BlessedCyrus
2021-06-01
Good review.
Morgan Stanley says buy these quality growth stocks amid a toppy market
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":119426878,"tweetId":"119426878","gmtCreate":1622559957594,"gmtModify":1634100456154,"author":{"id":3570768873457401,"idStr":"3570768873457401","authorId":3570768873457401,"authorIdStr":"3570768873457401","name":"BlessedCyrus","avatar":"https://static.tigerbbs.com/eb301da67b54f9fd5d2fd2626595aada","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good review. </p></body></html>","htmlText":"<html><head></head><body><p>Good review. </p></body></html>","text":"Good review.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/119426878","repostId":1155139724,"repostType":4,"repost":{"id":"1155139724","kind":"news","pubTimestamp":1622559499,"share":"https://www.laohu8.com/m/news/1155139724?lang=&edition=full","pubTime":"2021-06-01 22:58","market":"us","language":"en","title":"Morgan Stanley says buy these quality growth stocks amid a toppy market","url":"https://stock-news.laohu8.com/highlight/detail?id=1155139724","media":"CNBC","summary":"Investors should be prepared for some disappointment over the next 12 months as incremental profit m","content":"<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","source":"cnbc_highlight","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>Morgan Stanley says buy these quality growth stocks amid a toppy market</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: 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":{"RPM":"RPM International Inc","ROST":"罗斯百货有限公司","EA":"艺电","AON":"怡安保险","SYY":"西思科公司","IQV":"艾昆纬","GWW":"美国固安捷","ORLY":"奥莱利","SWKS":"思佳讯"},"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":145,"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":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/119426878"}
精彩评论