2020TS
2021-12-13
No brainer stock, just hodl.
2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022 年立即以折扣价购买的 2 只热门长期股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":604606974,"tweetId":"604606974","gmtCreate":1639379992600,"gmtModify":1639379992928,"author":{"id":3568580098685907,"idStr":"3568580098685907","authorId":3568580098685907,"authorIdStr":"3568580098685907","name":"2020TS","avatar":"https://static.tigerbbs.com/dc251ae3d7264077ed6557978fbfc6bb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>No brainer stock, just hodl.</p></body></html>","htmlText":"<html><head></head><body><p>No brainer stock, just hodl.</p></body></html>","text":"No brainer stock, just hodl.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/604606974","repostId":2190757166,"repostType":4,"repost":{"id":"2190757166","kind":"news","pubTimestamp":1639377734,"share":"https://www.laohunote.com/m/news/2190757166?lang=zh_CN&edition=full","pubTime":"2021-12-13 14:42","market":"us","language":"en","title":"2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022 年立即以折扣价购买的 2 只热门长期股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2190757166","media":"Zacks","summary":"Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to","content":"<p>Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to new closing records. Inflation jumped 6.8% in November, which actually came in below some estimates of 7% or higher.</p><p><blockquote>华尔街周五摆脱了近 40 年来的最高通胀数据，将标普500推回新的收盘纪录。11 月份通胀率跃升 6.8%，实际上低于一些预期的 7% 或更高。</blockquote></p><p> Investors remain focused on the positives, despite soaring prices that might force the Fed’s hand sooner than projected, as they think back to where the economy was in late 2020. Plus, Wall Street has continued to pour cash in ever since it appeared relatively clear the new covid variant wouldn’t lead to major lockdowns in the U.S. or a massive global shutdown.</p><p><blockquote>尽管价格飙升可能会迫使美联储比预期更早地采取行动，但投资者在回顾 2020 年底的经济状况时，仍然关注积极因素。此外，自从新的 covid 变种似乎相对明显不会导致美国的大规模封锁或全球大规模停工以来，华尔街就一直在持续投入现金。</blockquote></p><p> JP Morgan also came out with a very bullish note Wednesday. The Wall Street titan, specifically its chief global markets strategist Marko Kolanovic wrote in a note to clients: “Our view is that 2022 will be the year of a full global recovery, an end of the pandemic, and a return to normal economic and market conditions we had prior to the COVID-19 outbreak.\"</p><p><blockquote>摩根大通周三也发布了非常乐观的报告。这家华尔街巨头，特别是其首席全球市场策略师马尔科-科拉诺维奇（Marko Kolanovic）在给客户的一份说明中写道： “我们认为，2022 年将是全球全面复苏、大流行病结束、经济和市场恢复正常状态的一年”。</blockquote></p><p> Even though the market is back at its highs, the strength of mega cap tech stocks such as Apple clouds the fact that tons of pandemic winners and growth stocks continue to come under pressure, with many trading at or near 52-week lows. This is healthy because investors are recalibrating many names that were severely overheated amid the euphoric runs off the virus lows that continued following the initial vaccine announcement. </p><p><blockquote>尽管市场已回到高点，但苹果等大型科技股的走强掩盖了这样一个事实：大量疫情赢家和成长型股票继续面临压力，许多股票的交易价格处于或接近 52 周低点。这是健康的，因为投资者正在重新调整许多名字，这些名字在最初疫苗宣布后持续的病毒低点的欣喜若狂的情况下严重过热。 </blockquote></p><p> The bulls just helped the market post its best week since February. But many strong stocks are haven’t returned to their records. Given the backdrop, investors might want to take a chance to buy a few blue-chip stocks at discounts heading into 2022. Here are two Dow components worth considering…</p><p><blockquote>多头刚刚帮助市场度过了自二月份以来最好的一周。但许多强势股尚未恢复到历史最高水平。鉴于此背景，投资者可能希望在进入 2022 年之前抓住机会以折扣价购买一些蓝筹股。以下是值得考虑的两个道琼斯指数成分股……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9af62dc5672d88e0eafe601ce7efeb4d\" tg-width=\"620\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> <b>Walmart WMT</b></p><p><blockquote><b>沃尔玛WMT</b></blockquote></p><p> Walmart beat our Q3 earnings and revenues estimates in mid-November and raised its guidance in the face of supply chain bottlenecks and rising labor costs. Company executives also assured Wall Street and shoppers that its shelves will stay stocked during the vital holiday season. And investors haven’t seemed to care much that its Q3 FY22 comparable sales surged 9% against an extremely tough to compete-against period last year.