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Mavfurious
2021-03-19
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Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的六只“重新开放”股票，包括Bumble和Wayfair</blockquote>
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Even Jim Cramer has jumped aboard.</p><p><blockquote>随着疫苗推广的进展和个人储蓄升至历史新高，股市的“重新开放”游戏风靡一时。甚至吉姆·克莱默也加入了进来。</blockquote></p><p> As a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.</p><p><blockquote>作为一名逆向投资者，一年多来，我一直在本专栏和我的股票信（链接在下面的简历中）中建议重新开放股票。在许多情况下，它们已经翻了一番，甚至更多。现在看到人群进来让我很紧张。这通常是一个主题即将结束的迹象。</blockquote></p><p> Wait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.</p><p><blockquote>等等，重新开放的主题怎么能在重新开放发生之前就花掉呢？这很简单。通常提前六个月营销价格事件。</blockquote></p><p> But I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.</p><p><blockquote>但我认为这一个还有更多的地方，原因很简单。我密切关注企业内部人士，在过去的几周里，他们一直是约会、旅游和零售领域典型重新开放游戏的巨大买家。</blockquote></p><p> Here’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.</p><p><blockquote>以下是购买的综述，告诉我这个主题仍然有效。内部买入还表明这六只股票可能会延续其优异表现。</blockquote></p><p> <b>Dating is making a comeback</b></p><p><blockquote><b>约会正在卷土重来</b></blockquote></p><p> Millions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.</p><p><blockquote>由于担心感染新冠肺炎病毒，数百万人减少了约会。在重新开放期间，这将发生巨大变化，为约会应用公司Bumble提供推动力。</blockquote></p><p> We’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.</p><p><blockquote>我们已经看到了单身人士真的想交往的早期迹象——不仅仅是在佛罗里达州的大型春假聚会上。受第二和第三季度Covid-19担忧高峰的拖累，Bumble第四季度收入增长了31%，而2020年全年的增长更为缓慢，为10%。第四季度为该服务高级版本付费的用户增长了32.5%，而全年增长了22.2%。</blockquote></p><p> Bumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).</p><p><blockquote>Bumble是一款约会应用程序，只有女性才能在双方都表示感兴趣后通过在个人资料上向右滑动来发起联系。该公司Bumble和Badoo应用程序上的高级功能允许用户查看谁在他们身上滑动，发布更多个人信息并聚焦个人资料。根据发表在《美国国家科学院院刊》（PNAS）上的一项研究，在线约会应用程序现在是美国新婚夫妇见面的最常见方式。</blockquote></p><p> Director Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.</p><p><blockquote>2月中旬，Bumble上市时，董事帕梅拉·托马斯-格雷厄姆(Pamela Thomas-Graham)以76.23美元的价格购买了价值498,000美元的股票，首席执行官惠特尼·沃尔夫·赫德(Whitney Wolfe Herd)以43美元的价格购买了价值2100万美元的股票。</blockquote></p><p> <b>Wanderlust returns</b></p><p><blockquote><b>旅游癖回归</b></blockquote></p><p> I’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play. It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.</p><p><blockquote>自去年10月初Avis Budget Group的交易价格为31美元以来，我一直在我的股票信中推荐该公司。它现在上涨了122%，达到69美元，但我最近建议订阅者应该继续持有。是的，疫情压垮了租金。但是人们真的很想出去旅行。所以这家公司今年的业务会真正好转。Avis经营预算和Zipcar租赁品牌，是一家航空旅行公司。它在北美、欧洲和澳大拉西亚的机场都有很大的影响力。Avis拥有超过10,600个租赁点。</blockquote></p><p> Avis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.</p><p><blockquote>Avis在疫情期间削减了19%的机队，在降低成本方面做得值得称赞。因此，即使收入下降了41%，也没有破产风险。</blockquote></p><p> The big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.</p><p><blockquote>第一个让我对这只股票感兴趣的大买家是董事Karthik Sarma。他的SRS投资管理公司去年5月至12月以18.57美元至39.20美元的价格稳定买入。Avis现在占他投资组合的11.4%。最近，首席财务官Brian Choi接任大买家，在2月份以每股46-56美元的价格购买了价值164万美元的股票。内部人士不会购买短期交易，因此这次购买以及未来重新开放的旅游热潮告诉我该股仍然持有。</blockquote></p><p> <b>Fast-food binge</b></p><p><blockquote><b>快餐狂欢</b></blockquote></p><p> As the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.</p><p><blockquote>作为美国第二大快餐汉堡连锁店，随着消费者走出困境，温迪快餐的销售额将大幅增长。当然，温迪的数字业务在疫情期间表现强劲。但首席执行官托德·佩内戈尔(Todd Penegor)表示，客流量的改善仍将推动这家以具有竞争力的价格专门生产“新鲜且令人渴望”食品的连锁店的销售。</blockquote></p><p> From small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.</p><p><blockquote>温迪快餐于1969年在俄亥俄州哥伦布市成立，现已发展成为世界第三大汉堡连锁店，拥有6800多家餐厅。其中大部分是特许经营，这提高了利润率。尽管发生了疫情，温迪快餐店去年还是开设了35家餐厅（不包括关闭的餐厅）。这低于2019年的77个净空缺。但它将在2021年弥补损失，净新增约170家餐厅，使餐厅总数超过7000家。</blockquote></p><p> Last year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.</p><p><blockquote>去年，Wendy的新早餐菜单大受欢迎，预计这将在2021年再次成为增长动力。该公司预计今年早餐业务将增长30%，到2022年底将占总销售额的10%，高于去年的7%。</blockquote></p><p> Wendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.</p><p><blockquote>Wendy's预计今年同店销售额将增长10%，推动盈利增长19%，达到每股0.67美元至0.69美元，运营现金流增长12.5%，达到指导中点的3.2亿美元。</blockquote></p><p></p><p> All of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.</p><p><blockquote>所有这些无疑有助于解释为什么首席法律官E.J。Wunsch最近以18.98美元的价格购买了价值142,300美元的股票。</blockquote></p><p> <b>The h</b><b>ousing boom isn’t over yet</b></p><p><blockquote><b>h</b><b>繁荣尚未结束</b></blockquote></p><p> With interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)</p><p><blockquote>根据最近另一个流行的模因，随着利率上升，家庭行业应该会降温。但业内人士不同意。最近，两家最大的家居相关零售商Wayfair和Lowe’s出现了大量内部购买。当然，有公司趋势有助于解释这一点。但由于股票走势的三分之一通常来自行业表现，因此这也是对房地产趋势的陈述。（任何股票走势的另外三分之二来自公司趋势和整体股市趋势。）</blockquote></p><p> Here’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.</p><p><blockquote>这是30年期抵押贷款利率。正如您所看到的，与历史平均水平相比，它仍然非常低。</blockquote></p><p> The bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.</p><p><blockquote>Leuthold group市场策略师吉姆·保尔森(Jim Paulsen)指出，看涨是有道理的，因为抵押贷款利率仍处于历史低位。