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2021-07-09

Cool

Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>

2021-07-12

Nice!

抱歉，原内容已删除

2021-07-09

Wow!

5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</blockquote>

2021-07-12

Maybe

Will Zoom Video Communications Be a Trillion-Dollar Stock by 2030?<blockquote>到2030年，Zoom Video通信会成为万亿美元股票吗？</blockquote>

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But now more than one year removed from the start of the global health crisis, the Zoom boom is over. Already with an enterprise value (market cap minus cash and equivalents) of $110 billion (compared to less than $20 billion at the start of 2020), Zoom stock reaching $1 trillion by 2030 -- a tenfold total return, or an average compound annual growth rate of about 26% -- might seem like a longshot.</p><p><blockquote><b>Zoom Video通信公司</b>（纳斯达克：ZM）刚刚经历了三位数销售增长的史诗般的一年，并因COVID-19大流行而成为全球关注的焦点。但现在距离全球健康危机爆发已经过去一年多了，Zoom热潮已经结束。Zoom股票的企业价值（市值减去现金及等价物）已达到1100亿美元（2020年初不到200亿美元），到2030年将达到1万亿美元——总回报率是总回报率的十倍，即平均复合年增长率约为26%——似乎希望渺茫。</blockquote></p><p> However, Zoom is disrupting a massive global communications industry, and as a cloud software business, it has additional capabilities it could unlock that a traditional telecom business cannot. Don't write off the possibility of this stock delivering another tenfold return in the next decade.</p><p><blockquote>然而，Zoom正在颠覆一个庞大的全球通信行业，作为一家云软件业务，它可以解锁传统电信业务无法解锁的额外功能。不要忽视这只股票在未来十年再次带来十倍回报的可能性。</blockquote></p><p> Don't sweat the valuation -- look at what's at stake</p><p><blockquote>不要担心估值——看看其中的利害关系</blockquote></p><p> When it comes to valuation, Zoom carries a premium price tag in all respects. Even down 34% from all-time highs reached last autumn, shares trade for 73 times trailing-12-monthfree cash flowand 28 times expected current year sales. In fact, not only is Zoom trading for several<i>decades</i>' worth of current annual revenue, it's also valued for many multiples more than total global annual spending on video conferencing services. Various estimates expect global spend on internet-based video communications to reach $50 billion or so a year, but not until 2026.</p><p><blockquote>说到估值，Zoom在各方面都带有溢价标签。尽管较去年秋天达到的历史高点下跌了34%，但该股的交易价格是过去12个月自由现金流的73倍，是今年预期销售额的28倍。事实上，Zoom不仅交易了几个<i>几十年</i>按目前的年收入计算，它的价值也是全球视频会议服务年度总支出的许多倍。各种估计预计，全球在基于互联网的视频通信上的支出将达到每年500亿美元左右，但要到2026年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5206f407a4d7605d3e87ce0d1e9a5b2\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> When it comes to technology leaders, it's commonplace for them to be valued multiple times higher than the global annual spending on the industry they participate in. Why? For one reason, business valuations are calculated usingfuture expected profits, the expected rate of growth of said profits, and the degree of certainty with which they'll be generated. For example,<b>Alphabet</b>has a market cap of $1.68 trillion, even though global digital advertising (which is 80% of Google's total revenue) is expected to be $455 billion this year.</p><p><blockquote>当谈到技术领导者时，他们的估值通常比他们所参与的行业的全球年度支出高出数倍。为什么？出于一个原因，企业估值是使用未来预期利润、所述利润的预期增长率以及产生利润的确定性程度来计算的。例如，<b>Alphabet</b>尽管全球数字广告（占谷歌总收入的80%）预计今年将达到4550亿美元，但其市值为1.68万亿美元。</blockquote></p><p> The point is this: Don't balk at Zoom's lofty valuation just because it's already far larger than the industry it's pioneering. Besides, consider what's up for grabs here. The telecom industry soaks up $1.5 trillion a year from businesses and consumers. If Zoom cancontinue to expand on its capabilities, some of this massive market could go the way of video in the next 10 years -- and just a small fraction of $1.5 trillion will move the needle in a big way.</p><p><blockquote>关键是：不要仅仅因为Zoom的估值已经远远大于它所开创的行业，就对它的高估值犹豫不决。此外，考虑一下这里有什么可争夺的。电信行业每年从企业和消费者那里吸收1.5万亿美元。如果Zoom能够继续扩展其功能，这个巨大市场的一部分可能会在未来10年内走上视频的道路——而1.5万亿美元中的一小部分就会产生巨大的影响。</blockquote></p><p> Lots of cash now, an unimaginable amount of cash later</p><p><blockquote>现在有很多现金，以后会有难以想象的现金</blockquote></p><p> But can Zoom really execute on such an ambitious plan? After all, its core video conferencing service is slowing down as effects of the pandemic ease. Revenue growth is expected to be about 50% this year, which implies quite the cool-off from the 191% growth rate notched in the first quarter of fiscal 2022.</p><p><blockquote>但Zoom真的能执行如此雄心勃勃的计划吗？毕竟，随着疫情影响的缓解，其核心视频会议服务正在放缓。预计今年收入增长约为50%，这意味着较2022财年第一季度191%的增长率有所降温。</blockquote></p><p> But remember that Zoom doesn't fit within the definitional confines of a communications service. This is a cloud-based software service, which means it has flexibility -- like how it recently announced the acquisition of a real-time machine-based translation start-up called Kites GmbH. It's also been promoting its Zoom Phone service for businesses to provide a more flexible telephone system than what's offered by legacy telecoms. Zoom has an incredible $4.69 billion in cash and equivalents and zero debt on balance; compare that to net<i>debt</i>positions most telecom operations have these days. Put another way, Zoom is a nimble software technologist in the driver's seat of disrupting how people stay in touch.</p><p><blockquote>但是请记住，Zoom不符合通信服务的定义范围。这是一项基于云的软件服务，这意味着它具有灵活性——就像它最近宣布收购一家名为Kites GmbH的实时机器翻译初创公司一样。它还一直在为企业推广其Zoom电话服务，以提供比传统电信公司更灵活的电话系统。Zoom拥有令人难以置信的46.9亿美元现金及等价物，且债务余额为零；将其与net进行比较<i>债务</i>如今大多数电信运营商都有这些职位。换句话说，Zoom是一位灵活的软件技术专家，在颠覆人们保持联系的方式。</blockquote></p><p> This trend isn't going to suddenly reverse, either. Zoom generates massive amounts of cash every quarter. Itsfree cash flowprofit margin was 47% in Q1, good for $454 million in extra cash over and above what it needed in its operations. That tiny real-time translation start-up acquisition could be just the beginning if and when Zoom decides to start flexing its muscles.</p><p><blockquote>这种趋势也不会突然逆转。Zoom每个季度都会产生大量现金。其第一季度的自由现金流利润率为47%，相当于超出运营所需的4.54亿美元额外现金。如果Zoom决定开始展示实力，收购这家小型实时翻译初创公司可能只是一个开始。</blockquote></p><p> Between a growing video conferencing market, a massive telecom industry getting upended by cloud computing, and the cash to keep the pedal to the metal, I wouldn't be at all surprised if Zoom can stoke the flames of about 26% a year annual average growth through 2030. Zoom as a $1 trillion business simply isn't all that far-fetched an idea in a post-COVID-19 world.</p><p><blockquote>在不断增长的视频会议市场、被云计算颠覆的庞大电信行业以及保持踏板运转的现金之间，如果Zoom能够以每年约26%的速度点燃火焰，我一点也不会感到惊讶到2030年。在后新冠肺炎时代，Zoom作为一项价值1万亿美元的业务并不是一个牵强的想法。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Zoom Video Communications Be a Trillion-Dollar Stock by 2030?<blockquote>到2030年，Zoom Video通信会成为万亿美元股票吗？</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\">\nWill Zoom Video Communications Be a Trillion-Dollar Stock by 2030?<blockquote>到2030年，Zoom Video通信会成为万亿美元股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-12 16:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Zoom Video Communications</b>(NASDAQ:ZM)is coming off of an epic year of triple-digit-percentage sales growth and has been catapulted into global consciousness by the COVID-19 pandemic. But now more than one year removed from the start of the global health crisis, the Zoom boom is over. Already with an enterprise value (market cap minus cash and equivalents) of $110 billion (compared to less than $20 billion at the start of 2020), Zoom stock reaching $1 trillion by 2030 -- a tenfold total return, or an average compound annual growth rate of about 26% -- might seem like a longshot.</p><p><blockquote><b>Zoom Video通信公司</b>（纳斯达克：ZM）刚刚经历了三位数销售增长的史诗般的一年，并因COVID-19大流行而成为全球关注的焦点。但现在距离全球健康危机爆发已经过去一年多了，Zoom热潮已经结束。Zoom股票的企业价值（市值减去现金及等价物）已达到1100亿美元（2020年初不到200亿美元），到2030年将达到1万亿美元——总回报率是总回报率的十倍，即平均复合年增长率约为26%——似乎希望渺茫。</blockquote></p><p> However, Zoom is disrupting a massive global communications industry, and as a cloud software business, it has additional capabilities it could unlock that a traditional telecom business cannot. Don't write off the possibility of this stock delivering another tenfold return in the next decade.</p><p><blockquote>然而，Zoom正在颠覆一个庞大的全球通信行业，作为一家云软件业务，它可以解锁传统电信业务无法解锁的额外功能。不要忽视这只股票在未来十年再次带来十倍回报的可能性。</blockquote></p><p> Don't sweat the valuation -- look at what's at stake</p><p><blockquote>不要担心估值——看看其中的利害关系</blockquote></p><p> When it comes to valuation, Zoom carries a premium price tag in all respects. Even down 34% from all-time highs reached last autumn, shares trade for 73 times trailing-12-monthfree cash flowand 28 times expected current year sales. In fact, not only is Zoom trading for several<i>decades</i>' worth of current annual revenue, it's also valued for many multiples more than total global annual spending on video conferencing services. Various estimates expect global spend on internet-based video communications to reach $50 billion or so a year, but not until 2026.</p><p><blockquote>说到估值，Zoom在各方面都带有溢价标签。尽管较去年秋天达到的历史高点下跌了34%，但该股的交易价格是过去12个月自由现金流的73倍，是今年预期销售额的28倍。事实上，Zoom不仅交易了几个<i>几十年</i>按目前的年收入计算，它的价值也是全球视频会议服务年度总支出的许多倍。