Cathie Wood says innovation stocks in Ark's portfolio are in 'deep value territory' and predicts monster returns of over the next 5 years

Markets insider2021-12-22

Cathie Wood believes the innovation stocks owned by Ark Invest are in "deep value territory." She expects the group of stocks to deliver an astounding 40% annualized return over the next five years. ...

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精彩评论

SynergyHero
2021-12-22
SynergyHero
deep shit or buy the dip??
JWee
2021-12-22
JWee
Buy and hold!
ZEROHERO
2021-12-22
ZEROHERO
Deep shit for now
JL1Apr
2021-12-22
JL1Apr
With QE tapering and imminent rate hike, maybe investors should look away and look back at Buffett now.‌[思考] ‌
- NEWBIE:
  yes
KW1
2021-12-22
KW1
Ok like
- NareshwG:
  Agreed 💯

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Despite the steep declines, companies like Zoom,Docusign, and Teladoc are still growing their revenues and improving profitability levels, she noted.\nThose improving business metrics can be chalked up to a \"rip and replace\" trend in the $1.5 trillion enterprise communications space sparked by the COVID-19 pandemic, representing \"the first major product replacement cycle since the emergence of the internet roughly 30 years ago,\" Wood said.\nWhile she thinks the stocks held by Ark Invest represent a bargain, traditional value investors disagree.\nThe average price-to-earnings ratio of the ARK Disruptive Innovation ETF is negative, indicating that the average stock in the portfolio is not yet profitable. Meanwhile the average price-to-sales ratio of the ETF is at 11.5x, almost quadruple the S&P 500's current P/S ratio of about 3x.\nBut Wood is unfazed, and explained that a big wall of worry \"built on the back of high-multiple stocks bodes well for equities in the innovation space... No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights.\"\nAs a result, she expects annualized returns of as much as 40% over the next five years for Ark's innovation strategy. \"If our research is correct, then our strategies will triple to quintuple in value over the next five years,\" Wood said.\nIt wouldn't be the first time Ark Invest has delivered such strong returns. Over the past five years, Ark Invest's flagship ETF has delivered a compounded annual growth rate of 37%.\nDriving those returns are innovation sectors that Wood expects to scale to $200 trillion in value over the next decade. But that's a tall order, given that the total market value of the global stock market is estimated to be just over $100 trillion.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":691184254,"gmtCreate":1640150074702,"gmtModify":1640152242845,"author":{"id":"4092015140446320","authorId":"4092015140446320","name":"SynergyHero","avatar":"https://static.tigerbbs.com/29d67eb8f1397fc9e139bae7e568bbdc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4092015140446320","authorIdStr":"4092015140446320"},"htmlText":"deep shit or buy the dip??","listText":"deep shit or buy the dip??","text":"deep shit or buy the dip??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691184254","repostId":1112636182,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":691189404,"gmtCreate":1640149133708,"gmtModify":1640149133858,"author":{"id":"3568518923098993","authorId":"3568518923098993","name":"JWee","avatar":"https://static.tigerbbs.com/ca605986d6609c64ebe684c00ed02e62","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3568518923098993","authorIdStr":"3568518923098993"},"htmlText":"Buy and hold!","listText":"Buy and hold!","text":"Buy and hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691189404","repostId":1112636182,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":691190783,"gmtCreate":1640143690159,"gmtModify":1640144057316,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","vip":2,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3566532164444643","authorIdStr":"3566532164444643"},"htmlText":"Deep shit for now","listText":"Deep shit for now","text":"Deep shit for now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691190783","repostId":1112636182,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":691100016,"gmtCreate":1640142662065,"gmtModify":1640142692555,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4095856449653620","authorIdStr":"4095856449653620"},"htmlText":"With QE tapering and imminent rate hike, maybe investors should look away and look back at Buffett now.‌<a href=\"\">[思考]&nbsp;</a>‌","listText":"With QE tapering and imminent rate hike, maybe investors should look away and look back at Buffett now.‌<a href=\"\">[思考]&nbsp;</a>‌","text":"With QE tapering and imminent rate hike, maybe investors should look away and look back at Buffett now.‌[思考] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691100016","repostId":1112636182,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7073809,"gmtCreate":1640143043033,"gmtModify":1640143043081,"authorId":3573124416025977,"author":{"id":3573124416025977,"idStr":"3573124416025977","authorId":3573124416025977,"name":"NEWBIE","avatar":"https://static.tigerbbs.com/3efe20248e6d34805e6c7befc3ae66a0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":691100016,"type":1,"supId":0,"prevId":0,"content":"yes","text":"yes","html":"yes"}],"langContent":"CN"},{"id":691375179,"gmtCreate":1640142398337,"gmtModify":1640142398754,"author":{"id":"3563714281601583","authorId":"3563714281601583","name":"KW1","avatar":"https://static.tigerbbs.com/094e3f8fd8b3de3da976515926ed1403","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3563714281601583","authorIdStr":"3563714281601583"},"htmlText":"Ok like","listText":"Ok like","text":"Ok like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691375179","repostId":1112636182,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7074097,"gmtCreate":1640145093586,"gmtModify":1640145093616,"authorId":3572945845916163,"author":{"id":3572945845916163,"idStr":"3572945845916163","authorId":3572945845916163,"name":"NareshwG","avatar":"https://static.tigerbbs.com/0d6dc06165c1a0cc4f1a8169ea48573d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":691375179,"type":1,"supId":0,"prevId":0,"content":"Agreed 💯","text":"Agreed 💯","html":"Agreed 💯"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":33,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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