ROAD 是一个买入机会；相对于上调指引和已签约收入等基本面，近期的股价疲软并不合理。
逐段跳播
所以，正如我刚才所说，我会继续在我的投资组合中买入更多Brookfield Asset Management和Construction Partners，这是我目前持续买入的两只主要股票。
So, as I just said, I am continuing to buy more Brookfield Asset Management and Construction Partners in my portfolio and these are the two main stocks that I am continuing to buy.
它们基本上是我目前唯一在买入的两只股票。我只是认为，这两只股票都因利率上升和油价上涨的担忧而受到了不合理的打击。
They're pretty much the only two stocks that I am buying right now. I simply think that both of these stocks have been hit unjustifiably by higher interest rates and higher oil price fears.
现在来说Construction Partners。这只股票在公布了非常好的第三季度业绩后，同样在市场上遭到了重创。
Now moving on to construction partners. This one has been hit hard in the market as well after reporting a very good Q3 earnings result.
他们实际上再次上调了业绩指引，这是今年第三次。今年他们每个季度都在上调指引，并且他们宣布，明年80%至85%的收入已通过合同锁定。
They actually upped their guidance again for the third time this year. They've been upping their guidance every single quarter this year and they have announced that they have 80 to 85% of their revenue for next year contractually locked in.
因此他们对明年的前瞻指引几乎是确定的，这家公司还在继续收购更多公司，而且他们与客户的合同中包含通胀对冲条款，可以将更高的油价和更高的ashvault价格转嫁给客户。
So their forward guidance for next year is almost certain and this business is continuing to acquire more companies and they also have inflation hedges within their contracts with their customers where they can pass on higher oil prices and higher ashvault prices to their customers.
所以他们的利润率在很大程度上得到了保护，而且他们实际上预计今年的利润率将高于去年。简单来说，我认为Construction Partners在第三季度后的抛售，从市销率与Ebeta的角度来看完全没有道理。它目前的交易价格也处于约六年来的低点。
So their margins are largely protected and they are actually projecting higher margins this year versus last year. So to put it simply, I don't think that the sell-off for construction partners after their Q3 is at all justified on a price to Ebeta basis. It is also trading around its six-year lows.
这家公司的收入、Ibata和经营现金流都在持续大幅复合增长。他们预计到2030年将把业务规模翻一番，而且他们历来都能大幅达到甚至超越自己的目标。
And the business is continuing to compound its revenue, Ibata, and operating cash flow tremendously. And they are projecting to double the business by 2030. and they have a history of meeting and beating their own targets tremendously.
所以，我认为这只股票因利率上升的担忧而遭到重创，但我认为这些担忧被夸大了，这反而为我这样的长期投资者提供了更好的机会，可以继续买入并增加我在Construction Partners的仓位，而这正是我一直在做的。
So, I think that this one has been hit hard due to higher interest rate fears, but I think that these fears are overblown, which is providing me as a long-term investor with an even better opportunity to continue buying and increasing my position in construction partners, which is exactly what I have been doing.
这个频道对 $ROAD 的历次判断
Daniel Pronk 在这只股票上共 2 条判断，这里只列相邻的几条。