各种估计预计，全球在基于互联网的视频通信上的支出将达到每年500亿美元左右，但要到2026年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5206f407a4d7605d3e87ce0d1e9a5b2\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> When it comes to technology leaders, it's commonplace for them to be valued multiple times higher than the global annual spending on the industry they participate in. Why? For one reason, business valuations are calculated usingfuture expected profits, the expected rate of growth of said profits, and the degree of certainty with which they'll be generated. For example,<b>Alphabet</b>has a market cap of $1.68 trillion, even though global digital advertising (which is 80% of Google's total revenue) is expected to be $455 billion this year.</p><p><blockquote>当谈到技术领导者时，他们的估值通常比他们所参与的行业的全球年度支出高出数倍。为什么？出于一个原因，企业估值是使用未来预期利润、所述利润的预期增长率以及产生利润的确定性程度来计算的。例如，<b>Alphabet</b>尽管全球数字广告（占谷歌总收入的80%）预计今年将达到4550亿美元，但其市值为1.68万亿美元。</blockquote></p><p> The point is this: Don't balk at Zoom's lofty valuation just because it's already far larger than the industry it's pioneering. Besides, consider what's up for grabs here. The telecom industry soaks up $1.5 trillion a year from businesses and consumers. If Zoom cancontinue to expand on its capabilities, some of this massive market could go the way of video in the next 10 years -- and just a small fraction of $1.5 trillion will move the needle in a big way.</p><p><blockquote>关键是：不要仅仅因为Zoom的估值已经远远大于它所开创的行业，就对它的高估值犹豫不决。此外，考虑一下这里有什么可争夺的。电信行业每年从企业和消费者那里吸收1.5万亿美元。如果Zoom能够继续扩展其功能，这个巨大市场的一部分可能会在未来10年内走上视频的道路——而1.5万亿美元中的一小部分就会产生巨大的影响。</blockquote></p><p> Lots of cash now, an unimaginable amount of cash later</p><p><blockquote>现在有很多现金，以后会有难以想象的现金</blockquote></p><p> But can Zoom really execute on such an ambitious plan? After all, its core video conferencing service is slowing down as effects of the pandemic ease. Revenue growth is expected to be about 50% this year, which implies quite the cool-off from the 191% growth rate notched in the first quarter of fiscal 2022.</p><p><blockquote>但Zoom真的能执行如此雄心勃勃的计划吗？毕竟，随着疫情影响的缓解，其核心视频会议服务正在放缓。预计今年收入增长约为50%，这意味着较2022财年第一季度191%的增长率有所降温。</blockquote></p><p> But remember that Zoom doesn't fit within the definitional confines of a communications service. This is a cloud-based software service, which means it has flexibility -- like how it recently announced the acquisition of a real-time machine-based translation start-up called Kites GmbH. It's also been promoting its Zoom Phone service for businesses to provide a more flexible telephone system than what's offered by legacy telecoms. Zoom has an incredible $4.69 billion in cash and equivalents and zero debt on balance; compare that to net<i>debt</i>positions most telecom operations have these days. Put another way, Zoom is a nimble software technologist in the driver's seat of disrupting how people stay in touch.</p><p><blockquote>但是请记住，Zoom不符合通信服务的定义范围。这是一项基于云的软件服务，这意味着它具有灵活性——就像它最近宣布收购一家名为Kites GmbH的实时机器翻译初创公司一样。它还一直在为企业推广其Zoom电话服务，以提供比传统电信公司更灵活的电话系统。Zoom拥有令人难以置信的46.9亿美元现金及等价物，且债务余额为零；将其与net进行比较<i>债务</i>如今大多数电信运营商都有这些职位。换句话说，Zoom是一位灵活的软件技术专家，在颠覆人们保持联系的方式。</blockquote></p><p> This trend isn't going to suddenly reverse, either. Zoom generates massive amounts of cash every quarter. Itsfree cash flowprofit margin was 47% in Q1, good for $454 million in extra cash over and above what it needed in its operations. That tiny real-time translation start-up acquisition could be just the beginning if and when Zoom decides to start flexing its muscles.</p><p><blockquote>这种趋势也不会突然逆转。Zoom每个季度都会产生大量现金。其第一季度的自由现金流利润率为47%，相当于超出运营所需的4.54亿美元额外现金。如果Zoom决定开始展示实力，收购这家小型实时翻译初创公司可能只是一个开始。</blockquote></p><p> Between a growing video conferencing market, a massive telecom industry getting upended by cloud computing, and the cash to keep the pedal to the metal, I wouldn't be at all surprised if Zoom can stoke the flames of about 26% a year annual average growth through 2030. Zoom as a $1 trillion business simply isn't all that far-fetched an idea in a post-COVID-19 world.</p><p><blockquote>在不断增长的视频会议市场、被云计算颠覆的庞大电信行业以及保持踏板运转的现金之间，如果Zoom能够以每年约26%的速度点燃火焰，我一点也不会感到惊讶到2030年。在后新冠肺炎时代，Zoom作为一项价值1万亿美元的业务并不是一个牵强的想法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/11/zoom-video-trillion-dollar-stock-2030/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/11/zoom-video-trillion-dollar-stock-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184860034","content_text":"Zoom Video Communications(NASDAQ:ZM)is coming off of an epic year of triple-digit-percentage sales growth and has been catapulted into global consciousness by the COVID-19 pandemic. But now more than one year removed from the start of the global health crisis, the Zoom boom is over. Already with an enterprise value (market cap minus cash and equivalents) of $110 billion (compared to less than $20 billion at the start of 2020), Zoom stock reaching $1 trillion by 2030 -- a tenfold total return, or an average compound annual growth rate of about 26% -- might seem like a longshot.\nHowever, Zoom is disrupting a massive global communications industry, and as a cloud software business, it has additional capabilities it could unlock that a traditional telecom business cannot. Don't write off the possibility of this stock delivering another tenfold return in the next decade.\nDon't sweat the valuation -- look at what's at stake\nWhen it comes to valuation, Zoom carries a premium price tag in all respects. Even down 34% from all-time highs reached last autumn, shares trade for 73 times trailing-12-monthfree cash flowand 28 times expected current year sales. In fact, not only is Zoom trading for severaldecades' worth of current annual revenue, it's also valued for many multiples more than total global annual spending on video conferencing services. Various estimates expect global spend on internet-based video communications to reach $50 billion or so a year, but not until 2026.\nIMAGE SOURCE: GETTY IMAGES.\nWhen it comes to technology leaders, it's commonplace for them to be valued multiple times higher than the global annual spending on the industry they participate in. Why? For one reason, business valuations are calculated usingfuture expected profits, the expected rate of growth of said profits, and the degree of certainty with which they'll be generated. For example,Alphabethas a market cap of $1.68 trillion, even though global digital advertising (which is 80% of Google's total revenue) is expected to be $455 billion this year.\nThe point is this: Don't balk at Zoom's lofty valuation just because it's already far larger than the industry it's pioneering. Besides, consider what's up for grabs here. The telecom industry soaks up $1.5 trillion a year from businesses and consumers. If Zoom cancontinue to expand on its capabilities, some of this massive market could go the way of video in the next 10 years -- and just a small fraction of $1.5 trillion will move the needle in a big way.\nLots of cash now, an unimaginable amount of cash later\nBut can Zoom really execute on such an ambitious plan? After all, its core video conferencing service is slowing down as effects of the pandemic ease. Revenue growth is expected to be about 50% this year, which implies quite the cool-off from the 191% growth rate notched in the first quarter of fiscal 2022.\nBut remember that Zoom doesn't fit within the definitional confines of a communications service. This is a cloud-based software service, which means it has flexibility -- like how it recently announced the acquisition of a real-time machine-based translation start-up called Kites GmbH. It's also been promoting its Zoom Phone service for businesses to provide a more flexible telephone system than what's offered by legacy telecoms. Zoom has an incredible $4.69 billion in cash and equivalents and zero debt on balance; compare that to netdebtpositions most telecom operations have these days. Put another way, Zoom is a nimble software technologist in the driver's seat of disrupting how people stay in touch.\nThis trend isn't going to suddenly reverse, either. Zoom generates massive amounts of cash every quarter. Itsfree cash flowprofit margin was 47% in Q1, good for $454 million in extra cash over and above what it needed in its operations. That tiny real-time translation start-up acquisition could be just the beginning if and when Zoom decides to start flexing its muscles.\nBetween a growing video conferencing market, a massive telecom industry getting upended by cloud computing, and the cash to keep the pedal to the metal, I wouldn't be at all surprised if Zoom can stoke the flames of about 26% a year annual average growth through 2030. Zoom as a $1 trillion business simply isn't all that far-fetched an idea in a post-COVID-19 world.