trevor_t3的个人主页 - 老虎社区

trevor_t3

trevor_t3

暂无个人介绍

IP属地：未知

89关注

12粉丝

0主题

0勋章

2021-10-03

Build cash and buy the dip when low enough

抱歉，原内容已删除

2021-08-12

Support Unity

Unity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote>

2021-08-12

Competitors increasing and dont forget the existing car makers also going into EV

抱歉，原内容已删除

2021-08-12

Hope bullish

Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote>

2021-08-12

Good

3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote>

2021-08-12

Good

8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4091698713343880","uuid":"4091698713343880","gmtCreate":1628595679807,"gmtModify":1628736002534,"name":"trevor_t3","pinyin":"trevort3trevort3","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":12,"headSize":89,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":6,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.01","exceedPercentage":"60.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":867147046,"gmtCreate":1633231092385,"gmtModify":1633231092529,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Build cash and buy the dip when low enough","listText":"Build cash and buy the dip when low enough","text":"Build cash and buy the dip when low enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867147046","repostId":"2172964606","repostType":4,"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895886821,"gmtCreate":1628733428863,"gmtModify":1631889054539,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Support Unity","listText":"Support Unity","text":"Support Unity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895886821","repostId":"1187115140","repostType":4,"repost":{"id":"1187115140","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628690397,"share":"https://www.laohu8.com/m/news/1187115140?lang=zh_CN&edition=full","pubTime":"2021-08-11 21:59","market":"us","language":"en","title":"Unity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187115140","media":"Tiger Newspress","summary":"Unity Software shares gains 10% in early trading.\nUnity posted a Q2 loss of $0.02 per share on sales","content":"<p>Unity&nbsp;Software&nbsp;shares&nbsp;gains&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Unity Software股价早盘上涨10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/60f0ca932c3c5711de4b40a6b16f1d8d\" tg-width=\"897\" tg-height=\"622\" referrerpolicy=\"no-referrer\">Unity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.</p><p><blockquote>Unity公布第二季度每股亏损0.02美元，销售额为2.736亿美元，高于分析师普遍预期的每股亏损0.11美元，销售额为2.423亿美元。Unity此前预计第二季度销售额为2.425亿美元，处于指导中点。</blockquote></p><p> “At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.</p><p><blockquote>“在Unity，我们的目标是为创作者提供作为RT3D创作者取得成功的最佳工具。Unity旨在使创作者能够构建任何数字化内容，并在数十种平台类型和设备上即时部署他们的作品，这是为了让参与构建所有创作者都可以使用的元宇宙，”Unity总裁兼首席执行官John Riccitiello说道。</blockquote></p><p> The company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.</p><p><blockquote>该公司的前景也超出了预期，预计第三季度收入将在2.6亿美元至2.65亿美元之间，超过市场普遍预期的2.533亿美元。全年来看，该公司预计全年营收在10.5亿美元至10.6亿美元之间，高于该公司此前预测的10亿美元至10.2亿美元以及分析师普遍预期的10.1亿美元。</blockquote></p><p> Furthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.</p><p><blockquote>此外，该公司报告称，将以约3.2亿美元现金收购远程桌面和流媒体技术公司Parsec。</blockquote></p><p> Oppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.</p><p><blockquote>Oppenheimer分析师Martin Yang将该股跑赢大盘的目标价从每股103.00美元上调至每股125.00美元，此前该公司第二季度业绩好于预期，“运营势头令人印象深刻”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-11 21:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Unity&nbsp;Software&nbsp;shares&nbsp;gains&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Unity Software股价早盘上涨10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/60f0ca932c3c5711de4b40a6b16f1d8d\" tg-width=\"897\" tg-height=\"622\" referrerpolicy=\"no-referrer\">Unity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.</p><p><blockquote>Unity公布第二季度每股亏损0.02美元，销售额为2.736亿美元，高于分析师普遍预期的每股亏损0.11美元，销售额为2.423亿美元。Unity此前预计第二季度销售额为2.425亿美元，处于指导中点。</blockquote></p><p> “At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.</p><p><blockquote>“在Unity，我们的目标是为创作者提供作为RT3D创作者取得成功的最佳工具。Unity旨在使创作者能够构建任何数字化内容，并在数十种平台类型和设备上即时部署他们的作品，这是为了让参与构建所有创作者都可以使用的元宇宙，”Unity总裁兼首席执行官John Riccitiello说道。</blockquote></p><p> The company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.</p><p><blockquote>该公司的前景也超出了预期，预计第三季度收入将在2.6亿美元至2.65亿美元之间，超过市场普遍预期的2.533亿美元。全年来看，该公司预计全年营收在10.5亿美元至10.6亿美元之间，高于该公司此前预测的10亿美元至10.2亿美元以及分析师普遍预期的10.1亿美元。</blockquote></p><p> Furthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.</p><p><blockquote>此外，该公司报告称，将以约3.2亿美元现金收购远程桌面和流媒体技术公司Parsec。</blockquote></p><p> Oppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.</p><p><blockquote>Oppenheimer分析师Martin Yang将该股跑赢大盘的目标价从每股103.00美元上调至每股125.00美元，此前该公司第二季度业绩好于预期，“运营势头令人印象深刻”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187115140","content_text":"Unity Software shares gains 10% in early trading.\nUnity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.\n“At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.\nThe company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.\nFurthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.\nOppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895888288,"gmtCreate":1628733383444,"gmtModify":1633689920578,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Competitors increasing and dont forget the existing car makers also going into EV","listText":"Competitors increasing and dont forget the existing car makers also going into EV","text":"Competitors increasing and dont forget the existing car makers also going into EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895888288","repostId":"1149859103","repostType":4,"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895881637,"gmtCreate":1628733317929,"gmtModify":1631883992835,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Hope bullish","listText":"Hope bullish","text":"Hope bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895881637","repostId":"1106699544","repostType":4,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://www.laohu8.com/m/news/1106699544?lang=zh_CN&edition=full","pubTime":"2021-08-12 07:14","market":"hk","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<p>  Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.  Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升127%，超出华尔街预期。蔚来(<b>蔚来</b>)-Get Report周三公布了好于预期的第二季度收益，这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于43.99美元。蔚来报告每股净亏损7美分。调整后每股亏损为3美分。FactSet调查的分析师预计每股亏损9美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元，同比增长127.2%。FactSet共识要求收入为13亿美元。汽车销售额达到12.3亿美元，同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示，本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合实现了更高的交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来汽车7月份交付了7,931辆汽车，同比增长124.5%，但较6月份的8,083辆下降了1.9%。蔚来表示，第三季度预计将交付23,000至25,000辆汽车，同比增长88.4%至104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间，同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来创始人、董事长兼首席执行官William Bin Li在一份声明中表示，该公司在2021年第二季度实现了创纪录的21896辆季度交付量：</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>Bin表示：“虽然全球供应链仍面临不确定性，但我们一直在与合作伙伴密切合作，以提高整体供应链产能。”“我们的目标是在2022年交付三款基于蔚来技术平台2.0的新产品，包括旗舰级高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官Steven Wei Feng表示，整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示，车辆利润率的增长主要是由于车辆交付量的增加、平均售价的提高以及材料成本的降低。</blockquote></p><p> Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月，蔚来表示，计划到2025年底增加3,700个电池交换站，这将使其达到4,000个。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-08-12 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.  Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升127%，超出华尔街预期。蔚来(<b>蔚来</b>)-Get Report周三公布了好于预期的第二季度收益，这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于43.99美元。蔚来报告每股净亏损7美分。调整后每股亏损为3美分。FactSet调查的分析师预计每股亏损9美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元，同比增长127.2%。FactSet共识要求收入为13亿美元。汽车销售额达到12.3亿美元，同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示，本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合实现了更高的交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来汽车7月份交付了7,931辆汽车，同比增长124.5%，但较6月份的8,083辆下降了1.9%。蔚来表示，第三季度预计将交付23,000至25,000辆汽车，同比增长88.4%至104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间，同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来创始人、董事长兼首席执行官William Bin Li在一份声明中表示，该公司在2021年第二季度实现了创纪录的21896辆季度交付量：</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>Bin表示：“虽然全球供应链仍面临不确定性，但我们一直在与合作伙伴密切合作，以提高整体供应链产能。”“我们的目标是在2022年交付三款基于蔚来技术平台2.0的新产品，包括旗舰级高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官Steven Wei Feng表示，整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示，车辆利润率的增长主要是由于车辆交付量的增加、平均售价的提高以及材料成本的降低。</blockquote></p><p> Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月，蔚来表示，计划到2025年底增加3,700个电池交换站，这将使其达到4,000个。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895883874,"gmtCreate":1628733264098,"gmtModify":1633689922365,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895883874","repostId":"1169921344","repostType":4,"repost":{"id":"1169921344","kind":"news","pubTimestamp":1628729637,"share":"https://www.laohu8.com/m/news/1169921344?lang=zh_CN&edition=full","pubTime":"2021-08-12 08:53","market":"us","language":"en","title":"3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169921344","media":"Seeking Alpha","summary":"Summary\n\nQuality dividend-paying companies can be found in both bull and bear markets alike.\nIn this","content":"<p><h3><b>Summary</b></h3> <ul>  <li>Quality dividend-paying companies can be found in both bull and bear markets alike.</li>  <li>In this article, I highlight 3 stocks from vastly different industries that sport yields up to 9%.</li>  <li>All 3 companies have durable and economically-essential business models.</li> </ul> There’s nothing like a diversified basket of quality dividend-paying companies that are strong on their own, and form a formidable force together. That’s because no matter how strong any individual company may be, it’s always important to diversify, diversify, diversify.</p><p><blockquote><h3><b>总结</b></h3><ul><li>在牛市和熊市中都可以找到优质的派息公司。</li><li>在本文中，我重点介绍了来自截然不同行业的3只股票，其收益率高达9%。</li><li>这三家公司都拥有持久且经济上重要的商业模式。</li></ul>没有什么比一篮子多元化的优质派息公司更好的了，这些公司本身就很强大，共同形成了一股强大的力量。这是因为无论任何一家公司多么强大，多元化、多元化总是很重要的。</blockquote></p><p> In this article, I present 3 strong dividend stocks that have weathered at least 2 recessions with their dividends intact and have strong growth prospects ahead. They come from vastly different, yet economically essential industries, thereby making their yields durable in their own right, so let’s get started.</p><p><blockquote>在本文中，我介绍了3只股息强劲的股票，它们至少经历了两次经济衰退，股息完好无损，并且未来具有强劲的增长前景。它们来自截然不同但经济上至关重要的行业，从而使它们的产量本身具有持久性，所以让我们开始吧。</blockquote></p><p> <h3><b>Pick #1: Omega Healthcare Investors</b></h3> <a href=\"https://laohu8.com/S/OHI\">Omega Healthcare Investors</a> is the largest publicly-traded REIT that’s focused primarily on skilled nursing facilities. At present, it owns over 900 properties spread across the U.S. and U.K. that are managed by 69 different operators.</p><p><blockquote><h3><b>选择1：欧米茄医疗保健投资者</b></h3><a href=\"https://laohu8.com/S/OHI\">欧米茄医疗保健投资者</a>是最大的公开交易房地产投资信托基金，主要专注于专业护理设施。目前，它在美国和英国拥有900多处房产，由69家不同的运营商管理。</blockquote></p><p> It’s worth mentioning that OHI has undergone 2 recessions without having to cut its dividend, and actually raised its dividend in 2008, during the Great Recession, when many REITs were forced to cut theirs. Much of this has to do with OHI’s durable triple-net lease model, in which the tenant is responsible for property taxes, maintenance, and insurance. There’s beauty in this model, as it results in a far lower operating cost structure than non-net lease counterparts.</p><p><blockquote>值得一提的是，OHI经历了两次经济衰退而没有削减股息，实际上在2008年大衰退期间提高了股息，当时许多房地产投资信托基金被迫削减股息。这在很大程度上与OHI持久的三网租赁模式有关，在这种模式下，租户负责财产税、维护和保险。这种模式很有魅力，因为它的运营成本结构远低于非净租赁模式。</blockquote></p><p> This has helped OHI to avoid many of the issues that have plagued healthcare REIT peers Ventas (VTR) and Welltower (WELL), which have seniors housing operating assets that expose them to tenant risk, and were forced to cut their dividends last year. There’s also something to be said about the durability of the government pay model versus private pay, as it’s hard to imagine the government abandoning seniors who require post-surgery rehabilitation.</p><p><blockquote>这帮助OHI避免了许多困扰医疗保健REIT同行Ventas(VTR)和Welltower(WELL)的问题，这些公司拥有老年人住房运营资产，使其面临租户风险，去年被迫削减股息。关于政府支付模式与私人支付模式的持久性，也有一些要说的，因为很难想象政府会抛弃需要术后康复的老年人。</blockquote></p><p> While the skilled nursing sector has been challenged by the pandemic with lower occupancy, HHS (Health and Human Services) funds have helped buffer the blow to OHI’s tenants. This is reflected by tenant EBITDAR-to-rent coverage of 1.44x for the 12 months ended March 31, 2021 (tenant coverage metrics are reported 1 quarter in arrears), comparing favorably to the 1.32x coverage ratio in the prior-year period.</p><p><blockquote>虽然熟练护理行业因入住率较低而受到疫情的挑战，但HHS（卫生与公众服务部）基金帮助缓冲了对OHI租户的打击。截至2021年3月31日的12个月，租户EBITDAR与租金的覆盖率为1.44倍（租户覆盖率指标报告为拖欠1个季度），高于去年同期的1.32倍覆盖率。</blockquote></p><p> In June, an operator representing 3% of OHI’s rent notified management of their inability to pay, due to wage inflation and occupancy issues. This is perhaps one of the factors that drove OHI’s share price down since the recent earnings release. While this is worth monitoring, this also isn’t management’s first rodeo, and I believe the company will be able to work through this, as they have in the past. Operators may come and go, but the properties still serve a critical need.</p><p><blockquote>6月，一家占OHI租金3%的运营商通知管理层，由于工资上涨和入住问题，他们无力支付。这或许是自最近财报发布以来导致OHI股价下跌的因素之一。虽然这值得监控，但这也不是管理层的第一次竞技表演，我相信公司将能够像过去一样解决这个问题。运营商可能来来去去，但这些房产仍然满足着迫切的需求。</blockquote></p><p> Looking forward, OHI should benefit from the so-called ‘silver tsunami’, as the baby boom generation is just starting to hit the age at which SNF services are needed. Meanwhile, I see value in OHI at the current price of $34.89, with a forward P/FFO of just 10.5. It carries an RSI score of 39, which indicates that it’s approaching oversold territory.</p><p><blockquote>展望未来，OHI应该会从所谓的“银色海啸”中受益，因为婴儿潮一代刚刚开始达到需要SNF服务的年龄。与此同时，我认为OHI目前的价格为34.89美元，远期P/FFO仅为10.5。它的RSI得分为39，这表明它正在接近超卖区域。