TripleWin
2021-12-23
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Five stocks to buy because company insiders love them as they get hit by year-end tax-loss selling<blockquote>值得买入的五只股票，因为公司内部人士喜欢它们，因为它们受到年终税收损失抛售的打击</blockquote>
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With the S&P 500 Index up 23% this year, a lot of investors have plenty of gains to offset.</p><p><blockquote>至于第一种力量——对利润的渴望——这是个人投资者抛售输家以创造税收损失来抵消收益的时候。随着标普500指数今年上涨23%，许多投资者有足够的收益可以抵消。</blockquote></p><p> The second force — vanity — has fund managers putting “window dressing” on their portfolios to get out of losers so they don’t have to show them in annual reports, points out Bruce Kaser, editor of the Cabot Turnaround Letter.</p><p><blockquote>《卡博特扭亏为盈信》的编辑布鲁斯·卡瑟指出，第二种力量——虚荣心——让基金经理在投资组合中“装饰门面”，以摆脱输家，这样他们就不必在年度报告中展示它们。</blockquote></p><p> To find the bargains created by this selling pressure, I looked at S&P 500, Nasdaq and Dow Jones Industrial Average stocks down more than 20% this year or from their highs. Then I favored names with the insider buying patterns I look for to identify potential winners for my stock letter Brush Up on Stocks (the link is in the bio below this column).</p><p><blockquote>为了找到这种抛售压力创造的便宜货，我研究了标普500、纳斯达克和道琼斯工业平均指数股票今年跌幅超过20%或较高点的股票。然后，我更喜欢具有内幕购买模式的名字，我寻找这些名字，以确定我的股票信重温股票的潜在赢家（链接在本专栏下面的简历中）。</blockquote></p><p> Here are five that fit the bill.</p><p><blockquote>这里有五个符合要求的。</blockquote></p><p> With one exception, I favored smaller names where the insider signal has more meaning, and where lower liquidity might contribute to bigger year-end selling pressure.</p><p><blockquote>除了一个例外，我更喜欢规模较小的股票，因为内部信号更有意义，而且流动性较低可能会导致年终抛售压力较大。</blockquote></p><p> <b>Callaway Golf</b></p><p><blockquote><b>卡拉威高尔夫</b></blockquote></p><p> <b>Sector</b>: Golf equipment and apparel</p><p><blockquote><b>部门</b>：高尔夫设备和服装</blockquote></p><p> <b>Market cap</b>: $5 billion</p><p><blockquote><b>市值</b>：50亿美元</blockquote></p><p> <b>The damage</b>: Up 8% year to date (YTD) but down 31% from 2021 high (as of Dec. 20)</p><p><blockquote><b>损害</b>：年初至今上涨8%，但较2021年高点下跌31%（截至12月20日）</blockquote></p><p> Tiger Woods’ rebound against all odds will inspire many mere humans to rekindle their interest in golf. That will boost demand for Callaway’s equipment and apparel sold under the Callaway, Odyssey, Jack Wolfskin and TravisMathew brands. Callaway also owns Topgolf, which runs popular golf courses that also offer high tech practice bays, bars and restaurants.</p><p><blockquote>老虎伍兹排除万难的反弹将激励许多普通人重新点燃他们对高尔夫的兴趣。这将提振对Callaway、Odyssey、Jack Wolfskin和TravisMathew品牌销售的Callaway设备和服装的需求。卡拉威还拥有Topgolf，该公司经营受欢迎的高尔夫球场，还提供高科技练习场、酒吧和餐厅。</blockquote></p><p> Callaway posted 80% sales growth in early November. Most of that came from the purchase of Topgolf last March. But the company did raise guidance slightly for the year, which was bullish. Then came Omicron. That’s hurt the stock, because a lot of the recent revenue strength comes from Topgolf. Covid fears will hurt Topgolf’s bar, restaurant and corporate event business.</p><p><blockquote>Callaway在11月初的销售额增长了80%。其中大部分来自去年3月对Topgolf的收购。但该公司确实小幅上调了今年的指引，这是看涨的。然后是奥密克戎。这损害了该股，因为最近的大部分收入来自Topgolf。Covid担忧将损害Topgolf的酒吧、餐厅和企业活动业务。</blockquote></p><p> CEO Chip Brewer is bullish about the long term. “I hope the number one takeaway from today’s call is the upside we are seeing on the long run earnings potential of this business,” he said in the November earnings call.</p><p><blockquote>首席执行官奇普·布鲁尔对长期前景持乐观态度。他在11月份的财报看涨期权中表示：“我希望当今看涨期权的首要收获是我们看到的这项业务长期盈利潜力的上行空间。”</blockquote></p><p> I normally discount bullish management commentary like this. I’ve never met a management team that wasn’t optimistic. It’s part of the job. But CEO bullishness is actually believable when it’s backed up with real money, and that’s what we have here. Brewer and CFO Brian Lynch bought $489,000 worth of stock at just under $26 a few weeks ago. Nice signal.