Ben0619
2021-05-12
[Happy]
Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>苹果、Netflix 和其他 17 只华尔街喜爱的股票正在出售</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
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":193895849,"tweetId":"193895849","gmtCreate":1620778705381,"gmtModify":1634196427466,"author":{"id":3562021302587423,"idStr":"3562021302587423","authorId":3562021302587423,"authorIdStr":"3562021302587423","name":"Ben0619","avatar":"https://static.tigerbbs.com/686311cfc332bed69f8e43770c6dbabe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p><span>[Happy] </span><br></p></body></html>","htmlText":"<html><head></head><body><p><span>[Happy] </span><br></p></body></html>","text":"[Happy]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/193895849","repostId":1120132081,"repostType":4,"repost":{"id":"1120132081","kind":"news","pubTimestamp":1620739174,"share":"https://www.laohunote.com/m/news/1120132081?lang=zh_CN&edition=full","pubTime":"2021-05-11 21:19","market":"us","language":"en","title":"Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>苹果、Netflix 和其他 17 只华尔街喜爱的股票正在出售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120132081","media":"Barron's","summary":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t no","content":"<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>在市场上寻找未经加工的钻石--其他投资者没有注意到的潜力巨大的股票--并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师所说的话。这可能意味着机会，而且这种情况发生得惊人。</blockquote></p><p>Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和 Netflix（NFLX）等巨头在内的 19 只标普500股票分析师情绪改善，但股价下跌。如果分析师是正确的，那么随着 19 只股票在未来几个月内跑赢大盘，这一悖论可能会自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月评级上调多于评级下调。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>接下来，比平均水平更多的分析师不得不喜欢每只股票。标准普尔股票的平均买入评级比率约为 55%，因此每只被下调的股票的得分都高于该水平。没有一家只有几个买入评级和大量卖出评级的公司被纳入其中，即使它们在最近几周获得了一些上调。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，股价在过去三个月中必然下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使我们的名单有别于华尔街升级后表现强劲的许多公司。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆 (TXT) 在过去三个月中获得了四次升级买入，因为分析师关注这家工业集团如何从经济复苏中受益。同期，其股价上涨超过 40%。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在 pop 的 19 只股票排名不分先后：Paycom Software (PAYC)、Tyler Technologies (TYL)、Verisk Analytics (VRSK)、Nextera Energy (NEE)、AES (AES)、Akamai Technologies (AKAM)、Align Technology (ALGN)、Thermo Fisher Scientific (TMO)、苹果、Adobe (ADBE)、IPG Photonics (IPGP)、Monolithic Power Systems (MPWR)、Leidos (LDOS)、Hologic (HOLX) 礼来公司 (LLY)、Netflix、新思科技 (SNPS)、ServiceNow (NOW) 和 Advanced Micro Devices (AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约 8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师们对这些股票趋之若鹜，而投资者则观望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为 2022 年预期每股收益的 33 倍，比整体市场溢价约 20.5 倍。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票往往具有较低的市盈率，最近击败了成长型股票。过去三个月，罗素 1000 价值指数上涨约 14%，跑赢罗素 1000 增长指数约 13 个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让 19 只股票中的一些上涨，投资者可能不得不从价值转向增长——疫情的宠儿。鉴于大流行后的繁荣正在吸引投资者购买周期性股票，而这些股票与价值股一样，估值往往较低，因此这并不是一个稳妥的赌注。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。总体而言，在投资者意识到华尔街未来会有更光明的日子之前，这可能是抢购这些股票的好时机。</blockquote></p><p>A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于具有基本面意识的投资者来说，这是一种缩小选择范围并开始投资股票的方式。</blockquote></p><p></p>","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>Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>苹果、Netflix 和其他 17 只华尔街喜爱的股票正在出售</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\">\nApple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>苹果、Netflix 和其他 17 只华尔街喜爱的股票正在出售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-11 21:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>在市场上寻找未经加工的钻石--其他投资者没有注意到的潜力巨大的股票--并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师所说的话。这可能意味着机会，而且这种情况发生得惊人。</blockquote></p><p>Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和 Netflix（NFLX）等巨头在内的 19 只标普500股票分析师情绪改善，但股价下跌。如果分析师是正确的，那么随着 19 只股票在未来几个月内跑赢大盘，这一悖论可能会自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月评级上调多于评级下调。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>接下来，比平均水平更多的分析师不得不喜欢每只股票。标准普尔股票的平均买入评级比率约为 55%，因此每只被下调的股票的得分都高于该水平。没有一家只有几个买入评级和大量卖出评级的公司被纳入其中，即使它们在最近几周获得了一些上调。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，股价在过去三个月中必然下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使我们的名单有别于华尔街升级后表现强劲的许多公司。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆 (TXT) 在过去三个月中获得了四次升级买入，因为分析师关注这家工业集团如何从经济复苏中受益。同期，其股价上涨超过 40%。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在 pop 的 19 只股票排名不分先后：Paycom Software (PAYC)、Tyler Technologies (TYL)、Verisk Analytics (VRSK)、Nextera Energy (NEE)、AES (AES)、Akamai Technologies (AKAM)、Align Technology (ALGN)、Thermo Fisher Scientific (TMO)、苹果、Adobe (ADBE)、IPG Photonics (IPGP)、Monolithic Power Systems (MPWR)、Leidos (LDOS)、Hologic (HOLX) 礼来公司 (LLY)、Netflix、新思科技 (SNPS)、ServiceNow (NOW) 和 Advanced Micro Devices (AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约 8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师们对这些股票趋之若鹜，而投资者则观望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为 2022 年预期每股收益的 33 倍，比整体市场溢价约 20.5 倍。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票往往具有较低的市盈率，最近击败了成长型股票。过去三个月，罗素 1000 价值指数上涨约 14%，跑赢罗素 1000 增长指数约 13 个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让 19 只股票中的一些上涨，投资者可能不得不从价值转向增长——疫情的宠儿。鉴于大流行后的繁荣正在吸引投资者购买周期性股票，而这些股票与价值股一样，估值往往较低，因此这并不是一个稳妥的赌注。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。总体而言，在投资者意识到华尔街未来会有更光明的日子之前，这可能是抢购这些股票的好时机。</blockquote></p><p>A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于具有基本面意识的投资者来说，这是一种缩小选择范围并开始投资股票的方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST\">Barron's</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":{"LLY":"礼来","NOW":"ServiceNow","ADBE":"Adobe","LDOS":"Leidos Holdings Inc","IPGP":"IPG光电","PAYC":"Paycom Software, Inc.","HOLX":"豪洛捷","NFLX":"奈飞","VRSK":"Verisk Analytics","AKAM":"阿克迈","AES":"爱依斯电力","NEE":"新纪元能源","SNPS":"新思科技","ALGN":"艾利科技","AAPL":"苹果","TYL":"泰勒科技","AMD":"美国超微公司","TMO":"赛默飞世尔"},"source_url":"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120132081","content_text":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.Improving Analyst SentimentAnalysts are warming to these stocks while investors sit on the sidelines.The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.","news_type":1,"symbols_score_info":{"SNPS":0.9,"ALGN":0.9,"NEE":0.9,"TMO":0.9,"AES":0.9,"AAPL":0.9,"TYL":0.9,"ADBE":0.9,"LDOS":0.9,"PAYC":0.9,"AMD":0.9,"NFLX":0.9,"NOW":0.9,"VRSK":0.9,"HOLX":0.9,"IPGP":0.9,"AKAM":0.9,"LLY":0.9}},"isVote":1,"tweetType":1,"viewCount":904,"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":7,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/193895849"}
精彩评论