RH是逆向买入标的;资产负债表改善(约1.25亿美元现金)和价格大幅下跌(从700美元跌至约100美元)支持在数月内建仓。
逐段跳播
RH 是另一只我想建仓的。他们的资产负债表改善了很多。如果我没记错,最近一个季度他们大概有 1.25 亿美元现金。所以情况正在好得多。这是一只我会看作逆向买入的股票。没人想持有 RH 这样的股票。
房地产行业过去几年一直很糟糕。现在房贷利率高得离谱,对吧?已经到 7% 多了。现在没人想要 RH 这样的股票。这只股票五年前是 700 美元。今天只有 100 多美元,对吧?所以这是我想真正逆向操作、并在未来几个月建仓的一只。
RH is another one I want to build out. Their balance sheets improved a lot. If I recall the latest quarter they had something around 125 million in cash. So that's getting in a much better place.
Uh this is one I look at contrarian buy. No one wants to own a stock like RH. The real estate industry has been trash for the last several years. Mortgage rates are skyhigh right now, right?
They're in the sevens. No one wants a stock like RH right now. The stock was $700 five years ago. It's 100 something today, right? So, this is one I want to really be a contrarian on and build out that position over the next several months.
这个频道对 $RH 的历次判断
Financial Education 在这只股票上共 4 条判断,这里只列相邻的几条。