</p><p><blockquote>我通常不会理会这样看涨的管理层评论。我从未遇到过不乐观的管理团队。这是工作的一部分。但当有真金白银的支持时，首席执行官的看涨实际上是可信的，这就是我们这里所拥有的。布鲁尔和首席财务官布莱恩·林奇几周前以略低于26美元的价格购买了价值489,000美元的股票。信号不错。</blockquote></p><p> <b>Nordstrom</b></p><p><blockquote><b>诺德斯特龙</b></blockquote></p><p> <b>Sector</b>: Retail</p><p><blockquote><b>部门</b>：零售</blockquote></p><p> <b>Market cap</b>: $3.3 billion</p><p><blockquote><b>市值</b>：33亿美元</blockquote></p><p> <b>The damage</b>: Down 35% YTD and 56% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌35%，较2021年高点下跌56%</blockquote></p><p> Nordstrom posted impressive 18% sales growth for the third quarter on Nov. 23, but earnings missed by 31%, coming in at 39 cents a share. The stock gapped down sharply, and then continued lower in December as Omicron heightened worries about retailers.</p><p><blockquote>11月23日，Nordstrom公布第三季度销售额增长18%，令人印象深刻，但每股收益下降31%，为39美分。由于奥密克戎加剧了对零售商的担忧，该股大幅跳空下跌，然后在12月份继续走低。</blockquote></p><p> Results were hurt by cost management and supply chain issues, and weakness in its Nordstrom Rack off-price division, where investors had hoped for continued robust growth. On the bright side, the company has a strong brand and balance sheet, and a management team that can recover from the fumble, says Kaser of the Cabot Turnaround Letter. Director Bradley Tilden agrees. He just bought $468,000 worth of stock at $21.27, a big enough purchase to serve as a valid insider signal for me.</p><p><blockquote>成本管理和供应链问题以及Nordstrom Rack折扣部门的疲软损害了业绩，而投资者原本希望该部门能够持续强劲增长。卡博特扭亏为盈信的卡瑟表示，从好的方面来看，该公司拥有强大的品牌和资产负债表，以及能够从失误中恢复过来的管理团队。导演布拉德利·蒂尔登对此表示同意。他刚刚以21.27美元的价格购买了价值468,000美元的股票，这一购买规模足以对我来说作为有效的内部信号。</blockquote></p><p> <b>DocuSign</b></p><p><blockquote><b>DocuSign</b></blockquote></p><p> <b>Sector</b>: Software</p><p><blockquote><b>部门</b>：软件</blockquote></p><p> <b>Market cap</b>: $30.5 billion</p><p><blockquote><b>市值</b>：305亿美元</blockquote></p><p> <b>The damage</b>: Down 30% YTD and 51% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌30%，较2021年高点下跌51%</blockquote></p><p> It’s pretty tough to do anything in business these days without running into DocuSign agreements that you sign and transmit electronically.</p><p><blockquote>如今，在商业中做任何事情都很难不遇到以电子方式签署和传输的DocuSign协议。</blockquote></p><p> Despite DocuSign’s dominance in this space, its stock blew up in early December when the company posted 28% growth in billings, well below 34% guidance. The problem: DocuSign’s business got a great boost from the pandemic, which is now wearing off.</p><p><blockquote>尽管DocuSign在这一领域占据主导地位，但其股价在12月初飙升，当时该公司公布的账单增长了28%，远低于34%的指导。问题是：DocuSign的业务从疫情中得到了巨大的推动，但现在这种推动正在消退。</blockquote></p><p> Still, there is plenty of room for growth ahead. Few people want to shift back to hard-copy agreements. CEO Dan Springer estimates the market is worth $50 billion a year, and he says DocuSign is still in the early days of taking share since digital transformation “remains a high priority” for organizations worldwide. “Even as the pandemic subsides and people begin to return to the office, they are not returning to paper,” he says.</p><p><blockquote>尽管如此，未来仍有很大的增长空间。很少有人想回到硬拷贝协议。首席执行官Dan Springer估计该市场每年价值500亿美元，他表示DocuSign仍处于获取份额的早期阶段，因为数字化转型“仍然是全球组织的重中之重”。“即使疫情消退，人们开始返回办公室，他们也不会回到纸上，”他说。</blockquote></p><p></p><p> Springer backs up his bullish commentary with a huge $5 million purchase, up to $149 a share. To me, that makes his bullish claims more believable.</p><p><blockquote>斯普林格以500万美元的巨额购买支持了他的看涨评论，最高可达每股149美元。对我来说，这使得他的看涨主张更加可信。</blockquote></p><p> <b>Everbridge</b></p><p><blockquote><b>Everbridge</b></blockquote></p><p> <b>Sector</b>: Software</p><p><blockquote><b>部门</b>：软件</blockquote></p><p> <b>Market cap</b>: $3.8 billion</p><p><blockquote><b>市值</b>：38亿美元</blockquote></p><p> <b>The damage</b>: Down 54% YTD and 61% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌54%，较2021年高点下跌61%</blockquote></p><p> Everbridge offers software that helps governments, schools and private companies including Goldman Sachs,Microsoft and Starbucks deal with emergencies like active shooters, terrorist attacks or severe weather. The software helps managers communicate with employees, assess risks, locate responders and track progress on response plans.