TG_Monster
2021-11-02
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Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":841005550,"tweetId":"841005550","gmtCreate":1635861683158,"gmtModify":1635861683211,"author":{"id":3572992967502059,"idStr":"3572992967502059","authorId":3572992967502059,"authorIdStr":"3572992967502059","name":"TG_Monster","avatar":"https://static.tigerbbs.com/d9c5bb01f1ad8a8f4803852233e6a4ce","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>share</p></body></html>","htmlText":"<html><head></head><body><p>share</p></body></html>","text":"share","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/841005550","repostId":1196323855,"repostType":2,"repost":{"id":"1196323855","kind":"news","pubTimestamp":1635835644,"share":"https://www.laohu8.com/m/news/1196323855?lang=zh_CN&edition=full","pubTime":"2021-11-02 14:47","market":"us","language":"en","title":"Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196323855","media":"MarketWatch","summary":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks. Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the","content":"<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者往往会在10月底之前抛售一些输家，从而在一些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影：Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。所以是时候在废墟中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好，因为共同基金和其他大型投资者必须在10月31日之前实现税收损失。之后，他们打击的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱？</blockquote></p><p> Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美银的数据，自1986年以来，标普500股市在今年前10个月下跌了10%以上（最大的税收损失抛售候选者），在随后的三个月上涨了5.6%。这比标普500同期3.9%的平均回报率高出1.6个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售之后，这些股票可以从季节性看涨的市场顺风中获得提振。美银表示，自1936年以来，11月1日至1月31日期间，标普500平均上涨4.5%，而所有其他滚动三个月期间的平均涨幅为2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.</p><p><blockquote>最近几周，机构投资者一直是股票的大卖家，他们严重依赖税收损失抛售候选人。为了找到最好的便宜货，美银在标普500上筛选了年初至今(YTD)跌幅超过10%的股票。然后该银行建议客户考虑其给予买入评级的13家银行。该名单包括Global Payments、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。我会青睐那些股价大幅下跌、内部人士最近购买了大量股票的股票——基于我在股票信《重温股票》中分析内部人士购买情况的系统。（您可以在下面的简历中找到我的信的链接。）</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明，商业趋势将支持11月初及以后的股市上涨。我最近在我的股票信中推荐了22个这样的名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔；最近价格：$48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-3.1%；较2021年高点-29.5%</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕收购</b>：10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>：2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期，但由于数据中心、所谓的物联网和Mobileye（自动驾驶汽车）的销售强劲，英特尔股价仍在10月底暴跌。问题是：英特尔宣布了激进的资本支出，这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言，我喜欢投资于未来的公司，尤其是当消息使他们的股票变得更便宜时。鉴于他们的大量购买，内部人士对此表示同意。英特尔股票今年的下跌意味着几乎任何在2021年买入的人都处于亏损状态。毫无疑问，他们中的许多人在10月底抛售以实现税收损失，加剧了看涨资本支出消息造成的股价疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场；最近价格：$1,512</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-7.8%；较2021年高点-23.5%</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>：8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>：无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。与去年同期相比，第二季度销售额增长了100%以上。其用户群增长了47%，达到7590万购物者。该股今年已两次飙升至1800美元至2000美元区间。但最近它以及许多大型科技股都表现疲软。任何今年买入峰值的人在10月下旬都下跌了不少，可能会抛售以获取税收损失。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但内部人士看涨，为什么不呢？拉丁美洲的在线零售采用落后，因此要赶上世界其他地区，它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示，未来几年，拉丁美洲将实现全球最快的电子商务年销售额增长——比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>甜甜圈；最近价格：$12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-17.7%；较2021年高点-38.9%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21至9/10/21</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>：1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme于7月初再次作为股票上市，价格在16美元至21美元之间。该股目前交易价格为12.89美元，几乎处于历史低点。这意味着任何购买的资金都在水下。毫无疑问，他们中的许多人都希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个看涨的理由。其中之一是专门从事消费品股票的欧洲公司JAB Holding的大举买入。其次，Krispy Kreme的增长强劲。该公司报告第二季度有机销售额增长23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了耐储存的包装产品，并在杂货店和便利店设立了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿；最近价格：$57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-25.9%；较2021年高点-32.5%</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>：10/11/21至10/20/21</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>：1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果你在用餐时点了薯条，很可能你是这家公司的顾客。