Top Stock Picks for the Week of March 7th

요약 보기

2016년 3월 8일 전후 Zacks 전략가들이 이번 주 '톱 스톡 픽'을 소개한 영상이다. 자막 자동인식 오류가 있어 종목명은 문맥상 추정했다. [Dick's Sporting Goods - Dave Bosak] 스포츠 소매 경쟁사 Sports Authority의 파산으로 Sports Authority 매장의 약 23%가 Dick's 매장 인근에 위치해 수혜가 예상된다고 설명했다. 3월 8일 장 시작 전 실적 발표를 앞두고 있으며, Zacks 컨센서스 EPS는 0.15달러다. 지난 분기 1센트 미달했지만 가이던스가 핵심이라고 봤다. 차트상 최근 35달러 부근 바닥 이후 반등 중이며 21일·50일 이동평균선 위에 있고 200일선에 접근 중이다. 향후 1~2개월 목표 구간은 50달러 초반, 손절가는 약 42달러로 제시했다. [Broadcom - Kevin Cook] 구 Avago가 Broadcom을 인수해 사명을 바꾼 종목으로, 조정기에도 보유를 유지했다고 밝혔다. 애플 공급망 우려 속에서도 상대적으로 가장 잘 버텼고, 120달러 부근 하락 시 매수 의향을 밝혔다. 무선·유선 네트워크 사업을 모두 갖춰 강세가 기대되며, 애널리스트 평균 목표가는 약 165달러에서 185달러로 상향됐고 Bank of America는 200달러를 제시했다. 올해 EPS 추정치는 약 11~13달러 수준으로 언급됐다. 장기 보유 의견이다. [Acuity Brands(추정 Q 표기) - Sh] 상업용 부동산 조명기구 시장의 최대 업체로 북미 매출이 약 95%를 차지한다. 매출의 약 80%가 상업용 부동산 관련이며 신축과 리노베이션이 반반이다. 전통 조명에서 LED로의 구조적 전환(연 1~2% 속도)이 수혜 요인이다. 재무구조가 탄탄하고 2014년 여름 이후 실적 미스가 없었으며, 자사주 매입 없이도 연 20% 이상 EPS 성장을 보였다. 최근 220달러 부근에서 거래되며 추정치 상향 추세가 이어질 것으로 봤다. 중기 상승 전망이다. 진행자 Terry Rufalo는 사회자로 평가에서 제외했다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week and this week we have a full house of strategists here who are going to share their top picks of this week with you namely Equity strategists Dave Bosak Kevin Cook and our research director sh mean all the way down there on the end but Dave we're going to start with you stock that you and I have talked about in another segment Dick Sporting Goods yeah that's part of why I picked it Terry I wanted to show the secret sauce that we have in that other show as well um I thought it was just because you didn't have to do any extra work but that's okay oh no there's more to it there's more to it I had to dig a lot on this one um no if you take a look at Dick Sporting Goods the reason why I like it is we've had the recent bankruptcy and Sports Authority yep so when you have a major competitor of yours go under that uh that should both well for uh for your company the other thing is 23% of those Sports Authority locations had a Dick Sporting Goods within the the vicinity right so we think they're going to get a big shot in the arm for from that um so I'm hoping that their guidance is going to be great this quarter and they're going to report before the Market opens tomorrow so those are kind of that's that's part of the reason tomorrow's March the the 8th yeah the March 8th we're looking for a15 that's our Zach's consensus estimate for the current current quarter okay um last quarter they were off by they they missed by a penny um so not too bad to the downside so I'm I'm hoping they can turn it around here but I think this is going to be all about the guidance here but let's take a look at the stock chart real quick that I've pulled up uh here and you can see that we've kind of bottom down below 35 um towards the end of January and since then it's been rebounding nicely um now we're above the uh the 21-day moving average as well as the 50-day moving average approaching the 200 day so I think you're going to continue to see some momentum here um I'm kind of targeting you know the low 50s for this over the next couple of months but uh if things go arai you could set a stop loss for yourself down around $42 so you don't have to hang on to this thing or fall on that sword okay Mr cook sir you're taking a look at broadcom broadcom is the new avago same stock symbol as the old company avgo aago bought broadcom the deal closed early this quarter mhm and uh full disclosure we own it in the FTM portfolio Okay we stuck with it during the correction even as I became more cautious about the broad market and lots of stocks like apple avago now broadcom is an apple supplier and all these stocks were getting hit on Apple worries broadcom held up the best and that's why we hung on to it and we're buyers of the dips uh you know down to 120 uh and it's proven itself they reported last week the report they gave was for when it was still aago so it was avago's fourth quarter officially closed the books there beat uh then they're raising guidance for the new company broadcom now they now what do they do what do they make they're obviously I mentioned Apple so they're in the wireless segment they make all kinds of these uh boosters for mobile phone communication for the RF frequencies and then they have a huge Hardline wire business so helping Enterprises you know build out the new 100 Gig structure uh and with broadcom they pick up more of both of those areas both Wireless and hardwire so uh I knew that a strong stock like this was one you wanted to stay with during the correction we did now the analysts I mean the the guidance wasn't spectacular for the coming quarter but the guidance are the analysts Are Climbing all over themselves to to you know raise estimates and price targets the uh the average estimate for this year goes close to $11 $13 for 2017 and price targets have moved from an average of about 165 up to 185 and Bank of America is on the high end at 200 so this is why we still love broadcom and I think it's it's one you want to own for a while all right shz you're taking a look at uh Q brand that's right uh lighting fixtures this was a stock we had in the 2015 top 10 uh a strong performer there uh the stock pulled back with the recent correction it was about 240 came down to around 190 it's back around 25 220 um uh it's it's a fixtures lighting fixtures maker uh marketer uh primarily a play on the uh commercial real estate market they don't really have much in the residential Market uh they are the largest in the space primarily a North American player about 95% of Revenue comes from North America um uh about 80% uh of the of the business is commercial real estate and then it's half and half uh meaning about 50% is new construction 50% uh is retrofit uh and uh and maintenance type of a work so they are the leader in the LED lighting and uh there is this secular shift on top of the cyclical uh momentum in uh commercial real estate Construction there is the secular momentum in the transition from the conventional lighting to the LED lighting uh and that conversion is going on at a 1 to 2% annual rate they are the big beneficiary of that uh it's a Zach rank to they have a stellar balance sheet uh strong organic growth you see that in the uh uh in the uh in the estimate revisions trend for the stock we see that steady going up and the price consensus and surprise chart is just a thing of beauty as as you guys could see um uh it hasn't missed estimates since uh the summer of 2014 and uh 20% plus EPS growth without the financial engineering of uh uh of share bybs would be an impressive thing for uh for an industrial company uh it's it's not a Google or a Facebook uh it's an old line um industrial player and um I think the momentum should continue okay well thank you all for the input for this week and there you have it this week's top stock picks from uh some of our top Zach strategists here and here's a reminder if you want some other stock information like commentary or stock picks or stock picking strategies among other things get on over to our website zach.com if you're not there already watching this video you can link to a lot of information in those areas right off the homepage if you're watching these videos on YouTube you can always subscribe to them there and you can comment on them as well meantime with everyone here I'm Terry rufalo