这意味着人们对购房和相关零售商的持续兴趣。</blockquote></p><p> Insiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.</p><p><blockquote>业内人士当然认同这种想法。最近，董事迈克尔·安德鲁·库明(Michael Andrew Kumin)以每股287美元左右的价格大举购买了家居零售商Wayfair价值1360万美元的股票。Wayfair在与消费者的联系方面做得很好。去年美国销售额增长55%，海外销售额增长65%。第四季度客户数量增长54%，达到3120万。重复购买占其业务的70%以上。Wayfair还与供应商密切合作，帮助物流、销售和营销，让他们满意。</blockquote></p><p> At Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.</p><p><blockquote>在Lowe's，董事David Batchelder最近以159.47美元的价格购买了价值约100万美元的股票。劳氏是仅次于家得宝的全球第二大家居装修零售商，自首席执行官马文·埃里森(Marvin Ellison)于2018年上任并引入新团队以来，劳氏一直在提高利润率、商品销售和库存。但收获还没有结束。该公司表示，2021年营业利润率将超过11%，最终达到13%，而2019年为9%。</blockquote></p><p> <b>The big get bigger</b></p><p><blockquote><b>越大越大</b></blockquote></p><p> As the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.</p><p><blockquote>作为美国最大的零售商，沃尔玛将从重新开业中受益，随着消费者变得更加自信并减少创纪录的储蓄，所有被压抑的需求都将得到释放。这有助于解释为什么沃尔玛董事、AT&T前首席执行官兰德尔·斯蒂芬森(Randall Stephenson)最近以129.63美元的价格向这家零售商的股票投入了100万美元。</blockquote></p><p> Walmart is also investing heavily in automation, which should improve productivity and profit margins.</p><p><blockquote>沃尔玛还大力投资自动化，这应该会提高生产率和利润率。</blockquote></p><p> Morningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.</p><p><blockquote>晨星分析师Zain Akbari预测今年和未来十年的销售额将出现低个位数增长。</blockquote></p><p> Walmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.</p><p><blockquote>阿克巴里表示，沃尔玛规模如此之大，以至于它与供应商谈判有利的条款以保持竞争力，从而支持零售商宽阔的护城河。如果全国每小时15美元的最低工资获得通过，这对沃尔玛来说不会是毁灭性的。平均而言，它付给销售人员的工资已经超过了这个数字。沃尔玛为投资者提供1.6%的股息收益率。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的六只“重新开放”股票，包括Bumble和Wayfair</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSix ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的六只“重新开放”股票，包括Bumble和Wayfair</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-19 13:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Executives are snapping up shares of their own companies, which is typically a bullish sign.</p><p><blockquote>高管们正在抢购自己公司的股票，这通常是一个看涨信号。</blockquote></p><p> With vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.</p><p><blockquote>随着疫苗推广的进展和个人储蓄升至历史新高，股市的“重新开放”游戏风靡一时。甚至吉姆·克莱默也加入了进来。</blockquote></p><p> As a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.</p><p><blockquote>作为一名逆向投资者，一年多来，我一直在本专栏和我的股票信（链接在下面的简历中）中建议重新开放股票。在许多情况下，它们已经翻了一番，甚至更多。现在看到人群进来让我很紧张。这通常是一个主题即将结束的迹象。</blockquote></p><p> Wait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.</p><p><blockquote>等等，重新开放的主题怎么能在重新开放发生之前就花掉呢？这很简单。通常提前六个月营销价格事件。</blockquote></p><p> But I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.</p><p><blockquote>但我认为这一个还有更多的地方，原因很简单。我密切关注企业内部人士，在过去的几周里，他们一直是约会、旅游和零售领域典型重新开放游戏的巨大买家。</blockquote></p><p> Here’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.</p><p><blockquote>以下是购买的综述，告诉我这个主题仍然有效。内部买入还表明这六只股票可能会延续其优异表现。</blockquote></p><p> <b>Dating is making a comeback</b></p><p><blockquote><b>约会正在卷土重来</b></blockquote></p><p> Millions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.</p><p><blockquote>由于担心感染新冠肺炎病毒，数百万人减少了约会。在重新开放期间，这将发生巨大变化，为约会应用公司Bumble提供推动力。</blockquote></p><p> We’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.</p><p><blockquote>我们已经看到了单身人士真的想交往的早期迹象——不仅仅是在佛罗里达州的大型春假聚会上。受第二和第三季度Covid-19担忧高峰的拖累，Bumble第四季度收入增长了31%，而2020年全年的增长更为缓慢，为10%。第四季度为该服务高级版本付费的用户增长了32.5%，而全年增长了22.2%。</blockquote></p><p> Bumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).</p><p><blockquote>Bumble是一款约会应用程序，只有女性才能在双方都表示感兴趣后通过在个人资料上向右滑动来发起联系。该公司Bumble和Badoo应用程序上的高级功能允许用户查看谁在他们身上滑动，发布更多个人信息并聚焦个人资料。根据发表在《美国国家科学院院刊》（PNAS）上的一项研究，在线约会应用程序现在是美国新婚夫妇见面的最常见方式。</blockquote></p><p> Director Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.</p><p><blockquote>2月中旬，Bumble上市时，董事帕梅拉·托马斯-格雷厄姆(Pamela Thomas-Graham)以76.23美元的价格购买了价值498,000美元的股票，首席执行官惠特尼·沃尔夫·赫德(Whitney Wolfe Herd)以43美元的价格购买了价值2100万美元的股票。</blockquote></p><p> <b>Wanderlust returns</b></p><p><blockquote><b>旅游癖回归</b></blockquote></p><p> I’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play. It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.</p><p><blockquote>自去年10月初Avis Budget Group的交易价格为31美元以来，我一直在我的股票信中推荐该公司。它现在上涨了122%，达到69美元，但我最近建议订阅者应该继续持有。是的，疫情压垮了租金。但是人们真的很想出去旅行。所以这家公司今年的业务会真正好转。Avis经营预算和Zipcar租赁品牌，是一家航空旅行公司。它在北美、欧洲和澳大拉西亚的机场都有很大的影响力。Avis拥有超过10,600个租赁点。</blockquote></p><p> Avis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.</p><p><blockquote>Avis在疫情期间削减了19%的机队，在降低成本方面做得值得称赞。因此，即使收入下降了41%，也没有破产风险。</blockquote></p><p> The big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.</p><p><blockquote>第一个让我对这只股票感兴趣的大买家是董事Karthik Sarma。他的SRS投资管理公司去年5月至12月以18.57美元至39.20美元的价格稳定买入。Avis现在占他投资组合的11.4%。最近，首席财务官Brian Choi接任大买家，在2月份以每股46-56美元的价格购买了价值164万美元的股票。内部人士不会购买短期交易，因此这次购买以及未来重新开放的旅游热潮告诉我该股仍然持有。