《The Big 3: ROST, MRK, AAPL》
ROST 是一项看空交易,因卖方活动持续,且相对 TJX 等同业表现疲弱。
你这里的首选是 Ross Stores。该股当日小幅走低,但年初至今表现良好,上涨了 25%。从盈利来看,它刚刚经历了一段强劲的表现,但我从你笔记里的内容可以看出,你今天给我们带来了三只小熊,找不到金发姑娘。那么,请讲讲你是如何看待 Ross 的。
You've got Ross Stores as your first pick here. They're slightly lower on the session, but year-to- date performing well. They're up 25%. uh they're coming off a strong performance in terms of their earnings, but I know from looking across your notes that you've brought us three little bears today.
There's no Goldilocks to be found. So, uh take us through how you're looking at Ross.