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143425971,"gmtCreate":1625811396093,"gmtModify":1631891459245,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087505471938110","idStr":"4087505471938110"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143425971","repostId":"1175159799","repostType":4,"repost":{"id":"1175159799","kind":"news","pubTimestamp":1625799375,"share":"https://www.laohu8.com/m/news/1175159799?lang=zh_CN&edition=full","pubTime":"2021-07-09 10:56","market":"hk","language":"en","title":"Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175159799","media":"Nasdaq","summary":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the e","content":"<p>The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AFG\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Get Smart Investing delivered to your inbox weekly</p><p><blockquote>每周将智能投资发送到您的收件箱</blockquote></p><p> Subscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarly<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a></p><p><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote></p><p> The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AMSWA\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> Most travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.</p><p><blockquote>大多数旅行者希望与朋友和家人有身体上的联系，所以很多旅行可能是去他们的家而不是酒店。</blockquote></p><p> Which is why this summer is likely to be another good <a href=\"https://laohu8.com/S/AONE\">one</a> for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.</p><p><blockquote>这就是为什么今年夏天很可能是另一个好的<a href=\"https://laohu8.com/S/AONE\">一</a>对于休闲和娱乐产品行业，目前在250多个Zacks分类行业中排名前7%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它可能会提供高于市场的回报。尤其是如果我们正在考虑的股票也有咤克斯#1（强力买入）或#2（买入）排名。</blockquote></p><p> So let’s see what we have here-</p><p><blockquote>让我们看看这里有什么-</blockquote></p><p> <b>Academy Sports and Outdoors, Inc.ASO</b>, which offers outdoor, apparel, footwear and sports &amp; recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.</p><p><blockquote><b>学院运动与户外公司ASO</b>提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个不错的选择。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p> So we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.</p><p><blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote></p><p> #1 ranked<b>YETI Holdings, Inc.YETI</b>is known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.</p><p><blockquote>排名第一<b>YETI控股公司YETI</b>以其针对狩猎、钓鱼、露营、烧烤、农场和牧场等活动的户外产品而闻名。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote></p><p></p><p> Moreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.</p><p><blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote></p><p> <b>Lazydays Holdings, Inc.LAZY</b>is the last <a href=\"https://laohu8.com/S/AONE.U\">one</a> I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This <a href=\"https://laohu8.com/S/AONE\">one</a> has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.</p><p><blockquote><b>Lazydays控股公司LAZY</b>是最后一个<a href=\"https://laohu8.com/S/AONE.U\">一</a>我在这里讨论。您可以前往zacks.com的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote></p><p> While estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.</p><p><blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote></p><p> <u><b>Year-to-Date Price Performance</b></u><img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\"><i>Image Source: ZacksInvestment Research</i></p><p><blockquote><u><b>年初至今的价格表现</b></u><i>图片来源：扎克投资研究</i></blockquote></p><p> <b>5 Stocks Set to Double</b></p><p><blockquote><b>5只股票将翻倍</b></blockquote></p><p> Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p><blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote></p><p> Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p><blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p></p>","source":"lsy1603171495471","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>Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</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\">\nAnother Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-07-09 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AFG\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Get Smart Investing delivered to your inbox weekly</p><p><blockquote>每周将智能投资发送到您的收件箱</blockquote></p><p> Subscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarly<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a></p><p><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote></p><p> The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AMSWA\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> Most travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.</p><p><blockquote>大多数旅行者希望与朋友和家人有身体上的联系，所以很多旅行可能是去他们的家而不是酒店。</blockquote></p><p> Which is why this summer is likely to be another good <a href=\"https://laohu8.com/S/AONE\">one</a> for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.</p><p><blockquote>这就是为什么今年夏天很可能是另一个好的<a href=\"https://laohu8.com/S/AONE\">一</a>对于休闲和娱乐产品行业，目前在250多个Zacks分类行业中排名前7%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它可能会提供高于市场的回报。尤其是如果我们正在考虑的股票也有咤克斯#1（强力买入）或#2（买入）排名。</blockquote></p><p> So let’s see what we have here-</p><p><blockquote>让我们看看这里有什么-</blockquote></p><p> <b>Academy Sports and Outdoors, Inc.ASO</b>, which offers outdoor, apparel, footwear and sports &amp; recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.</p><p><blockquote><b>学院运动与户外公司ASO</b>提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个不错的选择。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p> So we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.</p><p><blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote></p><p> #1 ranked<b>YETI Holdings, Inc.YETI</b>is known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.</p><p><blockquote>排名第一<b>YETI控股公司YETI</b>以其针对狩猎、钓鱼、露营、烧烤、农场和牧场等活动的户外产品而闻名。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote></p><p></p><p> Moreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.</p><p><blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote></p><p> <b>Lazydays Holdings, Inc.LAZY</b>is the last <a href=\"https://laohu8.com/S/AONE.U\">one</a> I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This <a href=\"https://laohu8.com/S/AONE\">one</a> has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.</p><p><blockquote><b>Lazydays控股公司LAZY</b>是最后一个<a href=\"https://laohu8.com/S/AONE.U\">一</a>我在这里讨论。您可以前往zacks.com的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote></p><p> While estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.</p><p><blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote></p><p> <u><b>Year-to-Date Price Performance</b></u><img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\"><i>Image Source: ZacksInvestment Research</i></p><p><blockquote><u><b>年初至今的价格表现</b></u><i>图片来源：扎克投资研究</i></blockquote></p><p> <b>5 Stocks Set to Double</b></p><p><blockquote><b>5只股票将翻倍</b></blockquote></p><p> Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p><blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote></p><p> Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p><blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</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":{},"source_url":"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175159799","content_text":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).\nSTR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.\nLabor is a constraint, according to STR, with labor costs reaching only 64% during the month. The American Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).\nThis ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.\nHowever, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.\nThe AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.\nAnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.\nGet Smart Investing delivered to your inbox weekly\nSubscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarlyInstall Now\nThe U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).\nSTR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.\nLabor is a constraint, according to STR, with labor costs reaching only 64% during the month. The American Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).\nThis ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.\nHowever, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.\nThe AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.\nAnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.\nRead More\nMost travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.\nWhich is why this summer is likely to be another good one for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.\nSo let’s see what we have here-\nAcademy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports & recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.\nNumber two on the list isClarus CorporationCLAR, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.\nNext we haveSmith & Wesson Brands, Inc.SWBI, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.\nSo we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.\n#1 rankedYETI Holdings, Inc.YETIis known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.\nMoreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.\nLazydays Holdings, Inc.LAZYis the last one I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This one has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.\nWhile estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.\nYear-to-Date Price PerformanceImage Source: ZacksInvestment Research\n5 Stocks Set to Double\nEach was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.\nMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.\nNumber two on the list isClarus CorporationCLAR, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.\nNext we haveSmith & Wesson Brands, Inc.SWBI, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143428442,"gmtCreate":1625811257486,"gmtModify":1631891459258,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087505471938110","idStr":"4087505471938110"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143428442","repostId":"1119741032","repostType":4,"repost":{"id":"1119741032","kind":"news","pubTimestamp":1625803532,"share":"https://www.laohu8.com/m/news/1119741032?lang=zh_CN&edition=full","pubTime":"2021-07-09 12:05","market":"hk","language":"en","title":"5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119741032","media":"24/7 wall street","summary":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as ","content":"<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月，我们被警告说，随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式，利率已准备好大幅走高。然后，利率似乎突然大幅走低，10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说，这是十多年来问题的又一次挫折。虽然利率肯定会再次上升，<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的：在经济恢复全面强劲之前，美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域，寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入，但重要的是要记住，任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点，但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司（纽约证券交易所股票代码：MO）是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国（香烟），UST（无烟），约翰米德尔顿（雪茄），Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额，由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月，它将国际卷烟业务分拆给股东。2018年12月，该公司收购了Juul Labs 35%的股份，并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划：</blockquote></p><p>   Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.  Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY（消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>）讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables（香烟/雪茄）仍将是其战略的重要组成部分，为其长期增长和股东回报提供资金。在过去的5年里，尽管数量下降，吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元，而共识目标价较低，为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说，这家能源巨头是在该行业定位的可靠途径。雪佛龙公司（纽约证券交易所股票代码：CVX）是一家总部位于美国的综合性石油和天然气公司，在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息，并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础，加上有吸引力的相对资产基础，华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长，但雪佛龙拥有众多中期驱动因素（<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等）应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司（纽约证券交易所代码：IBM）是一家领先的企业解决方案提供商，提供广泛的信息技术（IT）硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成，以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职，股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息，分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元，而共识目标价为122.48美元，周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司（纽约证券交易所股票代码：LYB）生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门，该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家，而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略，消除瓶颈，并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意，去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备（称为瓶颈）并对其进行优化的过程，以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元，利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>","source":"lsy1620372341666","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>5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</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\">\n5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-07-09 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月，我们被警告说，随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式，利率已准备好大幅走高。然后，利率似乎突然大幅走低，10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说，这是十多年来问题的又一次挫折。虽然利率肯定会再次上升，<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的：在经济恢复全面强劲之前，美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域，寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入，但重要的是要记住，任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点，但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司（纽约证券交易所股票代码：MO）是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国（香烟），UST（无烟），约翰米德尔顿（雪茄），Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额，由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月，它将国际卷烟业务分拆给股东。2018年12月，该公司收购了Juul Labs 35%的股份，并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划：</blockquote></p><p>   Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.  Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY（消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>）讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables（香烟/雪茄）仍将是其战略的重要组成部分，为其长期增长和股东回报提供资金。在过去的5年里，尽管数量下降，吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元，而共识目标价较低，为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说，这家能源巨头是在该行业定位的可靠途径。雪佛龙公司（纽约证券交易所股票代码：CVX）是一家总部位于美国的综合性石油和天然气公司，在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息，并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础，加上有吸引力的相对资产基础，华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长，但雪佛龙拥有众多中期驱动因素（<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等）应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司（纽约证券交易所代码：IBM）是一家领先的企业解决方案提供商，提供广泛的信息技术（IT）硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成，以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职，股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息，分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元，而共识目标价为122.48美元，周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司（纽约证券交易所股票代码：LYB）生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门，该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家，而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略，消除瓶颈，并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意，去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备（称为瓶颈）并对其进行优化的过程，以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元，利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/\">24/7 wall street</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":{},"source_url":"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119741032","content_text":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.\nFor income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, one thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.\nWe screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nAltria\nThis maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of Philip Morris USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.\nAltria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.\nBofA Securities is very favorable toward the company’s plans for the future:\n\n Management presented at CAGNY (Consumer Analyst Group of New York) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.\n\nShareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.\nChevron\nThis energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.\nWith the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (Noble integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.\nIBM\nThis old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.\nThe company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.\nCEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.\nHolders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.\nShareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.\nLyondellBasell\nThis top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.\nOver half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the United States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.\nNote that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.\nThe company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":143425971,"gmtCreate":1625811396093,"gmtModify":1631891459245,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087505471938110","idStr":"4087505471938110"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143425971","repostId":"1175159799","repostType":4,"repost":{"id":"1175159799","kind":"news","pubTimestamp":1625799375,"share":"https://www.laohu8.com/m/news/1175159799?lang=zh_CN&edition=full","pubTime":"2021-07-09 10:56","market":"hk","language":"en","title":"Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175159799","media":"Nasdaq","summary":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the e","content":"<p>The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AFG\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Get Smart Investing delivered to your inbox weekly</p><p><blockquote>每周将智能投资发送到您的收件箱</blockquote></p><p> Subscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarly<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a></p><p><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote></p><p> The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AMSWA\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> Most travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.