Feem ntau cov khoom lag luam tsis tuaj yeem txhawb nqa lawv qhov pib sai rau xyoo 2023, tab sis cov kaus mom me me thiab nruab nrab no tau ua tiav zoo dua thiab tseem ceeb kom loj hlob.
INvestors kev cia siab rau Kev rov qab sai sai hauv kev lag luam Tshuag hauv 2023 tau fizzled txij li lub Xyoo Tshiab rally, nrog rau S&P 500 poob 2% txij li thaum 6.2% Lub Ib Hlis bounce, tab sis cov khoom me me thiab nruab nrab cov khoom lag luam tau txhawb nqa lawv cov txiaj ntsig hauv thawj peb lub hlis twg ntawm lub xyoo, thiab ntau tseem trading ntawm txaus nyiam valuations.
Russell 2000 Performance index yog nce 6.7% xyoo no, ntaus S&P 500's 3.8% nce, thiab ib qho khoom lag luam ua rau qhov ua tau zoo tshaj plaws txog tam sim no yog Denny's, tshaj tawm 25% nce xyoo no tom qab peb xyoos ntawm kev ua haujlwm tsis zoo. Cov khw noj mov franchised paub txog nws cov Grand Slam noj tshais ua tiav nrog pancakes, qe, nqaij npuas kib thiab hnyuv ntxwm tsim tau $ 456 lab hauv cov nyiaj tau los xyoo tas los, 15% siab dua 2021 txawm tias qis dua nws qhov kev ua haujlwm ua ntej-Covid. Nws cov khoom lag luam tseem poob qis 50% los ntawm nws lub caij ntuj sov 2019 ncov thiab kev lag luam tsuas yog 9.8 npaug ntawm cov nyiaj khwv tau los, ib nrab ntawm 19.6 qhov nruab nrab ntawm P / E rau S&P 500.
Denny's tsis yog anomaly. Cov tub lag luam uas tso lawv cov nyiaj nyob qhov twg lawv lub qhov ncauj nyob hauv lub kaus mom me me tau noj mov rau xyoo no.
Denny's tsis yog anomaly. Cov tub lag luam uas tso lawv cov nyiaj nyob qhov twg lawv lub qhov ncauj nyob hauv lub kaus mom me me tau noj mov rau xyoo no. Tua Shake yog nce 40% tom qab xyoo ntawm kev loj hlob sai ntawm cov nyiaj tau los, txawm tias nws tsis muaj txiaj ntsig, thiab cov khoom lag luam suav nrog Cracker chim teb qub khw, Jack nyob rau hauv lub thawv thiab Koojtis tag nrho yog ob tug lej.
Cov khw noj mov tau txuas ntxiv mus ua kom cov ntawv xaj tawm tom qab txhim kho lawv cov kab ke thaum muaj kev sib kis thoob ntiaj teb thiab tseem vam meej nrog cov neeg noj mov rov qab los ze li qub. Tus kws tshuaj ntsuam xyuas tseeb Jake Bartlett tau hais tias ntau dua ob feem peb ntawm Denny cov chaw tau rov qab mus rau 24-teev kev pabcuam tam sim no, ib daim duab uas yog kwv yees li 95% ua ntej muaj kev sib kis tab sis poob qis dua li ib nrab xyoo dhau los, thiab qhov cub tshiab hauv lawv. chav ua noj yuav pab txhawb nqa lawv cov kev xaiv noj hmo.
"Feem ntau pawg ntawm cov khw noj mov tau rov zoo siab dua li cov khoom muag ua ntej-Covid," hais tias Bartlett, uas muaj kev yuav khoom ntawm Denny's. "Cov tsev neeg noj mov tseem yog qhov poob qis tshaj plaws hauv kev rov qab los, yog li tseem muaj ntau chav rau tsev neeg noj mov txuas ntxiv mus."
Denny's yog ib qho ntawm 26 me me- thiab nruab nrab-cap stocks Forbes txheeb xyuas siv cov ntaub ntawv los ntawm YCharts uas tau txais tsawg kawg yog 20% xyoo no, ua tau zoo tshaj ntawm kev ua lag luam, thaum tuav tus nqi pheej yig rau cov nyiaj tau los ntawm tsawg dua 15, nrog rau cov nyiaj tau los ntawm cov nyiaj tau los rau xyoo no thiab cov nqi qis-rau-tus nqi sib npaug. Cov khoom lag luam me me uas muaj zog no twb tau muab nqi zog rau cov tub ua lag luam taug kev ua lag luam tsis zoo thiab tseem zoo li kev sib tham.
Cov npe suav nrog cov ris tsho xiav tsim Kontoor Brands, niam txiv lub tuam txhab ntawm hom xws li Wrangler thiab Lee, Western khaub ncaws khw muag khoom Khau raj Barn thiab roj thiab roj driller Permian Resources. Brunswick Corp., uas tau nce 22% xyoo no thiab muaj P / E piv tsawg dua 10, tsim cov nkoj thiab nkoj cav los ntawm cov npe nrov xws li Mercury thiab Boston Whaler. Lub tuam txhab Mettawa, Illinois tau tsim nyob rau xyoo 1845 thiab pib los ntawm kev ua cov tsheb thauj neeg caij nees thiab cov rooj tog zaum. Nws tau txais Mercury Marine nyob rau xyoo 1961 thiab txij li thaum pib hloov pauv tag nrho rau cov dej, thiab tau txais cov khoom siv hluav taws xob hauv hiav txwv thiab cov khoom siv hluav taws xob Navico rau $ 1.05 nphom hauv 2021. Brunswick tau sau cov ntaub ntawv $ 6.8 nphom hauv kev muag khoom xyoo tas los.
