大量内幕交易。当然，有一些公司趋势有助于解释这一点。但由于股票三分之一的变动通常来自行业表现，因此这也是对房地产趋势的一种说明。（其他三分之二的股票走势来自公司趋势和整体股票市场趋势。）</blockquote> Here’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.<blockquote>以下是 30 年期抵押贷款利率。如您所见，与历史平均水平相比，这一数字仍然很低。</blockquote> The bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.<blockquote>Leuthold group 市场策略师吉姆·保尔森 (Jim Paulsen) 指出，这种看涨情绪是有道理的，因为抵押贷款利率仍处于历史低位。这意味着人们对购房和相关零售商的持续兴趣。</blockquote> Insiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin&nbsp;at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.<blockquote>业内人士当然认同这种想法。最近，首席执行官迈克尔·安德鲁·库明 (Michael Andrew Kumin) 以每股约 287 美元的价格购买了家居零售商 Wayfair 价值 1360 万美元的股票。Wayfair在与消费者的联系方面做得很好。去年美国销售额增长了 55%，海外销售额增长了 65%。第四季度客户数量增长 54%，达到 3120 万。重复采购占其业务的70%以上。Wayfair还与供应商密切合作，帮助他们进行物流、销售和营销，让他们满意。</blockquote> At Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.<blockquote>在 Lowe's，董事 David Batchelder 最近以 159.47 美元的价格购买了价值约 100 万美元的股票。劳氏是仅次于家得宝（Home Depot）的全球第二大家装零售商，自首席执行官马文-埃里森（Marvin Ellison）于2018年接任并引入新团队以来，劳氏一直在提高利润率、商品销售和库存。但收益还没有结束。该公司表示，2021 年营业利润率将超过 11%，最终达到 13%，而 2019 年为 9%。</blockquote> The big get bigger<blockquote>大的变大</blockquote> As the nation’s largest retailer, Walmart&nbsp;stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&amp;T&nbsp;CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.<blockquote>作为美国最大的零售商，沃尔玛将从重新开业中受益，随着消费者信心增强，所有被压抑的需求都将被释放出来，消费者将从创纪录的高储蓄中获益。这有助于解释为什么沃尔玛董事、美国电话电报公司前首席执行官兰德尔-斯蒂芬森（Randall Stephenson）最近以 129.63 美元的价格向这家零售商的股票投入了 100 万美元。</blockquote> Walmart is also investing heavily in automation, which should improve productivity and profit margins.<blockquote>沃尔玛还在自动化方面投入巨资，这应该会提高生产率和利润率。</blockquote> Morningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.<blockquote>晨星分析师 Zain Akbari 预测今年以及未来十年的销售额增长将达到低个位数。</blockquote> Walmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.<blockquote>阿克巴里说，沃尔玛规模如此之大，以至于它与供应商谈判有利条件，以保持竞争力，从而支持零售商的广泛护城河。如果全国每小时 15 美元的最低工资标准获得通过，对沃尔玛来说也不会是毁灭性的。平均而言，它支付给销售助理的工资已经超过了这个数字。沃尔玛为投资者提供 1.6% 的股息收益率。</blockquote>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的 Bumble 和 Wayfair 等六只 “重新开盘 ”股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSix ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的 Bumble 和 Wayfair 等六只 “重新开盘 ”股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-19 13:36\n\n</h4>\n</header>\n<article>\nExecutives are snapping up shares of their own companies, which is typically a bullish sign.<blockquote>高管们正在抢购自己公司的股票，这通常是一个看涨的迹象。</blockquote> With vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.<blockquote>随着疫苗的推广和个人储蓄屡创新高，股市的 “重新开放 ”风靡一时。甚至吉姆·克莱默也加入了进来。</blockquote> As a contrarian, I’ve been suggesting reopening plays in&nbsp;this column&nbsp;and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.<blockquote>作为一名反向投资者，一年多来，我一直在本专栏和我的股票信中建议重新开盘（链接在下面的简历中）。在许多情况下，数字翻了一番，甚至更多。现在看到人群进来让我很紧张。这往往是一个主题走到最后的标志。</blockquote> Wait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.<blockquote>等等，重新开放的主题怎么会在重新开放发生之前就花掉呢？这很简单。通常提前六个月营销价格事件。</blockquote> But I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.<blockquote>但我认为这个还有更多的事情要做，原因很简单。我密切关注企业内部人士，在过去的几周里，他们一直是约会、旅游和零售领域典型重新开放游戏的巨大买家。</blockquote> Here’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.<blockquote>以下是购买情况的综述，告诉我这个主题还有发展空间。内部买入还表明这六只股票可能会延长其优异表现。</blockquote> Dating is making a comeback<blockquote>约会正在卷土重来</blockquote> Millions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.<blockquote>由于担心感染 Covid-19，数百万人减少了约会。这将在重新开业期间发生巨大变化，为约会应用公司 Bumble 提供推动力。</blockquote> We’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.<blockquote>我们已经看到了单身人士真正想要交往的早期迹象--而且不仅仅是在佛罗里达州的大型春假聚会上。受第二和第三季度 Covid-19 担忧高峰的拖累，Bumble 第四季度收入增长了 31%，而 2020 年全年增长较为缓慢的 10%。第四季度，为高级版本服务付费的用户增长了 32.5%，而全年增长了 22.2%。</blockquote> Bumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).