</p><p><blockquote>Everbridge提供的软件可以帮助政府、学校和包括高盛、微软和星巴克在内的私营公司应对紧急情况，如活跃的枪手、恐怖袭击或恶劣天气。该软件帮助经理与员工沟通、评估风险、找到响应者并跟踪响应计划的进展。</blockquote></p><p> Everbridge beat third-quarter estimates in early November with 36% sales growth, and it raised guidance. Its customer count grew 10%. But investors weren’t impressed. The stock gapped down on the news and kept falling. Then in early December the company announced CEO David Meredith is resigning, and the stock hit the skids again. Not even celebrity PR rep William Shatner could combat the Vulcan death grip of negativity.</p><p><blockquote>11月初，Everbridge第三季度销售额增长36%，超出预期，并上调了指引。其客户数量增长了10%。但投资者并不以为然。该股受消息影响跳空下跌，持续下跌。随后在12月初，该公司宣布首席执行官大卫·梅雷迪思(David Meredith)辞职，股价再次下跌。即使是名人公关代表威廉·夏特纳也无法对抗消极的火神死亡之手。</blockquote></p><p> But insiders are coming to the rescue. A cluster of directors recently bought $1.5 million worth of stock at prices up to $67. The cluster buy and purchase size are two clues I look for to tell me that insider buying is more than just fluff. Insiders challenging extreme market negativity is also a nice dynamic. In my experience, insiders often win these standoffs.</p><p><blockquote>但内部人士正在前来救援。一群董事最近以高达67美元的价格购买了价值150万美元的股票。集群购买和购买规模是我寻找的两条线索，告诉我内部购买不仅仅是绒毛。内部人士挑战极端的市场负面情绪也是一个很好的动态。根据我的经验，内部人士经常会在这些僵局中获胜。</blockquote></p><p> <b>HealthEquity</b></p><p><blockquote><b>HealthEquity</b></blockquote></p><p> <b>Sector</b>: Cloud services</p><p><blockquote><b>部门</b>：云服务</blockquote></p><p> <b>Market cap</b>: $3.4 billion</p><p><blockquote><b>市值</b>：34亿美元</blockquote></p><p> <b>The damage</b>: Down 42% YTD and 57% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌42%，较2021年高点下跌57%</blockquote></p><p> HealthEquity offers cloud-based platforms that help customers navigate the thickets of health insurance and manage health savings accounts (HSAs) and other “consumer-directed benefits” like flexible spending accounts.</p><p><blockquote>HealthEquity提供基于云的平台，帮助客户驾驭健康保险的丛林，管理健康储蓄账户（HSA）和其他“消费者导向的福利”，如灵活的支出账户。</blockquote></p><p> HealthEquity’s stock was already down for the year in early December when it announced a slight decline in third-quarter revenue, so shares got hit even harder. The culprit: Weak sales in consumer-directed benefits. But HSA membership grew 14% to 6.2 million, and HSA assets grew 32% to $16.4 billion. In short, the quarter wasn’t all bad, and the HSA trend suggests the long-term story is still intact, says Baird analyst Mark S. Marcon, who has a $53 price target on the name.</p><p><blockquote>HealthEquity的股价在12月初宣布第三季度收入略有下降时就已经下跌，因此股价受到的打击更大。罪魁祸首：面向消费者的福利销售疲软。但HSA会员增长了14%，达到620万，HSA资产增长了32%，达到164亿美元。Baird分析师Mark S.Marcon表示，简而言之，本季度的情况并非都很糟糕，HSA的趋势表明长期前景仍然完好无损，他对该公司的目标价为53美元。</blockquote></p><p> Insiders agree. A cluster of three bought $1.7 million worth of stock on the weakness in December at around $40 to $43 a share. Since 2010, HealthEquity has grown its HSA market share to 17% from 4%, which also suggests long-term momentum in the business.</p><p><blockquote>业内人士对此表示赞同。在12月份的疲软之际，三人小组以每股40至43美元左右的价格购买了价值170万美元的股票。自2010年以来，HealthEquity的HSA市场份额已从4%增长至17%，这也表明该业务具有长期势头。</blockquote></p><p></p>","source":"lsy1603348471595","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>Five stocks to buy because company insiders love them as they get hit by year-end tax-loss selling<blockquote>值得买入的五只股票，因为公司内部人士喜欢它们，因为它们受到年终税收损失抛售的打击</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\">\nFive stocks to buy because company insiders love them as they get hit by year-end tax-loss selling<blockquote>值得买入的五只股票，因为公司内部人士喜欢它们，因为它们受到年终税收损失抛售的打击</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-23 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Company executives are purchasing shares on expectations they’ll rebound in the new year. </p><p><blockquote>公司高管购买股票是因为预期股票将在新的一年反弹。