Ecksdee
2021-12-06
@正颈危坐
pu
$Apple(AAPL)$
Small Growth Stocks Are on Sale. 3 That Are Worth a Look.
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":608418335,"tweetId":"608418335","gmtCreate":1638775786325,"gmtModify":1638775786325,"author":{"id":3578042362329003,"idStr":"3578042362329003","authorId":3578042362329003,"authorIdStr":"3578042362329003","name":"Ecksdee","avatar":"https://static.tigerbbs.com/4d35acdc16c744558a8ecbf501ca1a3e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/U/3572869524840443\">@正颈危坐</a>pu<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/U/3572869524840443\">@正颈危坐</a>pu<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a></p></body></html>","text":"@正颈危坐pu$Apple(AAPL)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/608418335","repostId":1195034100,"repostType":4,"repost":{"id":"1195034100","kind":"news","pubTimestamp":1638774629,"share":"https://www.laohu8.com/m/news/1195034100?lang=&edition=full","pubTime":"2021-12-06 15:10","market":"us","language":"en","title":"Small Growth Stocks Are on Sale. 3 That Are Worth a Look.","url":"https://stock-news.laohu8.com/highlight/detail?id=1195034100","media":"Barrons","summary":"Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them on the cheap, if recent history is any guide.Cheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in com","content":"<p>Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them on the cheap, if recent history is any guide.</p>\n<p>The iShares Russell 2000 Growth Exchange-Traded Fund (ticker: IWO), which tracks small-capitalization growth companies, has tanked 13% since Nov. 8, when it hit its highest level since mid-February. The decline in these stocks has partially been driven by the Federal Reserve’s plan to end its bond-buying program soon. Wiping out the Fed’s $80 billion in monthly long-dated bond purchases could pressure bond prices and lift their yields. That dents the valuations of companies expecting the bulk of their profits to come many years down the line.</p>\n<p>Small-cap growth stocks are trading at much cheaper valuations. For instance, the iShares Russell 2000 Growth ETF’s aggregate price to forward earnings multiple of 43.3 times is significantly lower than its Nov. 8 level of 51.9 times, according to FactSet. The multiple is also back around levels seen just before the start of the pandemic, when bond yields were higher—suggesting these stocks may already be pricing in the potential for a rise in bond yields.</p>\n<p>Cheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in coming years, so investors might want to think about getting in while the price is right<i>.</i></p>\n<p>Here are three stocks that RBC Capital Markets highlights on its quarterly Small Cap Growth Idea list—its highest conviction ideas for growth companies with market caps below $5 billion. RBC rates all three stocks Outperform.</p>\n<p>Shift4 Payments (FOUR) is provider of secure payment processing solutions with a market cap of $4.6 billion. The stock is down about 20% since Nov. 8, and its multiple on the next 12 months’ expected earnings has fallen to 43 times from 55 times over that period.</p>\n<p>The company, however, just turned profitable this year and RBC expects it to grow its per-share earnings by 6 times from this year to 2023. While sales grow, so will profit margins, as the company scales. The analysts rate the stock Outperform with a $110 price target, more than double its current price. “The company is tapped into the large and secularly growing payments market in the U.S.,” the analysts wrote.</p>\n<p>Jamf Holding (JAMF) is a $3.6 billion company that provides software to organizations to manage and protect their <a href=\"https://www.marketwatch.com/investing/stock/AAPL?mod=MW_story_quote\" target=\"_blank\">Apple</a> (AAPL) products and systems. The stock is down 38% since Nov. 8, and its earnings multiple has fallen to 142 times from 164 times. The company’s EPS is expected to more than double by 2023 from this year. RBC analysts’s price target indicate gains of 83% for the stock. “Apple innovation has transformed the technology landscape,” RBC wrote. “Jamf is in a strong position to leverage the growing preference for Apple in the enterprise.”</p>\n<p>Ping Identity Holding (PING) is a $2 billion identity solutions provider. The stock is down 24% and its price to earnings ratio has declined to 69 times from 87 times. The company’s EPS is expected to almost double by 2023. The RBC analysts see 82% upside to the stock over the next 12 months.</p>","source":"lsy1601382232898","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>Small Growth Stocks Are on Sale. 3 That Are Worth a Look.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSmall Growth Stocks Are on Sale. 3 That Are Worth a Look.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 15:10 GMT+8 <a href=https://www.barrons.com/articles/small-cap-growth-stocks-51638567264?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them ...</p>\n\n<a href=\"https://www.barrons.com/articles/small-cap-growth-stocks-51638567264?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FOUR":"Shift4 Payments, Inc.","JAMF":"Jamf Holding","PING":"Ping Identity Holding"},"source_url":"https://www.barrons.com/articles/small-cap-growth-stocks-51638567264?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195034100","content_text":"Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them on the cheap, if recent history is any guide.\nThe iShares Russell 2000 Growth Exchange-Traded Fund (ticker: IWO), which tracks small-capitalization growth companies, has tanked 13% since Nov. 8, when it hit its highest level since mid-February. The decline in these stocks has partially been driven by the Federal Reserve’s plan to end its bond-buying program soon. Wiping out the Fed’s $80 billion in monthly long-dated bond purchases could pressure bond prices and lift their yields. That dents the valuations of companies expecting the bulk of their profits to come many years down the line.\nSmall-cap growth stocks are trading at much cheaper valuations. For instance, the iShares Russell 2000 Growth ETF’s aggregate price to forward earnings multiple of 43.3 times is significantly lower than its Nov. 8 level of 51.9 times, according to FactSet. The multiple is also back around levels seen just before the start of the pandemic, when bond yields were higher—suggesting these stocks may already be pricing in the potential for a rise in bond yields.\nCheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in coming years, so investors might want to think about getting in while the price is right.\nHere are three stocks that RBC Capital Markets highlights on its quarterly Small Cap Growth Idea list—its highest conviction ideas for growth companies with market caps below $5 billion. RBC rates all three stocks Outperform.\nShift4 Payments (FOUR) is provider of secure payment processing solutions with a market cap of $4.6 billion. The stock is down about 20% since Nov. 8, and its multiple on the next 12 months’ expected earnings has fallen to 43 times from 55 times over that period.\nThe company, however, just turned profitable this year and RBC expects it to grow its per-share earnings by 6 times from this year to 2023. While sales grow, so will profit margins, as the company scales. The analysts rate the stock Outperform with a $110 price target, more than double its current price. “The company is tapped into the large and secularly growing payments market in the U.S.,” the analysts wrote.\nJamf Holding (JAMF) is a $3.6 billion company that provides software to organizations to manage and protect their Apple (AAPL) products and systems. The stock is down 38% since Nov. 8, and its earnings multiple has fallen to 142 times from 164 times. The company’s EPS is expected to more than double by 2023 from this year. RBC analysts’s price target indicate gains of 83% for the stock. “Apple innovation has transformed the technology landscape,” RBC wrote. “Jamf is in a strong position to leverage the growing preference for Apple in the enterprise.”\nPing Identity Holding (PING) is a $2 billion identity solutions provider. The stock is down 24% and its price to earnings ratio has declined to 69 times from 87 times. The company’s EPS is expected to almost double by 2023. The RBC analysts see 82% upside to the stock over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608418335"}
精彩评论