Khairul0802
2021-05-08
Nice
Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这3只顶级股票已下跌超过40%</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":107028338,"tweetId":"107028338","gmtCreate":1620434654124,"gmtModify":1634198842186,"author":{"id":3573174299397007,"idStr":"3573174299397007","authorId":3573174299397007,"authorIdStr":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Nice</p></body></html>","htmlText":"<html><head></head><body><p>Nice</p></body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/107028338","repostId":1114799901,"repostType":4,"repost":{"id":"1114799901","kind":"news","pubTimestamp":1620395084,"share":"https://www.laohu8.com/m/news/1114799901?lang=zh_CN&edition=full","pubTime":"2021-05-07 21:44","market":"us","language":"en","title":"Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这3只顶级股票已下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114799901","media":"fool","summary":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want","content":"<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p><blockquote>如果您正在等待大盘暴跌以便逢低买入，那么您可能需要现在就穿上购物鞋。一些优质股票已经较历史高点下跌了30%、40%甚至更多。</blockquote></p><p>Case in point: Shares of <b>Zillow Group</b> (NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and <b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p><blockquote>典型例子：股份<b>Zillow集团</b>（纳斯达克：ZG）（纳斯达克：Z），<b>百度</b>（纳斯达克：BIDU），以及<b>Teladoc</b>(NYSE：TDOC)的交易价格均比近期高点低至少40%。这些降价不太可能持续太久。</blockquote></p><p>1. Zillow Group</p><p><blockquote>1.Zillow集团</blockquote></p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p><blockquote>房地产很热，但领先的住宅在线门户网站却变冷了。截至周二收盘（发布最新季度报告时），Zillow股价已较三个月前的峰值下跌42%。</blockquote></p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p><blockquote>第一季度收入增长8%，但此前连续几个季度出现两位数百分比下降。</blockquote></p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p><blockquote>如果您预计Zillow在这种环境下会表现得更好，那么好消息是它做得很好。拖累其业绩的是其家居翻转领域。Zillow的iBuyer业务允许人们通过其Zillow Offers平台向这家房地产巨头出售房屋。该公司可以快速从卖家那里套现，而且由于该网站非常受欢迎——每月有2.21亿活跃独立用户——它在快速找到买家方面也没有问题。</blockquote></p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p><blockquote>但Zillow在疫情期间有意缩减了iBuyer交易，今年前三个月该部门的收入下降了9%。现在，它开始恢复行动。Zillow的其他部分都在摇摆。本季度其旗舰互联网、媒体和技术部门的收入增长了35%。其新生的抵押贷款部门增长更快。</blockquote></p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p><blockquote>房地产现在是卖方市场。这对买家来说不是好消息，但对Zillow来说却是个好消息。房地产经纪人正在付费以确保他们的房源在平台上受到关注，而房产的快速周转让更多的人粘在这款应用上。</blockquote></p><p>2. Baidu</p><p><blockquote>2.百度</blockquote></p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p><blockquote>中国领先的搜索引擎运营商正在开始转危为安，但如果你只看它的股票图表或最新的财务业绩，你可能不会意识到这一点。自2月份见顶以来，百度股价已暴跌44%。第四季度收入仅增长5%，但这实际上是营收连续第三个加速增长的时期。</blockquote></p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p><blockquote>当百度在两周后公布第一季度数据时，我们将了解情况如何。他们应该令人印象深刻。分析师预计该期间收入将增长31%，每股收益增长更快。</blockquote></p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p><blockquote>除了搜索之外，百度还是人工智能领域的领导者。它提高了自动驾驶汽车技术的标准，这家曾经似乎与PC世界息息相关的公司现在拥有了一个充满活力的移动生态系统。该股也很便宜，其交易价格略高于今年预期市盈率的19倍，是明年目标市盈率的16倍。过去一年，百度的季度利润目标至少超过了两位数的百分比，因此在未来的某个时候，投资者可能会回顾今天的价格，认为它提供了比目前看起来更便宜的估值。</blockquote></p><p>3. Teladoc</p><p><blockquote>3.Teladoc</blockquote></p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p><blockquote>另一只在2月份见顶的股票是Teladoc，它是这三只股票中跌幅最大的，跌幅为49%。这家受欢迎的远程医疗提供商上周发布了第一季度报告，情况一点也不差。</blockquote></p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p><blockquote>期内收入飙升151%。收购Livongo Health有助于提升业绩，但其同名虚拟医疗平台仍实现强劲的有机增长。总访问量和会议次数同比增加了一倍多。</blockquote></p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p><blockquote>有两件事阻碍了Teladoc的发展，对于一家股票在不到三个月的时间里几乎减半的公司来说，这两件事都没有人们想象的那么成问题。</blockquote></p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p><blockquote>首先，由于Teladoc在大流行期间大受欢迎，当时它提供了一种比亲自看医生更安全的替代方案，因此人们认为，随着越来越多的人接种疫苗以及对COVID-19的担忧消退，这种势头将会逆转。这种看跌观点忽略了Teladoc在大流行之前就已经在快速增长。此外，数百万人已经习惯于使用Teladoc作为传统医疗咨询的便捷且经济的替代方案，很难想象他们会放弃它。</blockquote></p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p><blockquote>Teladoc面临的另一个挑战是远程医疗竞争将在不久的将来升温。这也不是坏事。将会有很多新的机会让这个领域的所有玩家享受。事实上，其他公司正在加大对自己的远程医疗解决方案的重视，这似乎也不利于Teladoc的第一次打击，因为这些投资验证了商业模式。</blockquote></p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p><p><blockquote>Zillow、百度和Teladoc正在打折。去购物前不要等太久。