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Annakh
Annakh
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2021-03-24
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非常抱歉,此主贴已删除
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Annakh
Annakh
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2021-03-21
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Forget AMC Entertainment: These Stocks Will Make You Rich<blockquote>忘记AMC院线:这些股票会让你变得富有</blockquote>
These innovative companies should run circles around Reddit darling AMC. Over the past two months,
Forget AMC Entertainment: These Stocks Will Make You Rich<blockquote>忘记AMC院线:这些股票会让你变得富有</blockquote>
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Over the past two months, Wall Street has watched a new phenomenon take shape:the Reddit frenzy.</p><p><blockquote>这些创新型公司应该围绕Reddit宠儿AMC打转。在过去的两个月里,华尔街目睹了一种新现象的形成:Reddit狂潮。</blockquote></p><p> Retail investors on Reddit's WallStreetBets (WSB) chat room have essentially banded together to buy shares andout-of-the-money call optionson stocks with high levels of short interest. The goal of the WSB community is to create a short squeeze that sends heavily shorted stocks rocketing higher. Since the vast majority of short-sellers are institutional investors and hedge funds, these retail investors view their actions as a way of getting back at the so-called \"big money.\"</p><p><blockquote>Reddit WallStreetBets(WSB)聊天室上的散户投资者基本上联合起来购买股票和价外看涨期权期权,购买空头兴趣较高的股票。WSB社区的目标是制造空头挤压,使严重做空的股票飙升。由于绝大多数做空者都是机构投资者和对冲基金,这些散户将自己的行为视为对所谓“大钱”的回击。</blockquote></p><p> AMC is an extremely popular (and incredibly dangerous) investment</p><p><blockquote>AMC是一项非常受欢迎(但也非常危险)的投资</blockquote></p><p> Although<b>GameStop</b>is the unquestioned king of all Reddit stocks, movie theater chain<b>AMC Entertainment Holdings</b>(NYSE:AMC)easily slots in as the second-most-popular. AMC was one of the market's most short-sold stocks in late January, and its penny-stock share price acted as an insatiable lure for young investors.</p><p><blockquote>虽然<b>游戏驿站</b>是所有Reddit股票中无可争议的王者,电影院连锁店<b>AMC院线控股</b>(纽约证券交易所股票代码:AMC)轻松跻身第二受欢迎的公司。AMC是1月底市场上被卖空最多的股票之一,其低价股的股价对年轻投资者来说具有贪得无厌的诱惑。</blockquote></p><p> Beyond the Reddit frenzy, optimists are also encouraged by the reopening of the U.S. economy. Movie theaters in New York City and Los Angeles are beginning to reopen, and 21% of the U.S. population has received at least one dose of a coronavirus vaccine. A return to normal appears to be in sight, and investors are betting big on AMC to take advantage of this pent-up demand.</p><p><blockquote>除了Reddit的狂热之外,乐观主义者也对美国经济的重新开放感到鼓舞。纽约市和洛杉矶的电影院开始重新开放,21%的美国人口至少接种了一剂新冠疫苗。恢复正常似乎在望,投资者在AMC上下了大赌注,以利用这种被压抑的需求。</blockquote></p><p> Unfortunately, the \"buy AMC\" thesisis flawed. The reopening catalyst assumes that there'll be no setbacks in major markets, which is unlikely. It's not yet clear if enough Americans will get the vaccine, which suggests that herd immunity could be pushed further down the road. Coronavirus variants also threaten to diminish the effectiveness of vaccines authorized for emergency use.</p><p><blockquote>不幸的是,“购买AMC”的论点存在缺陷。重新开放的催化剂假设主要市场不会出现挫折,但这不太可能。目前尚不清楚是否有足够多的美国人会接种疫苗,这表明群体免疫可能会进一步推进。冠状病毒变种也有可能降低授权紧急使用的疫苗的有效性。</blockquote></p><p> Even more concerning, AMCnarrowly avoided filing for bankruptcy protectionearlier this year. It was forced to sell close to 165 million shares of stock and issued more than $400 million in debt capital to step back from the bankruptcy ledge. If capacity limits don't ease somewhat quickly in key markets, I'm not certain AMC will have enough capital to survive the year -- especially if there are pandemic setbacks.</p><p><blockquote>更令人担忧的是,AMC今年早些时候勉强避免申请破产保护。该公司被迫出售近1.65亿股股票,并发行了超过4亿美元的债务资本,以摆脱破产边缘。如果主要市场的产能限制没有迅速放松,我不确定AMC是否有足够的资本度过这一年——特别是在大流行遇到挫折的情况下。</blockquote></p><p> But worst of all, AMC's core operating model is now threatened. With consumers stuck in their homes for roughly a year, select streaming services have become competitors.<b>AT&T</b> subsidiary WarnerMedia isreleasing all of its movies in 2021 on HBO Maxthe same day they'll hit theaters.