Are These 4 Stocks Trading At A Discount?
Are These 4 Stocks Trading At A Discount?
Instead of avoiding the technology sector on valuation concerns, investors should consider investing in different technology names that are trading at a discount to the overall market, Pacer Financial's Sean O'Hara said Thursday on CNBC's "Squawk On The Street."
与其出于估值考虑而回避科技板块，投资者应该考虑投资于股价低于整体市场的不同科技公司，步行者金融的肖恩·奥哈拉(Sean O‘Hara)周四在CNBC的“街上的尖叫”节目中说。
Cloud Play: The Nasdaq is trading at 38x earnings, but IBM (NYSE:IBM) is trading at less than half of that multiple, O'Hara said.
云播放：纳斯达克目前的市盈率为38倍，但IBM奥哈拉说，(纽约证券交易所股票代码：IBM)目前的市盈率还不到这个倍数的一半。
The company is transitioning to the cloud and it generates a large amount of free cash flow, he told CNBC. Investing in IBM gives investors an opportunity to play the cloud space at a much lower valuation than many of the big names in the space, he said.
他告诉CNBC，该公司正在向云过渡，它产生了大量的自由现金流。他表示，投资IBM让投资者有机会以比该领域许多大牌公司低得多的估值进入云空间。
Related Link: Understanding IBM's Unusual Options Activity
相关链接：了解IBM不同寻常的期权活动
Streaming Opportunities: Netflix Inc (NASDAQ:NFLX) is the biggest name in the streaming space, but the company will be battling growth constraints moving forward, O'Hara told CNBC.
流媒体机会： Netflix Inc.(Nasdaq：NFLX)是流媒体领域最大的公司，但该公司未来将与增长限制作斗争，O‘Hara告诉CNBC。
ViacomCBS Inc (NASDAQ:VIAC) and Discovery Communications Inc (NASDAQ:DISCA) are entering the streaming business and both companies generate ample amounts of free cash flow, he said.
维亚康姆哥伦比亚广播公司(纳斯达克股票代码：VIAC)和探索通信公司(纳斯达克股票代码：DISCA)正在进入流媒体业务，两家公司都产生了充足的自由现金流，他说。
ViacomCBS has raised some cash and owns content via Paramount, he noted. Discovery is a low-cost input streaming service because it is reality-based, O'Hara said.
他指出，维亚康姆哥伦比亚广播公司(ViacomCBS)已经筹集了一些现金，并通过派拉蒙拥有内容。奥哈拉说，Discovery是一项低成本的输入流服务，因为它是基于现实的。
"Free cash flow is important in a rising inflation environment," he emphasized.
他强调：“在通胀上升的环境下，自由现金流很重要。”
Price Action: At last check Thursday, IBM was up 0.57% at $140.55; ViacomCBS was down 2.03% at $41.93; Discovery was down 1.69% at $29.06 and Netflix was down 0.28% at $534.48.
价格行动：周四最新数据显示，ibm涨0.57%，报140.55美元；维亚康姆哥伦比亚广播公司跌2.03%，报41.93美元；Discovery跌1.69%，报29.06美元；奈飞跌0.28%，报534.48美元。