</blockquote></p><p> It also pays an attractive well-covered 7.7% dividend yield with a dividend-to-AFFO payout ratio of 79%. This is supported by a strong balance sheet, with a net debt to annualized EBITDA of just4.9x. OHI provides solid value, especially compared to healthcare REIT peers Ventas and Welltower, which are trading at forward P/FFO of 20 and 27, respectively.</p><p><blockquote>它还支付了极具吸引力的7.7%股息收益率，股息与AFFO的支付率为79%。这得益于强劲的资产负债表，净债务与年化EBITDA之比仅为4.9倍。OHI提供了坚实的价值，特别是与医疗保健REIT同行Ventas和Welltower相比，后者的远期P/FFO分别为20和27。</blockquote></p><p> <h3><b>Pick #2: Magellan Midstream Partners</b></h3> <a href=\"https://laohu8.com/S/MMP\">Magellan Midstream Partners LP</a> (issues Schedule K-1) is a well-known and respected MLP that primarily transports, stores, and distributes refined petroleum products and crude oil. It owns the longest refined petroleum products pipeline system in the U.S., and has access to nearly half of the country’s refining capacity, with storage capacity of 100 million barrels.</p><p><blockquote><h3><b>选择2：麦哲伦中游合作伙伴</b></h3><a href=\"https://laohu8.com/S/MMP\">麦哲伦中游合伙人有限责任公司</a>（issues Schedule K-1）是一家知名且受人尊敬的MLP，主要运输、储存和分销精炼石油产品和原油。它拥有美国最长的成品油管道系统，拥有全国近一半的炼油能力，储存能力为1亿桶。</blockquote></p><p> This has helped earn MMP a Wide-moat rating from Morningstar. Plus, Morningstar has assigned MMP an Exemplary rating for capital allocation, considering the strategic nature of MMP’s assets and that it hasn’t grown just for growth’s sake. This rating is also due to MMP’s prudently managed balance sheet, with a net debt to EBITDA ratio of just 3.3x, which sits at the low end compared to peers. The low leverage gives MMP plenty of capacity to buy back its units at attractive valuations, which it has done during the second quarter, with $82 million worth of unit repurchases.</p><p><blockquote>这帮助MMP赢得了晨星公司的宽护城河评级。此外，考虑到MMP资产的战略性质以及它不仅仅是为了增长而增长，晨星公司已授予MMP资本配置模范评级。这一评级还得益于MMP审慎管理的资产负债表，净债务与EBITDA比率仅为3.3倍，与同行相比处于低端。低杠杆率使MMP有足够的能力以有吸引力的估值回购其单位，该公司在第二季度就这样做了，回购了价值8200万美元的单位。</blockquote></p><p></p><p> MMP’s toll-road like business model has made it relatively immune to the fluctuations in oil prices over the past 15 months. Plus, the stable demand forecast makes it such that there is little to no incentive to build new pipelines, thereby making MMP’s existing assets all the more valuable to its upstream customers. In their latest analyst report, Morningstar bakes in a worst-case scenario, and had this to say about the durability of MMP’s return on invested capital:</p><p><blockquote>MMP类似收费公路的商业模式使其相对不受过去15个月油价波动的影响。此外，稳定的需求预测使得几乎没有动力建造新管道，从而使MMP的现有资产对其上游客户更具价值。在最新的分析师报告中，晨星公司考虑了最坏的情况，并对MMP投资资本回报率的持久性进行了如下评价：</blockquote></p><p>   Even if we assume refined product pricing declines by 50% - an extremely unlikely scenario, given that pricing generally only moves a few percentage points annually - Magellan's ROICs are around 11% (versus 13% in our base case), demonstrating the strength of the business. ROICs are also supported by strong capital allocation as well as the elimination of its incentive distribution rights in 2010, which lowered its cost of capital.  While long-term risks from energy evolution exist for MMP, it will take time, giving MMP plenty of time to buy back shares, and explore other investment areas and use cases for its pipelines, including hydrogen, RNG, and carbon capture, to name a few.</p><p><blockquote>即使我们假设精炼产品定价下降50%（考虑到定价通常每年只变动几个百分点，这种情况极不可能发生），麦哲伦的投资回报率也在11%左右（而我们的基本案例中为13%），这证明了该公司的实力。业务。ROIC还得到了强劲的资本配置以及2010年取消激励分配权的支持，这降低了其资本成本。尽管能源演变带来的长期风险对于MMP而言确实存在，但需要时间，这将使MMP有充裕的时间回购股票，并探索其他投资领域以及其管道使用案例，包括氢气、RNG和碳捕捉等等。</blockquote></p><p> Meanwhile, I see value in MMP at the current price of $47 with a nearly 9% yield and a1.17xdistribution coverage ratio. MMP is also trading in value territory with an EV/EBITDA of 13.1, sitting below its pre-pandemic range of 15-22 in the years 2016-2020. MMP is a solid buy for potentially strong long-term gains.</p><p><blockquote>与此同时，我认为MMP目前47美元的价格具有价值，收益率接近9%，分配覆盖率为1.17x。MMP的交易也处于价值区域，EV/EBITDA为13.1，低于2016-2020年大流行前15-22的范围。MMP是潜在强劲长期收益的可靠买入对象。</blockquote></p><p> <h3><b>Pick #3: Amgen</b></h3> <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> remains one of my favorite picks in the pharmaceutical sector. It’s been around since 1980, and today, is one of the largest biopharmaceutical companies in the world. Amgen’s therapies reach millions of patients in 100 countries, and is focused on the six therapeutic areas of cardiovascular, inflammation, neuroscience, oncology, bone health, and nephrology.</p><p><blockquote><h3><b>选择3：安进</b></h3><a href=\"https://laohu8.com/S/AMGN\">安进</a>仍然是我在制药行业最喜欢的选择之一。它成立于1980年，如今是世界上最大的生物制药公司之一。安进的疗法覆盖100个国家的数百万患者，专注于心血管、炎症、神经科学、肿瘤学、骨骼健康和肾脏病六个治疗领域。</blockquote></p><p> AMGN has sold off after its Q2 earnings release. As seen below, at the current price of $227.96, AMGN is now trading well below the $250 level that it reached back in July. It also has an RSI score of 33, indicating that it’s in oversold territory.</p><p><blockquote>AMGN在第二季度财报发布后遭到抛售。如下图所示，AMGN目前的价格为227.96美元，远低于7月份达到的250美元水平。它的RSI得分也为33，表明它处于超卖区域。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf2db10866aa63b02082d1691157f976\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: StockCharts)</p><p><blockquote>（来源：StockCharts）</blockquote></p><p> One of the reasons for the sell-off reaching is the lower earnings guidance of $9.37 (at the midpoint) that management is projecting for 2021. This sits 5% below management’s previous guidance of $9.91 at the midpoint. Meanwhile, adjusted EPS guidance remains unchanged from Q1’21 at $16.50 at the midpoint.</p><p><blockquote>造成抛售的原因之一是管理层预计2021年盈利指引较低，为9.37美元（中点）。这比管理层之前9.91美元的指导中点低5%。与此同时，调整后的每股收益指引与21年第一季度持平，为16.50美元。</blockquote></p><p> I see the sell-off as being an overreaction, considering the robust second quarter results that AMGN just posted, with revenue increasing by5%YoY to $6.5 billion. This was driven by strong volume growth and growth in AMGN’s newer drugs, Prolia and EVENITY (osteoporosis), and Repatha (cardiovascular diseases), which all posted double-digit YoY sales growth ranging from 24-43%.</p><p><blockquote>考虑到AMGN刚刚公布的强劲第二季度业绩（收入同比增长5%至65亿美元），我认为此次抛售是过度反应。这是由强劲的销量增长以及AMGN新药Prolia和EVENITY（骨质疏松症）以及Repatha（心血管疾病）的增长推动的，这些药物的销售额均实现了两位数的同比增长，范围为24-43%。</blockquote></p><p> Looking forward, I’m encouraged by the launching of Lumakras, which is a first-in-class lung cancer treatment, and by AMGN’s burgeoning biosimilar practice, considering the higher margins associated with biosimilars compared to traditional generics. Plus, AMGN’s recently announced Teneobio acquisition is expected to close in the second half of this year, and should strengthen AMGN’s leadership in developing protein-based medicines to treat patients with serious illnesses.</p><p><blockquote>展望未来，考虑到与传统仿制药相比，生物仿制药的利润率更高，我对Lumakras的推出以及AMGN蓬勃发展的生物仿制药实践感到鼓舞。此外，AMGN最近宣布的对Teneobio的收购预计将于今年下半年完成，这将加强AMGN在开发基于蛋白质的药物治疗严重疾病患者方面的领导地位。</blockquote></p><p> Meanwhile, AMGN remains one of the most shareholder-friendly companies, with a robust capital returns program. This is reflected by the 6.5 million shares that were repurchased during the second quarter alone for a total cost of $1.6 billion, and management is targeting $3-$5 billion in total repurchases this year. As seen below, AMGN’s total share count has been reduced by an impressive 23% over the past 5 years through share repurchases.</p><p><blockquote>与此同时，AMGN仍然是对股东最友好的公司之一，拥有稳健的资本回报计划。仅第二季度就回购了650万股股票，总成本为16亿美元，管理层的目标是今年回购总额为30-50亿美元。如下所示，通过股票回购，AMGN的股票总数在过去5年中减少了23%，令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5d535b01b01381632c9bfd459adde574\" tg-width=\"640\" tg-height=\"223\" width=\"100%\" height=\"auto\">(Source: Seeking Alpha)</p><p><blockquote>（来源：寻求阿尔法）</blockquote></p><p> AMGN maintains a strong balance sheet, with $8.1 billion in cash and short-term investments on hand, and an A- credit rating from S&amp;P. It has a net debt to EBITDA ratio of 1.99x, sitting well below the 3.0x safe level that I prefer. This lends support to the 3.1% dividend yield, which comes with a low payout ratio of 43%, and a robust 13% 5-year CAGR. As seen below, the current yield is sitting at one of the highest levels over the past 10 years.</p><p><blockquote>AMGN保持着强劲的资产负债表，手头有81亿美元的现金和短期投资，并获得标准普尔的A级信用评级。它的净债务与EBITDA比率为1.99倍，远低于我更喜欢的3.0倍安全水平。这为3.1%的股息收益率（43%的低派息率和13%的强劲5年复合年增长率提供了支持。如下所示，目前的收益率处于过去10年来的最高水平之一。</blockquote></p><p> Note: the following 2.95% dividend yield is based on trailing 12 months, and the forward yield is 3.1%.</p><p><blockquote>注：以下2.95%股息收益率基于过去12个月，远期收益率为3.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f9b2e61be687209c9b9b7cf8ee9c05fb\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p></p><p> While AMGN comes with risks from patent cliffs, I see the company as being able to manage through these risks with its robust pipeline and knowledge platform from prior and existing drugs, which it can use to develop successor drugs. I see value in AMGN at the current price of $227.96, with a forward PE of 13.8, and analysts have consensus price target of $248. This implies a potential 12% 1-year return including dividends, which isn’t bad for a blue-chip in an overall frothy market. AMGN is a Buy.</p><p><blockquote>虽然AMGN面临专利悬崖的风险，但我认为该公司能够通过其强大的管道和来自先前和现有药物的知识平台来管理这些风险，并可以利用这些平台来开发后续药物。我认为AMGN当前价格为227.96美元，远期市盈率为13.8，分析师一致目标价为248美元。这意味着包括股息在内的1年潜在回报率为12%，这对于整体泡沫市场中的蓝筹股来说并不坏。AMGN值得买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-12 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>Summary</b></h3> <ul>  <li>Quality dividend-paying companies can be found in both bull and bear markets alike.</li>  <li>In this article, I highlight 3 stocks from vastly different industries that sport yields up to 9%.</li>  <li>All 3 companies have durable and economically-essential business models.</li> </ul> There’s nothing like a diversified basket of quality dividend-paying companies that are strong on their own, and form a formidable force together. That’s because no matter how strong any individual company may be, it’s always important to diversify, diversify, diversify.</p><p><blockquote><h3><b>总结</b></h3><ul><li>在牛市和熊市中都可以找到优质的派息公司。</li><li>在本文中，我重点介绍了来自截然不同行业的3只股票，其收益率高达9%。</li><li>这三家公司都拥有持久且经济上重要的商业模式。</li></ul>没有什么比一篮子多元化的优质派息公司更好的了，这些公司本身就很强大，共同形成了一股强大的力量。这是因为无论任何一家公司多么强大，多元化、多元化总是很重要的。</blockquote></p><p> In this article, I present 3 strong dividend stocks that have weathered at least 2 recessions with their dividends intact and have strong growth prospects ahead. They come from vastly different, yet economically essential industries, thereby making their yields durable in their own right, so let’s get started.</p><p><blockquote>在本文中，我介绍了3只股息强劲的股票，它们至少经历了两次经济衰退，股息完好无损，并且未来具有强劲的增长前景。它们来自截然不同但经济上至关重要的行业，从而使它们的产量本身具有持久性，所以让我们开始吧。</blockquote></p><p> <h3><b>Pick #1: Omega Healthcare Investors</b></h3> <a href=\"https://laohu8.com/S/OHI\">Omega Healthcare Investors</a> is the largest publicly-traded REIT that’s focused primarily on skilled nursing facilities. At present, it owns over 900 properties spread across the U.S. and U.K. that are managed by 69 different operators.</p><p><blockquote><h3><b>选择1：欧米茄医疗保健投资者</b></h3><a href=\"https://laohu8.com/S/OHI\">欧米茄医疗保健投资者</a>是最大的公开交易房地产投资信托基金，主要专注于专业护理设施。目前，它在美国和英国拥有900多处房产，由69家不同的运营商管理。</blockquote></p><p> It’s worth mentioning that OHI has undergone 2 recessions without having to cut its dividend, and actually raised its dividend in 2008, during the Great Recession, when many REITs were forced to cut theirs. Much of this has to do with OHI’s durable triple-net lease model, in which the tenant is responsible for property taxes, maintenance, and insurance. There’s beauty in this model, as it results in a far lower operating cost structure than non-net lease counterparts.</p><p><blockquote>值得一提的是，OHI经历了两次经济衰退而没有削减股息，实际上在2008年大衰退期间提高了股息，当时许多房地产投资信托基金被迫削减股息。这在很大程度上与OHI持久的三网租赁模式有关，在这种模式下，租户负责财产税、维护和保险。这种模式很有魅力，因为它的运营成本结构远低于非净租赁模式。</blockquote></p><p> This has helped OHI to avoid many of the issues that have plagued healthcare REIT peers Ventas (VTR) and Welltower (WELL), which have seniors housing operating assets that expose them to tenant risk, and were forced to cut their dividends last year. There’s also something to be said about the durability of the government pay model versus private pay, as it’s hard to imagine the government abandoning seniors who require post-surgery rehabilitation.</p><p><blockquote>这帮助OHI避免了许多困扰医疗保健REIT同行Ventas(VTR)和Welltower(WELL)的问题，这些公司拥有老年人住房运营资产，使其面临租户风险，去年被迫削减股息。关于政府支付模式与私人支付模式的持久性，也有一些要说的，因为很难想象政府会抛弃需要术后康复的老年人。</blockquote></p><p> While the skilled nursing sector has been challenged by the pandemic with lower occupancy, HHS (Health and Human Services) funds have helped buffer the blow to OHI’s tenants. This is reflected by tenant EBITDAR-to-rent coverage of 1.44x for the 12 months ended March 31, 2021 (tenant coverage metrics are reported 1 quarter in arrears), comparing favorably to the 1.32x coverage ratio in the prior-year period.</p><p><blockquote>虽然熟练护理行业因入住率较低而受到疫情的挑战，但HHS（卫生与公众服务部）基金帮助缓冲了对OHI租户的打击。截至2021年3月31日的12个月，租户EBITDAR与租金的覆盖率为1.44倍（租户覆盖率指标报告为拖欠1个季度），高于去年同期的1.32倍覆盖率。</blockquote></p><p> In June, an operator representing 3% of OHI’s rent notified management of their inability to pay, due to wage inflation and occupancy issues. This is perhaps one of the factors that drove OHI’s share price down since the recent earnings release. While this is worth monitoring, this also isn’t management’s first rodeo, and I believe the company will be able to work through this, as they have in the past. Operators may come and go, but the properties still serve a critical need.</p><p><blockquote>6月，一家占OHI租金3%的运营商通知管理层，由于工资上涨和入住问题，他们无力支付。这或许是自最近财报发布以来导致OHI股价下跌的因素之一。虽然这值得监控，但这也不是管理层的第一次竞技表演，我相信公司将能够像过去一样解决这个问题。运营商可能来来去去，但这些房产仍然满足着迫切的需求。</blockquote></p><p> Looking forward, OHI should benefit from the so-called ‘silver tsunami’, as the baby boom generation is just starting to hit the age at which SNF services are needed. Meanwhile, I see value in OHI at the current price of $34.89, with a forward P/FFO of just 10.5. It carries an RSI score of 39, which indicates that it’s approaching oversold territory.</p><p><blockquote>展望未来，OHI应该会从所谓的“银色海啸”中受益，因为婴儿潮一代刚刚开始达到需要SNF服务的年龄。与此同时，我认为OHI目前的价格为34.89美元，远期P/FFO仅为10.5。它的RSI得分为39，这表明它正在接近超卖区域。