</p><p><blockquote>沃尔玛在 11 月中旬超出了我们的第三季度盈利和收入预期，并在供应链瓶颈和劳动力成本上升的情况下上调了指引。公司高管还向华尔街和购物者保证，在重要的假日季节，其货架将保持库存。投资者似乎并不太在意该公司 22 财年第三季度的可比销售额与去年竞争异常激烈的时期相比激增了 9%。</blockquote></p><p> Walmart posted a banner year in 2020 (FY21), with sales up 7% and comps 9% higher, driven by massive e-commerce growth. Despite coming up against its best performance in over a decade, Zacks estimates call for WMT’s revenue to climb another 2.2% this year and 2.7% higher next year to reach $587 billion.</p><p><blockquote>沃尔玛在 2020 年（2021 财年）取得了辉煌的业绩，在电子商务大规模增长的推动下，销售额增长了 7%，同比增长了 9%。尽管创下了十多年来的最佳业绩，但 Zacks 预计 WMT 今年的收入看涨期权将再攀升 2.2%，明年将再攀升 2.7%，达到 5870 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a383154b8f86260574d413385f5af18\" tg-width=\"620\" tg-height=\"188\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> These estimates have come up significantly in the last several months and would see it roughly match its pre-pandemic growth rates. Plus, its adjusted earnings are projected to jump 16% this year and additional 5% next year. Still, Walmart shares are down 4% in the last year vs. the S&P 500’s 28% climb, amid broad-based retail sector struggles. </p><p><blockquote>这些估计在过去几个月中大幅上升，大致与大流行前的增长率相当。此外，其调整后收益预计今年将增长 16%，明年将再增长 5%。尽管如此，在零售业普遍陷入困境的情况下，沃尔玛的股价去年仍下跌了 4%，而标普500的股价则上涨了 28%。 </blockquote></p><p> Walmart closed regular hours Friday around 7% off its highs and 21% below its current Zacks consensus price target of $172 a share. The stock is also trading right near its own two-year lows at 20.7X forward 12-month earnings, which also marks a solid discount vs. its industry’s average. Investors should also know that 13 of the 19 brokerage recommendations Zacks has are “Strong Buys,” with three more “Buys,” and three “Holds.”</p><p><blockquote>沃尔玛周五收盘时较高点下跌约 7%，比目前 Zacks 每股 172 美元的共识目标价低 21%。该股的交易价格也接近两年低点，12 个月远期市盈率为 20.7 倍，这也标志着与行业平均水平相比的大幅折扣。投资者还应该知道，在 Zacks 的 19 条券商建议中，有 13 条是 “强力买入”，另有 3 条是 “买入”，3 条是 “持有”。</blockquote></p><p> Walmart lands a Zacks Rank #3 (Hold) at the moment, alongside its “B” grade for Value and “A” for Momentum in our Style Scores system. And its 1.56% dividend yield tops the recently-rising 10-year U.S. Treasury and the S&P 500 average.</p><p><blockquote>在我们的风格评分系统中，沃尔玛目前在 Zacks 排名中排名第 3（持有），价值评级为 “B ”，势头评级为 “A ”。其1.56%的股息收益率高于近期上涨的10年期美国国债和标普500平均水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/836285247b54e790af78b492671937f3\" tg-width=\"620\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> The company has spent the past several years preparing for the future. WMT in 2020 launched its subscription service dubbed Walmart+ to compete directly against Amazon Prime. The service costs $98 and offers unlimited free deliveries, discounts on fuel, access to new-age in-store checkout offerings, and more. This adds to its array of e-commerce and delivery options.</p><p><blockquote>该公司在过去几年里一直在为未来做准备。WMT 于 2020 年推出了名为 Walmart+ 的订阅服务，直接与亚马逊 Prime 竞争。该服务费用为98美元，提供无限次免费送货、燃油折扣、新时代店内结账服务等。这增加了其一系列电子商务和交付选项。</blockquote></p><p> Walmart is also expanding its base through diversification, such as partnering with Shopify to bring more small businesses to its third-party marketplace. Plus, its digital advertising business is on track to become a multi-billion-dollar-a-year segment. And WMT is set to improve its financial services offerings and roll out telehealth services around the country.</p><p><blockquote>沃尔玛还通过多元化扩大其基础，例如与Shopify合作，将更多小企业引入其第三方市场。此外，其数字广告业务有望成为年收入数十亿美元的细分市场。WMT将改善其金融服务产品，并在全国范围内推出远程医疗服务。</blockquote></p><p> <b>The Walt Disney Company DIS</b></p><p><blockquote><b>华特迪士尼公司</b></blockquote></p><p></p><p> Walt Disney shares tumbled following its big Q4 FY21 earnings miss on November 10, which bucked the entertainment titan’s trend of strong beats. Wall Street also voiced its displeasure with its streaming segment growth. Disney+, which launched in November 2019, added just over two million subscribers last quarter to close its fiscal year with 118.1 million subscribers vs. Wall Street’s consensus of 125.3. </p><p><blockquote>华特-迪士尼（Walt Disney）股价在 11 月 10 日公布的 21 财年第四季度财报大幅下滑后暴跌，这与这家娱乐巨头强劲的趋势背道而驰。华尔街也对其流媒体业务的增长表示不满。Disney+ 于 2019 年 11 月推出，上季度新增用户数量刚刚超过 200 万，本财年结束时用户数量为 1.181 亿，而华尔街的共识为 1.253 亿。 </blockquote></p><p> Disney’s drop was pegged on the EPS miss and the slowing streaming growth. But the selling was going to come sooner than later since DIS shares got rather overheated during its huge pandemic run even as its parks and theatrical businesses came close to a standstill. The stock went from trading at 26X forward 12-month earnings in early 2020 to 72X by February 2021. Disney traded at 30.7X on Friday, with its shares down 25% from its records.</p><p><blockquote>迪士尼股价下跌的原因是每股收益不佳和流媒体增长放缓。但出售迟早会发生，因为 DIS 的股价在疫情期间过热，尽管其公园和剧院业务几乎陷入停滞。该股的交易价格从 2020 年初的 12 个月远期市盈率的 26 倍上升到 2021 年 2 月的 72 倍。迪士尼周五的交易价格为 30.7 倍，其股价较历史新高下跌 25%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b4c2df3b8a454b161b0491a0259f9c\" tg-width=\"620\" tg-height=\"209\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> Disney’s Zacks consensus price target represents 30% upside to its current $152 levels. Plus, it’s trading closer to where it was before the pandemic in terms of EPS multiples, even though it is now a streaming powerhouse poised to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the more successful companies in a crowded field. This is essentially an entirely new business on top of its parks and resorts and theatrical releases that have already bounced back and are poised to rebound in a big way as people crave a return to fun. Not to mention it still operates a linear TV segment and other ancillary offerings.</p><p><blockquote>迪士尼的 Zacks 一致目标价比目前的 152 美元水平上涨了 30%。此外，就每股收益倍数而言，它的交易价格已接近大流行前的水平，尽管它现在已成为流媒体巨头，有望成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>在拥挤的领域中更成功的公司之一。这本质上是一项全新的业务，除了公园、度假村和影院上映之外，这些业务已经反弹，并且随着人们渴望回归乐趣，还将大幅反弹。更不用说它仍然经营线性电视部门和其他辅助产品。</blockquote></p><p> Disney’s content library is full of movies and shows that people can’t get anywhere else, including Marvel, Star Wars, Pixar, National Geographic, and Disney. Its huge library, which is often a must-have for families, is a big reason why it blew away its original streaming subscriber projections so quickly, along with the lockdowns.</p><p><blockquote>迪士尼的内容库中充满了人们在其他地方找不到的电影和节目，包括漫威、星球大战、皮克斯、国家地理和迪士尼。它庞大的图书馆通常是家庭的必备品，这是它如此迅速地摧毁了最初的流媒体订户预测以及封锁的一个重要原因。</blockquote></p><p> Company executives reiterated its 230 to 260 million Disney+ subscriber guidance by the end of FY24, which crushed its initial 60 to 90 million projection from the fall of 2019. On top of that, Disney’s streaming total hit 179 million across Disney+, ESPN+ and Hulu—NFLX closed Q3 with 214 million. The company’s streaming bundle is highly attractive as consumers are flooded with far too many different options.</p><p><blockquote>公司高管重申了到 2024 财年末 Disney+ 用户数量为 2.3 亿至 2.6 亿的指导，这打破了 2019 年秋季最初预测的 6000 万至 9000 万用户。除此之外，迪士尼在 Disney+、ESPN+ 和 Hulu 上的流媒体播放总量达到了 1.79 亿次，NFLX 第三季度的流媒体播放总量为 2.14 亿次。该公司的流媒体捆绑包极具吸引力，因为消费者有太多不同的选择。</blockquote></p><p> Disney’s revenue climbed 26% in Q4 and 3% on the year and it’s projected to roar back. Zacks estimates call for its FY22 revenue to surge 24% to crush its pre-covid totals by $14 billion at $84 billion, with FY23 set to climb 12% higher to $94 billion. Meanwhile, its adjusted earnings are expected to soar 87% in FY22 and 36% in FY23.</p><p><blockquote>迪士尼第四季度的收入增长了 26%，全年增长了 3%，预计还将卷土重来。Zacks 预计看涨期权 2022 财年收入将飙升 24%，比新冠疫情爆发前的总收入高出 140 亿美元，达到 840 亿美元，2023财年将攀升 12%，达到 940 亿美元。与此同时，其调整后收益预计在 2022 财年将飙升 87%，在2023财年将飙升 36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6fe499e0c4b442d0545a79a790f6dd\" tg-width=\"620\" tg-height=\"389\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> Disney’s consensus earnings estimates did dip slightly following its updated guidance, but it appears that most of the downside has already been priced in. Despite the big selloff, Wall Street remains bullish on the stock, with 11 of the 17 brokerage recommendations Zacks has at “Strong Buys,” with two more “Buys” and nothing under a “Hold.”</p><p><blockquote>迪士尼的一致盈利预期在更新指引后确实略有下降，但似乎大部分下跌已经被消化。尽管遭遇大幅抛售，华尔街仍然看好该股，Zacks 给出的 17 家券商建议中有 11 家为 “强力买入 ”，另有 2 家为 “买入 ”，没有 “持有 ”。</blockquote></p><p> Disney lands a Zacks Rank #3 (Hold) at the moment, alongside an “A” grade for Growth our in our Style Scores system. And it has already regained some momentum, up 7% since the start of December. The move took it out of oversold RSI levels and it still hovers under neutral at 43. Disney could continue to face near-term selling and uncertainty, but investors with outlooks of a year or more might want to consider grabbing DIS at these levels.