</blockquote></p><p> <b>Fast-food binge</b></p><p><blockquote><b>快餐狂欢</b></blockquote></p><p> As the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.</p><p><blockquote>作为美国第二大快餐汉堡连锁店，随着消费者走出困境，温迪快餐的销售额将大幅增长。当然，温迪的数字业务在疫情期间表现强劲。但首席执行官托德·佩内戈尔(Todd Penegor)表示，客流量的改善仍将推动这家以具有竞争力的价格专门生产“新鲜且令人渴望”食品的连锁店的销售。</blockquote></p><p> From small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.</p><p><blockquote>温迪快餐于1969年在俄亥俄州哥伦布市成立，现已发展成为世界第三大汉堡连锁店，拥有6800多家餐厅。其中大部分是特许经营，这提高了利润率。尽管发生了疫情，温迪快餐店去年还是开设了35家餐厅（不包括关闭的餐厅）。这低于2019年的77个净空缺。但它将在2021年弥补损失，净新增约170家餐厅，使餐厅总数超过7000家。</blockquote></p><p> Last year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.</p><p><blockquote>去年，Wendy的新早餐菜单大受欢迎，预计这将在2021年再次成为增长动力。该公司预计今年早餐业务将增长30%，到2022年底将占总销售额的10%，高于去年的7%。</blockquote></p><p> Wendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.</p><p><blockquote>Wendy's预计今年同店销售额将增长10%，推动盈利增长19%，达到每股0.67美元至0.69美元，运营现金流增长12.5%，达到指导中点的3.2亿美元。</blockquote></p><p></p><p> All of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.</p><p><blockquote>所有这些无疑有助于解释为什么首席法律官E.J。Wunsch最近以18.98美元的价格购买了价值142,300美元的股票。</blockquote></p><p> <b>The h</b><b>ousing boom isn’t over yet</b></p><p><blockquote><b>h</b><b>繁荣尚未结束</b></blockquote></p><p> With interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)</p><p><blockquote>根据最近另一个流行的模因，随着利率上升，家庭行业应该会降温。但业内人士不同意。最近，两家最大的家居相关零售商Wayfair和Lowe’s出现了大量内部购买。当然，有公司趋势有助于解释这一点。但由于股票走势的三分之一通常来自行业表现，因此这也是对房地产趋势的陈述。（任何股票走势的另外三分之二来自公司趋势和整体股市趋势。）</blockquote></p><p> Here’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.</p><p><blockquote>这是30年期抵押贷款利率。正如您所看到的，与历史平均水平相比，它仍然非常低。</blockquote></p><p> The bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.</p><p><blockquote>Leuthold group市场策略师吉姆·保尔森(Jim Paulsen)指出，看涨是有道理的，因为抵押贷款利率仍处于历史低位。这意味着人们对购房和相关零售商的持续兴趣。</blockquote></p><p> Insiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.</p><p><blockquote>业内人士当然认同这种想法。最近，董事迈克尔·安德鲁·库明(Michael Andrew Kumin)以每股287美元左右的价格大举购买了家居零售商Wayfair价值1360万美元的股票。Wayfair在与消费者的联系方面做得很好。去年美国销售额增长55%，海外销售额增长65%。第四季度客户数量增长54%，达到3120万。重复购买占其业务的70%以上。Wayfair还与供应商密切合作，帮助物流、销售和营销，让他们满意。</blockquote></p><p> At Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.</p><p><blockquote>在Lowe's，董事David Batchelder最近以159.47美元的价格购买了价值约100万美元的股票。劳氏是仅次于家得宝的全球第二大家居装修零售商，自首席执行官马文·埃里森(Marvin Ellison)于2018年上任并引入新团队以来，劳氏一直在提高利润率、商品销售和库存。但收获还没有结束。该公司表示，2021年营业利润率将超过11%，最终达到13%，而2019年为9%。</blockquote></p><p> <b>The big get bigger</b></p><p><blockquote><b>越大越大</b></blockquote></p><p> As the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.</p><p><blockquote>作为美国最大的零售商，沃尔玛将从重新开业中受益，随着消费者变得更加自信并减少创纪录的储蓄，所有被压抑的需求都将得到释放。这有助于解释为什么沃尔玛董事、AT&T前首席执行官兰德尔·斯蒂芬森(Randall Stephenson)最近以129.63美元的价格向这家零售商的股票投入了100万美元。</blockquote></p><p> Walmart is also investing heavily in automation, which should improve productivity and profit margins.</p><p><blockquote>沃尔玛还大力投资自动化，这应该会提高生产率和利润率。</blockquote></p><p> Morningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.</p><p><blockquote>晨星分析师Zain Akbari预测今年和未来十年的销售额将出现低个位数增长。</blockquote></p><p> Walmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.</p><p><blockquote>阿克巴里表示，沃尔玛规模如此之大，以至于它与供应商谈判有利的条款以保持竞争力，从而支持零售商宽阔的护城河。如果全国每小时15美元的最低工资获得通过，这对沃尔玛来说不会是毁灭性的。平均而言，它付给销售人员的工资已经超过了这个数字。沃尔玛为投资者提供1.6%的股息收益率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/six-reopening-stocks-including-bumble-and-wayfair-that-company-insiders-absolutely-love-11616082045?mod=home-page\">MarketWatch</a></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":{"WMT":"沃尔玛","T":"At&T","LOW":"劳氏","BMBL":"Bumble Inc.","CAR":"安飞士","W":"Wayfair","HD":"家得宝","WEN":"温蒂汉堡"},"source_url":"https://www.marketwatch.com/story/six-reopening-stocks-including-bumble-and-wayfair-that-company-insiders-absolutely-love-11616082045?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1133615560","content_text":"Executives are snapping up shares of their own companies, which is typically a bullish sign.\nWith vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.\nAs a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.\nWait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.\nBut I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.\nHere’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.\nDating is making a comeback\nMillions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.\nWe’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.\nBumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).\nDirector Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.\nWanderlust returns\nI’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play. It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.