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这3只顶级股票已下跌超过40%</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\">\nWhy Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资？这3只顶级股票已下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-07 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p><blockquote>如果您正在等待大盘暴跌以便逢低买入，那么您可能需要现在就穿上购物鞋。一些优质股票已经较历史高点下跌了30%、40%甚至更多。</blockquote></p><p>Case in point: Shares of <b>Zillow Group</b> (NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and <b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p><blockquote>典型例子：股份<b>Zillow集团</b>（纳斯达克：ZG）（纳斯达克：Z），<b>百度</b>（纳斯达克：BIDU），以及<b>Teladoc</b>(NYSE：TDOC)的交易价格均比近期高点低至少40%。这些降价不太可能持续太久。</blockquote></p><p>1. Zillow Group</p><p><blockquote>1.Zillow集团</blockquote></p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p><blockquote>房地产很热，但领先的住宅在线门户网站却变冷了。截至周二收盘（发布最新季度报告时），Zillow股价已较三个月前的峰值下跌42%。</blockquote></p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p><blockquote>第一季度收入增长8%，但此前连续几个季度出现两位数百分比下降。</blockquote></p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p><blockquote>如果您预计Zillow在这种环境下会表现得更好，那么好消息是它做得很好。拖累其业绩的是其家居翻转领域。Zillow的iBuyer业务允许人们通过其Zillow Offers平台向这家房地产巨头出售房屋。该公司可以快速从卖家那里套现，而且由于该网站非常受欢迎——每月有2.21亿活跃独立用户——它在快速找到买家方面也没有问题。</blockquote></p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p><blockquote>但Zillow在疫情期间有意缩减了iBuyer交易，今年前三个月该部门的收入下降了9%。现在，它开始恢复行动。Zillow的其他部分都在摇摆。本季度其旗舰互联网、媒体和技术部门的收入增长了35%。其新生的抵押贷款部门增长更快。</blockquote></p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p><blockquote>房地产现在是卖方市场。这对买家来说不是好消息，但对Zillow来说却是个好消息。房地产经纪人正在付费以确保他们的房源在平台上受到关注，而房产的快速周转让更多的人粘在这款应用上。</blockquote></p><p>2. Baidu</p><p><blockquote>2.百度</blockquote></p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p><blockquote>中国领先的搜索引擎运营商正在开始转危为安，但如果你只看它的股票图表或最新的财务业绩，你可能不会意识到这一点。自2月份见顶以来，百度股价已暴跌44%。第四季度收入仅增长5%，但这实际上是营收连续第三个加速增长的时期。</blockquote></p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p><blockquote>当百度在两周后公布第一季度数据时，我们将了解情况如何。他们应该令人印象深刻。分析师预计该期间收入将增长31%，每股收益增长更快。</blockquote></p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p><blockquote>除了搜索之外，百度还是人工智能领域的领导者。它提高了自动驾驶汽车技术的标准，这家曾经似乎与PC世界息息相关的公司现在拥有了一个充满活力的移动生态系统。该股也很便宜，其交易价格略高于今年预期市盈率的19倍，是明年目标市盈率的16倍。过去一年，百度的季度利润目标至少超过了两位数的百分比，因此在未来的某个时候，投资者可能会回顾今天的价格，认为它提供了比目前看起来更便宜的估值。</blockquote></p><p>3. Teladoc</p><p><blockquote>3.Teladoc</blockquote></p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p><blockquote>另一只在2月份见顶的股票是Teladoc，它是这三只股票中跌幅最大的，跌幅为49%。这家受欢迎的远程医疗提供商上周发布了第一季度报告，情况一点也不差。</blockquote></p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p><blockquote>期内收入飙升151%。收购Livongo Health有助于提升业绩，但其同名虚拟医疗平台仍实现强劲的有机增长。总访问量和会议次数同比增加了一倍多。</blockquote></p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p><blockquote>有两件事阻碍了Teladoc的发展，对于一家股票在不到三个月的时间里几乎减半的公司来说，这两件事都没有人们想象的那么成问题。</blockquote></p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p><blockquote>首先，由于Teladoc在大流行期间大受欢迎，当时它提供了一种比亲自看医生更安全的替代方案，因此人们认为，随着越来越多的人接种疫苗以及对COVID-19的担忧消退，这种势头将会逆转。这种看跌观点忽略了Teladoc在大流行之前就已经在快速增长。此外，数百万人已经习惯于使用Teladoc作为传统医疗咨询的便捷且经济的替代方案，很难想象他们会放弃它。</blockquote></p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p><blockquote>Teladoc面临的另一个挑战是远程医疗竞争将在不久的将来升温。这也不是坏事。将会有很多新的机会让这个领域的所有玩家享受。事实上，其他公司正在加大对自己的远程医疗解决方案的重视，这似乎也不利于Teladoc的第一次打击，因为这些投资验证了商业模式。</blockquote></p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p><p><blockquote>Zillow、百度和Teladoc正在打折。去购物前不要等太久。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZG":"Zillow Class A","BIDU":"百度","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114799901","content_text":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.Case in point: Shares of Zillow Group (NASDAQ:ZG)(NASDAQ:Z),Baidu(NASDAQ:BIDU), and Teladoc(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.1. Zillow GroupReal estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.2. BaiduChina's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.3. TeladocAnother stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.","news_type":1,"symbols_score_info":{"BIDU":0.9,"ZG":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"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":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/107028338"}
精彩评论