</p><p><blockquote>迪士尼目前在 Zacks 排名中排名第 3（持有），同时在我们的风格评分系统中，我们的成长也获得了 “A”级。它已经恢复了一些势头，自 12 月初以来上涨了 7%。此举使其摆脱了超卖的 RSI 水平，目前仍徘徊在 43 的中性以下。迪士尼可能会继续面临近期抛售和不确定性，但展望一年或更长时间的投资者可能会考虑在这些水平上购买 DIS。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022 年立即以折扣价购买的 2 只热门长期股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Long-Term Stocks to Buy Now at Discounts for 2022<blockquote>2022 年立即以折扣价购买的 2 只热门长期股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Zacks</strong><span class=\"h-time small\">2021-12-13 14:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to new closing records. Inflation jumped 6.8% in November, which actually came in below some estimates of 7% or higher.</p><p><blockquote>华尔街周五摆脱了近 40 年来的最高通胀数据，将标普500推回新的收盘纪录。11 月份通胀率跃升 6.8%，实际上低于一些预期的 7% 或更高。</blockquote></p><p> Investors remain focused on the positives, despite soaring prices that might force the Fed’s hand sooner than projected, as they think back to where the economy was in late 2020. Plus, Wall Street has continued to pour cash in ever since it appeared relatively clear the new covid variant wouldn’t lead to major lockdowns in the U.S. or a massive global shutdown.</p><p><blockquote>尽管价格飙升可能会迫使美联储比预期更早地采取行动，但投资者在回顾 2020 年底的经济状况时，仍然关注积极因素。此外，自从新的 covid 变种似乎相对明显不会导致美国的大规模封锁或全球大规模停工以来，华尔街就一直在持续投入现金。</blockquote></p><p> JP Morgan also came out with a very bullish note Wednesday. The Wall Street titan, specifically its chief global markets strategist Marko Kolanovic wrote in a note to clients: “Our view is that 2022 will be the year of a full global recovery, an end of the pandemic, and a return to normal economic and market conditions we had prior to the COVID-19 outbreak.\"</p><p><blockquote>摩根大通周三也发布了非常乐观的报告。这家华尔街巨头，特别是其首席全球市场策略师马尔科-科拉诺维奇（Marko Kolanovic）在给客户的一份说明中写道： “我们认为，2022 年将是全球全面复苏、大流行病结束、经济和市场恢复正常状态的一年”。</blockquote></p><p> Even though the market is back at its highs, the strength of mega cap tech stocks such as Apple clouds the fact that tons of pandemic winners and growth stocks continue to come under pressure, with many trading at or near 52-week lows. This is healthy because investors are recalibrating many names that were severely overheated amid the euphoric runs off the virus lows that continued following the initial vaccine announcement. </p><p><blockquote>尽管市场已回到高点，但苹果等大型科技股的走强掩盖了这样一个事实：大量疫情赢家和成长型股票继续面临压力，许多股票的交易价格处于或接近 52 周低点。这是健康的，因为投资者正在重新调整许多名字，这些名字在最初疫苗宣布后持续的病毒低点的欣喜若狂的情况下严重过热。 </blockquote></p><p> The bulls just helped the market post its best week since February. But many strong stocks are haven’t returned to their records. Given the backdrop, investors might want to take a chance to buy a few blue-chip stocks at discounts heading into 2022. Here are two Dow components worth considering…</p><p><blockquote>多头刚刚帮助市场度过了自二月份以来最好的一周。但许多强势股尚未恢复到历史最高水平。鉴于此背景，投资者可能希望在进入 2022 年之前抓住机会以折扣价购买一些蓝筹股。以下是值得考虑的两个道琼斯指数成分股……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9af62dc5672d88e0eafe601ce7efeb4d\" tg-width=\"620\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> <b>Walmart WMT</b></p><p><blockquote><b>沃尔玛WMT</b></blockquote></p><p> Walmart beat our Q3 earnings and revenues estimates in mid-November and raised its guidance in the face of supply chain bottlenecks and rising labor costs. Company executives also assured Wall Street and shoppers that its shelves will stay stocked during the vital holiday season. And investors haven’t seemed to care much that its Q3 FY22 comparable sales surged 9% against an extremely tough to compete-against period last year.</p><p><blockquote>沃尔玛在 11 月中旬超出了我们的第三季度盈利和收入预期，并在供应链瓶颈和劳动力成本上升的情况下上调了指引。公司高管还向华尔街和购物者保证，在重要的假日季节，其货架将保持库存。投资者似乎并不太在意该公司 22 财年第三季度的可比销售额与去年竞争异常激烈的时期相比激增了 9%。</blockquote></p><p> Walmart posted a banner year in 2020 (FY21), with sales up 7% and comps 9% higher, driven by massive e-commerce growth. Despite coming up against its best performance in over a decade, Zacks estimates call for WMT’s revenue to climb another 2.2% this year and 2.7% higher next year to reach $587 billion.</p><p><blockquote>沃尔玛在 2020 年（2021 财年）取得了辉煌的业绩，在电子商务大规模增长的推动下，销售额增长了 7%，同比增长了 9%。