\nAvis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.\nThe big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.\nFast-food binge\nAs the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.\nFrom small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.\nLast year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.\nWendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.\nAll of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.\nThe housing boom isn’t over yet\nWith interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)\nHere’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.\nThe bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.\nInsiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.\nAt Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.\nThe big get bigger\nAs the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.\nWalmart is also investing heavily in automation, which should improve productivity and profit margins.\nMorningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.\nWalmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.","news_type":1,"symbols_score_info":{"WEN":0.9,"BMBL":0.9,"CAR":0.9,"WMT":0.9,"T":0.9,"HD":0.9,"LOW":0.9,"W":0.9}},"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":350003928,"gmtCreate":1616132218064,"gmtModify":1634527065397,"author":{"id":"3577621549460373","authorId":"3577621549460373","name":"Mavfurious","avatar":"https://static.tigerbbs.com/7bc7a6fdcc64246397b09b1b07dbf895","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577621549460373","idStr":"3577621549460373"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/350003928","repostId":"1133615560","repostType":4,"repost":{"id":"1133615560","kind":"news","pubTimestamp":1616132176,"share":"https://www.laohu8.com/m/news/1133615560?lang=zh_CN&edition=full","pubTime":"2021-03-19 13:36","market":"us","language":"en","title":"Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的六只“重新开放”股票，包括Bumble和Wayfair</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133615560","media":"MarketWatch","summary":"Executives are snapping up shares of their own companies, which is typically a bullish sign.\nWith va","content":"<p>Executives are snapping up shares of their own companies, which is typically a bullish sign.</p><p><blockquote>高管们正在抢购自己公司的股票，这通常是一个看涨信号。</blockquote></p><p> With vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.</p><p><blockquote>随着疫苗推广的进展和个人储蓄升至历史新高，股市的“重新开放”游戏风靡一时。甚至吉姆·克莱默也加入了进来。</blockquote></p><p> As a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.</p><p><blockquote>作为一名逆向投资者，一年多来，我一直在本专栏和我的股票信（链接在下面的简历中）中建议重新开放股票。在许多情况下，它们已经翻了一番，甚至更多。现在看到人群进来让我很紧张。这通常是一个主题即将结束的迹象。</blockquote></p><p> Wait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.</p><p><blockquote>等等，重新开放的主题怎么能在重新开放发生之前就花掉呢？这很简单。通常提前六个月营销价格事件。</blockquote></p><p> But I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.</p><p><blockquote>但我认为这一个还有更多的地方，原因很简单。我密切关注企业内部人士，在过去的几周里，他们一直是约会、旅游和零售领域典型重新开放游戏的巨大买家。</blockquote></p><p> Here’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.</p><p><blockquote>以下是购买的综述，告诉我这个主题仍然有效。内部买入还表明这六只股票可能会延续其优异表现。</blockquote></p><p> <b>Dating is making a comeback</b></p><p><blockquote><b>约会正在卷土重来</b></blockquote></p><p> Millions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.</p><p><blockquote>由于担心感染新冠肺炎病毒，数百万人减少了约会。在重新开放期间，这将发生巨大变化，为约会应用公司Bumble提供推动力。</blockquote></p><p> We’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.</p><p><blockquote>我们已经看到了单身人士真的想交往的早期迹象——不仅仅是在佛罗里达州的大型春假聚会上。受第二和第三季度Covid-19担忧高峰的拖累，Bumble第四季度收入增长了31%，而2020年全年的增长更为缓慢，为10%。第四季度为该服务高级版本付费的用户增长了32.5%，而全年增长了22.2%。</blockquote></p><p> Bumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).</p><p><blockquote>Bumble是一款约会应用程序，只有女性才能在双方都表示感兴趣后通过在个人资料上向右滑动来发起联系。该公司Bumble和Badoo应用程序上的高级功能允许用户查看谁在他们身上滑动，发布更多个人信息并聚焦个人资料。根据发表在《美国国家科学院院刊》（PNAS）上的一项研究，在线约会应用程序现在是美国新婚夫妇见面的最常见方式。</blockquote></p><p> Director Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.</p><p><blockquote>2月中旬，Bumble上市时，董事帕梅拉·托马斯-格雷厄姆(Pamela Thomas-Graham)以76.23美元的价格购买了价值498,000美元的股票，首席执行官惠特尼·沃尔夫·赫德(Whitney Wolfe Herd)以43美元的价格购买了价值2100万美元的股票。</blockquote></p><p> <b>Wanderlust returns</b></p><p><blockquote><b>旅游癖回归</b></blockquote></p><p> I’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play. It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.</p><p><blockquote>自去年10月初Avis Budget Group的交易价格为31美元以来，我一直在我的股票信中推荐该公司。它现在上涨了122%，达到69美元，但我最近建议订阅者应该继续持有。是的，疫情压垮了租金。但是人们真的很想出去旅行。所以这家公司今年的业务会真正好转。Avis经营预算和Zipcar租赁品牌，是一家航空旅行公司。它在北美、欧洲和澳大拉西亚的机场都有很大的影响力。Avis拥有超过10,600个租赁点。</blockquote></p><p> Avis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.</p><p><blockquote>Avis在疫情期间削减了19%的机队，在降低成本方面做得值得称赞。