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a93c8338e9a0961a7d781ae9594a822\" tg-width=\"700\" tg-height=\"468\" width=\"100%\" height=\"auto\"><span>Photo by MAURICIO LIMA/AFP via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>毛里西奥·利马/法新社摄，盖蒂图片社</span></p></blockquote></p><p> Every year around this time, two powerful forces conspire to artificially suppress stock prices — and create bargains: Lust and vanity.</p><p><blockquote>每年这个时候，两股强大的力量合谋人为地打压股价——并创造便宜货：欲望和虚荣。</blockquote></p><p> You can take advantage of this situation.</p><p><blockquote>你可以利用这种情况。</blockquote></p><p> As for the first force — the lust for profits — this is when individual investors dump losers to create tax losses to offset gains. With the S&P 500 Index up 23% this year, a lot of investors have plenty of gains to offset.</p><p><blockquote>至于第一种力量——对利润的渴望——这是个人投资者抛售输家以创造税收损失来抵消收益的时候。随着标普500指数今年上涨23%，许多投资者有足够的收益可以抵消。</blockquote></p><p> The second force — vanity — has fund managers putting “window dressing” on their portfolios to get out of losers so they don’t have to show them in annual reports, points out Bruce Kaser, editor of the Cabot Turnaround Letter.</p><p><blockquote>《卡博特扭亏为盈信》的编辑布鲁斯·卡瑟指出，第二种力量——虚荣心——让基金经理在投资组合中“装饰门面”，以摆脱输家，这样他们就不必在年度报告中展示它们。</blockquote></p><p> To find the bargains created by this selling pressure, I looked at S&P 500, Nasdaq and Dow Jones Industrial Average stocks down more than 20% this year or from their highs. Then I favored names with the insider buying patterns I look for to identify potential winners for my stock letter Brush Up on Stocks (the link is in the bio below this column).</p><p><blockquote>为了找到这种抛售压力创造的便宜货，我研究了标普500、纳斯达克和道琼斯工业平均指数股票今年跌幅超过20%或较高点的股票。然后，我更喜欢具有内幕购买模式的名字，我寻找这些名字，以确定我的股票信重温股票的潜在赢家（链接在本专栏下面的简历中）。</blockquote></p><p> Here are five that fit the bill.</p><p><blockquote>这里有五个符合要求的。</blockquote></p><p> With one exception, I favored smaller names where the insider signal has more meaning, and where lower liquidity might contribute to bigger year-end selling pressure.</p><p><blockquote>除了一个例外，我更喜欢规模较小的股票，因为内部信号更有意义，而且流动性较低可能会导致年终抛售压力较大。</blockquote></p><p> <b>Callaway Golf</b></p><p><blockquote><b>卡拉威高尔夫</b></blockquote></p><p> <b>Sector</b>: Golf equipment and apparel</p><p><blockquote><b>部门</b>：高尔夫设备和服装</blockquote></p><p> <b>Market cap</b>: $5 billion</p><p><blockquote><b>市值</b>：50亿美元</blockquote></p><p> <b>The damage</b>: Up 8% year to date (YTD) but down 31% from 2021 high (as of Dec. 20)</p><p><blockquote><b>损害</b>：年初至今上涨8%，但较2021年高点下跌31%（截至12月20日）</blockquote></p><p> Tiger Woods’ rebound against all odds will inspire many mere humans to rekindle their interest in golf. That will boost demand for Callaway’s equipment and apparel sold under the Callaway, Odyssey, Jack Wolfskin and TravisMathew brands. Callaway also owns Topgolf, which runs popular golf courses that also offer high tech practice bays, bars and restaurants.</p><p><blockquote>老虎伍兹排除万难的反弹将激励许多普通人重新点燃他们对高尔夫的兴趣。这将提振对Callaway、Odyssey、Jack Wolfskin和TravisMathew品牌销售的Callaway设备和服装的需求。卡拉威还拥有Topgolf，该公司经营受欢迎的高尔夫球场，还提供高科技练习场、酒吧和餐厅。</blockquote></p><p> Callaway posted 80% sales growth in early November. Most of that came from the purchase of Topgolf last March. But the company did raise guidance slightly for the year, which was bullish. Then came Omicron. That’s hurt the stock, because a lot of the recent revenue strength comes from Topgolf. Covid fears will hurt Topgolf’s bar, restaurant and corporate event business.</p><p><blockquote>Callaway在11月初的销售额增长了80%。其中大部分来自去年3月对Topgolf的收购。但该公司确实小幅上调了今年的指引，这是看涨的。然后是奥密克戎。这损害了该股，因为最近的大部分收入来自Topgolf。Covid担忧将损害Topgolf的酒吧、餐厅和企业活动业务。</blockquote></p><p> CEO Chip Brewer is bullish about the long term. “I hope the number one takeaway from today’s call is the upside we are seeing on the long run earnings potential of this business,” he said in the November earnings call.