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2021-06-02
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Morgan Stanley says buy these quality growth stocks amid a toppy market
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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nMorgan Stanley says buy these quality growth stocks amid a toppy market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 22:58 GMT+8 <a href=https://www.cnbc.com/2021/06/01/morgan-stanley-says-buy-these-quality-growth-stocks-amid-a-toppy-market.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should be prepared for some disappointment over the next 12 months as incremental profit margins are reaching unsustainable highs due to supply constraints and the coming increase in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/01/morgan-stanley-says-buy-these-quality-growth-stocks-amid-a-toppy-market.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/01/morgan-stanley-says-buy-these-quality-growth-stocks-amid-a-toppy-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1155139724","content_text":"Investors should be prepared for some disappointment over the next 12 months as incremental profit margins are reaching unsustainable highs due to supply constraints and the coming increase in corporate taxes, according to Morgan Stanley. Investors should buy quality stocks with growth characteristics to combat this tough market environment, the bank said.\nThe market has been so-called de-rating lower (valuations coming down) as stock prices haven’t moved following companies’ first quarter earnings results, which came at a peak quarter for monetary and fiscal policy stimulus, Morgan Stanley said in a note to investors Tuesday. The bank expects that process is far from over and the market has yet to see another 15% decline in price-to-earnings ratios, it said. That means share prices are likely to pull back.\nWhile higher earnings over the past year have been “undoubtedly a good thing” they’re a ”‘known known’ at this point and no longer a surprise,” Morgan Stanley said in a note to investors Tuesday. “Consensus forecasts are now baking in what appear to be unrealistic margin assumptions.”\nFurther, “while the results over the past year have been very much in line with our call for superior operating leverage coming out of this recession, we are now concerned that these results have been extrapolated in a way that is too optimistic,” it said in the note.\nThe bank added that such adjustments are typical and should be expected in mid-cycle transitions and highlighted a number of stocks it expects to show earnings growth and trade at “attractive” enterprise value-to-sales ratios.\nThe wholesale food giant Sysco, industrial supply companyW. W. Graingerand auto parts retailer O’Reilly Auto Parts are among them along with others across communication services, consumer discretionary companies, industrials and tech.\n\nMorgan Stanley also said inflation is on the front burner for both corporates and consumers who have suggested price increases and supply constraints are getting out of hand and may persist into 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/113098881"}
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