因此，即使收入下降了41%，也没有破产风险。</blockquote></p><p> The big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.</p><p><blockquote>第一个让我对这只股票感兴趣的大买家是董事Karthik Sarma。他的SRS投资管理公司去年5月至12月以18.57美元至39.20美元的价格稳定买入。Avis现在占他投资组合的11.4%。最近，首席财务官Brian Choi接任大买家，在2月份以每股46-56美元的价格购买了价值164万美元的股票。内部人士不会购买短期交易，因此这次购买以及未来重新开放的旅游热潮告诉我该股仍然持有。</blockquote></p><p> <b>Fast-food binge</b></p><p><blockquote><b>快餐狂欢</b></blockquote></p><p> As the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.</p><p><blockquote>作为美国第二大快餐汉堡连锁店，随着消费者走出困境，温迪快餐的销售额将大幅增长。当然，温迪的数字业务在疫情期间表现强劲。但首席执行官托德·佩内戈尔(Todd Penegor)表示，客流量的改善仍将推动这家以具有竞争力的价格专门生产“新鲜且令人渴望”食品的连锁店的销售。</blockquote></p><p> From small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.</p><p><blockquote>温迪快餐于1969年在俄亥俄州哥伦布市成立，现已发展成为世界第三大汉堡连锁店，拥有6800多家餐厅。其中大部分是特许经营，这提高了利润率。尽管发生了疫情，温迪快餐店去年还是开设了35家餐厅（不包括关闭的餐厅）。这低于2019年的77个净空缺。但它将在2021年弥补损失，净新增约170家餐厅，使餐厅总数超过7000家。</blockquote></p><p> Last year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.</p><p><blockquote>去年，Wendy的新早餐菜单大受欢迎，预计这将在2021年再次成为增长动力。该公司预计今年早餐业务将增长30%，到2022年底将占总销售额的10%，高于去年的7%。</blockquote></p><p> Wendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.</p><p><blockquote>Wendy's预计今年同店销售额将增长10%，推动盈利增长19%，达到每股0.67美元至0.69美元，运营现金流增长12.5%，达到指导中点的3.2亿美元。</blockquote></p><p></p><p> All of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.</p><p><blockquote>所有这些无疑有助于解释为什么首席法律官E.J。Wunsch最近以18.98美元的价格购买了价值142,300美元的股票。</blockquote></p><p> <b>The h</b><b>ousing boom isn’t over yet</b></p><p><blockquote><b>h</b><b>繁荣尚未结束</b></blockquote></p><p> With interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)</p><p><blockquote>根据最近另一个流行的模因，随着利率上升，家庭行业应该会降温。但业内人士不同意。最近，两家最大的家居相关零售商Wayfair和Lowe’s出现了大量内部购买。当然，有公司趋势有助于解释这一点。但由于股票走势的三分之一通常来自行业表现，因此这也是对房地产趋势的陈述。（任何股票走势的另外三分之二来自公司趋势和整体股市趋势。）</blockquote></p><p> Here’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.</p><p><blockquote>这是30年期抵押贷款利率。正如您所看到的，与历史平均水平相比，它仍然非常低。</blockquote></p><p> The bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.</p><p><blockquote>Leuthold group市场策略师吉姆·保尔森(Jim Paulsen)指出，看涨是有道理的，因为抵押贷款利率仍处于历史低位。这意味着人们对购房和相关零售商的持续兴趣。</blockquote></p><p> Insiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.</p><p><blockquote>业内人士当然认同这种想法。最近，董事迈克尔·安德鲁·库明(Michael Andrew Kumin)以每股287美元左右的价格大举购买了家居零售商Wayfair价值1360万美元的股票。Wayfair在与消费者的联系方面做得很好。去年美国销售额增长55%，海外销售额增长65%。第四季度客户数量增长54%，达到3120万。重复购买占其业务的70%以上。Wayfair还与供应商密切合作，帮助物流、销售和营销，让他们满意。</blockquote></p><p> At Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.</p><p><blockquote>在Lowe's，董事David Batchelder最近以159.47美元的价格购买了价值约100万美元的股票。劳氏是仅次于家得宝的全球第二大家居装修零售商，自首席执行官马文·埃里森(Marvin Ellison)于2018年上任并引入新团队以来，劳氏一直在提高利润率、商品销售和库存。但收获还没有结束。该公司表示，2021年营业利润率将超过11%，最终达到13%，而2019年为9%。</blockquote></p><p> <b>The big get bigger</b></p><p><blockquote><b>越大越大</b></blockquote></p><p> As the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.</p><p><blockquote>作为美国最大的零售商，沃尔玛将从重新开业中受益，随着消费者变得更加自信并减少创纪录的储蓄，所有被压抑的需求都将得到释放。这有助于解释为什么沃尔玛董事、AT&T前首席执行官兰德尔·斯蒂芬森(Randall Stephenson)最近以129.63美元的价格向这家零售商的股票投入了100万美元。</blockquote></p><p> Walmart is also investing heavily in automation, which should improve productivity and profit margins.</p><p><blockquote>沃尔玛还大力投资自动化，这应该会提高生产率和利润率。</blockquote></p><p> Morningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.</p><p><blockquote>晨星分析师Zain Akbari预测今年和未来十年的销售额将出现低个位数增长。</blockquote></p><p> Walmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.</p><p><blockquote>阿克巴里表示，沃尔玛规模如此之大，以至于它与供应商谈判有利的条款以保持竞争力，从而支持零售商宽阔的护城河。如果全国每小时15美元的最低工资获得通过，这对沃尔玛来说不会是毁灭性的。平均而言，它付给销售人员的工资已经超过了这个数字。沃尔玛为投资者提供1.6%的股息收益率。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Six ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的六只“重新开放”股票，包括Bumble和Wayfair</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSix ‘reopening’ stocks, including Bumble and Wayfair, that company insiders absolutely love<blockquote>公司内部人士绝对喜爱的六只“重新开放”股票，包括Bumble和Wayfair</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-19 13:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Executives are snapping up shares of their own companies, which is typically a bullish sign.</p><p><blockquote>高管们正在抢购自己公司的股票，这通常是一个看涨信号。</blockquote></p><p> With vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.</p><p><blockquote>随着疫苗推广的进展和个人储蓄升至历史新高，股市的“重新开放”游戏风靡一时。甚至吉姆·克莱默也加入了进来。</blockquote></p><p> As a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.</p><p><blockquote>作为一名逆向投资者，一年多来，我一直在本专栏和我的股票信（链接在下面的简历中）中建议重新开放股票。在许多情况下，它们已经翻了一番，甚至更多。现在看到人群进来让我很紧张。这通常是一个主题即将结束的迹象。</blockquote></p><p> Wait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.</p><p><blockquote>等等，重新开放的主题怎么能在重新开放发生之前就花掉呢？这很简单。