Barron's Picks And Pans: Apple, Boeing, Disney, Tesla And More
Barron's Picks And Pans: Apple, Boeing, Disney, Tesla And More
This weekend's Barron's cover story explains why Dow 30,000 is just the start.
本週末巴倫的封面故事解釋了為什麼陶氏3萬只是個開始。
Other featured articles offer a close look at stock picks from some Barron's Roundtable panelists.
其他專題文章提供了一些Barron‘s Roundtable小組成員的股票精選。
Also, the prospects for pharma and biotech stocks under fire and a struggling aerospace and defense giant.
此外，製藥和生物科技股受到抨擊，以及陷入困境的航空航太和國防巨頭的前景。
Cover story "The Method Behind the Melt-Up: Why the Dow Won't Stop at 30,000" by Ben Levisohn shares why, as investors reach for yield again and with Dow 30,000 in sight, stocks still have room to run. Does that include the likes of Goldman Sachs Group Inc (NYSE: GS) and Microsoft Corporation (NASDAQ: MSFT)?
本·萊維森的封面故事《熔燬背後的方法：為什麼道瓊恩斯指數不會在30,000點止步》分享了為什麼在投資者再次尋求收益，道瓊恩斯指數30,000點在望的情況下，股市仍有上漲空間。包括像這樣的東西嗎高盛股份有限公司(紐約證券交易所：GS)和微軟公司(納斯達克：微軟)?
Barron's Roundtable panelist Rupal Bhansali's makes a case that Apple Inc. (NYSE: AAPL) is disadvantaged on many fronts and trying to play catch-up in "Time to Short Apple, Says Rupal Bhansali. Yes, Short Apple."
Barron‘s圓桌小組成員Rupal Bhansali’s提出的理由是蘋果。(紐約證券交易所股票代碼：AAPL)在許多方面處於劣勢，並試圖在“做空蘋果的時間”方面迎頭趕上，魯帕爾·班薩利說。蘋果“
In "Disney Stock Looks Attractive for the Next 10 Years, Bill Priest Says," Barron's Roundtable panelist William Priest says that by focusing on creative talent and shared infrastructure, Walt Disney Co (NYSE: DIS) can make a meaningful transition.
在《未來10年迪士尼股票看起來很有吸引力，比爾·普裡斯特說》一書中，Barron的圓桌小組成員威廉·普裡斯特說，通過專注於創意人才和共享基礎設施，華特迪士尼公司(紐約證券交易所：DIS)可以進行有意義的過渡。
Spotify Technology SA (NYSE: SPOT) had more than 100 million premium subscribers last year and is outcompeting Apple, according to "Tesla and Spotify Stock Could Soar Tenfold, James Anderson Says" by James Anderson. See why this Barron's Roundtable panelist likes Tesla Inc (NASDAQ: TSLA) as well.
Spotify Technology SA(紐約證券交易所：現貨根據詹姆斯·安德森的《特斯拉和Spotify股票可能飆升十倍，詹姆斯·安德森說》，去年特斯拉擁有超過1億高端用戶，並正在超越蘋果。看看這位Barron‘s圓桌小組成員為什麼喜歡特斯拉公司(納斯達克代碼:TSLA)也是。
In Meryl Witmer's "Bed Bath & Beyond is Ready to Rally Under a New CEO, Meryl Witmer Says," find out why this Barron's Roundtable panelist says Bed Bath & Beyond Inc. (NASDAQ: BBBY) will not be an overnight success, but the new CEO can build a strong omnichannel retailer.
在梅麗爾·維特默的《Bed Bath&Beyond is Ready to Rally by a New CEO，Meryl Witmer》一書中，梅麗爾·維特默說，瞭解為什麼這位Barron‘s圓桌小組成員說Bed Bath&Beyond Inc.(納斯達克：再見)不會一蹴而就，但新任首席執行官可以打造一家強大的全方位渠道零售商。
See also:AMD Poaches Intel Executive To Spearhead Server Business
另見：AMD偷獵者英特爾主管服務器業務的主管
"Redfin's Stock Could More Than Double, Says Henry Ellenbogen" by Barron's Roundtable panelist Henry Ellenbogen points out that the average Redfin Corp (NASDAQ: RDFN) agent closes three times as many transactions as the average real estate agent in the country.
Barron‘s圓桌討論小組成員Henry Ellenbogen所寫的《Redfin的股票可能會翻一番，Henry Ellenbogen說》指出，平均Redfin公司(納斯達克：RDFN經紀人完成的交易量是這個國家普通房地產經紀人的三倍。
Presidential candidates may have the drug industry in their sights, but executives and investors from Pfizer Inc. (NYSE: PFE) and others claim they are ready. So says Josh Nathan-Kazis's "Pharma and Biotech Aren't Worried About Democrats' Attacks Against Drugmakers."
總統候選人可能把製藥業放在了他們的視線中，但來自輝瑞。(紐約證券交易所：PFE)，其他人則聲稱他們已經準備好了。因此，喬希·內森-卡齊斯的“製藥和生物技術公司並不擔心民主黨人對製藥商的攻擊。”
In "A Big Contrarian Investor Bought Up Boeing Stock," Ed Lin reveals which boutique investment firm has more than doubled its investment in the embattled aerospace giant Boeing Co (NYSE: BA). See what else this contrarian investor has been buying.
在《大反向投資者買進波音股票》一書中，林透露，哪家精品投資公司對這家陷入困境的航空航太巨頭的投資增加了一倍多波音(紐約證券交易所：英航)。看看這位反向投資者還在買入什麼。
Also in this week's Barron's:
同樣在本週的Barron‘s雜誌上：
How Barron's beat the stock market last year
Barron‘s去年是如何擊敗股市的
Why not all sustainable funds are created equal
為什麼不是所有可持續發展基金的創建都是平等的
Why blank-check companies are too hot for investors to ignore
為什麼空白支票公司如此炙手可熱，投資者無法忽視
Whether the trade pact with China is less than meets the eye
與中國的貿易協定是否沒有表面上看起來那麼好
At the time of this writing, the author had no position in the mentioned equities.
在撰寫本文時，作者並未持有上述股票的頭寸。
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通過關注Benzinga on，瞭解所有最新的突發新聞和交易想法推特。
譯文內容由第三人軟體翻譯。