<b>Walt Disney</b> plans to do something similar with a couple of movies on its Disney+ streaming platform.</p><p><blockquote>但最糟糕的是,AMC的核心运营模式现在受到了威胁。随着消费者被困在家里大约一年,精选的流媒体服务已经成为竞争对手。<b>AT&T</b>子公司华纳媒体(WarnerMedia)将于2021年在HBO Max上发布其所有电影,同一天这些电影将在影院上映。<b>迪斯尼</b>计划在其Disney+流媒体平台上对几部电影做类似的事情。</blockquote></p><p> <b>Forget AMC: These innovative stocks can make you rich</b></p><p><blockquote><b>忘记AMC:这些创新股票可以让你致富</b></blockquote></p><p> The point being that AMC is a dangerous investment that's liable to lose folks a lot of money. Instead of buying a company that's hanging on by a thread, I'd encourage you to consider purchasing the following three game-changing stocks, all of which have the tools to make you rich.</p><p><blockquote>关键是AMC是一项危险的投资,很可能会让人们损失很多钱。我鼓励您考虑购买以下三只改变游戏规则的股票,而不是购买一家命悬一线的公司,它们都拥有让您致富的工具。</blockquote></p><p> <b>Ping Identity</b></p><p><blockquote><b>Ping标识</b></blockquote></p><p> Though there are a number of trends that offer double-digit growth potential this decade,cybersecurity might be the safest of the bunch. As more businesses push online and move their data (and that of their customers) onto the cloud, the onus of protecting this data is increasingly going to fall on third-party providers. That's where<b>Ping Identity Holding</b>(NYSE:PING)comes in.</p><p><blockquote>尽管这十年有许多趋势提供了两位数的增长潜力,但网络安全可能是其中最安全的。随着越来越多的企业将他们的数据(以及他们客户的数据)转移到云上,保护这些数据的责任将越来越多地落在第三方提供商身上。就是在那里<b>平安身份控股</b>(纽约证券交易所股票代码:PING)进来了。</blockquote></p><p> Whereas most security companies excelled during the pandemic, identity verification specialist Ping Identitystruggled a bit. Full-year sales were essentially flat, with a number of clients opting for one-year subscriptions instead of multiyear plans. But there's plenty of reason to believe that this weakness was pandemic-related and only temporary.</p><p><blockquote>尽管大多数安全公司在疫情期间表现出色,但身份验证专家Ping Identity却有些挣扎。全年销售额基本持平,许多客户选择一年期订阅而不是多年期计划。但有充分的理由相信,这种弱点与大流行有关,而且只是暂时的。</blockquote></p><p> Even though total sales were flat, the company's focus on subscription services helped boost annual recurring revenue (ARR) by 15% to $259.1 million. Ping also ended the year with 51 customers generating in excess of $1 million in ARR, which is up from 38 clients at the end of 2019. The company is clearly capable of scaling up its services with larger clients, and touts that its services are protecting 60% of Fortune 100 companies.</p><p><blockquote>尽管总销售额持平,但该公司对订阅服务的关注帮助年度经常性收入(ARR)增长了15%,达到2.591亿美元。Ping还在年底有51名客户产生了超过100万美元的ARR,高于2019年底的38名客户。该公司显然有能力扩大对更大客户的服务,并宣称其服务正在保护60%的财富100强公司。</blockquote></p><p> What's more, 92% of its fourth-quarter sales were derived from subscriptions, and its subscription gross margin stood at 86% in that quarter of 2020. Even if its ARR growth were to motor along at, say, 15% for the next half-decade, it'd be pretty hard to overlook the cash flow potential when the company's subscriptions are generating 86% gross margin.</p><p><blockquote>更重要的是,其第四季度销售额的92%来自订阅,2020年该季度的订阅毛利率为86%。即使其ARR在未来五年以15%的速度增长,当该公司的订阅产生86%的毛利率时,也很难忽视现金流潜力。</blockquote></p><p> Ping Identity is alsovery reasonably priced. Whereas most cybersecurity stocks are valued at 20 times sales or higher, Ping can be scooped up for around 7 times forecast sales in 2021. It just might be the best value among cybersecurity stocks.</p><p><blockquote>Ping Identity的价格也非常合理。尽管大多数网络安全股票的估值是销售额的20倍或更高,但Ping的估值约为2021年预测销售额的7倍。它可能是网络安全股票中最有价值的。</blockquote></p><p> <b>Cresco Labs</b></p><p><blockquote><b>Cresco实验室</b></blockquote></p><p></p><p> Marijuana stocksshould be big-time winners throughout the decade, regardless of what happens with cannabis' classification in Washington. Operating in the most lucrative market in the world, the U.S., multistate operator (MSO)<b>Cresco Labs</b>(OTC:CRLBF)has the potential to make investors rich.</p><p><blockquote>无论华盛顿的大麻分类发生什么变化,大麻股票都应该成为整个十年的大赢家。在世界上最赚钱的市场美国运营,多州运营商(MSO)<b>Cresco实验室</b>(场外交易代码:CRLBF)有可能让投资者变得富有。