文章核心观点 - 财政部长贝森特对股市的积极态度创造了“贝森特看跌期权”效应 为市场提供了支撑 [3][10] - 特朗普政府表现出对股市的高度关注 政策转向会考虑市场反应 [5][7][8] - 在当前市场环境下 聚焦股票的封闭式基金被视为利用“贝森特看跌期权”主题的明智投资方式 [3][12] 市场情绪与政府影响 - 贝森特明确表示政策制定会避免引发市场愤怒 对市场抱有“健康的尊重” [8][9] - 市场参与者将当前情况与奥巴马时期的“伯南克看跌期权”相类比 现称为“贝森特看跌期权” [10] - 自贝森特就任以来 股市已上涨15% 短期内的每次抛售都被视为买入机会 [11] 投资机会：封闭式基金 - 建议关注以股票为重点的封闭式基金 例如Liberty All-Star Growth Fund 当前提供8.5%的股息收益率 [12] - ASG基金投资于各种市值的公司 前几大持仓包括微软和Alphabet等科技巨头 [13] - 该基金长期表现强劲 过去十年总回报率达195% 并定期增加派息和发放特别股息 [14] 基金具体优势 - ASG基金目前以相对于资产净值9.3%的折扣交易 远高于其五年平均2%的折扣水平 [15] - 其股息支付与基金底层表现挂钩 为管理层提供了 reinvest 利润的灵活性 [14] - 投资该基金可同时获得折扣回归正常带来的上涨潜力以及“贝森特看跌期权”的支撑 [15]

When a company closed due to to a bankruptcy, it used to mean the brand went away, at least for a little while. There have always been situations where a new owner might step in and save the brand, continuing to operate under its original name. That, for example, is what happened with David's Bridal. In that case, the judge was very reluctant to accept the no-cash offer where the new owner simply took on some of the debt from the former owners. She allowed the deal to go through, however, partially becau ...

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) is one of the stocks Jim Cramer spoke about recently. Answering a caller’s query regarding the stock, Cramer remarked: “Ah, man, I’m a member of Ollie’s army. Never go to one of the army members and think that he’ll doubt Ollie’s [buy, buy, buy].” Photo by Adam Nowakowski on Unsplash Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) sells discounted closeout and excess inventory across home goods, food, toys, electronics, and more. Some of the comp ...

Target Corporation (TGT) announced plans to eliminate approximately 1,800 corporate positions on Oct. 23, its first major workforce reduction in a decade. The cuts include about 1,000 current roles and 800 unfilled positions, or roughly 8% of the global corporate team. The move comes as sales remain under pressure, with a 1.9% decline in comparable store sales in the most recent quarter and annual revenue essentially flat over the last four years. TGT shares have tumbled 31.97% year-to-date (YTD), closing ...

公司概况 - 公司为折扣零售商 提供消费品、洗衣产品、食品饮料等多种商品 [1] - 公司市值约为225亿美元 在美国经营数千家零售店 [1] 近期业绩表现 - 第二季度同店销售额增长2.8% 净销售额同比增长5.1%至107亿美元 超出市场预期47个基点 [5] - 第二季度每股收益同比增长9.4%至1.86美元 超出市场预期19.2% [5] - 第二季度业绩公布后 股价在交易时段小幅上涨 [5] 未来业绩预期 - 第三季度每股收益预期为0.95美元 较去年同期0.89美元增长6.7% [2] - 2026财年全年每股收益预期为6.13美元 较2025财年5.92美元增长3.6% [3] - 2027财年每股收益预期为6.65美元 预计同比增长8.5% [3] 股价表现与市场比较 - 过去52周股价上涨27.9% 显著优于标普500指数18.4%的涨幅 [4] - 同期表现优于消费必需品精选行业SPDR基金2.3%的跌幅 [4] 分析师观点与评级 - 分析师对股票前景保持乐观 共识评级为"适度买入" [6] - 覆盖该股的30位分析师中 包括12个"强力买入"、1个"适度买入"和17个"持有"评级 [6] - 平均目标价为120.86美元 暗示较当前水平有17.6%的上涨潜力 [6]

Bentonville, Arkansas-based Walmart Inc. (WMT) runs supermarkets, warehouse clubs, cash and carry stores, and discount stores. With a market cap of $846.5 billion, Walmart operates through Walmart U.S., Walmart International, and Sam's Club segments. The discount retail giant is expected to announce its third-quarter results before the markets open on Thursday, Nov. 20. Ahead of the event, analysts expect Walmart to report a profit of $0.60 per share, up a modest 3.5% from $0.58 per share reported in the ...

Economic uncertainty and weakening consumer spending have forced many retailers, even long-established chains, to close stores in efforts to restore profitability as they navigate increasingly volatile financial times. While discount retailers have become the preferred shopping spaces for value-focused consumers, one well-known brand has struggled to achieve the same success. Family Dollar's parent company, Dollar Tree, revealed it would begin a round of store closures in 2024, shuttering 600 Family Doll ...

Google Stock Climbs Amid Anthropic Cloud Talks, Quantum Advances 5:40 AM ETGoogle stock climbed amid a report that Anthropic could be a new cloud computing customer while its CEO claimed more... 5:40 AM ETGoogle stock climbed amid a report that Anthropic could be... INVESTING RESOURCES Take a Trial Today BREAKING: Futures Mixed; Tesla Earnings Miss As the Dow Jones Industrial Average and other stock indexes traded mixed Tuesday, discount retail giant Walmart (WMT), Alphabet (GOOGL), Somnigroup (SGI) and Emb ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: Five Below is expanding its footprint to the Pacific Northwest region of the U.S. with eight new stores this November, per a Friday press release. Each of the new locations across Washington and Oregon will host a grand opening event on Nov. 8 featuring free giveaways, exclusive deals and more. The first 100 customers at each store during the event wil ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: U.K.-based B&M European Value Retail on Monday said its CFO is stepping down as the company revealed it did not correctly recognize about £7 million ($9.39 million) of overseas freight costs in its cost of goods sold, resulting in a “material” impact on its fiscal year 2026 outlook.  Mike Schmidt, the discount retailer’s finance chief since 2022, told the boar ...