通常提前六个月营销价格事件。</blockquote></p><p> But I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.</p><p><blockquote>但我认为这一个还有更多的地方，原因很简单。我密切关注企业内部人士，在过去的几周里，他们一直是约会、旅游和零售领域典型重新开放游戏的巨大买家。</blockquote></p><p> Here’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.</p><p><blockquote>以下是购买的综述，告诉我这个主题仍然有效。内部买入还表明这六只股票可能会延续其优异表现。</blockquote></p><p> <b>Dating is making a comeback</b></p><p><blockquote><b>约会正在卷土重来</b></blockquote></p><p> Millions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.</p><p><blockquote>由于担心感染新冠肺炎病毒，数百万人减少了约会。在重新开放期间，这将发生巨大变化，为约会应用公司Bumble提供推动力。</blockquote></p><p> We’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.</p><p><blockquote>我们已经看到了单身人士真的想交往的早期迹象——不仅仅是在佛罗里达州的大型春假聚会上。受第二和第三季度Covid-19担忧高峰的拖累，Bumble第四季度收入增长了31%，而2020年全年的增长更为缓慢，为10%。第四季度为该服务高级版本付费的用户增长了32.5%，而全年增长了22.2%。</blockquote></p><p> Bumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).</p><p><blockquote>Bumble是一款约会应用程序，只有女性才能在双方都表示感兴趣后通过在个人资料上向右滑动来发起联系。该公司Bumble和Badoo应用程序上的高级功能允许用户查看谁在他们身上滑动，发布更多个人信息并聚焦个人资料。根据发表在《美国国家科学院院刊》（PNAS）上的一项研究，在线约会应用程序现在是美国新婚夫妇见面的最常见方式。</blockquote></p><p> Director Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.</p><p><blockquote>2月中旬，Bumble上市时，董事帕梅拉·托马斯-格雷厄姆(Pamela Thomas-Graham)以76.23美元的价格购买了价值498,000美元的股票，首席执行官惠特尼·沃尔夫·赫德(Whitney Wolfe Herd)以43美元的价格购买了价值2100万美元的股票。</blockquote></p><p> <b>Wanderlust returns</b></p><p><blockquote><b>旅游癖回归</b></blockquote></p><p> I’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play. It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.</p><p><blockquote>自去年10月初Avis Budget Group的交易价格为31美元以来，我一直在我的股票信中推荐该公司。它现在上涨了122%，达到69美元，但我最近建议订阅者应该继续持有。是的，疫情压垮了租金。但是人们真的很想出去旅行。所以这家公司今年的业务会真正好转。Avis经营预算和Zipcar租赁品牌，是一家航空旅行公司。它在北美、欧洲和澳大拉西亚的机场都有很大的影响力。Avis拥有超过10,600个租赁点。</blockquote></p><p> Avis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.</p><p><blockquote>Avis在疫情期间削减了19%的机队，在降低成本方面做得值得称赞。因此，即使收入下降了41%，也没有破产风险。</blockquote></p><p> The big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.</p><p><blockquote>第一个让我对这只股票感兴趣的大买家是董事Karthik Sarma。他的SRS投资管理公司去年5月至12月以18.57美元至39.20美元的价格稳定买入。Avis现在占他投资组合的11.4%。最近，首席财务官Brian Choi接任大买家，在2月份以每股46-56美元的价格购买了价值164万美元的股票。内部人士不会购买短期交易，因此这次购买以及未来重新开放的旅游热潮告诉我该股仍然持有。</blockquote></p><p> <b>Fast-food binge</b></p><p><blockquote><b>快餐狂欢</b></blockquote></p><p> As the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.</p><p><blockquote>作为美国第二大快餐汉堡连锁店，随着消费者走出困境，温迪快餐的销售额将大幅增长。当然，温迪的数字业务在疫情期间表现强劲。但首席执行官托德·佩内戈尔(Todd Penegor)表示，客流量的改善仍将推动这家以具有竞争力的价格专门生产“新鲜且令人渴望”食品的连锁店的销售。</blockquote></p><p> From small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.</p><p><blockquote>温迪快餐于1969年在俄亥俄州哥伦布市成立，现已发展成为世界第三大汉堡连锁店，拥有6800多家餐厅。其中大部分是特许经营，这提高了利润率。尽管发生了疫情，温迪快餐店去年还是开设了35家餐厅（不包括关闭的餐厅）。这低于2019年的77个净空缺。但它将在2021年弥补损失，净新增约170家餐厅，使餐厅总数超过7000家。</blockquote></p><p> Last year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.</p><p><blockquote>去年，Wendy的新早餐菜单大受欢迎，预计这将在2021年再次成为增长动力。该公司预计今年早餐业务将增长30%，到2022年底将占总销售额的10%，高于去年的7%。</blockquote></p><p> Wendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.</p><p><blockquote>Wendy's预计今年同店销售额将增长10%，推动盈利增长19%，达到每股0.67美元至0.69美元，运营现金流增长12.5%，达到指导中点的3.2亿美元。</blockquote></p><p></p><p> All of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.</p><p><blockquote>所有这些无疑有助于解释为什么首席法律官E.J。Wunsch最近以18.98美元的价格购买了价值142,300美元的股票。</blockquote></p><p> <b>The h</b><b>ousing boom isn’t over yet</b></p><p><blockquote><b>h</b><b>繁荣尚未结束</b></blockquote></p><p> With interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)</p><p><blockquote>根据最近另一个流行的模因，随着利率上升，家庭行业应该会降温。但业内人士不同意。最近，两家最大的家居相关零售商Wayfair和Lowe’s出现了大量内部购买。当然，有公司趋势有助于解释这一点。但由于股票走势的三分之一通常来自行业表现，因此这也是对房地产趋势的陈述。（任何股票走势的另外三分之二来自公司趋势和整体股市趋势。）</blockquote></p><p> Here’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.</p><p><blockquote>这是30年期抵押贷款利率。正如您所看到的，与历史平均水平相比，它仍然非常低。</blockquote></p><p> The bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.</p><p><blockquote>Leuthold group市场策略师吉姆·保尔森(Jim Paulsen)指出，看涨是有道理的，因为抵押贷款利率仍处于历史低位。这意味着人们对购房和相关零售商的持续兴趣。</blockquote></p><p> Insiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.</p><p><blockquote>业内人士当然认同这种想法。最近，董事迈克尔·安德鲁·库明(Michael Andrew Kumin)以每股287美元左右的价格大举购买了家居零售商Wayfair价值1360万美元的股票。Wayfair在与消费者的联系方面做得很好。去年美国销售额增长55%，海外销售额增长65%。第四季度客户数量增长54%，达到3120万。重复购买占其业务的70%以上。Wayfair还与供应商密切合作，帮助物流、销售和营销，让他们满意。</blockquote></p><p> At Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.</p><p><blockquote>在Lowe's，董事David Batchelder最近以159.47美元的价格购买了价值约100万美元的股票。劳氏是仅次于家得宝的全球第二大家居装修零售商，自首席执行官马文·埃里森(Marvin Ellison)于2018年上任并引入新团队以来，劳氏一直在提高利润率、商品销售和库存。但收获还没有结束。该公司表示，2021年营业利润率将超过11%，最终达到13%，而2019年为9%。