</blockquote></p><p> As with most MSOs, Cresco's success will depend somewhat on its retail presence. The company entered the year with only 20 open dispensaries, but has been leaning on acquisitions to expand. Closing the Verdant Creations deal maximized its presence in Ohio, while the pending<b>Bluma Wellness</b>buyout will give the company a healthy presence in medical-marijuana-legal Florida.</p><p><blockquote>与大多数MSO一样,Cresco的成功在一定程度上取决于其零售业务。该公司今年仅开设了20家药房,但一直依靠收购来扩张。完成Verdant Creations交易最大限度地扩大了其在俄亥俄州的影响力,而悬而未决的交易<b>Bluma健康</b>收购将使该公司在医用大麻合法的佛罗里达州拥有健康的业务。</blockquote></p><p> Yet what's interesting about Cresco Labs is that its retail game planmostly revolves around limited-license states. In particular, over 60% of its open locations are in states where the number of retail licenses is capped by regulators. Pushing into states with caps on dispensary licenses is a smart way for Cresco to build up its brand while facing minimal competition.</p><p><blockquote>然而,Cresco Labs的有趣之处在于,其零售游戏计划主要围绕有限许可州。特别是,超过60%的开放地点位于监管机构限制零售许可证数量的州。对于Cresco来说,进军药房许可证有上限的州是在面临最小竞争的情况下建立品牌的明智之举。</blockquote></p><p> However, thebigger growth driver for the companyis likely to be its wholesale operations. Even though wholesale cannabis offers lower margins than retail, Cresco has more than enough volume to overlook any margin differences. That's because it holds one of the highly coveted cannabis distribution licenses in California, which allows the company to place proprietary and third-party products into more than 575 dispensaries throughout the Golden State.</p><p><blockquote>然而,该公司更大的增长动力可能是其批发业务。尽管批发大麻的利润率低于零售,但Cresco的销量足以忽略任何利润率差异。这是因为它持有加利福尼亚州令人垂涎的大麻分销许可证之一,该许可证允许该公司将专有和第三方产品投放到整个金州超过575家药房。</blockquote></p><p> With Cresco's projected growth surpassing many of its peers, it has a good chance to put some serious green into the pockets of its shareholders.</p><p><blockquote>随着Cresco的预计增长超过许多同行,它很有机会将一些严肃的绿色产品放入股东的口袋。</blockquote></p><p> <b>Intuitive Surgical</b></p><p><blockquote><b>直观手术</b></blockquote></p><p> Lastly, investors should forget all about AMC Entertainment andbuy into a real game-changerin the healthcare sector,<b>Intuitive Surgical</b>(NASDAQ:ISRG).</p><p><blockquote>最后,投资者应该忘记AMC院线的一切,买入医疗保健行业真正的游戏规则改变者,<b>直观手术</b>(纳斯达克:ISRG)。</blockquote></p><p> Intuitive Surgical is best known for its robotic-assisted surgical system, the da Vinci, which allows surgeons to make precise incisions that can reduce scarring and shorten hospital stays. For insurers, it can lead to higher up-front costs, but reduce extended hospital stays that can prove even costlier.</p><p><blockquote>Intuitive Surgical以其机器人辅助手术系统da Vinci而闻名,该系统允许外科医生进行精确的切口,从而减少疤痕并缩短住院时间。对于保险公司来说,这可能会导致更高的前期成本,但会减少更昂贵的长期住院时间。</blockquote></p><p> The da Vinci system is the unquestioned leader in robotic-assisted surgery. Intuitive has placed close to 6,000 of its machines worldwide since 2000, which is more than all of the company's competitors combined. The company has been able to build priceless rapport with surgeons in hospitals and surgical centers, which makes ithighly unlikelythat we'll see its clients switch to a competing system.</p><p><blockquote>达芬奇系统是机器人辅助手术领域无可争议的领导者。自2000年以来,Intuitive已在全球部署了近6,000台机器,比该公司所有竞争对手的总和还要多。该公司已经能够与医院和手术中心的外科医生建立宝贵的融洽关系,这使得我们不太可能看到其客户转向竞争系统。</blockquote></p><p> But it's not just the company's overwhelming competitive edge that makes it such an attractive stock. Its operating model isdesigned to grow more efficient over time. As more da Vinci systems are installed, a higher percentage of sales will be derived from segments with juicier margins, such as instruments and accessories sold with each procedure, as well as system servicing.</p><p><blockquote>但使其成为如此有吸引力的股票的不仅仅是该公司压倒性的竞争优势。其运营模式旨在随着时间的推移变得更加高效。随着更多达芬奇系统的安装,更高比例的销售额将来自利润更丰厚的细分市场,例如与每个程序一起销售的仪器和配件以及系统服务。</blockquote></p><p> Intuitive Surgical is just beginning to realize its opportunity with its innovative soft-tissue surgical solutions. Expect the da Vinci to pick up significant market share in thoracic, colorectal, and general soft-tissue procedures throughout the decade.</p><p><blockquote>Intuitive Surgical凭借其创新的软组织手术解决方案刚刚开始意识到其机遇。预计达芬奇将在十年内在胸部、结肠直肠和一般软组织手术中占据重要的市场份额。