Schwab Network 对 $TJX 的判断变化

2026-09-03看涨
Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX
TJX下跌16%是过度反应;当前价格提供了买入机会,预计第四季度盈利强劲。

所以,我们现在看到像 TJX 这样的股票刚刚下跌,我们认为这种下跌有些不合理。因此,我们认为随着我们进入第四季度,这可能是一个很好的机会,而且我们认为到年底他们应该会获得非常好的利润。

So, we are now looking at a stock like TJX that has just declined , and we believe that this decline is somewhat unjustified . Therefore, we believe this could be a great opportunity as we enter the fourth quarter, and they should make very good profits by the end of the year in our opinion.

嗯,TJX 是一个有趣的案例,因为他们下跌了大约 16%,我想。有一些关于库存分类问题的担忧,如果我在考虑报告正确的收益,我确实这么认为。

Well, TJX is an interesting case because they saw a decline of approximately 16%, I think. There were some concerns about an inventory sorting issue if I'm thinking about reporting the correct earnings, which I do think.