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."
與其出於估值考慮而回避科技板塊，投資者應該考慮投資於股價低於整體市場的不同科技公司，步行者金融的肖恩·奧哈拉(Sean O‘Hara)週四在CNBC的“街上的尖叫”節目中説。
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.
雲播放：納斯達克目前的市盈率為38倍，但IBM奧哈拉説，(紐約證券交易所股票代碼：IBM)目前的市盈率還不到這個倍數的一半。
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.
他告訴CNBC，該公司正在向雲過渡，它產生了大量的自由現金流。他表示，投資IBM讓投資者有機會以比該領域許多大牌公司低得多的估值進入雲空間。
Related Link: Understanding IBM's Unusual Options Activity
相關鏈接：瞭解IBM不同尋常的期權活動
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.
流媒體機會： Netflix Inc.(Nasdaq：NFLX)是流媒體領域最大的公司，但該公司未來將與增長限制作鬥爭，O‘Hara告訴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.
維亞康姆哥倫比亞廣播公司(納斯達克股票代碼：VIAC)和探索通信公司(納斯達克股票代碼：DISCA)正在進入流媒體業務，兩家公司都產生了充足的自由現金流，他説。
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，維亞康姆哥倫比亞廣播公司(ViacomCBS)已經籌集了一些現金，並通過派拉蒙擁有內容。奧哈拉説，Discovery是一項低成本的輸入流服務，因為它是基於現實的。
"Free cash flow is important in a rising inflation environment," he emphasized.
他強調：“在通脹上升的環境下，自由現金流很重要。”
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.
價格行動：週四最新數據顯示，ibm漲0.57%，報140.55美元；維亞康姆哥倫比亞廣播公司跌2.03%，報41.93美元；Discovery跌1.69%，報29.06美元；奈飛跌0.28%，報534.48美元。