</p><p><blockquote>首席执行官奇普·布鲁尔对长期前景持乐观态度。他在11月份的财报看涨期权中表示：“我希望当今看涨期权的首要收获是我们看到的这项业务长期盈利潜力的上行空间。”</blockquote></p><p> I normally discount bullish management commentary like this. I’ve never met a management team that wasn’t optimistic. It’s part of the job. But CEO bullishness is actually believable when it’s backed up with real money, and that’s what we have here. Brewer and CFO Brian Lynch bought $489,000 worth of stock at just under $26 a few weeks ago. Nice signal.</p><p><blockquote>我通常不会理会这样看涨的管理层评论。我从未遇到过不乐观的管理团队。这是工作的一部分。但当有真金白银的支持时，首席执行官的看涨实际上是可信的，这就是我们这里所拥有的。布鲁尔和首席财务官布莱恩·林奇几周前以略低于26美元的价格购买了价值489,000美元的股票。信号不错。</blockquote></p><p> <b>Nordstrom</b></p><p><blockquote><b>诺德斯特龙</b></blockquote></p><p> <b>Sector</b>: Retail</p><p><blockquote><b>部门</b>：零售</blockquote></p><p> <b>Market cap</b>: $3.3 billion</p><p><blockquote><b>市值</b>：33亿美元</blockquote></p><p> <b>The damage</b>: Down 35% YTD and 56% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌35%，较2021年高点下跌56%</blockquote></p><p> Nordstrom posted impressive 18% sales growth for the third quarter on Nov. 23, but earnings missed by 31%, coming in at 39 cents a share. The stock gapped down sharply, and then continued lower in December as Omicron heightened worries about retailers.</p><p><blockquote>11月23日，Nordstrom公布第三季度销售额增长18%，令人印象深刻，但每股收益下降31%，为39美分。由于奥密克戎加剧了对零售商的担忧，该股大幅跳空下跌，然后在12月份继续走低。</blockquote></p><p> Results were hurt by cost management and supply chain issues, and weakness in its Nordstrom Rack off-price division, where investors had hoped for continued robust growth. On the bright side, the company has a strong brand and balance sheet, and a management team that can recover from the fumble, says Kaser of the Cabot Turnaround Letter. Director Bradley Tilden agrees. He just bought $468,000 worth of stock at $21.27, a big enough purchase to serve as a valid insider signal for me.</p><p><blockquote>成本管理和供应链问题以及Nordstrom Rack折扣部门的疲软损害了业绩，而投资者原本希望该部门能够持续强劲增长。卡博特扭亏为盈信的卡瑟表示，从好的方面来看，该公司拥有强大的品牌和资产负债表，以及能够从失误中恢复过来的管理团队。导演布拉德利·蒂尔登对此表示同意。他刚刚以21.27美元的价格购买了价值468,000美元的股票，这一购买规模足以对我来说作为有效的内部信号。</blockquote></p><p> <b>DocuSign</b></p><p><blockquote><b>DocuSign</b></blockquote></p><p> <b>Sector</b>: Software</p><p><blockquote><b>部门</b>：软件</blockquote></p><p> <b>Market cap</b>: $30.5 billion</p><p><blockquote><b>市值</b>：305亿美元</blockquote></p><p> <b>The damage</b>: Down 30% YTD and 51% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌30%，较2021年高点下跌51%</blockquote></p><p> It’s pretty tough to do anything in business these days without running into DocuSign agreements that you sign and transmit electronically.</p><p><blockquote>如今，在商业中做任何事情都很难不遇到以电子方式签署和传输的DocuSign协议。</blockquote></p><p> Despite DocuSign’s dominance in this space, its stock blew up in early December when the company posted 28% growth in billings, well below 34% guidance. The problem: DocuSign’s business got a great boost from the pandemic, which is now wearing off.</p><p><blockquote>尽管DocuSign在这一领域占据主导地位，但其股价在12月初飙升，当时该公司公布的账单增长了28%，远低于34%的指导。问题是：DocuSign的业务从疫情中得到了巨大的推动，但现在这种推动正在消退。</blockquote></p><p> Still, there is plenty of room for growth ahead. Few people want to shift back to hard-copy agreements. CEO Dan Springer estimates the market is worth $50 billion a year, and he says DocuSign is still in the early days of taking share since digital transformation “remains a high priority” for organizations worldwide. “Even as the pandemic subsides and people begin to return to the office, they are not returning to paper,” he says.</p><p><blockquote>尽管如此，未来仍有很大的增长空间。很少有人想回到硬拷贝协议。首席执行官Dan Springer估计该市场每年价值500亿美元，他表示DocuSign仍处于获取份额的早期阶段，因为数字化转型“仍然是全球组织的重中之重”。“即使疫情消退，人们开始返回办公室，他们也不会回到纸上，”他说。</blockquote></p><p></p><p> Springer backs up his bullish commentary with a huge $5 million purchase, up to $149 a share. To me, that makes his bullish claims more believable.