</blockquote></p><p> It also pays an attractive well-covered 7.7% dividend yield with a dividend-to-AFFO payout ratio of 79%. This is supported by a strong balance sheet, with a net debt to annualized EBITDA of just4.9x. OHI provides solid value, especially compared to healthcare REIT peers Ventas and Welltower, which are trading at forward P/FFO of 20 and 27, respectively.</p><p><blockquote>它还支付了极具吸引力的7.7%股息收益率，股息与AFFO的支付率为79%。这得益于强劲的资产负债表，净债务与年化EBITDA之比仅为4.9倍。OHI提供了坚实的价值，特别是与医疗保健REIT同行Ventas和Welltower相比，后者的远期P/FFO分别为20和27。</blockquote></p><p> <h3><b>Pick #2: Magellan Midstream Partners</b></h3> <a href=\"https://laohu8.com/S/MMP\">Magellan Midstream Partners LP</a> (issues Schedule K-1) is a well-known and respected MLP that primarily transports, stores, and distributes refined petroleum products and crude oil. It owns the longest refined petroleum products pipeline system in the U.S., and has access to nearly half of the country’s refining capacity, with storage capacity of 100 million barrels.</p><p><blockquote><h3><b>选择2：麦哲伦中游合作伙伴</b></h3><a href=\"https://laohu8.com/S/MMP\">麦哲伦中游合伙人有限责任公司</a>（issues Schedule K-1）是一家知名且受人尊敬的MLP，主要运输、储存和分销精炼石油产品和原油。它拥有美国最长的成品油管道系统，拥有全国近一半的炼油能力，储存能力为1亿桶。</blockquote></p><p> This has helped earn MMP a Wide-moat rating from Morningstar. Plus, Morningstar has assigned MMP an Exemplary rating for capital allocation, considering the strategic nature of MMP’s assets and that it hasn’t grown just for growth’s sake. This rating is also due to MMP’s prudently managed balance sheet, with a net debt to EBITDA ratio of just 3.3x, which sits at the low end compared to peers. The low leverage gives MMP plenty of capacity to buy back its units at attractive valuations, which it has done during the second quarter, with $82 million worth of unit repurchases.</p><p><blockquote>这帮助MMP赢得了晨星公司的宽护城河评级。此外，考虑到MMP资产的战略性质以及它不仅仅是为了增长而增长，晨星公司已授予MMP资本配置模范评级。这一评级还得益于MMP审慎管理的资产负债表，净债务与EBITDA比率仅为3.3倍，与同行相比处于低端。低杠杆率使MMP有足够的能力以有吸引力的估值回购其单位，该公司在第二季度就这样做了，回购了价值8200万美元的单位。</blockquote></p><p></p><p> MMP’s toll-road like business model has made it relatively immune to the fluctuations in oil prices over the past 15 months. Plus, the stable demand forecast makes it such that there is little to no incentive to build new pipelines, thereby making MMP’s existing assets all the more valuable to its upstream customers. In their latest analyst report, Morningstar bakes in a worst-case scenario, and had this to say about the durability of MMP’s return on invested capital:</p><p><blockquote>MMP类似收费公路的商业模式使其相对不受过去15个月油价波动的影响。此外，稳定的需求预测使得几乎没有动力建造新管道，从而使MMP的现有资产对其上游客户更具价值。在最新的分析师报告中，晨星公司考虑了最坏的情况，并对MMP投资资本回报率的持久性进行了如下评价：</blockquote></p><p>   Even if we assume refined product pricing declines by 50% - an extremely unlikely scenario, given that pricing generally only moves a few percentage points annually - Magellan's ROICs are around 11% (versus 13% in our base case), demonstrating the strength of the business. ROICs are also supported by strong capital allocation as well as the elimination of its incentive distribution rights in 2010, which lowered its cost of capital.  While long-term risks from energy evolution exist for MMP, it will take time, giving MMP plenty of time to buy back shares, and explore other investment areas and use cases for its pipelines, including hydrogen, RNG, and carbon capture, to name a few.</p><p><blockquote>即使我们假设精炼产品定价下降50%（考虑到定价通常每年只变动几个百分点，这种情况极不可能发生），麦哲伦的投资回报率也在11%左右（而我们的基本案例中为13%），这证明了该公司的实力。业务。ROIC还得到了强劲的资本配置以及2010年取消激励分配权的支持，这降低了其资本成本。尽管能源演变带来的长期风险对于MMP而言确实存在，但需要时间，这将使MMP有充裕的时间回购股票，并探索其他投资领域以及其管道使用案例，包括氢气、RNG和碳捕捉等等。</blockquote></p><p> Meanwhile, I see value in MMP at the current price of $47 with a nearly 9% yield and a1.17xdistribution coverage ratio. MMP is also trading in value territory with an EV/EBITDA of 13.1, sitting below its pre-pandemic range of 15-22 in the years 2016-2020. MMP is a solid buy for potentially strong long-term gains.</p><p><blockquote>与此同时，我认为MMP目前47美元的价格具有价值，收益率接近9%，分配覆盖率为1.17x。MMP的交易也处于价值区域，EV/EBITDA为13.1，低于2016-2020年大流行前15-22的范围。MMP是潜在强劲长期收益的可靠买入对象。</blockquote></p><p> <h3><b>Pick #3: Amgen</b></h3> <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> remains one of my favorite picks in the pharmaceutical sector. It’s been around since 1980, and today, is one of the largest biopharmaceutical companies in the world. Amgen’s therapies reach millions of patients in 100 countries, and is focused on the six therapeutic areas of cardiovascular, inflammation, neuroscience, oncology, bone health, and nephrology.</p><p><blockquote><h3><b>选择3：安进</b></h3><a href=\"https://laohu8.com/S/AMGN\">安进</a>仍然是我在制药行业最喜欢的选择之一。它成立于1980年，如今是世界上最大的生物制药公司之一。安进的疗法覆盖100个国家的数百万患者，专注于心血管、炎症、神经科学、肿瘤学、骨骼健康和肾脏病六个治疗领域。</blockquote></p><p> AMGN has sold off after its Q2 earnings release. As seen below, at the current price of $227.96, AMGN is now trading well below the $250 level that it reached back in July. It also has an RSI score of 33, indicating that it’s in oversold territory.</p><p><blockquote>AMGN在第二季度财报发布后遭到抛售。如下图所示，AMGN目前的价格为227.96美元，远低于7月份达到的250美元水平。它的RSI得分也为33，表明它处于超卖区域。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf2db10866aa63b02082d1691157f976\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: StockCharts)</p><p><blockquote>（来源：StockCharts）</blockquote></p><p> One of the reasons for the sell-off reaching is the lower earnings guidance of $9.37 (at the midpoint) that management is projecting for 2021. This sits 5% below management’s previous guidance of $9.91 at the midpoint. Meanwhile, adjusted EPS guidance remains unchanged from Q1’21 at $16.50 at the midpoint.</p><p><blockquote>造成抛售的原因之一是管理层预计2021年盈利指引较低，为9.37美元（中点）。这比管理层之前9.91美元的指导中点低5%。与此同时，调整后的每股收益指引与21年第一季度持平，为16.50美元。</blockquote></p><p> I see the sell-off as being an overreaction, considering the robust second quarter results that AMGN just posted, with revenue increasing by5%YoY to $6.5 billion. This was driven by strong volume growth and growth in AMGN’s newer drugs, Prolia and EVENITY (osteoporosis), and Repatha (cardiovascular diseases), which all posted double-digit YoY sales growth ranging from 24-43%.</p><p><blockquote>考虑到AMGN刚刚公布的强劲第二季度业绩（收入同比增长5%至65亿美元），我认为此次抛售是过度反应。这是由强劲的销量增长以及AMGN新药Prolia和EVENITY（骨质疏松症）以及Repatha（心血管疾病）的增长推动的，这些药物的销售额均实现了两位数的同比增长，范围为24-43%。</blockquote></p><p> Looking forward, I’m encouraged by the launching of Lumakras, which is a first-in-class lung cancer treatment, and by AMGN’s burgeoning biosimilar practice, considering the higher margins associated with biosimilars compared to traditional generics. Plus, AMGN’s recently announced Teneobio acquisition is expected to close in the second half of this year, and should strengthen AMGN’s leadership in developing protein-based medicines to treat patients with serious illnesses.</p><p><blockquote>展望未来，考虑到与传统仿制药相比，生物仿制药的利润率更高，我对Lumakras的推出以及AMGN蓬勃发展的生物仿制药实践感到鼓舞。此外，AMGN最近宣布的对Teneobio的收购预计将于今年下半年完成，这将加强AMGN在开发基于蛋白质的药物治疗严重疾病患者方面的领导地位。</blockquote></p><p> Meanwhile, AMGN remains one of the most shareholder-friendly companies, with a robust capital returns program. This is reflected by the 6.5 million shares that were repurchased during the second quarter alone for a total cost of $1.6 billion, and management is targeting $3-$5 billion in total repurchases this year. As seen below, AMGN’s total share count has been reduced by an impressive 23% over the past 5 years through share repurchases.</p><p><blockquote>与此同时，AMGN仍然是对股东最友好的公司之一，拥有稳健的资本回报计划。仅第二季度就回购了650万股股票，总成本为16亿美元，管理层的目标是今年回购总额为30-50亿美元。如下所示，通过股票回购，AMGN的股票总数在过去5年中减少了23%，令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5d535b01b01381632c9bfd459adde574\" tg-width=\"640\" tg-height=\"223\" width=\"100%\" height=\"auto\">(Source: Seeking Alpha)</p><p><blockquote>（来源：寻求阿尔法）</blockquote></p><p> AMGN maintains a strong balance sheet, with $8.1 billion in cash and short-term investments on hand, and an A- credit rating from S&amp;P. It has a net debt to EBITDA ratio of 1.99x, sitting well below the 3.0x safe level that I prefer. This lends support to the 3.1% dividend yield, which comes with a low payout ratio of 43%, and a robust 13% 5-year CAGR. As seen below, the current yield is sitting at one of the highest levels over the past 10 years.</p><p><blockquote>AMGN保持着强劲的资产负债表，手头有81亿美元的现金和短期投资，并获得标准普尔的A级信用评级。它的净债务与EBITDA比率为1.99倍，远低于我更喜欢的3.0倍安全水平。这为3.1%的股息收益率（43%的低派息率和13%的强劲5年复合年增长率提供了支持。如下所示，目前的收益率处于过去10年来的最高水平之一。</blockquote></p><p> Note: the following 2.95% dividend yield is based on trailing 12 months, and the forward yield is 3.1%.</p><p><blockquote>注：以下2.95%股息收益率基于过去12个月，远期收益率为3.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f9b2e61be687209c9b9b7cf8ee9c05fb\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p></p><p> While AMGN comes with risks from patent cliffs, I see the company as being able to manage through these risks with its robust pipeline and knowledge platform from prior and existing drugs, which it can use to develop successor drugs. I see value in AMGN at the current price of $227.96, with a forward PE of 13.8, and analysts have consensus price target of $248. This implies a potential 12% 1-year return including dividends, which isn’t bad for a blue-chip in an overall frothy market. AMGN is a Buy.</p><p><blockquote>虽然AMGN面临专利悬崖的风险，但我认为该公司能够通过其强大的管道和来自先前和现有药物的知识平台来管理这些风险，并可以利用这些平台来开发后续药物。我认为AMGN当前价格为227.96美元，远期市盈率为13.8，分析师一致目标价为248美元。这意味着包括股息在内的1年潜在回报率为12%，这对于整体泡沫市场中的蓝筹股来说并不坏。AMGN值得买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4448070-omega-healthcare-magellan-amgen-3-great-dividends-you-may-kick-yourself-for-not-buying-now\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OHI":"Omega Healthcare Investors","AMGN":"安进"},"source_url":"https://seekingalpha.com/article/4448070-omega-healthcare-magellan-amgen-3-great-dividends-you-may-kick-yourself-for-not-buying-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169921344","content_text":"Summary\n\nQuality dividend-paying companies can be found in both bull and bear markets alike.\nIn this article, I highlight 3 stocks from vastly different industries that sport yields up to 9%.\nAll 3 companies have durable and economically-essential business models.\n\nThere’s nothing like a diversified basket of quality dividend-paying companies that are strong on their own, and form a formidable force together. That’s because no matter how strong any individual company may be, it’s always important to diversify, diversify, diversify.\nIn this article, I present 3 strong dividend stocks that have weathered at least 2 recessions with their dividends intact and have strong growth prospects ahead. They come from vastly different, yet economically essential industries, thereby making their yields durable in their own right, so let’s get started.\nPick #1: Omega Healthcare Investors\nOmega Healthcare Investors is the largest publicly-traded REIT that’s focused primarily on skilled nursing facilities. At present, it owns over 900 properties spread across the U.S. and U.K. that are managed by 69 different operators.\nIt’s worth mentioning that OHI has undergone 2 recessions without having to cut its dividend, and actually raised its dividend in 2008, during the Great Recession, when many REITs were forced to cut theirs. Much of this has to do with OHI’s durable triple-net lease model, in which the tenant is responsible for property taxes, maintenance, and insurance. There’s beauty in this model, as it results in a far lower operating cost structure than non-net lease counterparts.\nThis has helped OHI to avoid many of the issues that have plagued healthcare REIT peers Ventas (VTR) and Welltower (WELL), which have seniors housing operating assets that expose them to tenant risk, and were forced to cut their dividends last year. There’s also something to be said about the durability of the government pay model versus private pay, as it’s hard to imagine the government abandoning seniors who require post-surgery rehabilitation.\nWhile the skilled nursing sector has been challenged by the pandemic with lower occupancy, HHS (Health and Human Services) funds have helped buffer the blow to OHI’s tenants. This is reflected by tenant EBITDAR-to-rent coverage of 1.44x for the 12 months ended March 31, 2021 (tenant coverage metrics are reported 1 quarter in arrears), comparing favorably to the 1.32x coverage ratio in the prior-year period.\nIn June, an operator representing 3% of OHI’s rent notified management of their inability to pay, due to wage inflation and occupancy issues. This is perhaps one of the factors that drove OHI’s share price down since the recent earnings release. While this is worth monitoring, this also isn’t management’s first rodeo, and I believe the company will be able to work through this, as they have in the past. Operators may come and go, but the properties still serve a critical need.\nLooking forward, OHI should benefit from the so-called ‘silver tsunami’, as the baby boom generation is just starting to hit the age at which SNF services are needed. Meanwhile, I see value in OHI at the current price of $34.89, with a forward P/FFO of just 10.5. It carries an RSI score of 39, which indicates that it’s approaching oversold territory.\nIt also pays an attractive well-covered 7.7% dividend yield with a dividend-to-AFFO payout ratio of 79%. This is supported by a strong balance sheet, with a net debt to annualized EBITDA of just4.9x. OHI provides solid value, especially compared to healthcare REIT peers Ventas and Welltower, which are trading at forward P/FFO of 20 and 27, respectively.\nPick #2: Magellan Midstream Partners\nMagellan Midstream Partners LP (issues Schedule K-1) is a well-known and respected MLP that primarily transports, stores, and distributes refined petroleum products and crude oil. It owns the longest refined petroleum products pipeline system in the U.S., and has access to nearly half of the country’s refining capacity, with storage capacity of 100 million barrels.\nThis has helped earn MMP a Wide-moat rating from Morningstar. Plus, Morningstar has assigned MMP an Exemplary rating for capital allocation, considering the strategic nature of MMP’s assets and that it hasn’t grown just for growth’s sake. This rating is also due to MMP’s prudently managed balance sheet, with a net debt to EBITDA ratio of just 3.3x, which sits at the low end compared to peers. The low leverage gives MMP plenty of capacity to buy back its units at attractive valuations, which it has done during the second quarter, with $82 million worth of unit repurchases.