Qhov nruab nrab lub tsev tsim ua lub tsev raug nqi $ 70,000 txog $ 200,000, thaum nruab nrab tus nqi tsev tam sim no yog siab dua $ 350,000.
Lub vaj tsev yog lwm qhov chaw uas cog qoob loo ntau zaus hauv peb daim ntawv teev npe, txawm tias nce nqi tsev qiv nyiaj thiab kev lag luam kev lag luam ntshai cuam tshuam kev thov. Kev sib tw Skyline, tus thawj coj hauv kev lag luam hauv tsev tsim, tau nce 34% xyoo no, thiab cov neeg sib tw Cavco Industries yog nce 28%. Ob lub tuam txhab tsim cov tsev modular thiab RVs thiab thauj lawv mus rau qhov chaw rau cov neeg siv khoom, yog li tsis zoo li cov neeg tsim vaj tsev ib txwm muaj, kev yuav av tsis tsim nyog. Ob leeg muaj tsawg los tsis muaj nuj nqis thiab tau txais kev sib koom ua lag luam vim kev muag khoom ntawm txhua tus muaj ntau dua ob npaug hauv ob xyoos dhau los.
Greg Palm, tus kws tshuaj ntsuam xyuas qib siab ntawm Craig Hallum Capital Group hais tias "Kev lig kev cai, cov neeg siv khoom siv rau hom vaj tsev no yuav yog cov neeg tau txais txiaj ntsig tsawg dua," "Dab tsi koj tab tom pom tam sim no yog cov neeg tau txais txiaj ntsig ntau dua uas tau txais tus nqi tawm ntawm qhov chaw tsim vaj tsev ib txwm muaj."
Skyline Champion muag 26,000 lub tsev hauv 2022 thiab Cavco muag ze li ntawm 20,000, piv rau tsawg kawg yog 65,000 rau Asmeskas cov neeg tsim tsev loj tshaj plaws DR Horton thiab Lennar. Cov thawj coj hauv kev lag luam muaj peev txheej ua lag luam nyob ib puag ncig $ 30 nphom, piv nrog $ 3.9 nphom rau Skyline Champion thiab $ 2.5 nphom rau Cavco, tab sis cov kws tshuaj ntsuam xav tias cov qauv tsim ua lub Hoobkas txuas ntxiv tau txais txiaj ntsig ua tsaug rau lawv cov peev txheej. Jay McCanless, tus lwm thawj coj loj ntawm Wedbush, hais tias qhov nruab nrab lub tsev tsim khoom raug nqi $ 70,000 txog $ 200,000, nyob ntawm seb muaj pes tsawg ntu lawv suav nrog, thaum nruab nrab tus nqi tsev tam sim no yog siab dua $ 350,000, txawm hais tias tus lej ntawd feem ntau suav nrog thaj av thiab.
Tsev qiv nyiaj UWM Holdings yog qhov xav tsis thoob yog ib qho ntawm cov khoom lag luam zoo tshaj plaws hauv kev tshuaj ntsuam, nrog rau 40% nce xyoo rau hnub tim, txawm hais tias nws tseem tshuav 65% qis dua nws qhov siab kawg ntawm xyoo 2020 tom qab kev ntaus tau ob xyoos. Tsim los ntawm billionaire Mat Ishbia, uas ua tiav nws qhov kev tau txais feem ntau ntawm NBA's Phoenix Suns thaum Lub Ob Hlis ntawm $ 4 billion tus nqi, UWM cov nyiaj tau los poob 41% hauv 2021 txog $ 2.1 nphom raws li keeb kwm cratered. Lub tuam txhab thiab nws cov neeg sib tw nqi tsev loj dua Cov tuam txhab Foob Pob Zeb, cofounded los ntawm billionaire Cleveland Cavaliers tus tswv Dan GIlbert, tau ob leeg handily tuav lub S&P 500 thiab Russell 2000 xyoo-rau-hnub ..
"Kuv xav tias ib feem ntawm qhov no yog me ntsis ntawm kev txhawb nqa. Cov neeg paub tias los ntawm kev ntsuas qhov ntsuas, cov npe no tau txais kev pheej yig heev, txawm tias nyob hauv ib puag ncig qis qis, "hais McCanless. "Tej zaum yuav muaj kev ntseeg tias qhov loj tsuas yog yuav loj dua, tshwj xeeb tshaj yog hauv kev lag luam qeeb."
Saib hauv qab no, rau tag nrho cov npe ntawm 26 qhov kev sib tw me me tawm mus rau qhov pib muaj zog hauv 2023:
XAV PAUB NTAU LOS RAU FORBES
Tau qhov twg los: https://www.forbes.com/sites/hanktucker/2023/03/09/from-power-boats-to-grand-slam-breakfasts-27-small-cap-bargains-defying-a-difficult- kev ua lag luam/