Josh Brown Predicts Year-End Market Melt-Up, Bets On Reopening Stocks
Josh Brown Predicts Year-End Market Melt-Up, Bets On Reopening Stocks
Josh Brown — CNBC contributor, CEO of Ritholtz Wealth Management and author of the new book “How I Invest My Money” — joined Benzinga’s PreMarket Prep show Friday.
本周五,CNBC撰稿人、Ritholtz Wealth Management首席执行官、新书《我如何投资我的钱》(How I Invest My Money)的作者乔什·布朗(Josh Brown)参加了本辛加的上市前准备节目。
Brown discussed his outlook for stocks in the coming months and potential economic recovery plays in anticipation of coronavirus vaccines hitting the market.
布朗讨论了他对未来几个月股市的展望,以及潜在的经济复苏前景,因为他预计冠状病毒疫苗将投放市场。
Brown's Economic Recovery Plays: Brown said he is bullish on stock prices between now and year’s end, predicting a melt-up in the S&P 500 in coming weeks.
布朗的经济复苏:布朗说,他看好从现在到年底的股价,并预测未来几周标准普尔500指数将崩盘。
“I hate saying it out loud because if it doesn’t happen ... you know. But I’m starting to think that way,” he said.
“我讨厌大声说出来,因为如果它不发生的话……你知道。但我开始这么想了。“他说。
Brown owns reopening stocks like Starbucks Corporation (NASDAQ:SPG).
布朗拥有星巴克公司(纳斯达克股票代码:SPG)等重新开业的股票。
“I’m in some companies that really need there to be a reopening to get back to their 2019 numbers, and it might take them two years to do it,” Brown said.
布朗说:“我所在的一些公司真的需要重新开业,才能恢复到2019年的数字,他们可能需要两年时间才能做到这一点。”
For now, Brown said he's positioning in anticipation of how people will feel when they start hearing about friends and family members getting the coronavirus vaccine in coming months.
目前,布朗说,他的定位是为了预测人们在接下来的几个月里听到朋友和家人接种冠状病毒疫苗的消息时会有什么感觉。
Gap Growth Story: Brown is bullish on another economic recovery stock, Gap Inc (NYSE:GPS).
Gap Growth故事:布朗看好另一只经济复苏的股票,Gap Inc.(纽约证券交易所代码:GPS)。
“Years and years and years and years with no progress, no momentum. Nothing good to talk about in the story. You’ve got this fundamental change now — them getting better at omnichannel, them getting better at the app, them improving the quality of the clothing and taking on Lululemon," he said.
“年复一年,没有进展,没有势头。故事里没什么好谈的。现在有了根本性的变化--他们变得更擅长全方位服务,他们在应用程序上变得更好,他们提高了衣服的质量,并与露露柠檬(Lululemon)展开了较量。“他说。
"This could become a growth stock and it's selling at 0.5x sales, so you don’t even have to pay up for the privilege of making that bet."
“这可能成为一只成长型股票,其售价是销售额的0.5倍,因此你甚至不需要为押注的特权买单。”
‘Taking An L’ On Slack: Like any investor, Brown’s track record is far from perfect. He acknowledge taking a loss on Slack Technologies Inc (NYSE:WORK) earlier this year.
给松弛打L分:和其他投资者一样,布朗的业绩记录远非完美。他承认,今年早些时候,松驰科技公司(纽约证券交易所代码:WORK)蒙受了损失。
“I think one of the things I didn’t count on was how much pressure Microsoft was going to be putting on Slack, almost as though they timed that pressure for the company’s IPO,” Brown said.
布朗说:“我认为有一件事是我没有料到的,那就是微软将对Slake施加多大压力,几乎就像他们为公司的IPO选择了时间一样。”
Slack’s choice to go public via a direct listing meant that, unlike companies that list traditionally, Slack was immediately exposed to insider selling pressure — and did not have the support of big bank IPO underwriters like Goldman Sachs (NYSE:MS), he said.
他说,Sack选择通过直接上市的方式上市意味着,与传统的上市公司不同,Sack立即面临内幕抛售压力--而且得不到高盛(NYSE:MS)等大银行IPO承销商的支持。
“I didn’t count on those two things, and it escaped me how important they might be.”
“我没有想到这两件事,我没有意识到它们可能有多重要。”
Watch to the full interview with Josh Brown in the clip below, or listen to the podcast here.
在下面的视频中观看对乔什·布朗的完整采访,或者在这里收听播客。
PreMarket Prep is a daily trading show hosted by prop trader Dennis Dick and former floor trader Joel Elconin. You can watch PreMarket Prep live every day from 8-9 a.m. ET Benzinga's YouTube channel, and the podcast is on Spotify, iTunes, Google Play, Soundcloud, Stitcher and Tunein.
盘前准备是由道具交易员丹尼斯·迪克(Dennis Dick)和前场内交易员乔尔·埃尔科宁(Joel Elconin)主持的每日交易节目。您可以每天上午8点到9点观看售前准备直播。ET Benzinga的YouTube频道,播客在Spotify、iTunes、Google Play、Soundcloud、Stitcher和TuneIn上。
译文内容由第三方软件翻译。