Screening For Black Friday Bargains In The Stock Market
Screening For Black Friday Bargains In The Stock Market
Screening For Bargains On Black Friday
黑色星期五尋找優惠
Since American retailers traditionally offer deals on the day after Thanksgiving ("Black Friday"), it seemed fitting to see if the stock market was offering any too. The main metric I used to screen for deals was Chartmill's overall valuation rating. I used that, because it incorporates several measures of valuation, including Price/Earnings (P/E), Forward P/E, Price/Book, and PEG (P/E divided growth rate).
由於美國零售商傳統上會在感恩節後的第二天("黑色星期五")提供折扣,因此查看股票市場是否也有優惠似乎很合適。我用於篩選優惠的主要指標是Chartmill的整體估值評級。我之所以使用這個,是因爲它包含了幾項估值指標,包括市盈率(P/E)、預期市盈率、市淨率和PEG(市盈率除以增長率)。
Setting Up The Screen
設置篩選條件
To make sure I wasn't picking up a bunch of "cheap for a reason" stocks, I added a few other technical and fundamental metrics to the screen:
爲了確保我沒有挑選到一堆"因理由而便宜"的股票,我在篩選中添加了一些其他的技術和基本指標:
Trades in U.S.
Has options.
Valuation rating >=7.
Technical rating >=6
Set-up rating >=6
Growth rating >=6
Profitability rating >=6
Piotroski F-Score >=8
在美國進行交易。
有期權。
估值評級 >=7。
技術評級 >=6
設定評級 >=6
增長評級 >=6
盈利能力評級 >=6
Piotroski F-Score >=8
The technical and valuation ratings are self-explanatory; the set-up rating measures the short-term consolidation of share prices. Each of those ratings is on a scale of 0 to 10, with 10 being best; the Piotroski F-Score is on a scale from 0 to 9, with 9 being best.
技術與估值評級不言而喻;設定評級衡量股票價格的短期整合。上述評級均在0到10的範圍內,10爲最佳;Piotroski F-Score的範圍爲0到9,9爲最佳。
The Results
結果
That screen yielded these four names:
該篩選得出了以下四個名字:
Neurocrine Biosciences, Inc. (NASDAQ:NBIX)
United Therapeutics Corp. (NYSE:UNH)
Supernous Pharmaceuticals, Inc. (NASDAQ:SUPN)
Expedia Group, Inc. (NASDAQ:EXPE)
神經生物科學公司(NASDAQ:NBIX)
聯合治療公司 (紐交所: UNH)
超諾斯製藥公司 (納斯達克: SUPN)
Expedia集團股份有限公司(納斯達克股票代碼:EXPE)
Are These Stocks Worth Buying Now?
這些股票現在值得買入嗎?
Maybe, but they're probably not the best stocks to buy now. The best stocks typically aren't cheap. In a recent post ("The Post That Just Saved Us Money On Nvidia"), I mentioned that I'd consider placing a bullish options trade on Nvidia Corporation (NASDAQ:NVDA) again when it had a valuation rating of 6. I didn't say a valuation rating of 7, because as long as the AI story continues, I don't expect Nvidia to trade that cheaply. It may not even trade at a valuation rating of 6 in the near future, outside of a major market correction. Maybe it's not worth waiting for one.
也許,但它們可能不是現在最好的買入股票。最好的股票通常並不便宜。在最近的發帖中("剛剛爲我們節省了錢的發帖"),我提到,當英偉達公司(納斯達克: NVDA)的估值評級爲6時,我會考慮再次進行看好的期權交易。我沒有說估值評級爲7,因爲只要人工智能的故事繼續,我不期望英偉達的交易會那麼便宜。也許在不發生重大市場調整的情況下,它在不久的將來也不一定會以估值評級6交易。也許不值得等待。
The Valuation Ratings Of Portfolio Armor's Top Ten Names
投資組合護甲的十大名稱的估值評級
On Wednesday, I posted Portfolio Armor's top ten names. Those are the ones are system estimates will have the highest returns over the next six months, net of hedging costs.
週三,我發帖了投資組合護甲的十大名稱。這些是我們系統預計在接下來的六個月內,將在對沖成本淨值上獲得最高回報的股票。
Occasionally, we see some inexpensive stocks on that list (valuation ratings of 7 or so), but this week. The average valuation rating of the stocks in Wednesday's top ten was 2.7. The overall top name, Tesla, Inc. (NASDAQ:TSLA), had a valuation rating of 4.
偶爾,我們會在那個列表上看到一些便宜的股票(估值評級大約爲7),但這一週,週三的前十大股票的平均估值評級爲2.7。整體排名第一的是特斯拉公司(納斯達克:TSLA),其估值評級爲4。
譯文內容由第三人軟體翻譯。