尽管创下了十多年来的最佳业绩，但 Zacks 预计 WMT 今年的收入看涨期权将再攀升 2.2%，明年将再攀升 2.7%，达到 5870 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a383154b8f86260574d413385f5af18\" tg-width=\"620\" tg-height=\"188\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> These estimates have come up significantly in the last several months and would see it roughly match its pre-pandemic growth rates. Plus, its adjusted earnings are projected to jump 16% this year and additional 5% next year. Still, Walmart shares are down 4% in the last year vs. the S&P 500’s 28% climb, amid broad-based retail sector struggles. </p><p><blockquote>这些估计在过去几个月中大幅上升，大致与大流行前的增长率相当。此外，其调整后收益预计今年将增长 16%，明年将再增长 5%。尽管如此，在零售业普遍陷入困境的情况下，沃尔玛的股价去年仍下跌了 4%，而标普500的股价则上涨了 28%。 </blockquote></p><p> Walmart closed regular hours Friday around 7% off its highs and 21% below its current Zacks consensus price target of $172 a share. The stock is also trading right near its own two-year lows at 20.7X forward 12-month earnings, which also marks a solid discount vs. its industry’s average. Investors should also know that 13 of the 19 brokerage recommendations Zacks has are “Strong Buys,” with three more “Buys,” and three “Holds.”</p><p><blockquote>沃尔玛周五收盘时较高点下跌约 7%，比目前 Zacks 每股 172 美元的共识目标价低 21%。该股的交易价格也接近两年低点，12 个月远期市盈率为 20.7 倍，这也标志着与行业平均水平相比的大幅折扣。投资者还应该知道，在 Zacks 的 19 条券商建议中，有 13 条是 “强力买入”，另有 3 条是 “买入”，3 条是 “持有”。</blockquote></p><p> Walmart lands a Zacks Rank #3 (Hold) at the moment, alongside its “B” grade for Value and “A” for Momentum in our Style Scores system. And its 1.56% dividend yield tops the recently-rising 10-year U.S. Treasury and the S&P 500 average.</p><p><blockquote>在我们的风格评分系统中，沃尔玛目前在 Zacks 排名中排名第 3（持有），价值评级为 “B ”，势头评级为 “A ”。其1.56%的股息收益率高于近期上涨的10年期美国国债和标普500平均水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/836285247b54e790af78b492671937f3\" tg-width=\"620\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> The company has spent the past several years preparing for the future. WMT in 2020 launched its subscription service dubbed Walmart+ to compete directly against Amazon Prime. The service costs $98 and offers unlimited free deliveries, discounts on fuel, access to new-age in-store checkout offerings, and more. This adds to its array of e-commerce and delivery options.</p><p><blockquote>该公司在过去几年里一直在为未来做准备。WMT 于 2020 年推出了名为 Walmart+ 的订阅服务，直接与亚马逊 Prime 竞争。该服务费用为98美元，提供无限次免费送货、燃油折扣、新时代店内结账服务等。这增加了其一系列电子商务和交付选项。</blockquote></p><p> Walmart is also expanding its base through diversification, such as partnering with Shopify to bring more small businesses to its third-party marketplace. Plus, its digital advertising business is on track to become a multi-billion-dollar-a-year segment. And WMT is set to improve its financial services offerings and roll out telehealth services around the country.</p><p><blockquote>沃尔玛还通过多元化扩大其基础，例如与Shopify合作，将更多小企业引入其第三方市场。此外，其数字广告业务有望成为年收入数十亿美元的细分市场。WMT将改善其金融服务产品，并在全国范围内推出远程医疗服务。</blockquote></p><p> <b>The Walt Disney Company DIS</b></p><p><blockquote><b>华特迪士尼公司</b></blockquote></p><p></p><p> Walt Disney shares tumbled following its big Q4 FY21 earnings miss on November 10, which bucked the entertainment titan’s trend of strong beats. Wall Street also voiced its displeasure with its streaming segment growth. Disney+, which launched in November 2019, added just over two million subscribers last quarter to close its fiscal year with 118.1 million subscribers vs. Wall Street’s consensus of 125.3. </p><p><blockquote>华特-迪士尼（Walt Disney）股价在 11 月 10 日公布的 21 财年第四季度财报大幅下滑后暴跌，这与这家娱乐巨头强劲的趋势背道而驰。华尔街也对其流媒体业务的增长表示不满。Disney+ 于 2019 年 11 月推出，上季度新增用户数量刚刚超过 200 万，本财年结束时用户数量为 1.181 亿，而华尔街的共识为 1.253 亿。 </blockquote></p><p> Disney’s drop was pegged on the EPS miss and the slowing streaming growth. But the selling was going to come sooner than later since DIS shares got rather overheated during its huge pandemic run even as its parks and theatrical businesses came close to a standstill. The stock went from trading at 26X forward 12-month earnings in early 2020 to 72X by February 2021. Disney traded at 30.7X on Friday, with its shares down 25% from its records.</p><p><blockquote>迪士尼股价下跌的原因是每股收益不佳和流媒体增长放缓。但出售迟早会发生，因为 DIS 的股价在疫情期间过热，尽管其公园和剧院业务几乎陷入停滞。该股的交易价格从 2020 年初的 12 个月远期市盈率的 26 倍上升到 2021 年 2 月的 72 倍。