</blockquote></p><p></p>","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>Forget AMC Entertainment: These Stocks Will Make You Rich<blockquote>忘记AMC院线:这些股票会让你变得富有</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\">\nForget AMC Entertainment: These Stocks Will Make You Rich<blockquote>忘记AMC院线:这些股票会让你变得富有</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-19 19:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p> These innovative companies should run circles around Reddit darling AMC. Over the past two months, Wall Street has watched a new phenomenon take shape:the Reddit frenzy.</p><p><blockquote>这些创新型公司应该围绕Reddit宠儿AMC打转。在过去的两个月里,华尔街目睹了一种新现象的形成:Reddit狂潮。</blockquote></p><p> Retail investors on Reddit's WallStreetBets (WSB) chat room have essentially banded together to buy shares andout-of-the-money call optionson stocks with high levels of short interest. The goal of the WSB community is to create a short squeeze that sends heavily shorted stocks rocketing higher. Since the vast majority of short-sellers are institutional investors and hedge funds, these retail investors view their actions as a way of getting back at the so-called \"big money.\"</p><p><blockquote>Reddit WallStreetBets(WSB)聊天室上的散户投资者基本上联合起来购买股票和价外看涨期权期权,购买空头兴趣较高的股票。WSB社区的目标是制造空头挤压,使严重做空的股票飙升。由于绝大多数做空者都是机构投资者和对冲基金,这些散户将自己的行为视为对所谓“大钱”的回击。</blockquote></p><p> AMC is an extremely popular (and incredibly dangerous) investment</p><p><blockquote>AMC是一项非常受欢迎(但也非常危险)的投资</blockquote></p><p> Although<b>GameStop</b>is the unquestioned king of all Reddit stocks, movie theater chain<b>AMC Entertainment Holdings</b>(NYSE:AMC)easily slots in as the second-most-popular. AMC was one of the market's most short-sold stocks in late January, and its penny-stock share price acted as an insatiable lure for young investors.</p><p><blockquote>虽然<b>游戏驿站</b>是所有Reddit股票中无可争议的王者,电影院连锁店<b>AMC院线控股</b>(纽约证券交易所股票代码:AMC)轻松跻身第二受欢迎的公司。AMC是1月底市场上被卖空最多的股票之一,其低价股的股价对年轻投资者来说具有贪得无厌的诱惑。</blockquote></p><p> Beyond the Reddit frenzy, optimists are also encouraged by the reopening of the U.S. economy. Movie theaters in New York City and Los Angeles are beginning to reopen, and 21% of the U.S. population has received at least one dose of a coronavirus vaccine. A return to normal appears to be in sight, and investors are betting big on AMC to take advantage of this pent-up demand.</p><p><blockquote>除了Reddit的狂热之外,乐观主义者也对美国经济的重新开放感到鼓舞。纽约市和洛杉矶的电影院开始重新开放,21%的美国人口至少接种了一剂新冠疫苗。恢复正常似乎在望,投资者在AMC上下了大赌注,以利用这种被压抑的需求。</blockquote></p><p> Unfortunately, the \"buy AMC\" thesisis flawed. The reopening catalyst assumes that there'll be no setbacks in major markets, which is unlikely. It's not yet clear if enough Americans will get the vaccine, which suggests that herd immunity could be pushed further down the road. Coronavirus variants also threaten to diminish the effectiveness of vaccines authorized for emergency use.</p><p><blockquote>不幸的是,“购买AMC”的论点存在缺陷。重新开放的催化剂假设主要市场不会出现挫折,但这不太可能。目前尚不清楚是否有足够多的美国人会接种疫苗,这表明群体免疫可能会进一步推进。冠状病毒变种也有可能降低授权紧急使用的疫苗的有效性。</blockquote></p><p> Even more concerning, AMCnarrowly avoided filing for bankruptcy protectionearlier this year. It was forced to sell close to 165 million shares of stock and issued more than $400 million in debt capital to step back from the bankruptcy ledge. If capacity limits don't ease somewhat quickly in key markets, I'm not certain AMC will have enough capital to survive the year -- especially if there are pandemic setbacks.</p><p><blockquote>更令人担忧的是,AMC今年早些时候勉强避免申请破产保护。该公司被迫出售近1.65亿股股票,并发行了超过4亿美元的债务资本,以摆脱破产边缘。如果主要市场的产能限制没有迅速放松,我不确定AMC是否有足够的资本度过这一年——特别是在大流行遇到挫折的情况下。</blockquote></p><p> But worst of all, AMC's core operating model is now threatened. With consumers stuck in their homes for roughly a year, select streaming services have become competitors.<b>AT&T</b> subsidiary WarnerMedia isreleasing all of its movies in 2021 on HBO Maxthe same day they'll hit theaters.<b>Walt Disney</b> plans to do something similar with a couple of movies on its Disney+ streaming platform.</p><p><blockquote>但最糟糕的是,AMC的核心运营模式现在受到了威胁。随着消费者被困在家里大约一年,精选的流媒体服务已经成为竞争对手。