Daniel Pronk发布 2026-09-11
《4 Undervalued Stocks I Plan to Keep Buying》
$ROAD看涨
ROAD 近期 20% 的下跌属于过度反应；基本面强劲，利率风险可控（对盈利影响最多 3-4%），且股价足够便宜，足以支撑在 100 美元以下继续买入。
现在，让我们快速进入我们要谈的第四只、也是最后一只股票。这一只是 Road，也就是 Construction Partners，因为该股在发布了我认为非常不错的财报后下跌了大约 20%。
Now, let's move on to the fourth and final stock that we have to talk about very quickly. And this one is road or construction partners because the stock is down roughly 20% after posting what I thought was a very good earnings report.
所以，TL;DR 是，我认为 Road 的业务一切都好得很。投资逻辑依然完好，市场只是在惊慌失措，因为债券收益率持续上升，还有通胀担忧。
So, the TLDDR is I think that everything is more than fine with Road's business. The thesis is still intact and the market is just freaking out because bond yields continue to rise and there are inflation worries.
他说在等