\nMMP’s toll-road like business model has made it relatively immune to the fluctuations in oil prices over the past 15 months. Plus, the stable demand forecast makes it such that there is little to no incentive to build new pipelines, thereby making MMP’s existing assets all the more valuable to its upstream customers. In their latest analyst report, Morningstar bakes in a worst-case scenario, and had this to say about the durability of MMP’s return on invested capital:\n\n Even if we assume refined product pricing declines by 50% - an extremely unlikely scenario, given that pricing generally only moves a few percentage points annually - Magellan's ROICs are around 11% (versus 13% in our base case), demonstrating the strength of the business. ROICs are also supported by strong capital allocation as well as the elimination of its incentive distribution rights in 2010, which lowered its cost of capital.\n\nWhile long-term risks from energy evolution exist for MMP, it will take time, giving MMP plenty of time to buy back shares, and explore other investment areas and use cases for its pipelines, including hydrogen, RNG, and carbon capture, to name a few.\nMeanwhile, I see value in MMP at the current price of $47 with a nearly 9% yield and a1.17xdistribution coverage ratio. MMP is also trading in value territory with an EV/EBITDA of 13.1, sitting below its pre-pandemic range of 15-22 in the years 2016-2020. MMP is a solid buy for potentially strong long-term gains.\nPick #3: Amgen\nAmgen remains one of my favorite picks in the pharmaceutical sector. It’s been around since 1980, and today, is one of the largest biopharmaceutical companies in the world. Amgen’s therapies reach millions of patients in 100 countries, and is focused on the six therapeutic areas of cardiovascular, inflammation, neuroscience, oncology, bone health, and nephrology.\nAMGN has sold off after its Q2 earnings release. As seen below, at the current price of $227.96, AMGN is now trading well below the $250 level that it reached back in July. It also has an RSI score of 33, indicating that it’s in oversold territory.\n\n(Source: StockCharts)\nOne of the reasons for the sell-off reaching is the lower earnings guidance of $9.37 (at the midpoint) that management is projecting for 2021. This sits 5% below management’s previous guidance of $9.91 at the midpoint. Meanwhile, adjusted EPS guidance remains unchanged from Q1’21 at $16.50 at the midpoint.\nI see the sell-off as being an overreaction, considering the robust second quarter results that AMGN just posted, with revenue increasing by5%YoY to $6.5 billion. This was driven by strong volume growth and growth in AMGN’s newer drugs, Prolia and EVENITY (osteoporosis), and Repatha (cardiovascular diseases), which all posted double-digit YoY sales growth ranging from 24-43%.\nLooking forward, I’m encouraged by the launching of Lumakras, which is a first-in-class lung cancer treatment, and by AMGN’s burgeoning biosimilar practice, considering the higher margins associated with biosimilars compared to traditional generics. Plus, AMGN’s recently announced Teneobio acquisition is expected to close in the second half of this year, and should strengthen AMGN’s leadership in developing protein-based medicines to treat patients with serious illnesses.\nMeanwhile, AMGN remains one of the most shareholder-friendly companies, with a robust capital returns program. This is reflected by the 6.5 million shares that were repurchased during the second quarter alone for a total cost of $1.6 billion, and management is targeting $3-$5 billion in total repurchases this year. As seen below, AMGN’s total share count has been reduced by an impressive 23% over the past 5 years through share repurchases.\n(Source: Seeking Alpha)\nAMGN maintains a strong balance sheet, with $8.1 billion in cash and short-term investments on hand, and an A- credit rating from S&P. It has a net debt to EBITDA ratio of 1.99x, sitting well below the 3.0x safe level that I prefer. This lends support to the 3.1% dividend yield, which comes with a low payout ratio of 43%, and a robust 13% 5-year CAGR. As seen below, the current yield is sitting at one of the highest levels over the past 10 years.\nNote: the following 2.95% dividend yield is based on trailing 12 months, and the forward yield is 3.1%.\n\n(Source: YCharts)\nWhile AMGN comes with risks from patent cliffs, I see the company as being able to manage through these risks with its robust pipeline and knowledge platform from prior and existing drugs, which it can use to develop successor drugs. I see value in AMGN at the current price of $227.96, with a forward PE of 13.8, and analysts have consensus price target of $248. This implies a potential 12% 1-year return including dividends, which isn’t bad for a blue-chip in an overall frothy market. AMGN is a Buy.","news_type":1,"symbols_score_info":{"AMGN":0.9,"OHI":0.9,"MMP":0.9}},"isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895816512,"gmtCreate":1628732975336,"gmtModify":1633689926940,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895816512","repostId":"1155538846","repostType":4,"repost":{"id":"1155538846","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628732272,"share":"https://www.laohu8.com/m/news/1155538846?lang=zh_CN&edition=full","pubTime":"2021-08-12 09:37","market":"us","language":"en","title":"8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155538846","media":"Benzinga","summary":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth","content":"<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p><p><blockquote>尽管存在通胀压力和美联储即将加息的可能性，但成长型股票仍延续了2020年的势头。</blockquote></p><p> All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p><p><blockquote>2021年上半年，三大指数均录得两位数涨幅。今年前六个月，道琼斯指数、标普500指数和纳斯达克指数分别上涨12.7%、14.4%和12.5%。</blockquote></p><p> Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p><p><blockquote>华尔街分析师普遍预计这一势头将在2021年下半年持续。</blockquote></p><p> The following are growth stocks that could perform well in the second half, in no particular order.</p><p><blockquote>以下是下半年可能表现良好的成长股，排名不分先后。</blockquote></p><p> <h3><b>Alphabet</b></h3> <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p><p><blockquote><h3><b>Alphabet</b></h3><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>大幅超出第一季度和第二季度盈利预期。虽然企业持续转向云可能会提振谷歌云的前景，但旅游和零售支出的复苏可能会推动谷歌的业绩。</blockquote></p><p> Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p><p><blockquote>Alphabet还准备推出新的创新功能，以推动谷歌电视应用程序的发展。</blockquote></p><p> <h3><b>Apple</b></h3> Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p><p><blockquote><h3><b>苹果</b></h3>抛开半导体短缺不谈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有很多增长动力。该公司忠实的用户群可能会推动其下一阶段的增长。苹果一直在积极通过6.6亿用户群和经常性订阅收入将其服务货币化。</blockquote></p><p> <h3><b>Microsoft</b></h3> Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p><p><blockquote><h3><b>微软</b></h3>尽管<a href=\"https://laohu8.com/S/MSFT\">微软</a>强劲的执行力和井喷的业绩，年初至今投资者反应依然不温不火。</blockquote></p><p> The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p><p><blockquote>这家软件巨头于6月推出了Windows 11操作系统，采用了更新的设计、新功能，并集成了Teams视频会议应用程序。微软最近收购了<a href=\"https://laohu8.com/S/NUAN\">细微差别</a>在医疗保健领域大展拳脚。</blockquote></p><p> <h3><b>Pfizer</b></h3> The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p><p><blockquote><h3><b>辉瑞</b></h3>据估计，COVID-19疫苗将为<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2021年。这家制药巨头还与世界各国政府签订了在2024年之前供应疫苗的合同。</blockquote></p><p> Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p><p><blockquote>COVID-19德尔塔变异毒株的持续蔓延可能会使辉瑞股票的市场情绪保持高位。</blockquote></p><p> <h3><b>Zoom Video Communications</b></h3> Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p><p><blockquote><h3><b>Zoom Video通信公司</b></h3>本公司之股份<a href=\"https://laohu8.com/S/ZM\">Zoom</a>上半年增长14.7%，推出了一些重要产品，包括Zoom Events和Zoom Phone设备。</blockquote></p><p> “The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p><p><blockquote>“对内部和外部通信的控制也应该使Zoom更好地为应用程序开发人员开放平台并创建市场。凭借50亿美元的现金头寸和36%的营业利润率，我们还相信Zoom有一个有吸引力的机会进行更多潜在的并购，支出超过竞争对手，并扩大其领导地位，”美国银行分析师Daniel Bartus在给客户的一份报告中表示。美国银行分析师还将Zoom Video通信公司列为首选。</blockquote></p><p> <h3><b>Etsy</b></h3> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p><p><blockquote><h3><b>Etsy</b></h3><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>正在进入新市场，最近收购了巴西同行Elo7和全球时尚经销商Depop。对Depop的收购使该公司在价值5587亿美元的在线服装市场中占据有利地位，预计到2026年该市场将增长至1.3万亿美元。</blockquote></p><p> <h3><b>PayPal Holdings</b></h3> A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p><p><blockquote><h3><b>PayPal控股</b></h3>数字支付市场的全球领导者，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>正在通过涉足加密货币支付、BNPL和跨境支付系统来加速其扩张战略。</blockquote></p><p> The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p><p><blockquote>该公司通过Xoom和Venmo实现了收入来源多元化。非接触式金融在后COVID-19世界中可能仍然具有相关性，这使得这只成长型股票值得关注。</blockquote></p><p> <h3><b>Fiverr International</b></h3> <a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p><p><blockquote><h3><b>Fiverr国际</b></h3><a href=\"https://laohu8.com/S/FVRR\">Fiverr国际有限公司。</a>正在向新市场扩张，将数据相关服务作为其第九个垂直市场。该公司在支持零工经济方面的作用可能会继续有利于该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-12 09:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p><p><blockquote>尽管存在通胀压力和美联储即将加息的可能性，但成长型股票仍延续了2020年的势头。</blockquote></p><p> All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p><p><blockquote>2021年上半年，三大指数均录得两位数涨幅。今年前六个月，道琼斯指数、标普500指数和纳斯达克指数分别上涨12.7%、14.4%和12.5%。</blockquote></p><p> Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p><p><blockquote>华尔街分析师普遍预计这一势头将在2021年下半年持续。</blockquote></p><p> The following are growth stocks that could perform well in the second half, in no particular order.</p><p><blockquote>以下是下半年可能表现良好的成长股，排名不分先后。</blockquote></p><p> <h3><b>Alphabet</b></h3> <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p><p><blockquote><h3><b>Alphabet</b></h3><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>大幅超出第一季度和第二季度盈利预期。虽然企业持续转向云可能会提振谷歌云的前景，但旅游和零售支出的复苏可能会推动谷歌的业绩。</blockquote></p><p> Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p><p><blockquote>Alphabet还准备推出新的创新功能，以推动谷歌电视应用程序的发展。</blockquote></p><p> <h3><b>Apple</b></h3> Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p><p><blockquote><h3><b>苹果</b></h3>抛开半导体短缺不谈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有很多增长动力。该公司忠实的用户群可能会推动其下一阶段的增长。苹果一直在积极通过6.6亿用户群和经常性订阅收入将其服务货币化。</blockquote></p><p> <h3><b>Microsoft</b></h3> Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p><p><blockquote><h3><b>微软</b></h3>尽管<a href=\"https://laohu8.com/S/MSFT\">微软</a>强劲的执行力和井喷的业绩，年初至今投资者反应依然不温不火。</blockquote></p><p> The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p><p><blockquote>这家软件巨头于6月推出了Windows 11操作系统，采用了更新的设计、新功能，并集成了Teams视频会议应用程序。微软最近收购了<a href=\"https://laohu8.com/S/NUAN\">细微差别</a>在医疗保健领域大展拳脚。</blockquote></p><p> <h3><b>Pfizer</b></h3> The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p><p><blockquote><h3><b>辉瑞</b></h3>据估计，COVID-19疫苗将为<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2021年。这家制药巨头还与世界各国政府签订了在2024年之前供应疫苗的合同。</blockquote></p><p> Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p><p><blockquote>COVID-19德尔塔变异毒株的持续蔓延可能会使辉瑞股票的市场情绪保持高位。</blockquote></p><p> <h3><b>Zoom Video Communications</b></h3> Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p><p><blockquote><h3><b>Zoom Video通信公司</b></h3>本公司之股份<a href=\"https://laohu8.com/S/ZM\">Zoom</a>上半年增长14.7%，推出了一些重要产品，包括Zoom Events和Zoom Phone设备。</blockquote></p><p> “The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p><p><blockquote>“对内部和外部通信的控制也应该使Zoom更好地为应用程序开发人员开放平台并创建市场。凭借50亿美元的现金头寸和36%的营业利润率，我们还相信Zoom有一个有吸引力的机会进行更多潜在的并购，支出超过竞争对手，并扩大其领导地位，”美国银行分析师Daniel Bartus在给客户的一份报告中表示。美国银行分析师还将Zoom Video通信公司列为首选。</blockquote></p><p> <h3><b>Etsy</b></h3> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p><p><blockquote><h3><b>Etsy</b></h3><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>正在进入新市场，最近收购了巴西同行Elo7和全球时尚经销商Depop。对Depop的收购使该公司在价值5587亿美元的在线服装市场中占据有利地位，预计到2026年该市场将增长至1.3万亿美元。</blockquote></p><p> <h3><b>PayPal Holdings</b></h3> A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p><p><blockquote><h3><b>PayPal控股</b></h3>数字支付市场的全球领导者，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>正在通过涉足加密货币支付、BNPL和跨境支付系统来加速其扩张战略。</blockquote></p><p> The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p><p><blockquote>该公司通过Xoom和Venmo实现了收入来源多元化。非接触式金融在后COVID-19世界中可能仍然具有相关性，这使得这只成长型股票值得关注。</blockquote></p><p> <h3><b>Fiverr International</b></h3> <a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p><p><blockquote><h3><b>Fiverr国际</b></h3><a href=\"https://laohu8.com/S/FVRR\">Fiverr国际有限公司。</a>正在向新市场扩张，将数据相关服务作为其第九个垂直市场。该公司在支持零工经济方面的作用可能会继续有利于该股。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","GOOG":"谷歌","NUAN":"微妙通讯","ETSY":"Etsy, Inc.","FVRR":"Fiverr International Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155538846","content_text":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.\nAll three major indices recorded double-digit gains in the first half of 2021. The Dow, S&P 500 and Nasdaq added 12.7%, 14.4% and 12.5%, respectively, in the first six months of the year.\nWall Street analysts widely expect the momentum to continue in the back half of 2021.\nThe following are growth stocks that could perform well in the second half, in no particular order.\nAlphabet\nAlphabet beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.\nAlphabet is also gearing up to launch new and innovative features to boost the Google TV app.\nApple\nSemiconductor shortage aside, Apple has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.\nMicrosoft\nDespite Microsoft strong execution and blowout results, investor response has remained tepid year-to-date.\nThe software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired Nuance to flex its muscles in the health caresector.\nPfizer\nThe COVID-19 vaccine is estimated to generate $26 billion in revenue for Pfizer in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.\nContinued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.\nZoom Video Communications\nShares of Zoom jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.\n“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.\nEtsy\nEtsy is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.\nPayPal Holdings\nA global leader in the digital payments market, PayPal is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL and cross-border payment systems.\nThe company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.