<b>AT&T</b>子公司华纳媒体(WarnerMedia)将于2021年在HBO Max上发布其所有电影,同一天这些电影将在影院上映。<b>迪斯尼</b>计划在其Disney+流媒体平台上对几部电影做类似的事情。</blockquote></p><p> <b>Forget AMC: These innovative stocks can make you rich</b></p><p><blockquote><b>忘记AMC:这些创新股票可以让你致富</b></blockquote></p><p> The point being that AMC is a dangerous investment that's liable to lose folks a lot of money. Instead of buying a company that's hanging on by a thread, I'd encourage you to consider purchasing the following three game-changing stocks, all of which have the tools to make you rich.</p><p><blockquote>关键是AMC是一项危险的投资,很可能会让人们损失很多钱。我鼓励您考虑购买以下三只改变游戏规则的股票,而不是购买一家命悬一线的公司,它们都拥有让您致富的工具。</blockquote></p><p> <b>Ping Identity</b></p><p><blockquote><b>Ping标识</b></blockquote></p><p> Though there are a number of trends that offer double-digit growth potential this decade,cybersecurity might be the safest of the bunch. As more businesses push online and move their data (and that of their customers) onto the cloud, the onus of protecting this data is increasingly going to fall on third-party providers. That's where<b>Ping Identity Holding</b>(NYSE:PING)comes in.</p><p><blockquote>尽管这十年有许多趋势提供了两位数的增长潜力,但网络安全可能是其中最安全的。随着越来越多的企业将他们的数据(以及他们客户的数据)转移到云上,保护这些数据的责任将越来越多地落在第三方提供商身上。就是在那里<b>平安身份控股</b>(纽约证券交易所股票代码:PING)进来了。</blockquote></p><p> Whereas most security companies excelled during the pandemic, identity verification specialist Ping Identitystruggled a bit. Full-year sales were essentially flat, with a number of clients opting for one-year subscriptions instead of multiyear plans. But there's plenty of reason to believe that this weakness was pandemic-related and only temporary.</p><p><blockquote>尽管大多数安全公司在疫情期间表现出色,但身份验证专家Ping Identity却有些挣扎。全年销售额基本持平,许多客户选择一年期订阅而不是多年期计划。但有充分的理由相信,这种弱点与大流行有关,而且只是暂时的。</blockquote></p><p> Even though total sales were flat, the company's focus on subscription services helped boost annual recurring revenue (ARR) by 15% to $259.1 million. Ping also ended the year with 51 customers generating in excess of $1 million in ARR, which is up from 38 clients at the end of 2019. The company is clearly capable of scaling up its services with larger clients, and touts that its services are protecting 60% of Fortune 100 companies.</p><p><blockquote>尽管总销售额持平,但该公司对订阅服务的关注帮助年度经常性收入(ARR)增长了15%,达到2.591亿美元。Ping还在年底有51名客户产生了超过100万美元的ARR,高于2019年底的38名客户。该公司显然有能力扩大对更大客户的服务,并宣称其服务正在保护60%的财富100强公司。</blockquote></p><p> What's more, 92% of its fourth-quarter sales were derived from subscriptions, and its subscription gross margin stood at 86% in that quarter of 2020. Even if its ARR growth were to motor along at, say, 15% for the next half-decade, it'd be pretty hard to overlook the cash flow potential when the company's subscriptions are generating 86% gross margin.</p><p><blockquote>更重要的是,其第四季度销售额的92%来自订阅,2020年该季度的订阅毛利率为86%。即使其ARR在未来五年以15%的速度增长,当该公司的订阅产生86%的毛利率时,也很难忽视现金流潜力。</blockquote></p><p> Ping Identity is alsovery reasonably priced. Whereas most cybersecurity stocks are valued at 20 times sales or higher, Ping can be scooped up for around 7 times forecast sales in 2021. It just might be the best value among cybersecurity stocks.</p><p><blockquote>Ping Identity的价格也非常合理。尽管大多数网络安全股票的估值是销售额的20倍或更高,但Ping的估值约为2021年预测销售额的7倍。它可能是网络安全股票中最有价值的。</blockquote></p><p> <b>Cresco Labs</b></p><p><blockquote><b>Cresco实验室</b></blockquote></p><p></p><p> Marijuana stocksshould be big-time winners throughout the decade, regardless of what happens with cannabis' classification in Washington. Operating in the most lucrative market in the world, the U.S., multistate operator (MSO)<b>Cresco Labs</b>(OTC:CRLBF)has the potential to make investors rich.</p><p><blockquote>无论华盛顿的大麻分类发生什么变化,大麻股票都应该成为整个十年的大赢家。在世界上最赚钱的市场美国运营,多州运营商(MSO)<b>Cresco实验室</b>(场外交易代码:CRLBF)有可能让投资者变得富有。</blockquote></p><p> As with most MSOs, Cresco's success will depend somewhat on its retail presence. The company entered the year with only 20 open dispensaries, but has been leaning on acquisitions to expand. Closing the Verdant Creations deal maximized its presence in Ohio, while the pending<b>Bluma Wellness</b>buyout will give the company a healthy presence in medical-marijuana-legal Florida.