迪士尼周五的交易价格为 30.7 倍，其股价较历史新高下跌 25%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b4c2df3b8a454b161b0491a0259f9c\" tg-width=\"620\" tg-height=\"209\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> Disney’s Zacks consensus price target represents 30% upside to its current $152 levels. Plus, it’s trading closer to where it was before the pandemic in terms of EPS multiples, even though it is now a streaming powerhouse poised to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the more successful companies in a crowded field. This is essentially an entirely new business on top of its parks and resorts and theatrical releases that have already bounced back and are poised to rebound in a big way as people crave a return to fun. Not to mention it still operates a linear TV segment and other ancillary offerings.</p><p><blockquote>迪士尼的 Zacks 一致目标价比目前的 152 美元水平上涨了 30%。此外，就每股收益倍数而言，它的交易价格已接近大流行前的水平，尽管它现在已成为流媒体巨头，有望成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>在拥挤的领域中更成功的公司之一。这本质上是一项全新的业务，除了公园、度假村和影院上映之外，这些业务已经反弹，并且随着人们渴望回归乐趣，还将大幅反弹。更不用说它仍然经营线性电视部门和其他辅助产品。</blockquote></p><p> Disney’s content library is full of movies and shows that people can’t get anywhere else, including Marvel, Star Wars, Pixar, National Geographic, and Disney. Its huge library, which is often a must-have for families, is a big reason why it blew away its original streaming subscriber projections so quickly, along with the lockdowns.</p><p><blockquote>迪士尼的内容库中充满了人们在其他地方找不到的电影和节目，包括漫威、星球大战、皮克斯、国家地理和迪士尼。它庞大的图书馆通常是家庭的必备品，这是它如此迅速地摧毁了最初的流媒体订户预测以及封锁的一个重要原因。</blockquote></p><p> Company executives reiterated its 230 to 260 million Disney+ subscriber guidance by the end of FY24, which crushed its initial 60 to 90 million projection from the fall of 2019. On top of that, Disney’s streaming total hit 179 million across Disney+, ESPN+ and Hulu—NFLX closed Q3 with 214 million. The company’s streaming bundle is highly attractive as consumers are flooded with far too many different options.</p><p><blockquote>公司高管重申了到 2024 财年末 Disney+ 用户数量为 2.3 亿至 2.6 亿的指导，这打破了 2019 年秋季最初预测的 6000 万至 9000 万用户。除此之外，迪士尼在 Disney+、ESPN+ 和 Hulu 上的流媒体播放总量达到了 1.79 亿次，NFLX 第三季度的流媒体播放总量为 2.14 亿次。该公司的流媒体捆绑包极具吸引力，因为消费者有太多不同的选择。</blockquote></p><p> Disney’s revenue climbed 26% in Q4 and 3% on the year and it’s projected to roar back. Zacks estimates call for its FY22 revenue to surge 24% to crush its pre-covid totals by $14 billion at $84 billion, with FY23 set to climb 12% higher to $94 billion. Meanwhile, its adjusted earnings are expected to soar 87% in FY22 and 36% in FY23.</p><p><blockquote>迪士尼第四季度的收入增长了 26%，全年增长了 3%，预计还将卷土重来。Zacks 预计看涨期权 2022 财年收入将飙升 24%，比新冠疫情爆发前的总收入高出 140 亿美元，达到 840 亿美元，2023财年将攀升 12%，达到 940 亿美元。与此同时，其调整后收益预计在 2022 财年将飙升 87%，在2023财年将飙升 36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6fe499e0c4b442d0545a79a790f6dd\" tg-width=\"620\" tg-height=\"389\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Zacks 投资研究</span></p></blockquote></p><p> Disney’s consensus earnings estimates did dip slightly following its updated guidance, but it appears that most of the downside has already been priced in. Despite the big selloff, Wall Street remains bullish on the stock, with 11 of the 17 brokerage recommendations Zacks has at “Strong Buys,” with two more “Buys” and nothing under a “Hold.”</p><p><blockquote>迪士尼的一致盈利预期在更新指引后确实略有下降，但似乎大部分下跌已经被消化。尽管遭遇大幅抛售，华尔街仍然看好该股，Zacks 给出的 17 家券商建议中有 11 家为 “强力买入 ”，另有 2 家为 “买入 ”，没有 “持有 ”。</blockquote></p><p> Disney lands a Zacks Rank #3 (Hold) at the moment, alongside an “A” grade for Growth our in our Style Scores system. And it has already regained some momentum, up 7% since the start of December. The move took it out of oversold RSI levels and it still hovers under neutral at 43. Disney could continue to face near-term selling and uncertainty, but investors with outlooks of a year or more might want to consider grabbing DIS at these levels.</p><p><blockquote>迪士尼目前在 Zacks 排名中排名第 3（持有），同时在我们的风格评分系统中，我们的成长也获得了 “A”级。它已经恢复了一些势头，自 12 月初以来上涨了 7%。此举使其摆脱了超卖的 RSI 水平，目前仍徘徊在 43 的中性以下。迪士尼可能会继续面临近期抛售和不确定性，但展望一年或更长时间的投资者可能会考虑在这些水平上购买 DIS。