<blockquote>Bumble是一款约会应用，它有一个转折，那就是只有女性才能在双方都表示有兴趣后，通过在个人资料上向右滑动来发起联系。该公司的 Bumble 和 Badoo 应用程序上的高级功能允许用户看到谁在他们身上滑动，发布更多个人信息，并突出个人资料。根据发表在《美国国家科学院院刊》（PNAS）上的一项研究，在线约会应用程序现在是美国新婚夫妇见面的最常见方式。</blockquote> Director Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd&nbsp;bought $21 million worth at $43.<blockquote>2月中旬，Bumble上市时，董事帕梅拉·托马斯-格雷厄姆（Pamela Thomas-Graham）以76.23美元的价格购买了价值49.8万美元的股票，首席执行官惠特尼·沃尔夫·赫德（Whitney Wolfe Herd）以43美元的价格购买了价值2100万美元的股票。</blockquote> Wanderlust returns<blockquote>旅行癖回归</blockquote> I’ve been suggesting Avis Budget Group&nbsp;in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play.&nbsp; It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.<blockquote>自从去年 10 月初 Avis Budget Group 的交易价格为 31 美元以来，我就一直在我的股票信中推荐它。现在价格上涨了 122%，达到 69 美元，但我最近建议用户继续持有。是的，疫情压垮了租金。但是人们真的很想出去旅行。所以这家公司的生意今年真的会好转。Avis经营着Budget和Zipcar租赁品牌，是一家航空旅行公司。它在北美、欧洲和澳大拉西亚的机场拥有巨大的影响力。Avis拥有超过10,600个租赁地点。</blockquote> Avis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.<blockquote>安飞士在疫情期间削减了19%的机队，在降低成本方面做了值得称赞的工作。因此，尽管收入下降了 41%，但这并不是破产风险。</blockquote> The big buyer who first got me interested in this stock was director Karthik&nbsp;Sarma. His SRS&nbsp;Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.<blockquote>第一个让我对这只股票感兴趣的大买家是导演卡尔西克·萨尔马。他的 SRS Investment Management 去年 5 月至 12 月以 18.57 美元至 39.20 美元的价格稳步买入。Avis 目前占他投资组合的 11.4%。最近，首席财务官 Brian Choi 接任大买家，于 2 月份以每股 46-56 美元的价格购买了价值 164 万美元的股票。业内人士不会在短期交易中买入，因此这次买入--再加上即将重新开放的旅游热潮--告诉我，该股仍需持有。</blockquote> Fast-food binge<blockquote>快餐狂欢</blockquote> As the second-largest fast-food burger chain in the U.S., Wendy’s&nbsp;will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.<blockquote>作为美国第二大快餐汉堡连锁店，Wendy's 的销售额将随着消费者走出隐秘状态而大幅提升。当然，温迪的数字业务在大流行病期间表现强劲。但首席执行官托德-佩内戈尔（Todd Penegor）表示，客流量的改善仍将推动这家以具有竞争力的价格专营 “新鲜且令人垂涎 ”食品的连锁店的销售额。</blockquote> From small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.<blockquote>Wendy's 于 1969 年在俄亥俄州哥伦布市成立，现已发展成为全球第三大汉堡连锁店，拥有 6800 多家餐厅。其中大部分是特许经营，这提高了利润率。尽管大流行病肆虐，温迪餐厅去年还是开设了 35 家餐厅，没有关门。这一数字低于 2019 年的 77 个净开业数。但它将在 2021 年弥补失地，净增约 170 家新餐厅，使餐厅总数超过 7000 家。</blockquote> Last year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.<blockquote>去年，Wendy 的新早餐菜单大受欢迎，预计这将在 2021 年再次成为增长动力。该公司预计早餐业务今年将增长 30%，到 2022 年底将达到总销售额的 10%，高于去年的 7%。</blockquote> Wendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.<blockquote>Wendy's 预计今年同店销售额将增长 10%，推动每股收益增长 19%，达到 0.67 美元至 0.69 美元，运营现金流增长 12.5%，达到指导中点 3.2 亿美元。</blockquote> All of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.<blockquote>所有这些无疑有助于解释为什么首席法律官E.J。Wunsch 最近以 18.98 美元的价格购买了价值 142,300 美元的股票。</blockquote> The housing boom isn’t over yet<blockquote>h唤醒热潮尚未结束</blockquote> With interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair&nbsp;and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)<blockquote>根据最近另一个流行的迷因，随着利率上升，房地产行业应该会降温。但业内人士不同意。最近，两家最大的家居相关零售商 Wayfair 和 Lowe's 发生了大量内幕交易。当然，有一些公司趋势有助于解释这一点。但由于股票三分之一的变动通常来自行业表现，因此这也是对房地产趋势的一种说明。（其他三分之二的股票走势来自公司趋势和整体股票市场趋势。）</blockquote> Here’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.<blockquote>以下是 30 年期抵押贷款利率。如您所见，与历史平均水平相比，这一数字仍然很低。</blockquote> The bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.<blockquote>Leuthold group 市场策略师吉姆·保尔森 (Jim Paulsen) 指出，这种看涨情绪是有道理的，因为抵押贷款利率仍处于历史低位。这意味着人们对购房和相关零售商的持续兴趣。</blockquote> Insiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin&nbsp;at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.<blockquote>业内人士当然认同这种想法。最近，首席执行官迈克尔·安德鲁·库明 (Michael Andrew Kumin) 以每股约 287 美元的价格购买了家居零售商 Wayfair 价值 1360 万美元的股票。Wayfair在与消费者的联系方面做得很好。去年美国销售额增长了 55%，海外销售额增长了 65%。第四季度客户数量增长 54%，达到 3120 万。重复采购占其业务的70%以上。Wayfair还与供应商密切合作，帮助他们进行物流、销售和营销，让他们满意。</blockquote> At Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.<blockquote>在 Lowe's，董事 David Batchelder 最近以 159.47 美元的价格购买了价值约 100 万美元的股票。