</p><p><blockquote>斯普林格以500万美元的巨额购买支持了他的看涨评论，最高可达每股149美元。对我来说，这使得他的看涨主张更加可信。</blockquote></p><p> <b>Everbridge</b></p><p><blockquote><b>Everbridge</b></blockquote></p><p> <b>Sector</b>: Software</p><p><blockquote><b>部门</b>：软件</blockquote></p><p> <b>Market cap</b>: $3.8 billion</p><p><blockquote><b>市值</b>：38亿美元</blockquote></p><p> <b>The damage</b>: Down 54% YTD and 61% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌54%，较2021年高点下跌61%</blockquote></p><p> Everbridge offers software that helps governments, schools and private companies including Goldman Sachs,Microsoft and Starbucks deal with emergencies like active shooters, terrorist attacks or severe weather. The software helps managers communicate with employees, assess risks, locate responders and track progress on response plans.</p><p><blockquote>Everbridge提供的软件可以帮助政府、学校和包括高盛、微软和星巴克在内的私营公司应对紧急情况，如活跃的枪手、恐怖袭击或恶劣天气。该软件帮助经理与员工沟通、评估风险、找到响应者并跟踪响应计划的进展。</blockquote></p><p> Everbridge beat third-quarter estimates in early November with 36% sales growth, and it raised guidance. Its customer count grew 10%. But investors weren’t impressed. The stock gapped down on the news and kept falling. Then in early December the company announced CEO David Meredith is resigning, and the stock hit the skids again. Not even celebrity PR rep William Shatner could combat the Vulcan death grip of negativity.</p><p><blockquote>11月初，Everbridge第三季度销售额增长36%，超出预期，并上调了指引。其客户数量增长了10%。但投资者并不以为然。该股受消息影响跳空下跌，持续下跌。随后在12月初，该公司宣布首席执行官大卫·梅雷迪思(David Meredith)辞职，股价再次下跌。即使是名人公关代表威廉·夏特纳也无法对抗消极的火神死亡之手。</blockquote></p><p> But insiders are coming to the rescue. A cluster of directors recently bought $1.5 million worth of stock at prices up to $67. The cluster buy and purchase size are two clues I look for to tell me that insider buying is more than just fluff. Insiders challenging extreme market negativity is also a nice dynamic. In my experience, insiders often win these standoffs.</p><p><blockquote>但内部人士正在前来救援。一群董事最近以高达67美元的价格购买了价值150万美元的股票。集群购买和购买规模是我寻找的两条线索，告诉我内部购买不仅仅是绒毛。内部人士挑战极端的市场负面情绪也是一个很好的动态。根据我的经验，内部人士经常会在这些僵局中获胜。</blockquote></p><p> <b>HealthEquity</b></p><p><blockquote><b>HealthEquity</b></blockquote></p><p> <b>Sector</b>: Cloud services</p><p><blockquote><b>部门</b>：云服务</blockquote></p><p> <b>Market cap</b>: $3.4 billion</p><p><blockquote><b>市值</b>：34亿美元</blockquote></p><p> <b>The damage</b>: Down 42% YTD and 57% from 2021 high</p><p><blockquote><b>损害</b>：年初至今下跌42%，较2021年高点下跌57%</blockquote></p><p> HealthEquity offers cloud-based platforms that help customers navigate the thickets of health insurance and manage health savings accounts (HSAs) and other “consumer-directed benefits” like flexible spending accounts.</p><p><blockquote>HealthEquity提供基于云的平台，帮助客户驾驭健康保险的丛林，管理健康储蓄账户（HSA）和其他“消费者导向的福利”，如灵活的支出账户。</blockquote></p><p> HealthEquity’s stock was already down for the year in early December when it announced a slight decline in third-quarter revenue, so shares got hit even harder. The culprit: Weak sales in consumer-directed benefits. But HSA membership grew 14% to 6.2 million, and HSA assets grew 32% to $16.4 billion. In short, the quarter wasn’t all bad, and the HSA trend suggests the long-term story is still intact, says Baird analyst Mark S. Marcon, who has a $53 price target on the name.</p><p><blockquote>HealthEquity的股价在12月初宣布第三季度收入略有下降时就已经下跌，因此股价受到的打击更大。罪魁祸首：面向消费者的福利销售疲软。但HSA会员增长了14%，达到620万，HSA资产增长了32%，达到164亿美元。Baird分析师Mark S.Marcon表示，简而言之，本季度的情况并非都很糟糕，HSA的趋势表明长期前景仍然完好无损，他对该公司的目标价为53美元。</blockquote></p><p> Insiders agree. A cluster of three bought $1.7 million worth of stock on the weakness in December at around $40 to $43 a share. Since 2010, HealthEquity has grown its HSA market share to 17% from 4%, which also suggests long-term momentum in the business.</p><p><blockquote>业内人士对此表示赞同。在12月份的疲软之际，三人小组以每股40至43美元左右的价格购买了价值170万美元的股票。