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S&P 500 tab tom ua rau 2022 qhov qis dua tshiab hauv lub xyoo no kev muag khoom siab phem ua rau hnub Wednesday Lub Rooj Sib Tham Tsoom Fwv Teb Chaws Qhib Kev Lag Luam Lub Rooj Sib Tham qhov twg Tsoom Fwv Teb Chaws Reserve pawg neeg tswj hwm tau xav tias yuav nce cov paj laum luv luv kom txo qis kev nce nqi. Qhov loj cap Performance index yog nqis 22% los ntawm nws qhov siab tshaj plaws nyob rau thawj hnub ua lag luam ntawm lub xyoo, thiab poob 10% nyob rau hauv lub lim tiam dhau los no raws li qhov kev nyeem ntawv tshiab ntawm kev nce nqi pom tias tus nqi nce nrawm dua. Rau cov kaus mom me me, kev ua lag luam poob rau hauv thaj chaw lag luam dais tau tshwj xeeb heev, nrog rau Russell 2000 Performance index down 30% los ntawm nws lub ncov kawg lub caij nplooj zeeg thiab rov qab mus rau theem ua ntej kev sib kis.

Nws tuaj yeem muaj ntau qhov tsis txaus ntseeg nyob rau yav tom ntej raws li Fed tau nrawm nws lub voj voog nrawm-JPMorgan thiab Goldman Sachs ob leeg xav tias yuav nce mus txog 75 lub hauv paus ntsiab lus lub lim tiam no txawm tias Fed tus thawj coj Jerome Powell tau tso tseg qhov muaj peev xwm ntawm nws lub rooj sib tham zaum kawg ib hlis dhau los. . Lub lim tiam dhau los no 8.6% kev nyeem ntawv nyiaj txiag ua rau cov tuam txhab nyiaj hauv nruab nrab ntawm lawv lub luj taws. Tab sis nrog cov Tshuag bloodbath twb ua tau zoo, cov tub ua lag luam thiab cov tuam txhab lag luam tau licking lawv cov chops ntawm qee qhov kev nqis peev, yog tias lawv muaj cov hmoov qhuav kom xa mus.

"Qhov kev pheej hmoo hauv kev lag luam Tshuag tau qis dua hnub no dua li nws tau muaj rau lub hlis dhau los tsuas yog los ntawm kev tsim txiaj ntawm kev kho uas peb tau pom. Ntau qhov ntau dhau tau raug tshem tawm thaum peb hais lus, "hais tias Nicholas Galluccio, tus thawj coj koom tes ntawm $ 57 lab Teton Westwood SmallCap Equity fund. "Peb xav tias nws yog qhov teeb tsa zoo tshaj plaws rau qhov muaj zog 2023."

Galluccio cov peev nyiaj tau ua tiav kev lag luam, poob 13% txog rau tam sim no xyoo no tom qab 30% nce hauv 2021, kom tau txais 5-hnub qub kev ntaus nqi ntawm Morningstar. Nws tau ua txhaum rau xyoo no ntxiv rau nws txoj haujlwm hauv ntau lub kaus mom me me ua lag luam ntawm cov nqi qis, suav nrog Carmel, Indiana. KAR Kev Pab Nqi, uas tsim cov khw muag khoom siv tsheb thiab tsim $ 2.3 nphom hauv 2021 cov nyiaj tau los.

Cov khw muag khoom siv tsheb Carvana tau yuav nws qhov kev sib tw lub cev rau $ 2.2 nphom hauv Lub Ob Hlis, loj dua li lub khw muag khoom ntawm lub tuam txhab thaum lub sijhawm, txawm tias cov nyiaj tau los tau siv los them nuj nqis. Qhov kev nrhiav tau ua rau muaj 38% ib hnub pop hauv KAR cov Tshuag, tab sis nws tau muab rov qab rau feem ntau ntawm cov txiaj ntsig hauv kev kho tsis ntev los no. Qhov kev pom zoo tsis tau ua zoo rau Carvana, uas tau poob 91% ntawm nws cov nqi xyoo no.

Galluccio hais tias "Peb muaj hmoo heev uas Carvana peb ntseeg tias them nyiaj ntau dua rau lawv lub cev muag khoom lag luam rau $ 2 nphom, uas yog ib qho txiaj ntsig loj," Galluccio hais. "Tam sim no lawv tau nruj me ntsis digital nrog daim ntawv tshuav nyiaj tsis muaj nuj nqis."

Lwm qhov ntawm Galluccio qhov kev xaiv yog Texas-based Flowserve (FLS), uas tsim cov khoom siv tswj kev ntws zoo li cov twj thiab cov li qub. Ntau ntawm nws cov neeg siv khoom yog petrochemical refiners thiab tshawb nrhiav thiab tsim cov tuam txhab hauv kev lag luam hluav taws xob. Feem ntau cov kev lag luam txuas hluav taws xob tau muaj lub xyoo muaj zog nrog tus nqi ntawm cov roj crude surging, txawm tias Flowserve tau lagged nrog 5% poob. Nws cov ntawv sau npe tau nce 15% hauv thawj peb lub hlis twg rau $ 1.1 nphom, thiab Galluccio cia siab tias nws cov paj laum yuav txhim kho raws li nws tsim nws cov backlog.

