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消费者 - 休闲:第三

    Felicia Hendrix.
    巴克莱
    Felicia Hendrix从亚军队开始回收第三名,她从2006年到2009年举行的位置。巴克莱分析师一般在过去一年中大部分地看跌,“通过让我走出小组来拯救我的钱,”观察一次买侧的爱好者。Hendrix在几款股票 - 皇家加勒比游轮和Vail度假村谨慎乐观 - 她认为将在长远来看。“Given historic low supply in the cruise industry and no new ship deliveries for Royal Caribbean in 2013 — coupled with ‘easy comps’” — that is, year-over-year comparisons that are likely to be favorable, owing to disappointing performance this year — Hendrix says, she expects the Miami-based cruise line’s stock to rally next year. She is similarly upbeat about the Broomfield, Colorado–based resort operator’s prospects but acknowledges that if snowfall is plentiful in the 2012–’13 ski season, “a return to normalized skier visits could render our current estimates and price target too low.”

    跑步者

    蒂莫西康德
    威尔斯法尔戈证券