</p><p><blockquote>大多数旅行者希望与朋友和家人有身体上的联系，所以很多旅行可能是去他们的家而不是酒店。</blockquote></p><p> Which is why this summer is likely to be another good <a href=\"https://laohu8.com/S/AONE\">one</a> for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.</p><p><blockquote>这就是为什么今年夏天很可能是另一个好的<a href=\"https://laohu8.com/S/AONE\">一</a>对于休闲和娱乐产品行业，目前在250多个Zacks分类行业中排名前7%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它可能会提供高于市场的回报。尤其是如果我们正在考虑的股票也有咤克斯#1（强力买入）或#2（买入）排名。</blockquote></p><p> So let’s see what we have here-</p><p><blockquote>让我们看看这里有什么-</blockquote></p><p> <b>Academy Sports and Outdoors, Inc.ASO</b>, which offers outdoor, apparel, footwear and sports &amp; recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.</p><p><blockquote><b>学院运动与户外公司ASO</b>提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个不错的选择。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p> So we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.</p><p><blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote></p><p> #1 ranked<b>YETI Holdings, Inc.YETI</b>is known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.</p><p><blockquote>排名第一<b>YETI控股公司YETI</b>以其针对狩猎、钓鱼、露营、烧烤、农场和牧场等活动的户外产品而闻名。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote></p><p></p><p> Moreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.</p><p><blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote></p><p> <b>Lazydays Holdings, Inc.LAZY</b>is the last <a href=\"https://laohu8.com/S/AONE.U\">one</a> I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This <a href=\"https://laohu8.com/S/AONE\">one</a> has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.</p><p><blockquote><b>Lazydays控股公司LAZY</b>是最后一个<a href=\"https://laohu8.com/S/AONE.U\">一</a>我在这里讨论。您可以前往zacks.com的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote></p><p> While estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.</p><p><blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote></p><p> <u><b>Year-to-Date Price Performance</b></u><img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\"><i>Image Source: ZacksInvestment Research</i></p><p><blockquote><u><b>年初至今的价格表现</b></u><i>图片来源：扎克投资研究</i></blockquote></p><p> <b>5 Stocks Set to Double</b></p><p><blockquote><b>5只股票将翻倍</b></blockquote></p><p> Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p><blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote></p><p> Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p><blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p></p>","source":"lsy1603171495471","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>Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</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\">\nAnother Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-07-09 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AFG\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Get Smart Investing delivered to your inbox weekly</p><p><blockquote>每周将智能投资发送到您的收件箱</blockquote></p><p> Subscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarly<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a></p><p><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote></p><p> The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，到今年1月仍低于40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AMSWA\">American</a> Hotel &amp; Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4月份酒店失业率从3月份的19.9%改善至13.8%。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经为即将到来的旅行改变了目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月中进行过过夜旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，下半年为36%，明年还会有20%。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为商务旅行往往更稳定，全年分布也更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> Most travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.</p><p><blockquote>大多数旅行者希望与朋友和家人有身体上的联系，所以很多旅行可能是去他们的家而不是酒店。</blockquote></p><p> Which is why this summer is likely to be another good <a href=\"https://laohu8.com/S/AONE\">one</a> for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.</p><p><blockquote>这就是为什么今年夏天很可能是另一个好的<a href=\"https://laohu8.com/S/AONE\">一</a>对于休闲和娱乐产品行业，目前在250多个Zacks分类行业中排名前7%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它可能会提供高于市场的回报。尤其是如果我们正在考虑的股票也有咤克斯#1（强力买入）或#2（买入）排名。</blockquote></p><p> So let’s see what we have here-</p><p><blockquote>让我们看看这里有什么-</blockquote></p><p> <b>Academy Sports and Outdoors, Inc.ASO</b>, which offers outdoor, apparel, footwear and sports &amp; recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.</p><p><blockquote><b>学院运动与户外公司ASO</b>提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个不错的选择。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p> So we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.</p><p><blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote></p><p> #1 ranked<b>YETI Holdings, Inc.YETI</b>is known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.</p><p><blockquote>排名第一<b>YETI控股公司YETI</b>以其针对狩猎、钓鱼、露营、烧烤、农场和牧场等活动的户外产品而闻名。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote></p><p></p><p> Moreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.</p><p><blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote></p><p> <b>Lazydays Holdings, Inc.LAZY</b>is the last <a href=\"https://laohu8.com/S/AONE.U\">one</a> I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This <a href=\"https://laohu8.com/S/AONE\">one</a> has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.</p><p><blockquote><b>Lazydays控股公司LAZY</b>是最后一个<a href=\"https://laohu8.com/S/AONE.U\">一</a>我在这里讨论。您可以前往zacks.com的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote></p><p> While estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.</p><p><blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote></p><p> <u><b>Year-to-Date Price Performance</b></u><img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\"><i>Image Source: ZacksInvestment Research</i></p><p><blockquote><u><b>年初至今的价格表现</b></u><i>图片来源：扎克投资研究</i></blockquote></p><p> <b>5 Stocks Set to Double</b></p><p><blockquote><b>5只股票将翻倍</b></blockquote></p><p> Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p><blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote></p><p> Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p><blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二位是<b>克拉鲁斯公司CLAR</b>该公司设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote></p><p> Next we have<b>Smith &amp; Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为A之外，SWBI还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</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":{},"source_url":"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175159799","content_text":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).\nSTR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.\nLabor is a constraint, according to STR, with labor costs reaching only 64% during the month. The American Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).\nThis ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.\nHowever, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.\nThe AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.\nAnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.\nGet Smart Investing delivered to your inbox weekly\nSubscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarlyInstall Now\nThe U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).\nSTR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.\nLabor is a constraint, according to STR, with labor costs reaching only 64% during the month. The American Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).\nThis ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.\nHowever, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.\nThe AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.\nAnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.\nRead More\nMost travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.\nWhich is why this summer is likely to be another good one for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.\nSo let’s see what we have here-\nAcademy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports & recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.\nNumber two on the list isClarus CorporationCLAR, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.\nNext we haveSmith & Wesson Brands, Inc.SWBI, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.\nSo we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.\n#1 rankedYETI Holdings, Inc.YETIis known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.\nMoreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.\nLazydays Holdings, Inc.LAZYis the last one I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This one has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.\nWhile estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.\nYear-to-Date Price PerformanceImage Source: ZacksInvestment Research\n5 Stocks Set to Double\nEach was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.\nMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.\nNumber two on the list isClarus CorporationCLAR, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.\nNext we haveSmith & Wesson Brands, Inc.SWBI, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146217932,"gmtCreate":1626082537626,"gmtModify":1631891459220,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087505471938110","idStr":"4087505471938110"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146217932","repostId":"2150582844","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143428442,"gmtCreate":1625811257486,"gmtModify":1631891459258,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087505471938110","idStr":"4087505471938110"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143428442","repostId":"1119741032","repostType":4,"repost":{"id":"1119741032","kind":"news","pubTimestamp":1625803532,"share":"https://www.laohu8.com/m/news/1119741032?lang=zh_CN&edition=full","pubTime":"2021-07-09 12:05","market":"hk","language":"en","title":"5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119741032","media":"24/7 wall street","summary":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as ","content":"<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月，我们被警告说，随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式，利率已准备好大幅走高。然后，利率似乎突然大幅走低，10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说，这是十多年来问题的又一次挫折。虽然利率肯定会再次上升，<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的：在经济恢复全面强劲之前，美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域，寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入，但重要的是要记住，任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点，但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司（纽约证券交易所股票代码：MO）是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国（香烟），UST（无烟），约翰米德尔顿（雪茄），Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额，由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月，它将国际卷烟业务分拆给股东。2018年12月，该公司收购了Juul Labs 35%的股份，并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划：</blockquote></p><p>   Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.  Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY（消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>）讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables（香烟/雪茄）仍将是其战略的重要组成部分，为其长期增长和股东回报提供资金。在过去的5年里，尽管数量下降，吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元，而共识目标价较低，为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说，这家能源巨头是在该行业定位的可靠途径。雪佛龙公司（纽约证券交易所股票代码：CVX）是一家总部位于美国的综合性石油和天然气公司，在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息，并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础，加上有吸引力的相对资产基础，华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长，但雪佛龙拥有众多中期驱动因素（<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等）应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司（纽约证券交易所代码：IBM）是一家领先的企业解决方案提供商，提供广泛的信息技术（IT）硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成，以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职，股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息，分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元，而共识目标价为122.48美元，周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司（纽约证券交易所股票代码：LYB）生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门，该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家，而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略，消除瓶颈，并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意，去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备（称为瓶颈）并对其进行优化的过程，以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元，利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>","source":"lsy1620372341666","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>5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</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\">\n5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌，值得买入并获得巨额股息的5只蓝筹股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-07-09 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月，我们被警告说，随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式，利率已准备好大幅走高。然后，利率似乎突然大幅走低，10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说，这是十多年来问题的又一次挫折。虽然利率肯定会再次上升，<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的：在经济恢复全面强劲之前，美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域，寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入，但重要的是要记住，任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点，但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司（纽约证券交易所股票代码：MO）是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国（香烟），UST（无烟），约翰米德尔顿（雪茄），Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额，由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月，它将国际卷烟业务分拆给股东。2018年12月，该公司收购了Juul Labs 35%的股份，并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划：</blockquote></p><p>   Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.  Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY（消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>）讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables（香烟/雪茄）仍将是其战略的重要组成部分，为其长期增长和股东回报提供资金。在过去的5年里，尽管数量下降，吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元，而共识目标价较低，为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说，这家能源巨头是在该行业定位的可靠途径。雪佛龙公司（纽约证券交易所股票代码：CVX）是一家总部位于美国的综合性石油和天然气公司，在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息，并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础，加上有吸引力的相对资产基础，华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长，但雪佛龙拥有众多中期驱动因素（<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等）应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司（纽约证券交易所代码：IBM）是一家领先的企业解决方案提供商，提供广泛的信息技术（IT）硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成，以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职，股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息，分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元，而共识目标价为122.48美元，周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司（纽约证券交易所股票代码：LYB）生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门，该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家，而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略，消除瓶颈，并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意，去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备（称为瓶颈）并对其进行优化的过程，以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元，利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/\">24/7 wall street</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":{},"source_url":"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119741032","content_text":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.\nFor income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, one thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.\nWe screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nAltria\nThis maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of Philip Morris USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.\nAltria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.\nBofA Securities is very favorable toward the company’s plans for the future:\n\n Management presented at CAGNY (Consumer Analyst Group of New York) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.\n\nShareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.\nChevron\nThis energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.\nWith the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (Noble integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.\nIBM\nThis old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.\nThe company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.\nCEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.\nHolders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.\nShareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.\nLyondellBasell\nThis top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.\nOver half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the United States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.\nNote that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.\nThe company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146214753,"gmtCreate":1626082511172,"gmtModify":1631891459234,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087505471938110","idStr":"4087505471938110"},"themes":[],"htmlText":"Maybe","listText":"Maybe","text":"Maybe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146214753","repostId":"1184860034","repostType":4,"repost":{"id":"1184860034","kind":"news","pubTimestamp":1626079090,"share":"https://www.laohu8.com/m/news/1184860034?lang=zh_CN&edition=full","pubTime":"2021-07-12 16:38","market":"us","language":"en","title":"Will Zoom Video Communications Be a Trillion-Dollar Stock by 2030?