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1838187/2-top-long-term-stocks-to-buy-now-at-discounts-for-2022?art_rec=home-home-trending_topics_popular-ID02-txt-1838187\">Zacks</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","DIS":"迪士尼","BK4504":"桥水持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","WMT":"沃尔玛","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4524":"宅经济概念","BK4155":"大卖场与超市","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.zacks.com/stock/news/1838187/2-top-long-term-stocks-to-buy-now-at-discounts-for-2022?art_rec=home-home-trending_topics_popular-ID02-txt-1838187","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190757166","content_text":"Wall Street shook off nearly 40-year high inflation data Friday to push the S&P 500 right back up to new closing records. Inflation jumped 6.8% in November, which actually came in below some estimates of 7% or higher.\nInvestors remain focused on the positives, despite soaring prices that might force the Fed’s hand sooner than projected, as they think back to where the economy was in late 2020. Plus, Wall Street has continued to pour cash in ever since it appeared relatively clear the new covid variant wouldn’t lead to major lockdowns in the U.S. or a massive global shutdown.\nJP Morgan also came out with a very bullish note Wednesday. The Wall Street titan, specifically its chief global markets strategist Marko Kolanovic wrote in a note to clients: “Our view is that 2022 will be the year of a full global recovery, an end of the pandemic, and a return to normal economic and market conditions we had prior to the COVID-19 outbreak.\"\nEven though the market is back at its highs, the strength of mega cap tech stocks such as Apple clouds the fact that tons of pandemic winners and growth stocks continue to come under pressure, with many trading at or near 52-week lows. This is healthy because investors are recalibrating many names that were severely overheated amid the euphoric runs off the virus lows that continued following the initial vaccine announcement. \nThe bulls just helped the market post its best week since February. But many strong stocks are haven’t returned to their records. Given the backdrop, investors might want to take a chance to buy a few blue-chip stocks at discounts heading into 2022. Here are two Dow components worth considering…\nImage Source: Zacks Investment Research\nWalmart WMT\nWalmart beat our Q3 earnings and revenues estimates in mid-November and raised its guidance in the face of supply chain bottlenecks and rising labor costs. Company executives also assured Wall Street and shoppers that its shelves will stay stocked during the vital holiday season. And investors haven’t seemed to care much that its Q3 FY22 comparable sales surged 9% against an extremely tough to compete-against period last year.\nWalmart posted a banner year in 2020 (FY21), with sales up 7% and comps 9% higher, driven by massive e-commerce growth. Despite coming up against its best performance in over a decade, Zacks estimates call for WMT’s revenue to climb another 2.2% this year and 2.7% higher next year to reach $587 billion.\nImage Source: Zacks Investment Research\nThese estimates have come up significantly in the last several months and would see it roughly match its pre-pandemic growth rates. Plus, its adjusted earnings are projected to jump 16% this year and additional 5% next year. Still, Walmart shares are down 4% in the last year vs. the S&P 500’s 28% climb, amid broad-based retail sector struggles. \nWalmart closed regular hours Friday around 7% off its highs and 21% below its current Zacks consensus price target of $172 a share. The stock is also trading right near its own two-year lows at 20.7X forward 12-month earnings, which also marks a solid discount vs. its industry’s average. Investors should also know that 13 of the 19 brokerage recommendations Zacks has are “Strong Buys,” with three more “Buys,” and three “Holds.”\nWalmart lands a Zacks Rank #3 (Hold) at the moment, alongside its “B” grade for Value and “A” for Momentum in our Style Scores system. And its 1.56% dividend yield tops the recently-rising 10-year U.S. Treasury and the S&P 500 average.