\nFiverr International\nFiverr International Ltd. is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.","news_type":1,"symbols_score_info":{"GOOG":0.9,"NUAN":0.9,"FVRR":0.9,"ETSY":0.9,"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":895888288,"gmtCreate":1628733383444,"gmtModify":1633689920578,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Competitors increasing and dont forget the existing car makers also going into EV","listText":"Competitors increasing and dont forget the existing car makers also going into EV","text":"Competitors increasing and dont forget the existing car makers also going into EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895888288","repostId":"1149859103","repostType":4,"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895816512,"gmtCreate":1628732975336,"gmtModify":1633689926940,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895816512","repostId":"1155538846","repostType":4,"repost":{"id":"1155538846","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628732272,"share":"https://www.laohu8.com/m/news/1155538846?lang=zh_CN&edition=full","pubTime":"2021-08-12 09:37","market":"us","language":"en","title":"8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155538846","media":"Benzinga","summary":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth","content":"<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p><p><blockquote>尽管存在通胀压力和美联储即将加息的可能性，但成长型股票仍延续了2020年的势头。</blockquote></p><p> All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p><p><blockquote>2021年上半年，三大指数均录得两位数涨幅。今年前六个月，道琼斯指数、标普500指数和纳斯达克指数分别上涨12.7%、14.4%和12.5%。</blockquote></p><p> Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p><p><blockquote>华尔街分析师普遍预计这一势头将在2021年下半年持续。</blockquote></p><p> The following are growth stocks that could perform well in the second half, in no particular order.</p><p><blockquote>以下是下半年可能表现良好的成长股，排名不分先后。</blockquote></p><p> <h3><b>Alphabet</b></h3> <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p><p><blockquote><h3><b>Alphabet</b></h3><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>大幅超出第一季度和第二季度盈利预期。虽然企业持续转向云可能会提振谷歌云的前景，但旅游和零售支出的复苏可能会推动谷歌的业绩。</blockquote></p><p> Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p><p><blockquote>Alphabet还准备推出新的创新功能，以推动谷歌电视应用程序的发展。</blockquote></p><p> <h3><b>Apple</b></h3> Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p><p><blockquote><h3><b>苹果</b></h3>抛开半导体短缺不谈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有很多增长动力。该公司忠实的用户群可能会推动其下一阶段的增长。苹果一直在积极通过6.6亿用户群和经常性订阅收入将其服务货币化。</blockquote></p><p> <h3><b>Microsoft</b></h3> Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p><p><blockquote><h3><b>微软</b></h3>尽管<a href=\"https://laohu8.com/S/MSFT\">微软</a>强劲的执行力和井喷的业绩，年初至今投资者反应依然不温不火。</blockquote></p><p> The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p><p><blockquote>这家软件巨头于6月推出了Windows 11操作系统，采用了更新的设计、新功能，并集成了Teams视频会议应用程序。微软最近收购了<a href=\"https://laohu8.com/S/NUAN\">细微差别</a>在医疗保健领域大展拳脚。</blockquote></p><p> <h3><b>Pfizer</b></h3> The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p><p><blockquote><h3><b>辉瑞</b></h3>据估计，COVID-19疫苗将为<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2021年。这家制药巨头还与世界各国政府签订了在2024年之前供应疫苗的合同。</blockquote></p><p> Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p><p><blockquote>COVID-19德尔塔变异毒株的持续蔓延可能会使辉瑞股票的市场情绪保持高位。</blockquote></p><p> <h3><b>Zoom Video Communications</b></h3> Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p><p><blockquote><h3><b>Zoom Video通信公司</b></h3>本公司之股份<a href=\"https://laohu8.com/S/ZM\">Zoom</a>上半年增长14.7%，推出了一些重要产品，包括Zoom Events和Zoom Phone设备。</blockquote></p><p> “The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p><p><blockquote>“对内部和外部通信的控制也应该使Zoom更好地为应用程序开发人员开放平台并创建市场。凭借50亿美元的现金头寸和36%的营业利润率，我们还相信Zoom有一个有吸引力的机会进行更多潜在的并购，支出超过竞争对手，并扩大其领导地位，”美国银行分析师Daniel Bartus在给客户的一份报告中表示。美国银行分析师还将Zoom Video通信公司列为首选。</blockquote></p><p> <h3><b>Etsy</b></h3> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p><p><blockquote><h3><b>Etsy</b></h3><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>正在进入新市场，最近收购了巴西同行Elo7和全球时尚经销商Depop。对Depop的收购使该公司在价值5587亿美元的在线服装市场中占据有利地位，预计到2026年该市场将增长至1.3万亿美元。</blockquote></p><p> <h3><b>PayPal Holdings</b></h3> A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p><p><blockquote><h3><b>PayPal控股</b></h3>数字支付市场的全球领导者，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>正在通过涉足加密货币支付、BNPL和跨境支付系统来加速其扩张战略。</blockquote></p><p> The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p><p><blockquote>该公司通过Xoom和Venmo实现了收入来源多元化。非接触式金融在后COVID-19世界中可能仍然具有相关性，这使得这只成长型股票值得关注。</blockquote></p><p> <h3><b>Fiverr International</b></h3> <a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p><p><blockquote><h3><b>Fiverr国际</b></h3><a href=\"https://laohu8.com/S/FVRR\">Fiverr国际有限公司。</a>正在向新市场扩张，将数据相关服务作为其第九个垂直市场。该公司在支持零工经济方面的作用可能会继续有利于该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Best Growth Stocks For The Second Half Of 2021<blockquote>2021年下半年8只最佳成长股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-12 09:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p><p><blockquote>尽管存在通胀压力和美联储即将加息的可能性，但成长型股票仍延续了2020年的势头。</blockquote></p><p> All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p><p><blockquote>2021年上半年，三大指数均录得两位数涨幅。今年前六个月，道琼斯指数、标普500指数和纳斯达克指数分别上涨12.7%、14.4%和12.5%。</blockquote></p><p> Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p><p><blockquote>华尔街分析师普遍预计这一势头将在2021年下半年持续。</blockquote></p><p> The following are growth stocks that could perform well in the second half, in no particular order.</p><p><blockquote>以下是下半年可能表现良好的成长股，排名不分先后。</blockquote></p><p> <h3><b>Alphabet</b></h3> <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p><p><blockquote><h3><b>Alphabet</b></h3><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>大幅超出第一季度和第二季度盈利预期。虽然企业持续转向云可能会提振谷歌云的前景，但旅游和零售支出的复苏可能会推动谷歌的业绩。</blockquote></p><p> Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p><p><blockquote>Alphabet还准备推出新的创新功能，以推动谷歌电视应用程序的发展。</blockquote></p><p> <h3><b>Apple</b></h3> Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p><p><blockquote><h3><b>苹果</b></h3>抛开半导体短缺不谈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有很多增长动力。该公司忠实的用户群可能会推动其下一阶段的增长。苹果一直在积极通过6.6亿用户群和经常性订阅收入将其服务货币化。</blockquote></p><p> <h3><b>Microsoft</b></h3> Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p><p><blockquote><h3><b>微软</b></h3>尽管<a href=\"https://laohu8.com/S/MSFT\">微软</a>强劲的执行力和井喷的业绩，年初至今投资者反应依然不温不火。</blockquote></p><p> The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p><p><blockquote>这家软件巨头于6月推出了Windows 11操作系统，采用了更新的设计、新功能，并集成了Teams视频会议应用程序。微软最近收购了<a href=\"https://laohu8.com/S/NUAN\">细微差别</a>在医疗保健领域大展拳脚。</blockquote></p><p> <h3><b>Pfizer</b></h3> The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p><p><blockquote><h3><b>辉瑞</b></h3>据估计，COVID-19疫苗将为<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2021年。这家制药巨头还与世界各国政府签订了在2024年之前供应疫苗的合同。</blockquote></p><p> Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p><p><blockquote>COVID-19德尔塔变异毒株的持续蔓延可能会使辉瑞股票的市场情绪保持高位。</blockquote></p><p> <h3><b>Zoom Video Communications</b></h3> Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p><p><blockquote><h3><b>Zoom Video通信公司</b></h3>本公司之股份<a href=\"https://laohu8.com/S/ZM\">Zoom</a>上半年增长14.7%，推出了一些重要产品，包括Zoom Events和Zoom Phone设备。</blockquote></p><p> “The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p><p><blockquote>“对内部和外部通信的控制也应该使Zoom更好地为应用程序开发人员开放平台并创建市场。凭借50亿美元的现金头寸和36%的营业利润率，我们还相信Zoom有一个有吸引力的机会进行更多潜在的并购，支出超过竞争对手，并扩大其领导地位，”美国银行分析师Daniel Bartus在给客户的一份报告中表示。美国银行分析师还将Zoom Video通信公司列为首选。</blockquote></p><p> <h3><b>Etsy</b></h3> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p><p><blockquote><h3><b>Etsy</b></h3><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>正在进入新市场，最近收购了巴西同行Elo7和全球时尚经销商Depop。对Depop的收购使该公司在价值5587亿美元的在线服装市场中占据有利地位，预计到2026年该市场将增长至1.3万亿美元。</blockquote></p><p> <h3><b>PayPal Holdings</b></h3> A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p><p><blockquote><h3><b>PayPal控股</b></h3>数字支付市场的全球领导者，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>正在通过涉足加密货币支付、BNPL和跨境支付系统来加速其扩张战略。</blockquote></p><p> The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p><p><blockquote>该公司通过Xoom和Venmo实现了收入来源多元化。非接触式金融在后COVID-19世界中可能仍然具有相关性，这使得这只成长型股票值得关注。</blockquote></p><p> <h3><b>Fiverr International</b></h3> <a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p><p><blockquote><h3><b>Fiverr国际</b></h3><a href=\"https://laohu8.com/S/FVRR\">Fiverr国际有限公司。</a>正在向新市场扩张，将数据相关服务作为其第九个垂直市场。该公司在支持零工经济方面的作用可能会继续有利于该股。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","GOOG":"谷歌","NUAN":"微妙通讯","ETSY":"Etsy, Inc.","FVRR":"Fiverr International Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155538846","content_text":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.\nAll three major indices recorded double-digit gains in the first half of 2021. The Dow, S&P 500 and Nasdaq added 12.7%, 14.4% and 12.5%, respectively, in the first six months of the year.\nWall Street analysts widely expect the momentum to continue in the back half of 2021.\nThe following are growth stocks that could perform well in the second half, in no particular order.\nAlphabet\nAlphabet beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.\nAlphabet is also gearing up to launch new and innovative features to boost the Google TV app.\nApple\nSemiconductor shortage aside, Apple has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.\nMicrosoft\nDespite Microsoft strong execution and blowout results, investor response has remained tepid year-to-date.\nThe software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired Nuance to flex its muscles in the health caresector.\nPfizer\nThe COVID-19 vaccine is estimated to generate $26 billion in revenue for Pfizer in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.\nContinued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.\nZoom Video Communications\nShares of Zoom jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.\n“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.\nEtsy\nEtsy is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.\nPayPal Holdings\nA global leader in the digital payments market, PayPal is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL and cross-border payment systems.\nThe company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.\nFiverr International\nFiverr International Ltd. is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.","news_type":1,"symbols_score_info":{"GOOG":0.9,"NUAN":0.9,"FVRR":0.9,"ETSY":0.9,"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895881637,"gmtCreate":1628733317929,"gmtModify":1631883992835,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Hope bullish","listText":"Hope bullish","text":"Hope bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895881637","repostId":"1106699544","repostType":4,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://www.laohu8.com/m/news/1106699544?lang=zh_CN&edition=full","pubTime":"2021-08-12 07:14","market":"hk","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<p>  Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.  Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升127%，超出华尔街预期。蔚来(<b>蔚来</b>)-Get Report周三公布了好于预期的第二季度收益，这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于43.99美元。蔚来报告每股净亏损7美分。调整后每股亏损为3美分。FactSet调查的分析师预计每股亏损9美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元，同比增长127.2%。FactSet共识要求收入为13亿美元。汽车销售额达到12.3亿美元，同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示，本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合实现了更高的交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来汽车7月份交付了7,931辆汽车，同比增长124.5%，但较6月份的8,083辆下降了1.9%。蔚来表示，第三季度预计将交付23,000至25,000辆汽车，同比增长88.4%至104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间，同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来创始人、董事长兼首席执行官William Bin Li在一份声明中表示，该公司在2021年第二季度实现了创纪录的21896辆季度交付量：</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>Bin表示：“虽然全球供应链仍面临不确定性，但我们一直在与合作伙伴密切合作，以提高整体供应链产能。”“我们的目标是在2022年交付三款基于蔚来技术平台2.0的新产品，包括旗舰级高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官Steven Wei Feng表示，整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示，车辆利润率的增长主要是由于车辆交付量的增加、平均售价的提高以及材料成本的降低。</blockquote></p><p> Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月，蔚来表示，计划到2025年底增加3,700个电池交换站，这将使其达到4,000个。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票：随着收入增长，电动汽车制造商第二季度亏损收窄</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-08-12 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.  Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升127%，超出华尔街预期。蔚来(<b>蔚来</b>)-Get Report周三公布了好于预期的第二季度收益，这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于43.99美元。蔚来报告每股净亏损7美分。调整后每股亏损为3美分。FactSet调查的分析师预计每股亏损9美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元，同比增长127.2%。FactSet共识要求收入为13亿美元。汽车销售额达到12.3亿美元，同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示，本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合实现了更高的交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来汽车7月份交付了7,931辆汽车，同比增长124.5%，但较6月份的8,083辆下降了1.9%。蔚来表示，第三季度预计将交付23,000至25,000辆汽车，同比增长88.4%至104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间，同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来创始人、董事长兼首席执行官William Bin Li在一份声明中表示，该公司在2021年第二季度实现了创纪录的21896辆季度交付量：</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>Bin表示：“虽然全球供应链仍面临不确定性，但我们一直在与合作伙伴密切合作，以提高整体供应链产能。”“我们的目标是在2022年交付三款基于蔚来技术平台2.0的新产品，包括旗舰级高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官Steven Wei Feng表示，整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示，车辆利润率的增长主要是由于车辆交付量的增加、平均售价的提高以及材料成本的降低。</blockquote></p><p> Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月，蔚来表示，计划到2025年底增加3,700个电池交换站，这将使其达到4,000个。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867147046,"gmtCreate":1633231092385,"gmtModify":1633231092529,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Build cash and buy the dip when low enough","listText":"Build cash and buy the dip when low enough","text":"Build cash and buy the dip when low enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867147046","repostId":"2172964606","repostType":4,"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895886821,"gmtCreate":1628733428863,"gmtModify":1631889054539,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Support Unity","listText":"Support Unity","text":"Support Unity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895886821","repostId":"1187115140","repostType":4,"repost":{"id":"1187115140","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628690397,"share":"https://www.laohu8.com/m/news/1187115140?lang=zh_CN&edition=full","pubTime":"2021-08-11 21:59","market":"us","language":"en","title":"Unity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187115140","media":"Tiger Newspress","summary":"Unity Software shares gains 10% in early trading.