自2010年以来，HealthEquity的HSA市场份额已从4%增长至17%，这也表明该业务具有长期势头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/five-stocks-to-buy-because-company-insiders-love-them-as-they-get-hit-by-year-end-tax-loss-selling-11640183898?mod=home-page\">MarketWatch</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":{"EVBG":"Everbridge Inc.","HQY":"HealthEquity","JWN":"诺德斯特龙","DOCU":"Docusign"},"source_url":"https://www.marketwatch.com/story/five-stocks-to-buy-because-company-insiders-love-them-as-they-get-hit-by-year-end-tax-loss-selling-11640183898?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152005417","content_text":"Company executives are purchasing shares on expectations they’ll rebound in the new year. \nPhoto by MAURICIO LIMA/AFP via Getty Images\n\nEvery year around this time, two powerful forces conspire to artificially suppress stock prices — and create bargains: Lust and vanity.\nYou can take advantage of this situation.\nAs for the first force — the lust for profits — this is when individual investors dump losers to create tax losses to offset gains. With the S&P 500 Index up 23% this year, a lot of investors have plenty of gains to offset.\nThe second force — vanity — has fund managers putting “window dressing” on their portfolios to get out of losers so they don’t have to show them in annual reports, points out Bruce Kaser, editor of the Cabot Turnaround Letter.\nTo find the bargains created by this selling pressure, I looked at S&P 500, Nasdaq and Dow Jones Industrial Average stocks down more than 20% this year or from their highs. Then I favored names with the insider buying patterns I look for to identify potential winners for my stock letter Brush Up on Stocks (the link is in the bio below this column).\nHere are five that fit the bill.\nWith one exception, I favored smaller names where the insider signal has more meaning, and where lower liquidity might contribute to bigger year-end selling pressure.\nCallaway Golf\nSector: Golf equipment and apparel\nMarket cap: $5 billion\nThe damage: Up 8% year to date (YTD) but down 31% from 2021 high (as of Dec. 20)\nTiger Woods’ rebound against all odds will inspire many mere humans to rekindle their interest in golf. That will boost demand for Callaway’s equipment and apparel sold under the Callaway, Odyssey, Jack Wolfskin and TravisMathew brands. Callaway also owns Topgolf, which runs popular golf courses that also offer high tech practice bays, bars and restaurants.\nCallaway posted 80% sales growth in early November. Most of that came from the purchase of Topgolf last March. But the company did raise guidance slightly for the year, which was bullish. Then came Omicron. That’s hurt the stock, because a lot of the recent revenue strength comes from Topgolf. Covid fears will hurt Topgolf’s bar, restaurant and corporate event business.\nCEO Chip Brewer is bullish about the long term. “I hope the number one takeaway from today’s call is the upside we are seeing on the long run earnings potential of this business,” he said in the November earnings call.\nI normally discount bullish management commentary like this. I’ve never met a management team that wasn’t optimistic. It’s part of the job. But CEO bullishness is actually believable when it’s backed up with real money, and that’s what we have here. Brewer and CFO Brian Lynch bought $489,000 worth of stock at just under $26 a few weeks ago. Nice signal.\nNordstrom\nSector: Retail\nMarket cap: $3.3 billion\nThe damage: Down 35% YTD and 56% from 2021 high\nNordstrom posted impressive 18% sales growth for the third quarter on Nov. 23, but earnings missed by 31%, coming in at 39 cents a share. The stock gapped down sharply, and then continued lower in December as Omicron heightened worries about retailers.