</p><p><blockquote>与大多数MSO一样,Cresco的成功在一定程度上取决于其零售业务。该公司今年仅开设了20家药房,但一直依靠收购来扩张。完成Verdant Creations交易最大限度地扩大了其在俄亥俄州的影响力,而悬而未决的交易<b>Bluma健康</b>收购将使该公司在医用大麻合法的佛罗里达州拥有健康的业务。</blockquote></p><p> Yet what's interesting about Cresco Labs is that its retail game planmostly revolves around limited-license states. In particular, over 60% of its open locations are in states where the number of retail licenses is capped by regulators. Pushing into states with caps on dispensary licenses is a smart way for Cresco to build up its brand while facing minimal competition.</p><p><blockquote>然而,Cresco Labs的有趣之处在于,其零售游戏计划主要围绕有限许可州。特别是,超过60%的开放地点位于监管机构限制零售许可证数量的州。对于Cresco来说,进军药房许可证有上限的州是在面临最小竞争的情况下建立品牌的明智之举。</blockquote></p><p> However, thebigger growth driver for the companyis likely to be its wholesale operations. Even though wholesale cannabis offers lower margins than retail, Cresco has more than enough volume to overlook any margin differences. That's because it holds one of the highly coveted cannabis distribution licenses in California, which allows the company to place proprietary and third-party products into more than 575 dispensaries throughout the Golden State.</p><p><blockquote>然而,该公司更大的增长动力可能是其批发业务。尽管批发大麻的利润率低于零售,但Cresco的销量足以忽略任何利润率差异。这是因为它持有加利福尼亚州令人垂涎的大麻分销许可证之一,该许可证允许该公司将专有和第三方产品投放到整个金州超过575家药房。</blockquote></p><p> With Cresco's projected growth surpassing many of its peers, it has a good chance to put some serious green into the pockets of its shareholders.</p><p><blockquote>随着Cresco的预计增长超过许多同行,它很有机会将一些严肃的绿色产品放入股东的口袋。</blockquote></p><p> <b>Intuitive Surgical</b></p><p><blockquote><b>直观手术</b></blockquote></p><p> Lastly, investors should forget all about AMC Entertainment andbuy into a real game-changerin the healthcare sector,<b>Intuitive Surgical</b>(NASDAQ:ISRG).</p><p><blockquote>最后,投资者应该忘记AMC院线的一切,买入医疗保健行业真正的游戏规则改变者,<b>直观手术</b>(纳斯达克:ISRG)。</blockquote></p><p> Intuitive Surgical is best known for its robotic-assisted surgical system, the da Vinci, which allows surgeons to make precise incisions that can reduce scarring and shorten hospital stays. For insurers, it can lead to higher up-front costs, but reduce extended hospital stays that can prove even costlier.</p><p><blockquote>Intuitive Surgical以其机器人辅助手术系统da Vinci而闻名,该系统允许外科医生进行精确的切口,从而减少疤痕并缩短住院时间。对于保险公司来说,这可能会导致更高的前期成本,但会减少更昂贵的长期住院时间。</blockquote></p><p> The da Vinci system is the unquestioned leader in robotic-assisted surgery. Intuitive has placed close to 6,000 of its machines worldwide since 2000, which is more than all of the company's competitors combined. The company has been able to build priceless rapport with surgeons in hospitals and surgical centers, which makes ithighly unlikelythat we'll see its clients switch to a competing system.</p><p><blockquote>达芬奇系统是机器人辅助手术领域无可争议的领导者。自2000年以来,Intuitive已在全球部署了近6,000台机器,比该公司所有竞争对手的总和还要多。该公司已经能够与医院和手术中心的外科医生建立宝贵的融洽关系,这使得我们不太可能看到其客户转向竞争系统。</blockquote></p><p> But it's not just the company's overwhelming competitive edge that makes it such an attractive stock. Its operating model isdesigned to grow more efficient over time. As more da Vinci systems are installed, a higher percentage of sales will be derived from segments with juicier margins, such as instruments and accessories sold with each procedure, as well as system servicing.</p><p><blockquote>但使其成为如此有吸引力的股票的不仅仅是该公司压倒性的竞争优势。其运营模式旨在随着时间的推移变得更加高效。随着更多达芬奇系统的安装,更高比例的销售额将来自利润更丰厚的细分市场,例如与每个程序一起销售的仪器和配件以及系统服务。</blockquote></p><p> Intuitive Surgical is just beginning to realize its opportunity with its innovative soft-tissue surgical solutions. Expect the da Vinci to pick up significant market share in thoracic, colorectal, and general soft-tissue procedures throughout the decade.</p><p><blockquote>Intuitive Surgical凭借其创新的软组织手术解决方案刚刚开始意识到其机遇。预计达芬奇将在十年内在胸部、结肠直肠和一般软组织手术中占据重要的市场份额。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/03/19/forget-amc-entertainment-these-stock-make-you-rich/\">Motley Fool</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":{"ISRG":"直觉外科公司","PING":"Ping Identity Holding","CRLBF":"Cresco Labs Inc."