\nUnity posted a Q2 loss of $0.02 per share on sales","content":"<p>Unity&nbsp;Software&nbsp;shares&nbsp;gains&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Unity Software股价早盘上涨10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/60f0ca932c3c5711de4b40a6b16f1d8d\" tg-width=\"897\" tg-height=\"622\" referrerpolicy=\"no-referrer\">Unity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.</p><p><blockquote>Unity公布第二季度每股亏损0.02美元，销售额为2.736亿美元，高于分析师普遍预期的每股亏损0.11美元，销售额为2.423亿美元。Unity此前预计第二季度销售额为2.425亿美元，处于指导中点。</blockquote></p><p> “At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.</p><p><blockquote>“在Unity，我们的目标是为创作者提供作为RT3D创作者取得成功的最佳工具。Unity旨在使创作者能够构建任何数字化内容，并在数十种平台类型和设备上即时部署他们的作品，这是为了让参与构建所有创作者都可以使用的元宇宙，”Unity总裁兼首席执行官John Riccitiello说道。</blockquote></p><p> The company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.</p><p><blockquote>该公司的前景也超出了预期，预计第三季度收入将在2.6亿美元至2.65亿美元之间，超过市场普遍预期的2.533亿美元。全年来看，该公司预计全年营收在10.5亿美元至10.6亿美元之间，高于该公司此前预测的10亿美元至10.2亿美元以及分析师普遍预期的10.1亿美元。</blockquote></p><p> Furthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.</p><p><blockquote>此外，该公司报告称，将以约3.2亿美元现金收购远程桌面和流媒体技术公司Parsec。</blockquote></p><p> Oppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.</p><p><blockquote>Oppenheimer分析师Martin Yang将该股跑赢大盘的目标价从每股103.00美元上调至每股125.00美元，此前该公司第二季度业绩好于预期，“运营势头令人印象深刻”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Software shares gains 10% in early trading.<blockquote>Unity Software股价早盘上涨10%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-11 21:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Unity&nbsp;Software&nbsp;shares&nbsp;gains&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Unity Software股价早盘上涨10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/60f0ca932c3c5711de4b40a6b16f1d8d\" tg-width=\"897\" tg-height=\"622\" referrerpolicy=\"no-referrer\">Unity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.</p><p><blockquote>Unity公布第二季度每股亏损0.02美元，销售额为2.736亿美元，高于分析师普遍预期的每股亏损0.11美元，销售额为2.423亿美元。Unity此前预计第二季度销售额为2.425亿美元，处于指导中点。</blockquote></p><p> “At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.</p><p><blockquote>“在Unity，我们的目标是为创作者提供作为RT3D创作者取得成功的最佳工具。Unity旨在使创作者能够构建任何数字化内容，并在数十种平台类型和设备上即时部署他们的作品，这是为了让参与构建所有创作者都可以使用的元宇宙，”Unity总裁兼首席执行官John Riccitiello说道。</blockquote></p><p> The company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.</p><p><blockquote>该公司的前景也超出了预期，预计第三季度收入将在2.6亿美元至2.65亿美元之间，超过市场普遍预期的2.533亿美元。全年来看，该公司预计全年营收在10.5亿美元至10.6亿美元之间，高于该公司此前预测的10亿美元至10.2亿美元以及分析师普遍预期的10.1亿美元。</blockquote></p><p> Furthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.</p><p><blockquote>此外，该公司报告称，将以约3.2亿美元现金收购远程桌面和流媒体技术公司Parsec。</blockquote></p><p> Oppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.</p><p><blockquote>Oppenheimer分析师Martin Yang将该股跑赢大盘的目标价从每股103.00美元上调至每股125.00美元，此前该公司第二季度业绩好于预期，“运营势头令人印象深刻”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187115140","content_text":"Unity Software shares gains 10% in early trading.\nUnity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.\n“At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.\nThe company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.\nFurthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.\nOppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895883874,"gmtCreate":1628733264098,"gmtModify":1633689922365,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895883874","repostId":"1169921344","repostType":4,"repost":{"id":"1169921344","kind":"news","pubTimestamp":1628729637,"share":"https://www.laohu8.com/m/news/1169921344?lang=zh_CN&edition=full","pubTime":"2021-08-12 08:53","market":"us","language":"en","title":"3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169921344","media":"Seeking Alpha","summary":"Summary\n\nQuality dividend-paying companies can be found in both bull and bear markets alike.\nIn this","content":"<p><h3><b>Summary</b></h3> <ul>  <li>Quality dividend-paying companies can be found in both bull and bear markets alike.</li>  <li>In this article, I highlight 3 stocks from vastly different industries that sport yields up to 9%.</li>  <li>All 3 companies have durable and economically-essential business models.</li> </ul> There’s nothing like a diversified basket of quality dividend-paying companies that are strong on their own, and form a formidable force together. That’s because no matter how strong any individual company may be, it’s always important to diversify, diversify, diversify.</p><p><blockquote><h3><b>总结</b></h3><ul><li>在牛市和熊市中都可以找到优质的派息公司。</li><li>在本文中，我重点介绍了来自截然不同行业的3只股票，其收益率高达9%。</li><li>这三家公司都拥有持久且经济上重要的商业模式。</li></ul>没有什么比一篮子多元化的优质派息公司更好的了，这些公司本身就很强大，共同形成了一股强大的力量。这是因为无论任何一家公司多么强大，多元化、多元化总是很重要的。</blockquote></p><p> In this article, I present 3 strong dividend stocks that have weathered at least 2 recessions with their dividends intact and have strong growth prospects ahead. They come from vastly different, yet economically essential industries, thereby making their yields durable in their own right, so let’s get started.</p><p><blockquote>在本文中，我介绍了3只股息强劲的股票，它们至少经历了两次经济衰退，股息完好无损，并且未来具有强劲的增长前景。它们来自截然不同但经济上至关重要的行业，从而使它们的产量本身具有持久性，所以让我们开始吧。</blockquote></p><p> <h3><b>Pick #1: Omega Healthcare Investors</b></h3> <a href=\"https://laohu8.com/S/OHI\">Omega Healthcare Investors</a> is the largest publicly-traded REIT that’s focused primarily on skilled nursing facilities. At present, it owns over 900 properties spread across the U.S. and U.K. that are managed by 69 different operators.</p><p><blockquote><h3><b>选择1：欧米茄医疗保健投资者</b></h3><a href=\"https://laohu8.com/S/OHI\">欧米茄医疗保健投资者</a>是最大的公开交易房地产投资信托基金，主要专注于专业护理设施。目前，它在美国和英国拥有900多处房产，由69家不同的运营商管理。</blockquote></p><p> It’s worth mentioning that OHI has undergone 2 recessions without having to cut its dividend, and actually raised its dividend in 2008, during the Great Recession, when many REITs were forced to cut theirs. Much of this has to do with OHI’s durable triple-net lease model, in which the tenant is responsible for property taxes, maintenance, and insurance. There’s beauty in this model, as it results in a far lower operating cost structure than non-net lease counterparts.</p><p><blockquote>值得一提的是，OHI经历了两次经济衰退而没有削减股息，实际上在2008年大衰退期间提高了股息，当时许多房地产投资信托基金被迫削减股息。这在很大程度上与OHI持久的三网租赁模式有关，在这种模式下，租户负责财产税、维护和保险。这种模式很有魅力，因为它的运营成本结构远低于非净租赁模式。</blockquote></p><p> This has helped OHI to avoid many of the issues that have plagued healthcare REIT peers Ventas (VTR) and Welltower (WELL), which have seniors housing operating assets that expose them to tenant risk, and were forced to cut their dividends last year. There’s also something to be said about the durability of the government pay model versus private pay, as it’s hard to imagine the government abandoning seniors who require post-surgery rehabilitation.</p><p><blockquote>这帮助OHI避免了许多困扰医疗保健REIT同行Ventas(VTR)和Welltower(WELL)的问题，这些公司拥有老年人住房运营资产，使其面临租户风险，去年被迫削减股息。关于政府支付模式与私人支付模式的持久性，也有一些要说的，因为很难想象政府会抛弃需要术后康复的老年人。</blockquote></p><p> While the skilled nursing sector has been challenged by the pandemic with lower occupancy, HHS (Health and Human Services) funds have helped buffer the blow to OHI’s tenants. This is reflected by tenant EBITDAR-to-rent coverage of 1.44x for the 12 months ended March 31, 2021 (tenant coverage metrics are reported 1 quarter in arrears), comparing favorably to the 1.32x coverage ratio in the prior-year period.</p><p><blockquote>虽然熟练护理行业因入住率较低而受到疫情的挑战，但HHS（卫生与公众服务部）基金帮助缓冲了对OHI租户的打击。截至2021年3月31日的12个月，租户EBITDAR与租金的覆盖率为1.44倍（租户覆盖率指标报告为拖欠1个季度），高于去年同期的1.32倍覆盖率。</blockquote></p><p> In June, an operator representing 3% of OHI’s rent notified management of their inability to pay, due to wage inflation and occupancy issues. This is perhaps one of the factors that drove OHI’s share price down since the recent earnings release. While this is worth monitoring, this also isn’t management’s first rodeo, and I believe the company will be able to work through this, as they have in the past. Operators may come and go, but the properties still serve a critical need.</p><p><blockquote>6月，一家占OHI租金3%的运营商通知管理层，由于工资上涨和入住问题，他们无力支付。这或许是自最近财报发布以来导致OHI股价下跌的因素之一。虽然这值得监控，但这也不是管理层的第一次竞技表演，我相信公司将能够像过去一样解决这个问题。运营商可能来来去去，但这些房产仍然满足着迫切的需求。</blockquote></p><p> Looking forward, OHI should benefit from the so-called ‘silver tsunami’, as the baby boom generation is just starting to hit the age at which SNF services are needed. Meanwhile, I see value in OHI at the current price of $34.89, with a forward P/FFO of just 10.5. It carries an RSI score of 39, which indicates that it’s approaching oversold territory.</p><p><blockquote>展望未来，OHI应该会从所谓的“银色海啸”中受益，因为婴儿潮一代刚刚开始达到需要SNF服务的年龄。与此同时，我认为OHI目前的价格为34.89美元，远期P/FFO仅为10.5。它的RSI得分为39，这表明它正在接近超卖区域。</blockquote></p><p> It also pays an attractive well-covered 7.7% dividend yield with a dividend-to-AFFO payout ratio of 79%. This is supported by a strong balance sheet, with a net debt to annualized EBITDA of just4.9x. OHI provides solid value, especially compared to healthcare REIT peers Ventas and Welltower, which are trading at forward P/FFO of 20 and 27, respectively.</p><p><blockquote>它还支付了极具吸引力的7.7%股息收益率，股息与AFFO的支付率为79%。这得益于强劲的资产负债表，净债务与年化EBITDA之比仅为4.9倍。OHI提供了坚实的价值，特别是与医疗保健REIT同行Ventas和Welltower相比，后者的远期P/FFO分别为20和27。</blockquote></p><p> <h3><b>Pick #2: Magellan Midstream Partners</b></h3> <a href=\"https://laohu8.com/S/MMP\">Magellan Midstream Partners LP</a> (issues Schedule K-1) is a well-known and respected MLP that primarily transports, stores, and distributes refined petroleum products and crude oil. It owns the longest refined petroleum products pipeline system in the U.S., and has access to nearly half of the country’s refining capacity, with storage capacity of 100 million barrels.</p><p><blockquote><h3><b>选择2：麦哲伦中游合作伙伴</b></h3><a href=\"https://laohu8.com/S/MMP\">麦哲伦中游合伙人有限责任公司</a>（issues Schedule K-1）是一家知名且受人尊敬的MLP，主要运输、储存和分销精炼石油产品和原油。它拥有美国最长的成品油管道系统，拥有全国近一半的炼油能力，储存能力为1亿桶。</blockquote></p><p> This has helped earn MMP a Wide-moat rating from Morningstar. Plus, Morningstar has assigned MMP an Exemplary rating for capital allocation, considering the strategic nature of MMP’s assets and that it hasn’t grown just for growth’s sake. This rating is also due to MMP’s prudently managed balance sheet, with a net debt to EBITDA ratio of just 3.3x, which sits at the low end compared to peers. The low leverage gives MMP plenty of capacity to buy back its units at attractive valuations, which it has done during the second quarter, with $82 million worth of unit repurchases.</p><p><blockquote>这帮助MMP赢得了晨星公司的宽护城河评级。此外，考虑到MMP资产的战略性质以及它不仅仅是为了增长而增长，晨星公司已授予MMP资本配置模范评级。这一评级还得益于MMP审慎管理的资产负债表，净债务与EBITDA比率仅为3.3倍，与同行相比处于低端。低杠杆率使MMP有足够的能力以有吸引力的估值回购其单位，该公司在第二季度就这样做了，回购了价值8200万美元的单位。</blockquote></p><p></p><p> MMP’s toll-road like business model has made it relatively immune to the fluctuations in oil prices over the past 15 months. Plus, the stable demand forecast makes it such that there is little to no incentive to build new pipelines, thereby making MMP’s existing assets all the more valuable to its upstream customers. In their latest analyst report, Morningstar bakes in a worst-case scenario, and had this to say about the durability of MMP’s return on invested capital:</p><p><blockquote>MMP类似收费公路的商业模式使其相对不受过去15个月油价波动的影响。此外，稳定的需求预测使得几乎没有动力建造新管道，从而使MMP的现有资产对其上游客户更具价值。在最新的分析师报告中，晨星公司考虑了最坏的情况，并对MMP投资资本回报率的持久性进行了如下评价：</blockquote></p><p>   Even if we assume refined product pricing declines by 50% - an extremely unlikely scenario, given that pricing generally only moves a few percentage points annually - Magellan's ROICs are around 11% (versus 13% in our base case), demonstrating the strength of the business. ROICs are also supported by strong capital allocation as well as the elimination of its incentive distribution rights in 2010, which lowered its cost of capital.  While long-term risks from energy evolution exist for MMP, it will take time, giving MMP plenty of time to buy back shares, and explore other investment areas and use cases for its pipelines, including hydrogen, RNG, and carbon capture, to name a few.</p><p><blockquote>即使我们假设精炼产品定价下降50%（考虑到定价通常每年只变动几个百分点，这种情况极不可能发生），麦哲伦的投资回报率也在11%左右（而我们的基本案例中为13%），这证明了该公司的实力。业务。ROIC还得到了强劲的资本配置以及2010年取消激励分配权的支持，这降低了其资本成本。尽管能源演变带来的长期风险对于MMP而言确实存在，但需要时间，这将使MMP有充裕的时间回购股票，并探索其他投资领域以及其管道使用案例，包括氢气、RNG和碳捕捉等等。</blockquote></p><p> Meanwhile, I see value in MMP at the current price of $47 with a nearly 9% yield and a1.17xdistribution coverage ratio. MMP is also trading in value territory with an EV/EBITDA of 13.1, sitting below its pre-pandemic range of 15-22 in the years 2016-2020. MMP is a solid buy for potentially strong long-term gains.</p><p><blockquote>与此同时，我认为MMP目前47美元的价格具有价值，收益率接近9%，分配覆盖率为1.17x。MMP的交易也处于价值区域，EV/EBITDA为13.1，低于2016-2020年大流行前15-22的范围。MMP是潜在强劲长期收益的可靠买入对象。</blockquote></p><p> <h3><b>Pick #3: Amgen</b></h3> <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> remains one of my favorite picks in the pharmaceutical sector. It’s been around since 1980, and today, is one of the largest biopharmaceutical companies in the world. Amgen’s therapies reach millions of patients in 100 countries, and is focused on the six therapeutic areas of cardiovascular, inflammation, neuroscience, oncology, bone health, and nephrology.</p><p><blockquote><h3><b>选择3：安进</b></h3><a href=\"https://laohu8.com/S/AMGN\">安进</a>仍然是我在制药行业最喜欢的选择之一。它成立于1980年，如今是世界上最大的生物制药公司之一。安进的疗法覆盖100个国家的数百万患者，专注于心血管、炎症、神经科学、肿瘤学、骨骼健康和肾脏病六个治疗领域。</blockquote></p><p> AMGN has sold off after its Q2 earnings release. As seen below, at the current price of $227.96, AMGN is now trading well below the $250 level that it reached back in July. It also has an RSI score of 33, indicating that it’s in oversold territory.</p><p><blockquote>AMGN在第二季度财报发布后遭到抛售。如下图所示，AMGN目前的价格为227.96美元，远低于7月份达到的250美元水平。它的RSI得分也为33，表明它处于超卖区域。