Lamb Weston是餐厅冷冻薯条的大型生产商。这家公司总部位于爱达荷州（恰如其分），向北美和海外排名前100的连锁餐厅销售产品。麦当劳是大客户。你也可以在杂货店找到它的产品，在爱达荷州种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司一直保持强劲的销售增长，但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度的时间，但这些都是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时，兰姆韦斯顿一直在提高其产品的价格，这也将抵消损失。只是需要一些时间。另一个优势：Lamb Weston在高增长的新兴市场拥有很大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源；近期价格：$30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>：-44.4%;较2021年高点-54.8%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>：1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在2019年6月的股票信中以10-11美元的价格向订阅者建议了这个能源基础设施名称。尽管今年大幅下跌，我们的股价仍然上涨了两倍。我认为该股在当前的回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气，将其冷冻成易于运输的液态天然气，然后出售给从更脏的柴油和重燃料油转换的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上涨和该公司巨额债务负担，New Fortress Energy股价下跌。但天然气价格将在冬季供暖季后降温，持续增长将有助于公司管理债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士肯定是这么认为的。业绩良好的高管最近购买了价值100万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住，税亏损销售反弹候选人可能在12月底遭受另一轮疲软，因为散户投资者必须在年底前完成他们的税亏损销售。这将是为这些公司增加价值的又一个机会。</blockquote></p><p></p>","source":"lsy1603348471595","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>Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPut these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-02 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者往往会在10月底之前抛售一些输家，从而在一些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影：Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。所以是时候在废墟中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好，因为共同基金和其他大型投资者必须在10月31日之前实现税收损失。之后，他们打击的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱？</blockquote></p><p> Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美银的数据，自1986年以来，标普500股市在今年前10个月下跌了10%以上（最大的税收损失抛售候选者），在随后的三个月上涨了5.6%。这比标普500同期3.9%的平均回报率高出1.6个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售之后，这些股票可以从季节性看涨的市场顺风中获得提振。美银表示，自1936年以来，11月1日至1月31日期间，标普500平均上涨4.5%，而所有其他滚动三个月期间的平均涨幅为2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.</p><p><blockquote>最近几周，机构投资者一直是股票的大卖家，他们严重依赖税收损失抛售候选人。为了找到最好的便宜货，美银在标普500上筛选了年初至今(YTD)跌幅超过10%的股票。然后该银行建议客户考虑其给予买入评级的13家银行。该名单包括Global Payments、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。我会青睐那些股价大幅下跌、内部人士最近购买了大量股票的股票——基于我在股票信《重温股票》中分析内部人士购买情况的系统。（您可以在下面的简历中找到我的信的链接。）</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明，商业趋势将支持11月初及以后的股市上涨。我最近在我的股票信中推荐了22个这样的名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔；最近价格：$48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-3.1%；较2021年高点-29.5%</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕收购</b>：10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>：2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期，但由于数据中心、所谓的物联网和Mobileye（自动驾驶汽车）的销售强劲，英特尔股价仍在10月底暴跌。问题是：英特尔宣布了激进的资本支出，这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言，我喜欢投资于未来的公司，尤其是当消息使他们的股票变得更便宜时。鉴于他们的大量购买，内部人士对此表示同意。英特尔股票今年的下跌意味着几乎任何在2021年买入的人都处于亏损状态。毫无疑问，他们中的许多人在10月底抛售以实现税收损失，加剧了看涨资本支出消息造成的股价疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场；最近价格：$1,512</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-7.8%；较2021年高点-23.5%</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>：8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>：无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。与去年同期相比，第二季度销售额增长了100%以上。其用户群增长了47%，达到7590万购物者。该股今年已两次飙升至1800美元至2000美元区间。但最近它以及许多大型科技股都表现疲软。任何今年买入峰值的人在10月下旬都下跌了不少，可能会抛售以获取税收损失。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但内部人士看涨，为什么不呢？拉丁美洲的在线零售采用落后，因此要赶上世界其他地区，它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示，未来几年，拉丁美洲将实现全球最快的电子商务年销售额增长——比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>甜甜圈；最近价格：$12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-17.7%；较2021年高点-38.9%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21至9/10/21</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>：1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme于7月初再次作为股票上市，价格在16美元至21美元之间。该股目前交易价格为12.89美元，几乎处于历史低点。这意味着任何购买的资金都在水下。毫无疑问，他们中的许多人都希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个看涨的理由。其中之一是专门从事消费品股票的欧洲公司JAB Holding的大举买入。其次，Krispy Kreme的增长强劲。