</blockquote></p><p> <b>The big get bigger</b></p><p><blockquote><b>越大越大</b></blockquote></p><p> As the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.</p><p><blockquote>作为美国最大的零售商，沃尔玛将从重新开业中受益，随着消费者变得更加自信并减少创纪录的储蓄，所有被压抑的需求都将得到释放。这有助于解释为什么沃尔玛董事、AT&T前首席执行官兰德尔·斯蒂芬森(Randall Stephenson)最近以129.63美元的价格向这家零售商的股票投入了100万美元。</blockquote></p><p> Walmart is also investing heavily in automation, which should improve productivity and profit margins.</p><p><blockquote>沃尔玛还大力投资自动化，这应该会提高生产率和利润率。</blockquote></p><p> Morningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.</p><p><blockquote>晨星分析师Zain Akbari预测今年和未来十年的销售额将出现低个位数增长。</blockquote></p><p> Walmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.</p><p><blockquote>阿克巴里表示，沃尔玛规模如此之大，以至于它与供应商谈判有利的条款以保持竞争力，从而支持零售商宽阔的护城河。如果全国每小时15美元的最低工资获得通过，这对沃尔玛来说不会是毁灭性的。平均而言，它付给销售人员的工资已经超过了这个数字。沃尔玛为投资者提供1.6%的股息收益率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/six-reopening-stocks-including-bumble-and-wayfair-that-company-insiders-absolutely-love-11616082045?mod=home-page\">MarketWatch</a></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":{"WMT":"沃尔玛","T":"At&T","LOW":"劳氏","BMBL":"Bumble Inc.","CAR":"安飞士","W":"Wayfair","HD":"家得宝","WEN":"温蒂汉堡"},"source_url":"https://www.marketwatch.com/story/six-reopening-stocks-including-bumble-and-wayfair-that-company-insiders-absolutely-love-11616082045?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1133615560","content_text":"Executives are snapping up shares of their own companies, which is typically a bullish sign.\nWith vaccine rollouts progressing and personal savings rising to record highs, “reopening” plays in the stock market are all the rage. Even Jim Cramer has jumped aboard.\nAs a contrarian, I’ve been suggesting reopening plays in this column and my stock letter (the link is in the bio below) for upwards of a year. They’ve doubled, or more, in many cases. Now it makes me nervous to see the crowd come in. Often that’s a sign a theme is on its last legs.\nWait, how could the reopening theme be spent even before reopening happens? That’s easy. Often markets price events in six months in advance.\nBut I think this one has more to go for a simple reason. I watch corporate insiders closely, and in the past few weeks they have been huge buyers of quintessential reopening plays in dating, travel and retail.\nHere’s a roundup of the purchases that tell me the theme still has legs. The insider buying also suggests these six stocks could extend their outperformance.\nDating is making a comeback\nMillions of people cut back on dating because of fears about contracting Covid-19. That’ll change big time during the reopening, providing a boost to the dating app company Bumble.\nWe’re already seeing early signs that singles really want to mingle — and not only in the huge spring break gatherings in Florida. Fourth-quarter revenue at Bumble increased 31% compared to a more sluggish 10% growth for all of 2020, weighed down by peak Covid-19 fears during the second and third quarters. Users paying for premium versions of the service increased 32.5% in the fourth quarter, compared to 22.2% growth for the full year.\nBumble is a dating app with a twist in that only women can initiate contact after parties both indicate an interest by swiping right on profiles. Premium features on the company’s Bumble and Badoo apps allow users to see who swiped right on them, post more personal information and spotlight profiles. Online dating apps are now the most common way for new couples to meet in the U.S., according to a study published in Proceedings of the National Academy of Sciences of the United States of America (PNAS).\nDirector Pamela Thomas-Graham bought $498,000 worth of stock at $76.23 in mid-February as Bumble came public, and CEO Whitney Wolfe Herd bought $21 million worth at $43.\nWanderlust returns\nI’ve been suggesting Avis Budget Group in my stock letter since it traded at $31 in early October last year. It’s now up 122% to $69, but I recently suggested subscribers should continue holding. Yes, the pandemic crushed rentals. But people really want to get out and travel. So business at this company will really pick up this year. Avis, which runs the Budget and Zipcar rental brands, is an air travel play. It has a huge presence around airports in North America, Europe and Australasia. Avis has more than 10,600 rental locations.\nAvis did a commendable job of reducing costs during the pandemic by cutting its fleet by 19%. So even though revenue fell 41%, it was not a bankruptcy risk.