劳氏是仅次于家得宝（Home Depot）的全球第二大家装零售商，自首席执行官马文-埃里森（Marvin Ellison）于2018年接任并引入新团队以来，劳氏一直在提高利润率、商品销售和库存。但收益还没有结束。该公司表示，2021 年营业利润率将超过 11%，最终达到 13%，而 2019 年为 9%。</blockquote> The big get bigger<blockquote>大的变大</blockquote> As the nation’s largest retailer, Walmart&nbsp;stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&amp;T&nbsp;CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.<blockquote>作为美国最大的零售商，沃尔玛将从重新开业中受益，随着消费者信心增强，所有被压抑的需求都将被释放出来，消费者将从创纪录的高储蓄中获益。这有助于解释为什么沃尔玛董事、美国电话电报公司前首席执行官兰德尔-斯蒂芬森（Randall Stephenson）最近以 129.63 美元的价格向这家零售商的股票投入了 100 万美元。</blockquote> Walmart is also investing heavily in automation, which should improve productivity and profit margins.<blockquote>沃尔玛还在自动化方面投入巨资，这应该会提高生产率和利润率。</blockquote> Morningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.<blockquote>晨星分析师 Zain Akbari 预测今年以及未来十年的销售额增长将达到低个位数。</blockquote> Walmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.<blockquote>阿克巴里说，沃尔玛规模如此之大，以至于它与供应商谈判有利条件，以保持竞争力，从而支持零售商的广泛护城河。如果全国每小时 15 美元的最低工资标准获得通过，对沃尔玛来说也不会是毁灭性的。平均而言，它支付给销售助理的工资已经超过了这个数字。沃尔玛为投资者提供 1.6% 的股息收益率。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/six-reopening-stocks-including-bumble-and-wayfair-that-company-insiders-absolutely-love-11616082045?mod=home-page\">MarketWatch</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":{"BMBL":"Bumble Inc.","W":"Wayfair","WEN":"温蒂汉堡","T":"At&T","LOW":"劳氏","WMT":"沃尔玛","CAR":"安飞士","HD":"家得宝"},"source_url":"https://www.marketwatch.com/story/six-reopening-stocks-including-bumble-and-wayfair-that-company-insiders-absolutely-love-11616082045?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1133615560","content_text":"Executives are snapping up shares of their own companies, which is typically a bullish sign.\nWith vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.\nAs a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.\nWait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.\nBut I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.\nHere’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.\nDating is making a comeback\nMillions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.\nWe’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.\nBumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).\nDirector Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.\nWanderlust returns\nI’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play.  It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.\nAvis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.\nThe big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.\nFast-food binge\nAs the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.\nFrom small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.\nLast year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.\nWendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.\nAll of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.\nThe housing boom isn’t over yet\nWith interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)\nHere’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.\nThe bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.\nInsiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.\nAt Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.\nThe big get bigger\nAs the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.\nWalmart is also investing heavily in automation, which should improve productivity and profit margins.\nMorningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.\nWalmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.","news_type":1,"symbols_score_info":{"LOW":0.9,"HD":0.9,"T":0.9,"BMBL":0.9,"CAR":0.9,"W":0.9,"WEN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1478,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}