该公司报告第二季度有机销售额增长23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了耐储存的包装产品，并在杂货店和便利店设立了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿；最近价格：$57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-25.9%；较2021年高点-32.5%</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>：10/11/21至10/20/21</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>：1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果你在用餐时点了薯条，很可能你是这家公司的顾客。Lamb Weston是餐厅冷冻薯条的大型生产商。这家公司总部位于爱达荷州（恰如其分），向北美和海外排名前100的连锁餐厅销售产品。麦当劳是大客户。你也可以在杂货店找到它的产品，在爱达荷州种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司一直保持强劲的销售增长，但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度的时间，但这些都是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时，兰姆韦斯顿一直在提高其产品的价格，这也将抵消损失。只是需要一些时间。另一个优势：Lamb Weston在高增长的新兴市场拥有很大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源；近期价格：$30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>：-44.4%;较2021年高点-54.8%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>：1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在2019年6月的股票信中以10-11美元的价格向订阅者建议了这个能源基础设施名称。尽管今年大幅下跌，我们的股价仍然上涨了两倍。我认为该股在当前的回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气，将其冷冻成易于运输的液态天然气，然后出售给从更脏的柴油和重燃料油转换的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上涨和该公司巨额债务负担，New Fortress Energy股价下跌。但天然气价格将在冬季供暖季后降温，持续增长将有助于公司管理债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士肯定是这么认为的。业绩良好的高管最近购买了价值100万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住，税亏损销售反弹候选人可能在12月底遭受另一轮疲软，因为散户投资者必须在年底前完成他们的税亏损销售。这将是为这些公司增加价值的又一个机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page\">MarketWatch</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":{"MELI":"MercadoLibre","INCY":"因塞特医疗","QCOM":"高通","NFE":"New Fortress Energy LLC","LW":"Lamb Weston Holdings, Inc.","TMUS":"T-Mobile US Inc","GPN":"环汇有限公司","INTC":"英特尔","DNUT":"Krispy Kreme, Inc.","VTRS":"Viatris Inc."},"source_url":"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196323855","content_text":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks\nPhoto by Jack Atley/ALLSPORT/Getty Images\nBig investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.\nThis trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.\nBy how much?\nSince 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.\nAfter tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.\nInstitutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.\nI’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)\nThe significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.\nIntel; recent price: $48.25\nStock decline: -3.1% YTD; -29.5% from 2021 high\nLatest insider purchase: 10/25/21\nYield: 2.9%\nIntel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.\nPersonally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.\nMercadoLibre; recent price: $1,512\nStock decline: -7.8% YTD; -23.5% from 2021 high\nLatest insider purchases: 8/18/21\nYield: None\nThis online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.\nBut insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.\nKrispy Kreme; recent price: $12.86\nStock decline: -17.7% YTD; -38.9% from 2021 high\nLatest insider purchases: 8/19/21 to 9/10/21\nYield: 1.1%\nKrispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.\nBut there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.\nKrispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.\nLamb Weston; recent price: $57.49\nStock decline: -25.9% YTD; -32.5% from 2021 high\nLatest insider purchases: 10/11/21 through 10/20/21\nYield: 1.6%\nIf you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.\nThe company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.\nMeanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.\nNew Fortress Energy; recent price: $30.56\nStock decline: -44.4%; -54.8% from 2021 high\nLatest insider purchases: 8/19/21\nYield: 1.3%\nI originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.\nNew Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.\nNew Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.\nInsiders sure think so. Execs with solid records recently bought $1 million worth of stock.\nRemember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. 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