\nImage Source: Zacks Investment Research\nThe company has spent the past several years preparing for the future. WMT in 2020 launched its subscription service dubbed Walmart+ to compete directly against Amazon Prime. The service costs $98 and offers unlimited free deliveries, discounts on fuel, access to new-age in-store checkout offerings, and more. This adds to its array of e-commerce and delivery options.\nWalmart is also expanding its base through diversification, such as partnering with Shopify to bring more small businesses to its third-party marketplace. Plus, its digital advertising business is on track to become a multi-billion-dollar-a-year segment. And WMT is set to improve its financial services offerings and roll out telehealth services around the country.\nThe Walt Disney Company DIS\nWalt Disney shares tumbled following its big Q4 FY21 earnings miss on November 10, which bucked the entertainment titan’s trend of strong beats. Wall Street also voiced its displeasure with its streaming segment growth. Disney+, which launched in November 2019, added just over two million subscribers last quarter to close its fiscal year with 118.1 million subscribers vs. Wall Street’s consensus of 125.3. \nDisney’s drop was pegged on the EPS miss and the slowing streaming growth. But the selling was going to come sooner than later since DIS shares got rather overheated during its huge pandemic run even as its parks and theatrical businesses came close to a standstill. The stock went from trading at 26X forward 12-month earnings in early 2020 to 72X by February 2021. Disney traded at 30.7X on Friday, with its shares down 25% from its records.\nImage Source: Zacks Investment Research\nDisney’s Zacks consensus price target represents 30% upside to its current $152 levels. Plus, it’s trading closer to where it was before the pandemic in terms of EPS multiples, even though it is now a streaming powerhouse poised to be one of the more successful companies in a crowded field. This is essentially an entirely new business on top of its parks and resorts and theatrical releases that have already bounced back and are poised to rebound in a big way as people crave a return to fun. Not to mention it still operates a linear TV segment and other ancillary offerings.\nDisney’s content library is full of movies and shows that people can’t get anywhere else, including Marvel, Star Wars, Pixar, National Geographic, and Disney. Its huge library, which is often a must-have for families, is a big reason why it blew away its original streaming subscriber projections so quickly, along with the lockdowns.\nCompany executives reiterated its 230 to 260 million Disney+ subscriber guidance by the end of FY24, which crushed its initial 60 to 90 million projection from the fall of 2019. On top of that, Disney’s streaming total hit 179 million across Disney+, ESPN+ and Hulu—NFLX closed Q3 with 214 million. The company’s streaming bundle is highly attractive as consumers are flooded with far too many different options.\nDisney’s revenue climbed 26% in Q4 and 3% on the year and it’s projected to roar back. Zacks estimates call for its FY22 revenue to surge 24% to crush its pre-covid totals by $14 billion at $84 billion, with FY23 set to climb 12% higher to $94 billion. Meanwhile, its adjusted earnings are expected to soar 87% in FY22 and 36% in FY23.\nImage Source: Zacks Investment Research\nDisney’s consensus earnings estimates did dip slightly following its updated guidance, but it appears that most of the downside has already been priced in. Despite the big selloff, Wall Street remains bullish on the stock, with 11 of the 17 brokerage recommendations Zacks has at “Strong Buys,” with two more “Buys” and nothing under a “Hold.”\nDisney lands a Zacks Rank #3 (Hold) at the moment, alongside an “A” grade for Growth our in our Style Scores system. And it has already regained some momentum, up 7% since the start of December. The move took it out of oversold RSI levels and it still hovers under neutral at 43. Disney could continue to face near-term selling and uncertainty, but investors with outlooks of a year or more might want to consider grabbing DIS at these levels.","news_type":1,"symbols_score_info":{"WMT":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1056,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604606974"}
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