\nResults were hurt by cost management and supply chain issues, and weakness in its Nordstrom Rack off-price division, where investors had hoped for continued robust growth. On the bright side, the company has a strong brand and balance sheet, and a management team that can recover from the fumble, says Kaser of the Cabot Turnaround Letter. Director Bradley Tilden agrees. He just bought $468,000 worth of stock at $21.27, a big enough purchase to serve as a valid insider signal for me.\nDocuSign\nSector: Software\nMarket cap: $30.5 billion\nThe damage: Down 30% YTD and 51% from 2021 high\nIt’s pretty tough to do anything in business these days without running into DocuSign agreements that you sign and transmit electronically.\nDespite DocuSign’s dominance in this space, its stock blew up in early December when the company posted 28% growth in billings, well below 34% guidance. The problem: DocuSign’s business got a great boost from the pandemic, which is now wearing off.\nStill, there is plenty of room for growth ahead. Few people want to shift back to hard-copy agreements. CEO Dan Springer estimates the market is worth $50 billion a year, and he says DocuSign is still in the early days of taking share since digital transformation “remains a high priority” for organizations worldwide. “Even as the pandemic subsides and people begin to return to the office, they are not returning to paper,” he says.\nSpringer backs up his bullish commentary with a huge $5 million purchase, up to $149 a share. To me, that makes his bullish claims more believable.\nEverbridge\nSector: Software\nMarket cap: $3.8 billion\nThe damage: Down 54% YTD and 61% from 2021 high\nEverbridge offers software that helps governments, schools and private companies including Goldman Sachs,Microsoft and Starbucks deal with emergencies like active shooters, terrorist attacks or severe weather. The software helps managers communicate with employees, assess risks, locate responders and track progress on response plans.\nEverbridge beat third-quarter estimates in early November with 36% sales growth, and it raised guidance. Its customer count grew 10%. But investors weren’t impressed. The stock gapped down on the news and kept falling. Then in early December the company announced CEO David Meredith is resigning, and the stock hit the skids again. Not even celebrity PR rep William Shatner could combat the Vulcan death grip of negativity.\nBut insiders are coming to the rescue. A cluster of directors recently bought $1.5 million worth of stock at prices up to $67. The cluster buy and purchase size are two clues I look for to tell me that insider buying is more than just fluff. Insiders challenging extreme market negativity is also a nice dynamic. In my experience, insiders often win these standoffs.\nHealthEquity\nSector: Cloud services\nMarket cap: $3.4 billion\nThe damage: Down 42% YTD and 57% from 2021 high\nHealthEquity offers cloud-based platforms that help customers navigate the thickets of health insurance and manage health savings accounts (HSAs) and other “consumer-directed benefits” like flexible spending accounts.\nHealthEquity’s stock was already down for the year in early December when it announced a slight decline in third-quarter revenue, so shares got hit even harder. The culprit: Weak sales in consumer-directed benefits. But HSA membership grew 14% to 6.2 million, and HSA assets grew 32% to $16.4 billion. In short, the quarter wasn’t all bad, and the HSA trend suggests the long-term story is still intact, says Baird analyst Mark S. Marcon, who has a $53 price target on the name.\nInsiders agree. A cluster of three bought $1.7 million worth of stock on the weakness in December at around $40 to $43 a share. Since 2010, HealthEquity has grown its HSA market share to 17% from 4%, which also suggests long-term momentum in the business.","news_type":1,"symbols_score_info":{"EVBG":0.9,"DOCU":0.9,"ELY":0.9,"JWN":0.9,"HQY":0.9}},"isVote":1,"tweetType":1,"viewCount":2486,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691414148"}
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