<blockquote>到2030年，Zoom Video通信会成为万亿美元股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184860034","media":"Motley Fool","summary":"Zoom Video Communications(NASDAQ:ZM)is coming off of an epic year of triple-digit-percentage sales g","content":"<p><b>Zoom Video Communications</b>(NASDAQ:ZM)is coming off of an epic year of triple-digit-percentage sales growth and has been catapulted into global consciousness by the COVID-19 pandemic. But now more than one year removed from the start of the global health crisis, the Zoom boom is over. Already with an enterprise value (market cap minus cash and equivalents) of $110 billion (compared to less than $20 billion at the start of 2020), Zoom stock reaching $1 trillion by 2030 -- a tenfold total return, or an average compound annual growth rate of about 26% -- might seem like a longshot.</p><p><blockquote><b>Zoom Video通信公司</b>（纳斯达克：ZM）刚刚经历了三位数销售增长的史诗般的一年，并因COVID-19大流行而成为全球关注的焦点。但现在距离全球健康危机爆发已经过去一年多了，Zoom热潮已经结束。Zoom股票的企业价值（市值减去现金及等价物）已达到1100亿美元（2020年初不到200亿美元），到2030年将达到1万亿美元——总回报率是总回报率的十倍，即平均复合年增长率约为26%——似乎希望渺茫。</blockquote></p><p> However, Zoom is disrupting a massive global communications industry, and as a cloud software business, it has additional capabilities it could unlock that a traditional telecom business cannot. Don't write off the possibility of this stock delivering another tenfold return in the next decade.</p><p><blockquote>然而，Zoom正在颠覆一个庞大的全球通信行业，作为一家云软件业务，它可以解锁传统电信业务无法解锁的额外功能。不要忽视这只股票在未来十年再次带来十倍回报的可能性。</blockquote></p><p> Don't sweat the valuation -- look at what's at stake</p><p><blockquote>不要担心估值——看看其中的利害关系</blockquote></p><p> When it comes to valuation, Zoom carries a premium price tag in all respects. Even down 34% from all-time highs reached last autumn, shares trade for 73 times trailing-12-monthfree cash flowand 28 times expected current year sales. In fact, not only is Zoom trading for several<i>decades</i>' worth of current annual revenue, it's also valued for many multiples more than total global annual spending on video conferencing services. Various estimates expect global spend on internet-based video communications to reach $50 billion or so a year, but not until 2026.</p><p><blockquote>说到估值，Zoom在各方面都带有溢价标签。尽管较去年秋天达到的历史高点下跌了34%，但该股的交易价格是过去12个月自由现金流的73倍，是今年预期销售额的28倍。事实上，Zoom不仅交易了几个<i>几十年</i>按目前的年收入计算，它的价值也是全球视频会议服务年度总支出的许多倍。各种估计预计，全球在基于互联网的视频通信上的支出将达到每年500亿美元左右，但要到2026年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5206f407a4d7605d3e87ce0d1e9a5b2\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> When it comes to technology leaders, it's commonplace for them to be valued multiple times higher than the global annual spending on the industry they participate in. Why? For one reason, business valuations are calculated usingfuture expected profits, the expected rate of growth of said profits, and the degree of certainty with which they'll be generated. For example,<b>Alphabet</b>has a market cap of $1.68 trillion, even though global digital advertising (which is 80% of Google's total revenue) is expected to be $455 billion this year.</p><p><blockquote>当谈到技术领导者时，他们的估值通常比他们所参与的行业的全球年度支出高出数倍。为什么？出于一个原因，企业估值是使用未来预期利润、所述利润的预期增长率以及产生利润的确定性程度来计算的。例如，<b>Alphabet</b>尽管全球数字广告（占谷歌总收入的80%）预计今年将达到4550亿美元，但其市值为1.68万亿美元。</blockquote></p><p> The point is this: Don't balk at Zoom's lofty valuation just because it's already far larger than the industry it's pioneering. Besides, consider what's up for grabs here. The telecom industry soaks up $1.5 trillion a year from businesses and consumers. If Zoom cancontinue to expand on its capabilities, some of this massive market could go the way of video in the next 10 years -- and just a small fraction of $1.5 trillion will move the needle in a big way.</p><p><blockquote>关键是：不要仅仅因为Zoom的估值已经远远大于它所开创的行业，就对它的高估值犹豫不决。此外，考虑一下这里有什么可争夺的。电信行业每年从企业和消费者那里吸收1.5万亿美元。如果Zoom能够继续扩展其功能，这个巨大市场的一部分可能会在未来10年内走上视频的道路——而1.5万亿美元中的一小部分就会产生巨大的影响。</blockquote></p><p> Lots of cash now, an unimaginable amount of cash later</p><p><blockquote>现在有很多现金，以后会有难以想象的现金</blockquote></p><p> But can Zoom really execute on such an ambitious plan? After all, its core video conferencing service is slowing down as effects of the pandemic ease. Revenue growth is expected to be about 50% this year, which implies quite the cool-off from the 191% growth rate notched in the first quarter of fiscal 2022.</p><p><blockquote>但Zoom真的能执行如此雄心勃勃的计划吗？毕竟，随着疫情影响的缓解，其核心视频会议服务正在放缓。预计今年收入增长约为50%，这意味着较2022财年第一季度191%的增长率有所降温。</blockquote></p><p> But remember that Zoom doesn't fit within the definitional confines of a communications service. This is a cloud-based software service, which means it has flexibility -- like how it recently announced the acquisition of a real-time machine-based translation start-up called Kites GmbH. It's also been promoting its Zoom Phone service for businesses to provide a more flexible telephone system than what's offered by legacy telecoms. Zoom has an incredible $4.69 billion in cash and equivalents and zero debt on balance; compare that to net<i>debt</i>positions most telecom operations have these days. Put another way, Zoom is a nimble software technologist in the driver's seat of disrupting how people stay in touch.</p><p><blockquote>但是请记住，Zoom不符合通信服务的定义范围。这是一项基于云的软件服务，这意味着它具有灵活性——就像它最近宣布收购一家名为Kites GmbH的实时机器翻译初创公司一样。它还一直在为企业推广其Zoom电话服务，以提供比传统电信公司更灵活的电话系统。Zoom拥有令人难以置信的46.9亿美元现金及等价物，且债务余额为零；将其与net进行比较<i>债务</i>如今大多数电信运营商都有这些职位。换句话说，Zoom是一位灵活的软件技术专家，在颠覆人们保持联系的方式。</blockquote></p><p> This trend isn't going to suddenly reverse, either. Zoom generates massive amounts of cash every quarter. Itsfree cash flowprofit margin was 47% in Q1, good for $454 million in extra cash over and above what it needed in its operations. That tiny real-time translation start-up acquisition could be just the beginning if and when Zoom decides to start flexing its muscles.</p><p><blockquote>这种趋势也不会突然逆转。Zoom每个季度都会产生大量现金。其第一季度的自由现金流利润率为47%，相当于超出运营所需的4.54亿美元额外现金。如果Zoom决定开始展示实力，收购这家小型实时翻译初创公司可能只是一个开始。</blockquote></p><p> Between a growing video conferencing market, a massive telecom industry getting upended by cloud computing, and the cash to keep the pedal to the metal, I wouldn't be at all surprised if Zoom can stoke the flames of about 26% a year annual average growth through 2030. Zoom as a $1 trillion business simply isn't all that far-fetched an idea in a post-COVID-19 world.</p><p><blockquote>在不断增长的视频会议市场、被云计算颠覆的庞大电信行业以及保持踏板运转的现金之间，如果Zoom能够以每年约26%的速度点燃火焰，我一点也不会感到惊讶到2030年。在后新冠肺炎时代，Zoom作为一项价值1万亿美元的业务并不是一个牵强的想法。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Zoom Video Communications Be a Trillion-Dollar Stock by 2030?<blockquote>到2030年，Zoom Video通信会成为万亿美元股票吗？</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\">\nWill Zoom Video Communications Be a Trillion-Dollar Stock by 2030?<blockquote>到2030年，Zoom Video通信会成为万亿美元股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-12 16:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Zoom Video Communications</b>(NASDAQ:ZM)is coming off of an epic year of triple-digit-percentage sales growth and has been catapulted into global consciousness by the COVID-19 pandemic. But now more than one year removed from the start of the global health crisis, the Zoom boom is over. Already with an enterprise value (market cap minus cash and equivalents) of $110 billion (compared to less than $20 billion at the start of 2020), Zoom stock reaching $1 trillion by 2030 -- a tenfold total return, or an average compound annual growth rate of about 26% -- might seem like a longshot.</p><p><blockquote><b>Zoom Video通信公司</b>（纳斯达克：ZM）刚刚经历了三位数销售增长的史诗般的一年，并因COVID-19大流行而成为全球关注的焦点。但现在距离全球健康危机爆发已经过去一年多了，Zoom热潮已经结束。Zoom股票的企业价值（市值减去现金及等价物）已达到1100亿美元（2020年初不到200亿美元），到2030年将达到1万亿美元——总回报率是总回报率的十倍，即平均复合年增长率约为26%——似乎希望渺茫。</blockquote></p><p> However, Zoom is disrupting a massive global communications industry, and as a cloud software business, it has additional capabilities it could unlock that a traditional telecom business cannot. Don't write off the possibility of this stock delivering another tenfold return in the next decade.</p><p><blockquote>然而，Zoom正在颠覆一个庞大的全球通信行业，作为一家云软件业务，它可以解锁传统电信业务无法解锁的额外功能。不要忽视这只股票在未来十年再次带来十倍回报的可能性。</blockquote></p><p> Don't sweat the valuation -- look at what's at stake</p><p><blockquote>不要担心估值——看看其中的利害关系</blockquote></p><p> When it comes to valuation, Zoom carries a premium price tag in all respects. Even down 34% from all-time highs reached last autumn, shares trade for 73 times trailing-12-monthfree cash flowand 28 times expected current year sales. In fact, not only is Zoom trading for several<i>decades</i>' worth of current annual revenue, it's also valued for many multiples more than total global annual spending on video conferencing services. Various estimates expect global spend on internet-based video communications to reach $50 billion or so a year, but not until 2026.