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf2db10866aa63b02082d1691157f976\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: StockCharts)</p><p><blockquote>（来源：StockCharts）</blockquote></p><p> One of the reasons for the sell-off reaching is the lower earnings guidance of $9.37 (at the midpoint) that management is projecting for 2021. This sits 5% below management’s previous guidance of $9.91 at the midpoint. Meanwhile, adjusted EPS guidance remains unchanged from Q1’21 at $16.50 at the midpoint.</p><p><blockquote>造成抛售的原因之一是管理层预计2021年盈利指引较低，为9.37美元（中点）。这比管理层之前9.91美元的指导中点低5%。与此同时，调整后的每股收益指引与21年第一季度持平，为16.50美元。</blockquote></p><p> I see the sell-off as being an overreaction, considering the robust second quarter results that AMGN just posted, with revenue increasing by5%YoY to $6.5 billion. This was driven by strong volume growth and growth in AMGN’s newer drugs, Prolia and EVENITY (osteoporosis), and Repatha (cardiovascular diseases), which all posted double-digit YoY sales growth ranging from 24-43%.</p><p><blockquote>考虑到AMGN刚刚公布的强劲第二季度业绩（收入同比增长5%至65亿美元），我认为此次抛售是过度反应。这是由强劲的销量增长以及AMGN新药Prolia和EVENITY（骨质疏松症）以及Repatha（心血管疾病）的增长推动的，这些药物的销售额均实现了两位数的同比增长，范围为24-43%。</blockquote></p><p> Looking forward, I’m encouraged by the launching of Lumakras, which is a first-in-class lung cancer treatment, and by AMGN’s burgeoning biosimilar practice, considering the higher margins associated with biosimilars compared to traditional generics. Plus, AMGN’s recently announced Teneobio acquisition is expected to close in the second half of this year, and should strengthen AMGN’s leadership in developing protein-based medicines to treat patients with serious illnesses.</p><p><blockquote>展望未来，考虑到与传统仿制药相比，生物仿制药的利润率更高，我对Lumakras的推出以及AMGN蓬勃发展的生物仿制药实践感到鼓舞。此外，AMGN最近宣布的对Teneobio的收购预计将于今年下半年完成，这将加强AMGN在开发基于蛋白质的药物治疗严重疾病患者方面的领导地位。</blockquote></p><p> Meanwhile, AMGN remains one of the most shareholder-friendly companies, with a robust capital returns program. This is reflected by the 6.5 million shares that were repurchased during the second quarter alone for a total cost of $1.6 billion, and management is targeting $3-$5 billion in total repurchases this year. As seen below, AMGN’s total share count has been reduced by an impressive 23% over the past 5 years through share repurchases.</p><p><blockquote>与此同时，AMGN仍然是对股东最友好的公司之一，拥有稳健的资本回报计划。仅第二季度就回购了650万股股票，总成本为16亿美元，管理层的目标是今年回购总额为30-50亿美元。如下所示，通过股票回购，AMGN的股票总数在过去5年中减少了23%，令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5d535b01b01381632c9bfd459adde574\" tg-width=\"640\" tg-height=\"223\" width=\"100%\" height=\"auto\">(Source: Seeking Alpha)</p><p><blockquote>（来源：寻求阿尔法）</blockquote></p><p> AMGN maintains a strong balance sheet, with $8.1 billion in cash and short-term investments on hand, and an A- credit rating from S&amp;P. It has a net debt to EBITDA ratio of 1.99x, sitting well below the 3.0x safe level that I prefer. This lends support to the 3.1% dividend yield, which comes with a low payout ratio of 43%, and a robust 13% 5-year CAGR. As seen below, the current yield is sitting at one of the highest levels over the past 10 years.</p><p><blockquote>AMGN保持着强劲的资产负债表，手头有81亿美元的现金和短期投资，并获得标准普尔的A级信用评级。它的净债务与EBITDA比率为1.99倍，远低于我更喜欢的3.0倍安全水平。这为3.1%的股息收益率（43%的低派息率和13%的强劲5年复合年增长率提供了支持。如下所示，目前的收益率处于过去10年来的最高水平之一。</blockquote></p><p> Note: the following 2.95% dividend yield is based on trailing 12 months, and the forward yield is 3.1%.</p><p><blockquote>注：以下2.95%股息收益率基于过去12个月，远期收益率为3.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f9b2e61be687209c9b9b7cf8ee9c05fb\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p></p><p> While AMGN comes with risks from patent cliffs, I see the company as being able to manage through these risks with its robust pipeline and knowledge platform from prior and existing drugs, which it can use to develop successor drugs. I see value in AMGN at the current price of $227.96, with a forward PE of 13.8, and analysts have consensus price target of $248. This implies a potential 12% 1-year return including dividends, which isn’t bad for a blue-chip in an overall frothy market. AMGN is a Buy.</p><p><blockquote>虽然AMGN面临专利悬崖的风险，但我认为该公司能够通过其强大的管道和来自先前和现有药物的知识平台来管理这些风险，并可以利用这些平台来开发后续药物。我认为AMGN当前价格为227.96美元，远期市盈率为13.8，分析师一致目标价为248美元。这意味着包括股息在内的1年潜在回报率为12%，这对于整体泡沫市场中的蓝筹股来说并不坏。AMGN值得买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Great Dividends You May Kick Yourself For Not Buying Now<blockquote>你可能会后悔现在没有购买的3个巨大红利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-12 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>Summary</b></h3> <ul>  <li>Quality dividend-paying companies can be found in both bull and bear markets alike.</li>  <li>In this article, I highlight 3 stocks from vastly different industries that sport yields up to 9%.</li>  <li>All 3 companies have durable and economically-essential business models.</li> </ul> There’s nothing like a diversified basket of quality dividend-paying companies that are strong on their own, and form a formidable force together. That’s because no matter how strong any individual company may be, it’s always important to diversify, diversify, diversify.</p><p><blockquote><h3><b>总结</b></h3><ul><li>在牛市和熊市中都可以找到优质的派息公司。</li><li>在本文中，我重点介绍了来自截然不同行业的3只股票，其收益率高达9%。</li><li>这三家公司都拥有持久且经济上重要的商业模式。</li></ul>没有什么比一篮子多元化的优质派息公司更好的了，这些公司本身就很强大，共同形成了一股强大的力量。这是因为无论任何一家公司多么强大，多元化、多元化总是很重要的。</blockquote></p><p> In this article, I present 3 strong dividend stocks that have weathered at least 2 recessions with their dividends intact and have strong growth prospects ahead. They come from vastly different, yet economically essential industries, thereby making their yields durable in their own right, so let’s get started.</p><p><blockquote>在本文中，我介绍了3只股息强劲的股票，它们至少经历了两次经济衰退，股息完好无损，并且未来具有强劲的增长前景。它们来自截然不同但经济上至关重要的行业，从而使它们的产量本身具有持久性，所以让我们开始吧。</blockquote></p><p> <h3><b>Pick #1: Omega Healthcare Investors</b></h3> <a href=\"https://laohu8.com/S/OHI\">Omega Healthcare Investors</a> is the largest publicly-traded REIT that’s focused primarily on skilled nursing facilities. At present, it owns over 900 properties spread across the U.S. and U.K. that are managed by 69 different operators.</p><p><blockquote><h3><b>选择1：欧米茄医疗保健投资者</b></h3><a href=\"https://laohu8.com/S/OHI\">欧米茄医疗保健投资者</a>是最大的公开交易房地产投资信托基金，主要专注于专业护理设施。目前，它在美国和英国拥有900多处房产，由69家不同的运营商管理。</blockquote></p><p> It’s worth mentioning that OHI has undergone 2 recessions without having to cut its dividend, and actually raised its dividend in 2008, during the Great Recession, when many REITs were forced to cut theirs. Much of this has to do with OHI’s durable triple-net lease model, in which the tenant is responsible for property taxes, maintenance, and insurance. There’s beauty in this model, as it results in a far lower operating cost structure than non-net lease counterparts.</p><p><blockquote>值得一提的是，OHI经历了两次经济衰退而没有削减股息，实际上在2008年大衰退期间提高了股息，当时许多房地产投资信托基金被迫削减股息。这在很大程度上与OHI持久的三网租赁模式有关，在这种模式下，租户负责财产税、维护和保险。这种模式很有魅力，因为它的运营成本结构远低于非净租赁模式。</blockquote></p><p> This has helped OHI to avoid many of the issues that have plagued healthcare REIT peers Ventas (VTR) and Welltower (WELL), which have seniors housing operating assets that expose them to tenant risk, and were forced to cut their dividends last year. There’s also something to be said about the durability of the government pay model versus private pay, as it’s hard to imagine the government abandoning seniors who require post-surgery rehabilitation.</p><p><blockquote>这帮助OHI避免了许多困扰医疗保健REIT同行Ventas(VTR)和Welltower(WELL)的问题，这些公司拥有老年人住房运营资产，使其面临租户风险，去年被迫削减股息。关于政府支付模式与私人支付模式的持久性，也有一些要说的，因为很难想象政府会抛弃需要术后康复的老年人。</blockquote></p><p> While the skilled nursing sector has been challenged by the pandemic with lower occupancy, HHS (Health and Human Services) funds have helped buffer the blow to OHI’s tenants. This is reflected by tenant EBITDAR-to-rent coverage of 1.44x for the 12 months ended March 31, 2021 (tenant coverage metrics are reported 1 quarter in arrears), comparing favorably to the 1.32x coverage ratio in the prior-year period.</p><p><blockquote>虽然熟练护理行业因入住率较低而受到疫情的挑战，但HHS（卫生与公众服务部）基金帮助缓冲了对OHI租户的打击。截至2021年3月31日的12个月，租户EBITDAR与租金的覆盖率为1.44倍（租户覆盖率指标报告为拖欠1个季度），高于去年同期的1.32倍覆盖率。</blockquote></p><p> In June, an operator representing 3% of OHI’s rent notified management of their inability to pay, due to wage inflation and occupancy issues. This is perhaps one of the factors that drove OHI’s share price down since the recent earnings release. While this is worth monitoring, this also isn’t management’s first rodeo, and I believe the company will be able to work through this, as they have in the past. Operators may come and go, but the properties still serve a critical need.</p><p><blockquote>6月，一家占OHI租金3%的运营商通知管理层，由于工资上涨和入住问题，他们无力支付。这或许是自最近财报发布以来导致OHI股价下跌的因素之一。虽然这值得监控，但这也不是管理层的第一次竞技表演，我相信公司将能够像过去一样解决这个问题。运营商可能来来去去，但这些房产仍然满足着迫切的需求。</blockquote></p><p> Looking forward, OHI should benefit from the so-called ‘silver tsunami’, as the baby boom generation is just starting to hit the age at which SNF services are needed. Meanwhile, I see value in OHI at the current price of $34.89, with a forward P/FFO of just 10.5. It carries an RSI score of 39, which indicates that it’s approaching oversold territory.</p><p><blockquote>展望未来，OHI应该会从所谓的“银色海啸”中受益，因为婴儿潮一代刚刚开始达到需要SNF服务的年龄。与此同时，我认为OHI目前的价格为34.89美元，远期P/FFO仅为10.5。它的RSI得分为39，这表明它正在接近超卖区域。</blockquote></p><p> It also pays an attractive well-covered 7.7% dividend yield with a dividend-to-AFFO payout ratio of 79%. This is supported by a strong balance sheet, with a net debt to annualized EBITDA of just4.9x. OHI provides solid value, especially compared to healthcare REIT peers Ventas and Welltower, which are trading at forward P/FFO of 20 and 27, respectively.</p><p><blockquote>它还支付了极具吸引力的7.7%股息收益率，股息与AFFO的支付率为79%。这得益于强劲的资产负债表，净债务与年化EBITDA之比仅为4.9倍。OHI提供了坚实的价值，特别是与医疗保健REIT同行Ventas和Welltower相比，后者的远期P/FFO分别为20和27。</blockquote></p><p> <h3><b>Pick #2: Magellan Midstream Partners</b></h3> <a href=\"https://laohu8.com/S/MMP\">Magellan Midstream Partners LP</a> (issues Schedule K-1) is a well-known and respected MLP that primarily transports, stores, and distributes refined petroleum products and crude oil. It owns the longest refined petroleum products pipeline system in the U.S., and has access to nearly half of the country’s refining capacity, with storage capacity of 100 million barrels.</p><p><blockquote><h3><b>选择2：麦哲伦中游合作伙伴</b></h3><a href=\"https://laohu8.com/S/MMP\">麦哲伦中游合伙人有限责任公司</a>（issues Schedule K-1）是一家知名且受人尊敬的MLP，主要运输、储存和分销精炼石油产品和原油。它拥有美国最长的成品油管道系统，拥有全国近一半的炼油能力，储存能力为1亿桶。</blockquote></p><p> This has helped earn MMP a Wide-moat rating from Morningstar. Plus, Morningstar has assigned MMP an Exemplary rating for capital allocation, considering the strategic nature of MMP’s assets and that it hasn’t grown just for growth’s sake. This rating is also due to MMP’s prudently managed balance sheet, with a net debt to EBITDA ratio of just 3.3x, which sits at the low end compared to peers. The low leverage gives MMP plenty of capacity to buy back its units at attractive valuations, which it has done during the second quarter, with $82 million worth of unit repurchases.</p><p><blockquote>这帮助MMP赢得了晨星公司的宽护城河评级。此外，考虑到MMP资产的战略性质以及它不仅仅是为了增长而增长，晨星公司已授予MMP资本配置模范评级。这一评级还得益于MMP审慎管理的资产负债表，净债务与EBITDA比率仅为3.3倍，与同行相比处于低端。低杠杆率使MMP有足够的能力以有吸引力的估值回购其单位，该公司在第二季度就这样做了，回购了价值8200万美元的单位。</blockquote></p><p></p><p> MMP’s toll-road like business model has made it relatively immune to the fluctuations in oil prices over the past 15 months. Plus, the stable demand forecast makes it such that there is little to no incentive to build new pipelines, thereby making MMP’s existing assets all the more valuable to its upstream customers. In their latest analyst report, Morningstar bakes in a worst-case scenario, and had this to say about the durability of MMP’s return on invested capital:</p><p><blockquote>MMP类似收费公路的商业模式使其相对不受过去15个月油价波动的影响。此外，稳定的需求预测使得几乎没有动力建造新管道，从而使MMP的现有资产对其上游客户更具价值。在最新的分析师报告中，晨星公司考虑了最坏的情况，并对MMP投资资本回报率的持久性进行了如下评价：</blockquote></p><p>   Even if we assume refined product pricing declines by 50% - an extremely unlikely scenario, given that pricing generally only moves a few percentage points annually - Magellan's ROICs are around 11% (versus 13% in our base case), demonstrating the strength of the business. ROICs are also supported by strong capital allocation as well as the elimination of its incentive distribution rights in 2010, which lowered its cost of capital.  While long-term risks from energy evolution exist for MMP, it will take time, giving MMP plenty of time to buy back shares, and explore other investment areas and use cases for its pipelines, including hydrogen, RNG, and carbon capture, to name a few.</p><p><blockquote>即使我们假设精炼产品定价下降50%（考虑到定价通常每年只变动几个百分点，这种情况极不可能发生），麦哲伦的投资回报率也在11%左右（而我们的基本案例中为13%），这证明了该公司的实力。业务。ROIC还得到了强劲的资本配置以及2010年取消激励分配权的支持，这降低了其资本成本。尽管能源演变带来的长期风险对于MMP而言确实存在，但需要时间，这将使MMP有充裕的时间回购股票，并探索其他投资领域以及其管道使用案例，包括氢气、RNG和碳捕捉等等。</blockquote></p><p> Meanwhile, I see value in MMP at the current price of $47 with a nearly 9% yield and a1.17xdistribution coverage ratio. MMP is also trading in value territory with an EV/EBITDA of 13.1, sitting below its pre-pandemic range of 15-22 in the years 2016-2020. MMP is a solid buy for potentially strong long-term gains.</p><p><blockquote>与此同时，我认为MMP目前47美元的价格具有价值，收益率接近9%，分配覆盖率为1.17x。MMP的交易也处于价值区域，EV/EBITDA为13.1，低于2016-2020年大流行前15-22的范围。MMP是潜在强劲长期收益的可靠买入对象。</blockquote></p><p> <h3><b>Pick #3: Amgen</b></h3> <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> remains one of my favorite picks in the pharmaceutical sector. It’s been around since 1980, and today, is one of the largest biopharmaceutical companies in the world. Amgen’s therapies reach millions of patients in 100 countries, and is focused on the six therapeutic areas of cardiovascular, inflammation, neuroscience, oncology, bone health, and nephrology.</p><p><blockquote><h3><b>选择3：安进</b></h3><a href=\"https://laohu8.com/S/AMGN\">安进</a>仍然是我在制药行业最喜欢的选择之一。它成立于1980年，如今是世界上最大的生物制药公司之一。安进的疗法覆盖100个国家的数百万患者，专注于心血管、炎症、神经科学、肿瘤学、骨骼健康和肾脏病六个治疗领域。</blockquote></p><p> AMGN has sold off after its Q2 earnings release. As seen below, at the current price of $227.96, AMGN is now trading well below the $250 level that it reached back in July. It also has an RSI score of 33, indicating that it’s in oversold territory.</p><p><blockquote>AMGN在第二季度财报发布后遭到抛售。如下图所示，AMGN目前的价格为227.96美元，远低于7月份达到的250美元水平。它的RSI得分也为33，表明它处于超卖区域。