\nThe big buyer who first got me interested in this stock was director Karthik Sarma. His SRS Investment Management bought steadily in size last May-December at $18.57 to $39.20. Avis now represents 11.4% of his portfolio. More recently, CFO Brian Choi took over as the big buyer, purchasing $1.64 million worth of stock at $46-$56 a share in February. Insiders don’t buy for short-term trades so this purchase — along with the reopening travel craze ahead — tells me the stock remains a hold.\nFast-food binge\nAs the second-largest fast-food burger chain in the U.S., Wendy’s will see a big boost in sales as consumers come out of hiding. Sure, Wendy’s digital business was robust during the pandemic. But improved foot traffic will still drive sales at the chain that specializes in “fresh and crave-able” food at a competitive price, according to CEO Todd Penegor.\nFrom small beginnings in Columbus, Ohio, in 1969, Wendy’s has grown into the third-largest burger chain in the world, with over 6,800 restaurants. Most of them are franchises, which boosts profit margins. Despite the pandemic, Wendy’s opened 35 restaurants last year, net of closings. That was down from 77 net openings in 2019. But it’ll make up for lost ground in 2021 with around 170 new restaurants, net, to take the total over 7,000.\nLast year, Wendy’s new breakfast menu was a hit, and it expects this to be a growth driver again in 2021. It projects the breakfast business will grow 30% this year, and that it will hit 10% of overall sales by the end of 2022, up from 7% last year.\nWendy’s expects same-restaurant sales to grow 10% this year, driving 19% earnings growth to $0.67 to $0.69 per share, and 12.5% operating cash flow growth to $320 million at the midpoint of guidance.\nAll of this no doubt helps explain why chief legal officer E.J. Wunsch recently bought $142,300 worth of stock at $18.98.\nThe housing boom isn’t over yet\nWith interest rates going up, the home sector is supposedly going to cool off, according to another popular meme these days. But insiders disagree. Recently there was large insider buying at two of the biggest home-related retailers, Wayfair and Lowe’s.Sure, there are company trends that help explain this. But since a third of a stock’s move typically comes from sector performance, this is a statement on housing trends, too. (The other two-thirds of any stock move come from company trends and overall stock market trends.)\nHere’s the 30-year mortgage rate. As you can see, it’s still very low compared with historical averages.\nThe bullishness makes sense because mortgage rates remain historically low, points out Jim Paulsen, market strategist at the Leuthold group. That means ongoing interest in home buying and related retailers.\nInsiders certainly buy into this thinking. There was recently a mega-purchase of $13.6 million worth of stock at the home retailer Wayfair, by director Michael Andrew Kumin at around $287 per share. Wayfair has done a great job of connecting with consumers. Sales grew 55% last year in the U.S. and 65% abroad. Customer count grew 54% to 31.2 million in the fourth quarter. Repeat purchases represent more than 70% of its business. Wayfair also works closely with suppliers, helping with logistics, merchandising and marketing, to keep them happy.\nAt Lowe’s, director David Batchelder recently bought about $1 million worth of stock at $159.47. The second-largest home-improvement retailer globally after Home Depot,Lowe’s has been improving profit margins, merchandising and inventory since CEO Marvin Ellison took over in 2018, bringing in a new team. But the gains are not over. The company says operating margin will surpass 11% in 2021 and eventually hit 13%, compared to 9% in 2019.\nThe big get bigger\nAs the nation’s largest retailer, Walmart stands to benefit from reopening, and all the pent-up demand that will be unleashed as consumers feel more confident and chip away at their record-high savings. This helps explain why Walmart director and former AT&T CEO Randall Stephenson recently put $1 million into this retailer’s stock at $129.63.\nWalmart is also investing heavily in automation, which should improve productivity and profit margins.\nMorningstar analyst Zain Akbari forecasts low-single-digit sales growth this year, and over the next decade.\nWalmart is so big that it negotiates favorable terms with vendors to stay competitive, supporting the retailer’s wide moat, says Akbari. If a national $15-an-hour minimum wage ever gets passed, it won’t be devastating to Walmart. It already pays sales associates more than that, on average. And Walmart offers investors a 1.6% dividend yield.","news_type":1,"symbols_score_info":{"WEN":0.9,"BMBL":0.9,"CAR":0.9,"WMT":0.9,"T":0.9,"HD":0.9,"LOW":0.9,"W":0.9}},"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