</p><p><blockquote>说到估值，Zoom在各方面都带有溢价标签。尽管较去年秋天达到的历史高点下跌了34%，但该股的交易价格是过去12个月自由现金流的73倍，是今年预期销售额的28倍。事实上，Zoom不仅交易了几个<i>几十年</i>按目前的年收入计算，它的价值也是全球视频会议服务年度总支出的许多倍。各种估计预计，全球在基于互联网的视频通信上的支出将达到每年500亿美元左右，但要到2026年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5206f407a4d7605d3e87ce0d1e9a5b2\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> When it comes to technology leaders, it's commonplace for them to be valued multiple times higher than the global annual spending on the industry they participate in. Why? For one reason, business valuations are calculated usingfuture expected profits, the expected rate of growth of said profits, and the degree of certainty with which they'll be generated. For example,<b>Alphabet</b>has a market cap of $1.68 trillion, even though global digital advertising (which is 80% of Google's total revenue) is expected to be $455 billion this year.</p><p><blockquote>当谈到技术领导者时，他们的估值通常比他们所参与的行业的全球年度支出高出数倍。为什么？出于一个原因，企业估值是使用未来预期利润、所述利润的预期增长率以及产生利润的确定性程度来计算的。例如，<b>Alphabet</b>尽管全球数字广告（占谷歌总收入的80%）预计今年将达到4550亿美元，但其市值为1.68万亿美元。</blockquote></p><p> The point is this: Don't balk at Zoom's lofty valuation just because it's already far larger than the industry it's pioneering. Besides, consider what's up for grabs here. The telecom industry soaks up $1.5 trillion a year from businesses and consumers. If Zoom cancontinue to expand on its capabilities, some of this massive market could go the way of video in the next 10 years -- and just a small fraction of $1.5 trillion will move the needle in a big way.</p><p><blockquote>关键是：不要仅仅因为Zoom的估值已经远远大于它所开创的行业，就对它的高估值犹豫不决。此外，考虑一下这里有什么可争夺的。电信行业每年从企业和消费者那里吸收1.5万亿美元。如果Zoom能够继续扩展其功能，这个巨大市场的一部分可能会在未来10年内走上视频的道路——而1.5万亿美元中的一小部分就会产生巨大的影响。</blockquote></p><p> Lots of cash now, an unimaginable amount of cash later</p><p><blockquote>现在有很多现金，以后会有难以想象的现金</blockquote></p><p> But can Zoom really execute on such an ambitious plan? After all, its core video conferencing service is slowing down as effects of the pandemic ease. Revenue growth is expected to be about 50% this year, which implies quite the cool-off from the 191% growth rate notched in the first quarter of fiscal 2022.</p><p><blockquote>但Zoom真的能执行如此雄心勃勃的计划吗？毕竟，随着疫情影响的缓解，其核心视频会议服务正在放缓。预计今年收入增长约为50%，这意味着较2022财年第一季度191%的增长率有所降温。</blockquote></p><p> But remember that Zoom doesn't fit within the definitional confines of a communications service. This is a cloud-based software service, which means it has flexibility -- like how it recently announced the acquisition of a real-time machine-based translation start-up called Kites GmbH. It's also been promoting its Zoom Phone service for businesses to provide a more flexible telephone system than what's offered by legacy telecoms. Zoom has an incredible $4.69 billion in cash and equivalents and zero debt on balance; compare that to net<i>debt</i>positions most telecom operations have these days. Put another way, Zoom is a nimble software technologist in the driver's seat of disrupting how people stay in touch.</p><p><blockquote>但是请记住，Zoom不符合通信服务的定义范围。这是一项基于云的软件服务，这意味着它具有灵活性——就像它最近宣布收购一家名为Kites GmbH的实时机器翻译初创公司一样。它还一直在为企业推广其Zoom电话服务，以提供比传统电信公司更灵活的电话系统。Zoom拥有令人难以置信的46.9亿美元现金及等价物，且债务余额为零；将其与net进行比较<i>债务</i>如今大多数电信运营商都有这些职位。换句话说，Zoom是一位灵活的软件技术专家，在颠覆人们保持联系的方式。</blockquote></p><p> This trend isn't going to suddenly reverse, either. Zoom generates massive amounts of cash every quarter. Itsfree cash flowprofit margin was 47% in Q1, good for $454 million in extra cash over and above what it needed in its operations. That tiny real-time translation start-up acquisition could be just the beginning if and when Zoom decides to start flexing its muscles.</p><p><blockquote>这种趋势也不会突然逆转。Zoom每个季度都会产生大量现金。其第一季度的自由现金流利润率为47%，相当于超出运营所需的4.54亿美元额外现金。如果Zoom决定开始展示实力，收购这家小型实时翻译初创公司可能只是一个开始。</blockquote></p><p> Between a growing video conferencing market, a massive telecom industry getting upended by cloud computing, and the cash to keep the pedal to the metal, I wouldn't be at all surprised if Zoom can stoke the flames of about 26% a year annual average growth through 2030. Zoom as a $1 trillion business simply isn't all that far-fetched an idea in a post-COVID-19 world.</p><p><blockquote>在不断增长的视频会议市场、被云计算颠覆的庞大电信行业以及保持踏板运转的现金之间，如果Zoom能够以每年约26%的速度点燃火焰，我一点也不会感到惊讶到2030年。在后新冠肺炎时代，Zoom作为一项价值1万亿美元的业务并不是一个牵强的想法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/11/zoom-video-trillion-dollar-stock-2030/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/11/zoom-video-trillion-dollar-stock-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184860034","content_text":"Zoom Video Communications(NASDAQ:ZM)is coming off of an epic year of triple-digit-percentage sales growth and has been catapulted into global consciousness by the COVID-19 pandemic. But now more than one year removed from the start of the global health crisis, the Zoom boom is over. Already with an enterprise value (market cap minus cash and equivalents) of $110 billion (compared to less than $20 billion at the start of 2020), Zoom stock reaching $1 trillion by 2030 -- a tenfold total return, or an average compound annual growth rate of about 26% -- might seem like a longshot.\nHowever, Zoom is disrupting a massive global communications industry, and as a cloud software business, it has additional capabilities it could unlock that a traditional telecom business cannot. Don't write off the possibility of this stock delivering another tenfold return in the next decade.\nDon't sweat the valuation -- look at what's at stake\nWhen it comes to valuation, Zoom carries a premium price tag in all respects. Even down 34% from all-time highs reached last autumn, shares trade for 73 times trailing-12-monthfree cash flowand 28 times expected current year sales. In fact, not only is Zoom trading for severaldecades' worth of current annual revenue, it's also valued for many multiples more than total global annual spending on video conferencing services. Various estimates expect global spend on internet-based video communications to reach $50 billion or so a year, but not until 2026.\nIMAGE SOURCE: GETTY IMAGES.\nWhen it comes to technology leaders, it's commonplace for them to be valued multiple times higher than the global annual spending on the industry they participate in. Why? For one reason, business valuations are calculated usingfuture expected profits, the expected rate of growth of said profits, and the degree of certainty with which they'll be generated. For example,Alphabethas a market cap of $1.68 trillion, even though global digital advertising (which is 80% of Google's total revenue) is expected to be $455 billion this year.\nThe point is this: Don't balk at Zoom's lofty valuation just because it's already far larger than the industry it's pioneering. Besides, consider what's up for grabs here. The telecom industry soaks up $1.5 trillion a year from businesses and consumers. If Zoom cancontinue to expand on its capabilities, some of this massive market could go the way of video in the next 10 years -- and just a small fraction of $1.5 trillion will move the needle in a big way.\nLots of cash now, an unimaginable amount of cash later\nBut can Zoom really execute on such an ambitious plan? After all, its core video conferencing service is slowing down as effects of the pandemic ease. Revenue growth is expected to be about 50% this year, which implies quite the cool-off from the 191% growth rate notched in the first quarter of fiscal 2022.\nBut remember that Zoom doesn't fit within the definitional confines of a communications service. This is a cloud-based software service, which means it has flexibility -- like how it recently announced the acquisition of a real-time machine-based translation start-up called Kites GmbH. It's also been promoting its Zoom Phone service for businesses to provide a more flexible telephone system than what's offered by legacy telecoms. Zoom has an incredible $4.69 billion in cash and equivalents and zero debt on balance; compare that to netdebtpositions most telecom operations have these days. Put another way, Zoom is a nimble software technologist in the driver's seat of disrupting how people stay in touch.\nThis trend isn't going to suddenly reverse, either. Zoom generates massive amounts of cash every quarter. Itsfree cash flowprofit margin was 47% in Q1, good for $454 million in extra cash over and above what it needed in its operations. That tiny real-time translation start-up acquisition could be just the beginning if and when Zoom decides to start flexing its muscles.\nBetween a growing video conferencing market, a massive telecom industry getting upended by cloud computing, and the cash to keep the pedal to the metal, I wouldn't be at all surprised if Zoom can stoke the flames of about 26% a year annual average growth through 2030. Zoom as a $1 trillion business simply isn't all that far-fetched an idea in a post-COVID-19 world.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}