},"source_url":"https://www.fool.com/investing/2021/03/19/forget-amc-entertainment-these-stock-make-you-rich/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177407243","content_text":"These innovative companies should run circles around Reddit darling AMC.\n\nOver the past two months, Wall Street has watched a new phenomenon take shape:the Reddit frenzy.\nRetail investors on Reddit's WallStreetBets (WSB) chat room have essentially banded together to buy shares andout-of-the-money call optionson stocks with high levels of short interest. The goal of the WSB community is to create a short squeeze that sends heavily shorted stocks rocketing higher. Since the vast majority of short-sellers are institutional investors and hedge funds, these retail investors view their actions as a way of getting back at the so-called \"big money.\"\nAMC is an extremely popular (and incredibly dangerous) investment\nAlthoughGameStopis the unquestioned king of all Reddit stocks, movie theater chainAMC Entertainment Holdings(NYSE:AMC)easily slots in as the second-most-popular. AMC was one of the market's most short-sold stocks in late January, and its penny-stock share price acted as an insatiable lure for young investors.\nBeyond the Reddit frenzy, optimists are also encouraged by the reopening of the U.S. economy. Movie theaters in New York City and Los Angeles are beginning to reopen, and 21% of the U.S. population has received at least one dose of a coronavirus vaccine. A return to normal appears to be in sight, and investors are betting big on AMC to take advantage of this pent-up demand.\nUnfortunately, the \"buy AMC\" thesisis flawed. The reopening catalyst assumes that there'll be no setbacks in major markets, which is unlikely. It's not yet clear if enough Americans will get the vaccine, which suggests that herd immunity could be pushed further down the road. Coronavirus variants also threaten to diminish the effectiveness of vaccines authorized for emergency use.\nEven more concerning, AMCnarrowly avoided filing for bankruptcy protectionearlier this year. It was forced to sell close to 165 million shares of stock and issued more than $400 million in debt capital to step back from the bankruptcy ledge. If capacity limits don't ease somewhat quickly in key markets, I'm not certain AMC will have enough capital to survive the year -- especially if there are pandemic setbacks.\nBut worst of all, AMC's core operating model is now threatened. With consumers stuck in their homes for roughly a year, select streaming services have become competitors.AT&T subsidiary WarnerMedia isreleasing all of its movies in 2021 on HBO Maxthe same day they'll hit theaters.Walt Disney plans to do something similar with a couple of movies on its Disney+ streaming platform.\nForget AMC: These innovative stocks can make you rich\nThe point being that AMC is a dangerous investment that's liable to lose folks a lot of money. Instead of buying a company that's hanging on by a thread, I'd encourage you to consider purchasing the following three game-changing stocks, all of which have the tools to make you rich.\nPing Identity\nThough there are a number of trends that offer double-digit growth potential this decade,cybersecurity might be the safest of the bunch. As more businesses push online and move their data (and that of their customers) onto the cloud, the onus of protecting this data is increasingly going to fall on third-party providers. That's wherePing Identity Holding(NYSE:PING)comes in.\nWhereas most security companies excelled during the pandemic, identity verification specialist Ping Identitystruggled a bit. Full-year sales were essentially flat, with a number of clients opting for one-year subscriptions instead of multiyear plans. But there's plenty of reason to believe that this weakness was pandemic-related and only temporary.\nEven though total sales were flat, the company's focus on subscription services helped boost annual recurring revenue (ARR) by 15% to $259.1 million. Ping also ended the year with 51 customers generating in excess of $1 million in ARR, which is up from 38 clients at the end of 2019. The company is clearly capable of scaling up its services with larger clients, and touts that its services are protecting 60% of Fortune 100 companies.