Goldman says bet on these stocks with expanding profitability into earnings season

CNBC2021-07-12

As the second-quarter earnings season kicks off, Goldman Sachs says investors should focus on companies that have been able to defend profits by raising prices and passing higher costs to customers. ...

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精彩评论

AnthonyC
2021-07-13
AnthonyC
Like and comment please
SPOT_ON
2021-07-13
SPOT_ON
Like and follow
BroSonSean
2021-07-13
BroSonSean
Please like
- BroSonSean:
  And comment. Thanks.
ongxiaoyun
2021-07-12
ongxiaoyun
Tell me your opinion about this news...
- Duckwin:
  Not very helpful with the market sentiments of tech leading the market
w8w8
2021-07-12
w8w8
Steamed
Someonelse
2021-07-12
Someonelse
Ok

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Many on Wall Street believe the second half of the year will be much choppier and investors should take a more selective approach.\nIn this inflationary environment, companies with the highest profit margins have started to outperform, according to Goldman.\n“Investors have started to reward companies with attractive margin profiles,” Kostin said. “Our valuation model shows than profit margins are the second most important driver of company valuations today, behind only equity duration.”\n\nTo identify stocks with expanding profitability, Goldman screened S&P 500 companies with above-average net margins, realized margin growth of 50 basis points or more in 2020, and expected margin growth of 50 basis points for more in each of the next two years.\nThe median stock in the basket has a net margin of 26% in 2021, versus 13% for a typical S&P 500 stock. Meanwhile, the median stock in the screen is also expected to grow margins by 306 basis points through 2022, compared to 156 basis points for the median S&P 500 stock.\nThe list features a slew of semiconductor companies includingTexas Instruments,Broadcom,Analog DevicesandMicrochip Technology. Many chip companies are benefiting from surging demand among smartphone makers, auto companies and gaming firms amid a global shortage.\nMining companies Newmont Corp.and Freeport-McMoRan were also highlighted by Goldman, as well as railroad company Union Pacific.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":142987206,"gmtCreate":1626126223805,"gmtModify":1633929993129,"author":{"id":"3571137160288122","authorId":"3571137160288122","name":"AnthonyC","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3571137160288122","authorIdStr":"3571137160288122"},"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142987206","repostId":1157757312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142980341,"gmtCreate":1626124638683,"gmtModify":1633930000729,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"htmlText":"Like and follow","listText":"Like and follow","text":"Like and follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142980341","repostId":1157757312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142042759,"gmtCreate":1626107240471,"gmtModify":1631893910439,"author":{"id":"3574169411524598","authorId":"3574169411524598","name":"BroSonSean","avatar":"https://static.tigerbbs.com/e4fb98242639f92a43aef75bf40e47e3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574169411524598","authorIdStr":"3574169411524598"},"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142042759","repostId":1157757312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5198831,"gmtCreate":1626107263900,"gmtModify":1631893912833,"authorId":3574169411524598,"author":{"id":3574169411524598,"idStr":"3574169411524598","authorId":3574169411524598,"name":"BroSonSean","avatar":"https://static.tigerbbs.com/e4fb98242639f92a43aef75bf40e47e3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":142042759,"type":1,"supId":0,"prevId":0,"content":"And comment. Thanks.","text":"And comment. Thanks.","html":"And comment. Thanks."}],"langContent":"EN"},{"id":142061073,"gmtCreate":1626104557992,"gmtModify":1633930055128,"author":{"id":"3568438494060218","authorId":"3568438494060218","name":"ongxiaoyun","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568438494060218","authorIdStr":"3568438494060218"},"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142061073","repostId":1157757312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5200003,"gmtCreate":1626130506265,"gmtModify":1635230943696,"authorId":3583359376558812,"author":{"id":3583359376558812,"idStr":"3583359376558812","authorId":3583359376558812,"name":"Duckwin","avatar":"https://static.tigerbbs.com/276f9bde574e93d5e8267ae381d6dfc5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":142061073,"type":1,"supId":0,"prevId":0,"content":"Not very helpful with the market sentiments of tech leading the <u>market</u>","text":"Not very helpful with the market sentiments of tech leading the <u>market</u>","html":"Not very helpful with the market sentiments of tech leading the <u>market</u>"}],"langContent":"EN"},{"id":142016696,"gmtCreate":1626103555515,"gmtModify":1633930068194,"author":{"id":"3575859183800572","authorId":"3575859183800572","name":"w8w8","avatar":"https://static.tigerbbs.com/1a305fe39d1c227693a64cc331afda1a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3575859183800572","authorIdStr":"3575859183800572"},"htmlText":"Steamed&nbsp;","listText":"Steamed&nbsp;","text":"Steamed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142016696","repostId":1157757312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":142038104,"gmtCreate":1626102923008,"gmtModify":1633930075806,"author":{"id":"3572697049328629","authorId":"3572697049328629","name":"Someonelse","avatar":"https://static.tigerbbs.com/565912489d2649d83bea8e52f43f2e6c","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3572697049328629","authorIdStr":"3572697049328629"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142038104","repostId":1157757312,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":89,"commentSize":17,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1157757312"}