Mill Street Research, lub tuam txhab kev sab laj thiab kev tshawb fawb ywj pheej, tau tshaj tawm nws tsab ntawv xov xwm txhua lub lim tiam rau hnub Monday. Daim ntawv tshaj tawm suav nrog cov tswv yim yuav thiab muag cov tswv yim rau Russell 1000. Hauv kab lus no, peb yuav tham txog ob peb lub npe tseem ceeb hauv txhua pawg.
Yog tias koj tsis tau, mus saib peb Invezz podcast nrog Mill Street Research tus kws tshaj lij kev lag luam Sam Burns.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Yuav Everest Re Group Tshuag
Raws li Mill Street qhov kev txheeb xyuas ntau, Everest Re Group Ltd (NYSE: RE) yog lub tuam txhab cov khoom lag luam sab saum toj ob qho tib si uas twb muaj lawm thiab cov tub ua lag luam tshiab tuaj yeem ua tau yuav tam sim no.
Everest Re yog lub tuam txhab kev tuav pov hwm thoob ntiaj teb thiab kev tuav pov hwm. Kev tuav pov hwm sector yuav tsis yog qhov zoo siab tshaj plaws los tham txog, tab sis nws tau ua tau zoo rau cov tub ua lag luam. Everest Re Group cov khoom lag luam tau nce ze li 20% xyoo dhau los vim muaj kev lag luam zoo. Cov Marsh Global Insurance Market Index qhia tau hais tias kev tuav pov hwm kev lag luam thoob ntiaj teb tau nce 6% hauv Q3 2022, kos rau 20th peb lub hlis twg ntawm tus nqi nce.
Yuav Marathon Petroleum Tshuag
Cov khoom lag luam thib ob hauv Mill Street cov tswv yim yuav khoom yog Marathon Petroleum Corporation (NYSE: MPC), lub tuam txhab hluav taws xob qis qis nrog lub tshuab ua kom zoo tshaj plaws hauv Asmeskas.
Marathon qhov kev ua tau zoo ntawm cov khoom lag luam xyoo dhau los tau ua rau muaj txiaj ntsig zoo dua li Everest Re, nrog nce 44%. Cov kws tshuaj ntsuam xav tias yuav nce ntxiv hauv 2023 vim tias cov roj qis qis, vim tias Marathon txo nws cov peev txheej refiner los ntawm 94% hauv Q4 2022 txog 88% hauv Q1 2023.
Cov roj qib qis txhais tau hais tias nce nqi. Barron quotes BofA Securities kws tshuaj ntsuam Dough Leggate hais tias thaum Lub Ib Hlis: "Peb lub lis piam rau xyoo tshiab, peb pom tailwinds tsim dua rau US refiners."
Muag Western Digital Corporation Tshuag
Western Digital Corp (NASDAQ: WDC) tau nce 35% txij li thaum pib xyoo 2023 vim muaj kev tshaj tawm txog kev sib koom ua ke kev sib tham nrog Kioxia Holdings. Lub koom haum ua ke yuav ua tus tswj hwm NAND flash lag luam nrog 33% kev lag luam sib koom. Qhov no tsis yog thawj zaug uas Western Digital thiab Kioxia tau tham txog kev sib koom ua ke thiab koj tuaj yeem nyeem peb qhov kev tshuaj xyuas xyoo 2021. no.
Txawm li cas los xij, Mill Street qhov kev txheeb xyuas ntau qhia tau hais tias muag Western Digital cov khoom lag luam, vim tias lub tuam txhab tab tom ntsib kev poob qis rau cov khoom siv hauv computer thiab tsis xav tias yuav pom cov nyiaj tau los hauv 2023. Tsis tas li ntawd, Western Digital cov nyiaj tau los rau lub Cuaj Hlis lub quarter poob los ntawm $ 636 lab yav dhau los. xyoo rau $34 lab. Cov tub lag luam tuav Western Digital yuav tsum tsis txhob tos kom paub meej txog kev sib koom ua ke thiab hloov pauv cov khoom lag luam.
Muag First Republic Bank Tshuag
Cov khoom lag luam thib ob hauv Mill Street cov khoom lag luam saum toj kawg nkaus muag yog First Republic Bank (NYSE: FRC), lub tuam txhab kev pabcuam puv ntoob thiab kev tswj hwm kev nplua nuj nyob hauv New York, California, Massachusetts, thiab Florida. Thaum cov nyiaj hauv tuam txhab nyiaj tau nrov vim cov paj laum nce, Thawj Lub Tuam Txhab Nyiaj Txiag tsis muaj qhov tshwj xeeb nrog ze li 17% nce txij li thaum pib ntawm lub xyoo.
Txawm li cas los xij, tsab ntawv Lub Ib Hlis Ntuj xyoo 2023 los ntawm tus thawj saib xyuas khoom vaj khoom tsev Giverny Capital ib feem validates Mill Street lub bearish hu rau cov Tshuag (cov nyiaj yog ib tug ntev lub sij hawm bull), yam tsawg kawg nyob rau hauv lub sij hawm ze. Nws sau tseg tias Thawj Lub Tebchaws tau cuam tshuam rau xyoo 2022 vim tias cov nqi qiv nyiaj luv luv tau nce sai dua li cov nyiaj qiv mus ntev thaum muaj kev cia siab ntawm kev lag luam poob qis.
Hais kom sau tsab ntawv:
nws raug nqi qiv nyiaj ntau dua rau ib xyoos ntau dua li 10 xyoo. Rau Thawj Tswj Hwm, qhov no txhais tau hais tias nws tau them tus nqi siab ntawm Daim Ntawv Pov Thawj Deposit (CDs) rau cov neeg siv khoom, tab sis tom qab ntawd qiv nyiaj rau cov neeg qiv nyiaj mus sij hawm ntev rau cov txiaj ntsig me ntsis ntxiv. Cov tsev txhab nyiaj nyob ntawm qhov kev sib kis zoo ntawm lawv cov nqi ntawm cov nyiaj tso cia thiab qhov lawv khwv tau los ntawm cov nyiaj qiv.
Source: https://invezz.com/news/2023/02/06/top-2-stocks-to-buy-and-2-to-avoid-research-company/