\nWhat's more, 92% of its fourth-quarter sales were derived from subscriptions, and its subscription gross margin stood at 86% in that quarter of 2020. Even if its ARR growth were to motor along at, say, 15% for the next half-decade, it'd be pretty hard to overlook the cash flow potential when the company's subscriptions are generating 86% gross margin.\nPing Identity is alsovery reasonably priced. Whereas most cybersecurity stocks are valued at 20 times sales or higher, Ping can be scooped up for around 7 times forecast sales in 2021. It just might be the best value among cybersecurity stocks.\nCresco Labs\nMarijuana stocksshould be big-time winners throughout the decade, regardless of what happens with cannabis' classification in Washington. Operating in the most lucrative market in the world, the U.S., multistate operator (MSO)Cresco Labs(OTC:CRLBF)has the potential to make investors rich.\nAs with most MSOs, Cresco's success will depend somewhat on its retail presence. The company entered the year with only 20 open dispensaries, but has been leaning on acquisitions to expand. Closing the Verdant Creations deal maximized its presence in Ohio, while the pendingBluma Wellnessbuyout will give the company a healthy presence in medical-marijuana-legal Florida.\nYet what's interesting about Cresco Labs is that its retail game planmostly revolves around limited-license states. In particular, over 60% of its open locations are in states where the number of retail licenses is capped by regulators. Pushing into states with caps on dispensary licenses is a smart way for Cresco to build up its brand while facing minimal competition.\nHowever, thebigger growth driver for the companyis likely to be its wholesale operations. Even though wholesale cannabis offers lower margins than retail, Cresco has more than enough volume to overlook any margin differences. That's because it holds one of the highly coveted cannabis distribution licenses in California, which allows the company to place proprietary and third-party products into more than 575 dispensaries throughout the Golden State.\nWith Cresco's projected growth surpassing many of its peers, it has a good chance to put some serious green into the pockets of its shareholders.\nIntuitive Surgical\nLastly, investors should forget all about AMC Entertainment andbuy into a real game-changerin the healthcare sector,Intuitive Surgical(NASDAQ:ISRG).\nIntuitive Surgical is best known for its robotic-assisted surgical system, the da Vinci, which allows surgeons to make precise incisions that can reduce scarring and shorten hospital stays. For insurers, it can lead to higher up-front costs, but reduce extended hospital stays that can prove even costlier.\nThe da Vinci system is the unquestioned leader in robotic-assisted surgery. Intuitive has placed close to 6,000 of its machines worldwide since 2000, which is more than all of the company's competitors combined. The company has been able to build priceless rapport with surgeons in hospitals and surgical centers, which makes ithighly unlikelythat we'll see its clients switch to a competing system.\nBut it's not just the company's overwhelming competitive edge that makes it such an attractive stock. Its operating model isdesigned to grow more efficient over time. As more da Vinci systems are installed, a higher percentage of sales will be derived from segments with juicier margins, such as instruments and accessories sold with each procedure, as well as system servicing.\nIntuitive Surgical is just beginning to realize its opportunity with its innovative soft-tissue surgical solutions. Expect the da Vinci to pick up significant market share in thoracic, colorectal, and general soft-tissue procedures throughout the decade.","news_type":1,"symbols_score_info":{"CRLBF":0.9,"PING":0.9,"ISRG":0.9}},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}