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf2db10866aa63b02082d1691157f976\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: StockCharts)</p><p><blockquote>（来源：StockCharts）</blockquote></p><p> One of the reasons for the sell-off reaching is the lower earnings guidance of $9.37 (at the midpoint) that management is projecting for 2021. This sits 5% below management’s previous guidance of $9.91 at the midpoint. Meanwhile, adjusted EPS guidance remains unchanged from Q1’21 at $16.50 at the midpoint.</p><p><blockquote>造成抛售的原因之一是管理层预计2021年盈利指引较低，为9.37美元（中点）。这比管理层之前9.91美元的指导中点低5%。与此同时，调整后的每股收益指引与21年第一季度持平，为16.50美元。</blockquote></p><p> I see the sell-off as being an overreaction, considering the robust second quarter results that AMGN just posted, with revenue increasing by5%YoY to $6.5 billion. This was driven by strong volume growth and growth in AMGN’s newer drugs, Prolia and EVENITY (osteoporosis), and Repatha (cardiovascular diseases), which all posted double-digit YoY sales growth ranging from 24-43%.</p><p><blockquote>考虑到AMGN刚刚公布的强劲第二季度业绩（收入同比增长5%至65亿美元），我认为此次抛售是过度反应。这是由强劲的销量增长以及AMGN新药Prolia和EVENITY（骨质疏松症）以及Repatha（心血管疾病）的增长推动的，这些药物的销售额均实现了两位数的同比增长，范围为24-43%。</blockquote></p><p> Looking forward, I’m encouraged by the launching of Lumakras, which is a first-in-class lung cancer treatment, and by AMGN’s burgeoning biosimilar practice, considering the higher margins associated with biosimilars compared to traditional generics. Plus, AMGN’s recently announced Teneobio acquisition is expected to close in the second half of this year, and should strengthen AMGN’s leadership in developing protein-based medicines to treat patients with serious illnesses.</p><p><blockquote>展望未来，考虑到与传统仿制药相比，生物仿制药的利润率更高，我对Lumakras的推出以及AMGN蓬勃发展的生物仿制药实践感到鼓舞。此外，AMGN最近宣布的对Teneobio的收购预计将于今年下半年完成，这将加强AMGN在开发基于蛋白质的药物治疗严重疾病患者方面的领导地位。</blockquote></p><p> Meanwhile, AMGN remains one of the most shareholder-friendly companies, with a robust capital returns program. This is reflected by the 6.5 million shares that were repurchased during the second quarter alone for a total cost of $1.6 billion, and management is targeting $3-$5 billion in total repurchases this year. As seen below, AMGN’s total share count has been reduced by an impressive 23% over the past 5 years through share repurchases.</p><p><blockquote>与此同时，AMGN仍然是对股东最友好的公司之一，拥有稳健的资本回报计划。仅第二季度就回购了650万股股票，总成本为16亿美元，管理层的目标是今年回购总额为30-50亿美元。如下所示，通过股票回购，AMGN的股票总数在过去5年中减少了23%，令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5d535b01b01381632c9bfd459adde574\" tg-width=\"640\" tg-height=\"223\" width=\"100%\" height=\"auto\">(Source: Seeking Alpha)</p><p><blockquote>（来源：寻求阿尔法）</blockquote></p><p> AMGN maintains a strong balance sheet, with $8.1 billion in cash and short-term investments on hand, and an A- credit rating from S&amp;P. It has a net debt to EBITDA ratio of 1.99x, sitting well below the 3.0x safe level that I prefer. This lends support to the 3.1% dividend yield, which comes with a low payout ratio of 43%, and a robust 13% 5-year CAGR. As seen below, the current yield is sitting at one of the highest levels over the past 10 years.</p><p><blockquote>AMGN保持着强劲的资产负债表，手头有81亿美元的现金和短期投资，并获得标准普尔的A级信用评级。它的净债务与EBITDA比率为1.99倍，远低于我更喜欢的3.0倍安全水平。这为3.1%的股息收益率（43%的低派息率和13%的强劲5年复合年增长率提供了支持。如下所示，目前的收益率处于过去10年来的最高水平之一。</blockquote></p><p> Note: the following 2.95% dividend yield is based on trailing 12 months, and the forward yield is 3.1%.</p><p><blockquote>注：以下2.95%股息收益率基于过去12个月，远期收益率为3.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f9b2e61be687209c9b9b7cf8ee9c05fb\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p></p><p> While AMGN comes with risks from patent cliffs, I see the company as being able to manage through these risks with its robust pipeline and knowledge platform from prior and existing drugs, which it can use to develop successor drugs. I see value in AMGN at the current price of $227.96, with a forward PE of 13.8, and analysts have consensus price target of $248. This implies a potential 12% 1-year return including dividends, which isn’t bad for a blue-chip in an overall frothy market. AMGN is a Buy.</p><p><blockquote>虽然AMGN面临专利悬崖的风险，但我认为该公司能够通过其强大的管道和来自先前和现有药物的知识平台来管理这些风险，并可以利用这些平台来开发后续药物。我认为AMGN当前价格为227.96美元，远期市盈率为13.8，分析师一致目标价为248美元。这意味着包括股息在内的1年潜在回报率为12%，这对于整体泡沫市场中的蓝筹股来说并不坏。AMGN值得买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4448070-omega-healthcare-magellan-amgen-3-great-dividends-you-may-kick-yourself-for-not-buying-now\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OHI":"Omega Healthcare Investors","AMGN":"安进"},"source_url":"https://seekingalpha.com/article/4448070-omega-healthcare-magellan-amgen-3-great-dividends-you-may-kick-yourself-for-not-buying-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169921344","content_text":"Summary\n\nQuality dividend-paying companies can be found in both bull and bear markets alike.\nIn this article, I highlight 3 stocks from vastly different industries that sport yields up to 9%.\nAll 3 companies have durable and economically-essential business models.\n\nThere’s nothing like a diversified basket of quality dividend-paying companies that are strong on their own, and form a formidable force together. That’s because no matter how strong any individual company may be, it’s always important to diversify, diversify, diversify.\nIn this article, I present 3 strong dividend stocks that have weathered at least 2 recessions with their dividends intact and have strong growth prospects ahead. They come from vastly different, yet economically essential industries, thereby making their yields durable in their own right, so let’s get started.\nPick #1: Omega Healthcare Investors\nOmega Healthcare Investors is the largest publicly-traded REIT that’s focused primarily on skilled nursing facilities. At present, it owns over 900 properties spread across the U.S. and U.K. that are managed by 69 different operators.\nIt’s worth mentioning that OHI has undergone 2 recessions without having to cut its dividend, and actually raised its dividend in 2008, during the Great Recession, when many REITs were forced to cut theirs. Much of this has to do with OHI’s durable triple-net lease model, in which the tenant is responsible for property taxes, maintenance, and insurance. There’s beauty in this model, as it results in a far lower operating cost structure than non-net lease counterparts.\nThis has helped OHI to avoid many of the issues that have plagued healthcare REIT peers Ventas (VTR) and Welltower (WELL), which have seniors housing operating assets that expose them to tenant risk, and were forced to cut their dividends last year. There’s also something to be said about the durability of the government pay model versus private pay, as it’s hard to imagine the government abandoning seniors who require post-surgery rehabilitation.\nWhile the skilled nursing sector has been challenged by the pandemic with lower occupancy, HHS (Health and Human Services) funds have helped buffer the blow to OHI’s tenants. This is reflected by tenant EBITDAR-to-rent coverage of 1.44x for the 12 months ended March 31, 2021 (tenant coverage metrics are reported 1 quarter in arrears), comparing favorably to the 1.32x coverage ratio in the prior-year period.\nIn June, an operator representing 3% of OHI’s rent notified management of their inability to pay, due to wage inflation and occupancy issues. This is perhaps one of the factors that drove OHI’s share price down since the recent earnings release. While this is worth monitoring, this also isn’t management’s first rodeo, and I believe the company will be able to work through this, as they have in the past. Operators may come and go, but the properties still serve a critical need.\nLooking forward, OHI should benefit from the so-called ‘silver tsunami’, as the baby boom generation is just starting to hit the age at which SNF services are needed. Meanwhile, I see value in OHI at the current price of $34.89, with a forward P/FFO of just 10.5. It carries an RSI score of 39, which indicates that it’s approaching oversold territory.\nIt also pays an attractive well-covered 7.7% dividend yield with a dividend-to-AFFO payout ratio of 79%. This is supported by a strong balance sheet, with a net debt to annualized EBITDA of just4.9x. OHI provides solid value, especially compared to healthcare REIT peers Ventas and Welltower, which are trading at forward P/FFO of 20 and 27, respectively.\nPick #2: Magellan Midstream Partners\nMagellan Midstream Partners LP (issues Schedule K-1) is a well-known and respected MLP that primarily transports, stores, and distributes refined petroleum products and crude oil. It owns the longest refined petroleum products pipeline system in the U.S., and has access to nearly half of the country’s refining capacity, with storage capacity of 100 million barrels.\nThis has helped earn MMP a Wide-moat rating from Morningstar. Plus, Morningstar has assigned MMP an Exemplary rating for capital allocation, considering the strategic nature of MMP’s assets and that it hasn’t grown just for growth’s sake. This rating is also due to MMP’s prudently managed balance sheet, with a net debt to EBITDA ratio of just 3.3x, which sits at the low end compared to peers. The low leverage gives MMP plenty of capacity to buy back its units at attractive valuations, which it has done during the second quarter, with $82 million worth of unit repurchases.\nMMP’s toll-road like business model has made it relatively immune to the fluctuations in oil prices over the past 15 months. Plus, the stable demand forecast makes it such that there is little to no incentive to build new pipelines, thereby making MMP’s existing assets all the more valuable to its upstream customers. In their latest analyst report, Morningstar bakes in a worst-case scenario, and had this to say about the durability of MMP’s return on invested capital:\n\n Even if we assume refined product pricing declines by 50% - an extremely unlikely scenario, given that pricing generally only moves a few percentage points annually - Magellan's ROICs are around 11% (versus 13% in our base case), demonstrating the strength of the business. ROICs are also supported by strong capital allocation as well as the elimination of its incentive distribution rights in 2010, which lowered its cost of capital.\n\nWhile long-term risks from energy evolution exist for MMP, it will take time, giving MMP plenty of time to buy back shares, and explore other investment areas and use cases for its pipelines, including hydrogen, RNG, and carbon capture, to name a few.\nMeanwhile, I see value in MMP at the current price of $47 with a nearly 9% yield and a1.17xdistribution coverage ratio. MMP is also trading in value territory with an EV/EBITDA of 13.1, sitting below its pre-pandemic range of 15-22 in the years 2016-2020. MMP is a solid buy for potentially strong long-term gains.\nPick #3: Amgen\nAmgen remains one of my favorite picks in the pharmaceutical sector. It’s been around since 1980, and today, is one of the largest biopharmaceutical companies in the world. Amgen’s therapies reach millions of patients in 100 countries, and is focused on the six therapeutic areas of cardiovascular, inflammation, neuroscience, oncology, bone health, and nephrology.\nAMGN has sold off after its Q2 earnings release. As seen below, at the current price of $227.96, AMGN is now trading well below the $250 level that it reached back in July. It also has an RSI score of 33, indicating that it’s in oversold territory.\n\n(Source: StockCharts)\nOne of the reasons for the sell-off reaching is the lower earnings guidance of $9.37 (at the midpoint) that management is projecting for 2021. This sits 5% below management’s previous guidance of $9.91 at the midpoint. Meanwhile, adjusted EPS guidance remains unchanged from Q1’21 at $16.50 at the midpoint.\nI see the sell-off as being an overreaction, considering the robust second quarter results that AMGN just posted, with revenue increasing by5%YoY to $6.5 billion. This was driven by strong volume growth and growth in AMGN’s newer drugs, Prolia and EVENITY (osteoporosis), and Repatha (cardiovascular diseases), which all posted double-digit YoY sales growth ranging from 24-43%.\nLooking forward, I’m encouraged by the launching of Lumakras, which is a first-in-class lung cancer treatment, and by AMGN’s burgeoning biosimilar practice, considering the higher margins associated with biosimilars compared to traditional generics. Plus, AMGN’s recently announced Teneobio acquisition is expected to close in the second half of this year, and should strengthen AMGN’s leadership in developing protein-based medicines to treat patients with serious illnesses.\nMeanwhile, AMGN remains one of the most shareholder-friendly companies, with a robust capital returns program. This is reflected by the 6.5 million shares that were repurchased during the second quarter alone for a total cost of $1.6 billion, and management is targeting $3-$5 billion in total repurchases this year. As seen below, AMGN’s total share count has been reduced by an impressive 23% over the past 5 years through share repurchases.\n(Source: Seeking Alpha)\nAMGN maintains a strong balance sheet, with $8.1 billion in cash and short-term investments on hand, and an A- credit rating from S&P. It has a net debt to EBITDA ratio of 1.99x, sitting well below the 3.0x safe level that I prefer. This lends support to the 3.1% dividend yield, which comes with a low payout ratio of 43%, and a robust 13% 5-year CAGR. As seen below, the current yield is sitting at one of the highest levels over the past 10 years.\nNote: the following 2.95% dividend yield is based on trailing 12 months, and the forward yield is 3.1%.\n\n(Source: YCharts)\nWhile AMGN comes with risks from patent cliffs, I see the company as being able to manage through these risks with its robust pipeline and knowledge platform from prior and existing drugs, which it can use to develop successor drugs. I see value in AMGN at the current price of $227.96, with a forward PE of 13.8, and analysts have consensus price target of $248. This implies a potential 12% 1-year return including dividends, which isn’t bad for a blue-chip in an overall frothy market. AMGN is a Buy.","news_type":1,"symbols_score_info":{"AMGN":0.9,"OHI":0.9,"MMP":0.9}},"isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}