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.
本週五,CNBC撰稿人、Ritholtz Wealth Management首席執行官、新書《我如何投資我的錢》(How I Invest My Money)的作者喬什·布朗(Josh Brown)參加了本辛加的上市前準備節目。
Brown discussed his outlook for stocks in the coming months and potential economic recovery plays in anticipation of coronavirus vaccines hitting the market.
布朗討論了他對未來幾個月股市的展望,以及潛在的經濟復甦前景,因為他預計冠狀病毒疫苗將投放市場。
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.
布朗的經濟復甦:布朗説,他看好從現在到年底的股價,並預測未來幾周標準普爾500指數將崩盤。
“I hate saying it out loud because if it doesn’t happen ... you know. But I’m starting to think that way,” he said.
“我討厭大聲説出來,因為如果它不發生的話……你知道。但我開始這麼想了。“他説。
Brown owns reopening stocks like Starbucks Corporation (NASDAQ:SPG).
布朗擁有星巴克公司(納斯達克股票代碼:SPG)等重新開業的股票。
“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.
布朗説:“我所在的一些公司真的需要重新開業,才能恢復到2019年的數字,他們可能需要兩年時間才能做到這一點。”
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,布朗説,他的定位是為了預測人們在接下來的幾個月裏聽到朋友和家人接種冠狀病毒疫苗的消息時會有什麼感覺。
Gap Growth Story: Brown is bullish on another economic recovery stock, Gap Inc (NYSE:GPS).
Gap Growth故事:布朗看好另一隻經濟復甦的股票,Gap Inc.(紐約證券交易所代碼: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.
“年復一年,沒有進展,沒有勢頭。故事裏沒什麼好談的。現在有了根本性的變化--他們變得更擅長全方位服務,他們在應用程序上變得更好,他們提高了衣服的質量,並與露露檸檬(Lululemon)展開了較量。“他説。
"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."
“這可能成為一隻成長型股票,其售價是銷售額的0.5倍,因此你甚至不需要為押注的特權買單。”
‘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.
給鬆弛打L分:和其他投資者一樣,布朗的業績記錄遠非完美。他承認,今年早些時候,鬆馳科技公司(紐約證券交易所代碼:WORK)蒙受了損失。
“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.
布朗説:“我認為有一件事是我沒有料到的,那就是微軟將對Slake施加多大壓力,幾乎就像他們為公司的IPO選擇了時間一樣。”
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.
他説,Sack選擇通過直接上市的方式上市意味着,與傳統的上市公司不同,Sack立即面臨內幕拋售壓力--而且得不到高盛(NYSE:MS)等大銀行IPO承銷商的支持。
“I didn’t count on those two things, and it escaped me how important they might be.”
“我沒有想到這兩件事,我沒有意識到它們可能有多重要。”
Watch to the full interview with Josh Brown in the clip below, or listen to the podcast here.
在下面的視頻中觀看對喬什·布朗的完整採訪,或者在這裏收聽播客。
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.
盤前準備是由道具交易員丹尼斯·迪克(Dennis Dick)和前場內交易員喬爾·埃爾科寧(Joel Elconin)主持的每日交易節目。您可以每天上午8點到9點觀看售前準備直播。ET Benzinga的YouTube頻道,播客在Spotify、iTunes、Google Play、Soundcloud、Stitcher和TuneIn上。
譯文內容由第三人軟體翻譯。