Tus nqi lag luam tseem tab tom saib cov chaw muag khoom ntawm kev lag luam rau cov khoom lag luam ntawm cov khoom me me thiab tam sim no muab cov txiaj ntsig zoo tshaj plaws. John Buckingham, tus thawj coj saib xyuas kev lag luam thiab tus kws sau ntawv xov xwm The Prudent Speculator, nyiam qhov Whirlpool Corp. (NWS), lub tsev tsim khoom siv hluav taws xob ntau pua xyoo nyob hauv Benton Charter, Michigan. Nrog kev muag khoom hauv tsev poob, Whirlpool tau nthuav tawm qhov kev cia siab tias yuav poob qis, tab sis nws cov khoom lag luam poob qis 34% xyoo no, ua lag luam ntawm rau lub sijhawm cov nyiaj tau los, nrog rau cov nyiaj tau los ntau dua 4% thiab kev noj qab haus huv rau kev yuav rov qab shares. Txawm hais tias tsis yog lub kaus mom me me, ntawm $ 8.7 nphom hauv kev lag luam peev, qhov nruab nrab lub kaus mom tau ntev tau nyiam cov tub ua lag luam.

Buckingham hais tias "Kev muag khoom hauv tsev qis yog qhov ua rau muaj kev kub ntxhov, tab sis kev ua lag luam twb tau txo qee yam phem dua li qhov peb xav tias thaum kawg yuav tshwm sim," Buckingham hais. "Yog tias peb muaj cov lus tshaj tawm-unquote 'kev lag luam me me,' Kuv xav tias ntau lub lag luam twb raug nqi rau ib qho loj heev kev txom nyem."

Lwm tus neeg siv khoom lag luam Buckingham singles tawm ntawm nws cov ntaub ntawv: Foot Locker (FL). Cov khw muag khoom khau tau nqis 36% xyoo no, suav nrog 30% poob hauv ib hnub thaum Lub Ob Hlis 25 thaum nws hais tias nws cov nyiaj tau los ntawm nws cov khoom loj tshaj plaws Nike.NKE
yuav poob rau xyoo no raws li cov khaub ncaws loj loj tuaj muag ncaj qha rau cov neeg siv khoom. Tam sim no, Foot Locker ua lag luam me me 3.5 npaug ntawm cov nyiaj khwv tau los, nrog rau 5.7% cov nyiaj faib tawm los nyiam cov neeg ua lag luam nyiaj tau los.

Thaum cov nqi ua si no pheej yig, Jim Oberweis, tus thawj coj peev ntawm lub tuam txhab kev loj hlob me me Oberweis Asset Management, ua rau cov ntaub ntawv tias kev nce nqi ntawm cov khoom lag luam tseem zoo nkauj dua tom qab ua qhov phem tshaj ntawm kev muag khoom kom deb li deb. Russell 2000 kev loj hlob Performance index poob qis 31% xyoo no, thiab Oberweis 'cov peev txheej me me tau poob 22%. Ib tus kws tshaj lij yog nws tuav saum toj kawg nkaus, Lantheus Holdings (LNTH), uas twb tau ntau dua ob npaug rau xyoo no.

Lantheus ua cov khoom siv hluav taws xob uas tuaj yeem txhaj rau hauv cov neeg mob thiab ua rau lub cev ci ntsa iab thaum kuaj mob los pab kuaj kab mob. Nws tau txais kev pom zoo los ntawm FDA xyoo tas los rau cov khoom hu ua Pylarify uas tuaj yeem txheeb xyuas cov qog nqaij hlav prostate, thiab cov nyiaj tau los hauv peb lub hlis twg tau nce 38%. Lub tuam txhab hauv Massachusetts ua lag luam ntawm kwv yees li 20 lub sijhawm xav tau 2022 cov nyiaj tau los.

"Nws nyuaj heev los nrhiav ib lub tuam txhab ntawm 20 lub sij hawm cov nyiaj khwv tau los nrog cov lej loj hlob thiab cov hom moats hais txog patents thiab kev tiv thaiv kev ua lag luam uas nyuaj heev rau cov neeg sib tw los tawm tsam," Oberweis hais.

Oberweis khav theeb tias Lantheus tsis muaj kev cuam tshuam rau kev lag luam thoob plaws ib puag ncig thiab kev ntshai poob qis. Qee qhov ntawm nws qhov kev tuav pov hwm saum toj kawg nkaus muaj qee qhov kev nce nqi tab sis twb tau txo qis rau xyoo no thiab tab tom ua lag luam ntawm ntau qhov ntau ntawm cov npe nqi. Axcelis Technologies (ACLS), uas muag cov khoom rau chipmakers zoo li IntelINTC
thiab TSMC los ua semiconductors, nce nws cov nyiaj tau los ntawm 40% hauv 2021 thiab lwm 53% hauv thawj peb lub hlis twg ntawm 2022, tab sis tau poob 25% xyoo no thiab kev lag luam ntawm 15 npaug ntawm cov nyiaj tau los.

"Cov khoom lag luam me me, uas tau ua tsis zoo, kuv xav tias muaj kev cia siab zoo dua kom ua tau zoo nyob rau hauv ib puag ncig kev nce nqi vim tias ntau lub tuam txhab tsim kho tshiab muaj tus nqi zog, muaj peev xwm nce nqi sai thiab ua kom cov neeg siv khoom them lawv tiag," Oberweis hais. . "Kuv tsis paub tias nws yuav yog xyoo no lossis xyoo tom ntej, tab sis kuv xav tias cov neeg yuav khoom tam sim no zoo li yuav tau txais txiaj ntsig zoo vim tias muaj txiaj ntsig tsawg."