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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":172682850,"tweetId":"172682850","gmtCreate":1626959018870,"gmtModify":1633769391757,"author":{"id":3582689499742964,"idStr":"3582689499742964","authorId":3582689499742964,"authorIdStr":"3582689499742964","name":"ZY99","avatar":"https://static.tigerbbs.com/f186fe7808167e40bda8b020b88d9d8a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>K</body></html>","htmlText":"<html><head></head><body>K</body></html>","text":"K","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/172682850","repostId":1182919039,"repostType":4,"repost":{"id":"1182919039","kind":"news","pubTimestamp":1626958128,"share":"https://www.laohu8.com/m/news/1182919039?lang=&edition=full","pubTime":"2021-07-22 20:48","market":"us","language":"en","title":"GameStop Isn’t Going to Do Nearly as Well as These 3 Promising Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1182919039","media":"InvestorPlace","summary":"The idea of buying GME stock at almost $200 makes little sense compared to the alternatives.\n\nWith t","content":"<blockquote>\n The idea of buying GME stock at almost $200 makes little sense compared to the alternatives.\n</blockquote>\nWith the at-the-market sale of5 million sharesofGameStop(NYSE:GME) stock on June 22, GameStop now has 76.8 million shares outstanding for a market capitalization of $14.8 billion.\n<img src=\"https://static.tigerbbs.com/0b0e0cafba51a16a83137050c3f2c00b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Shutterstock / mundissima\nThe last time I wrote about GameStop in late May, I continued to be amazed byGME stock’s resilience.\nSince then, it’s lost 21% of its value and trades under $200, although it has regained some of its losses since mid-July.\nI continue to look to GameStop’s investor relations page for any information about its so-called transformation by e-commerce god, Ryan Cohen. But, unfortunately, all you’ll find is a July 6 press release about the companysigning a leasefor a 530,000 square foot distribution warehouse in Reno, Nevada.\nBefore that, you’ve got the June announcement of its Q1 2021 results and the announcement ofCEO Matt Furlong to its board.\nSo naturally, Furlong’s anAmazon(NASDAQ:AMZN) disciple. So, of course, you have to have these types to attract investors.\nLoop Capital Markets analyst Anthony Chukumba recently made an excellent point about GameStop’s obsession with hiring Amazon executives.\n“The doctor’s prescription doesn’t match the disease,”Chukumba toldYahoo Finance’sBrian Sozzi. “Amazon is a great e-commerce retailer, there is no question about that. But GameStop’s primary problem is that more and more gamers are downloading video games.”\nHe went on to say that a better website isn’t a solution.\n“It’s like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction,” he said. “It just doesn’t make a whole [lot] of sense.”\nLike the analyst, I am absolutelynotsold on Ryan Cohen’s vision of the future.\nIn fact, any of these three equal-sized alternatives are better options over the long haul than GME.\nGME Stock Alternatives\nMy first alternative to GameStop isRH(NYSE:RH), or Restoration Hardware as it’s commonly known. It currently has a market cap of $13.9 billion.\nThe specialty retailer of luxury furniture and home furnishings has gotten off to a strong start in 2021. On May 7, it opened RH Dallas, a70,000 square footretail experience that includes a rooftop bar and restaurant, along with the finest in furniture and design.\nAs for Q1 2021, it finished the quarter with$860.8 millionin sales and a pre-tax profit of $174.5 million for a 20.3% operating margin.\nFor all of 2021, RH expects sales to increase between 25% and 30%, higher than the company’s original guidance of 17.5% growth at the midpoint.\nAs for operating profits, it expects a margin of at least 23.5% in 2021.\nThere’s a reason Warren Buffett owns$1.2 billionof its stock.\nConsider Smucker\nIf you’ve heldJM Smucker(NYSE:SJM) for the past decade, you have not gotten rich. While the entire U.S. market generated an annualized total return of 14.7%, SJM could only muster 7.4%, or roughly half.\nThe company has some terrific brands, including Folgers, Jif, Smuckers, Robin Hood, Meow Mix, and Milk-Bone. However, it’s had a difficult time convincing investors it’s got long-term growth potential.\nIn recent times, it’s been reducing its overhead costs while making Smucker’s a more consumer-centric business. That includes building a robust e-commerce business. In 2021, online sales accounted for12% of its revenue.\nIn its Q4 2021 conference call in early June, CEO Mark Smucker said that 55% of its brands are taking market share compared to just 26% 18 months ago. In addition, it’s now taken market share in six straight quarters.\nIt continues to look for acquisitions in its three operating segments: Pet food, coffee, and snacks.\nIn 2021, it generated $1.26 billion in free cash flow, $150 million above its latest projection. More importantly, it has an attractiveFCF margin of 15.8%. By comparison,GameStop’s is 1.7%.\nAnother Alternative\nI find it hard to believe that a capital allocator as historically strong asLoews(NYSE:L) has a market cap that’s less than GameStop at $14.3 billion.\nAt the moment, Loews only has a controlling stake in one public company. That would beCNA Financial(NYSE:CNA).It owns 89.5%of the property and casualty insurer. The company’s three other operating businesses are Boardwalk Pipelines (100% ownership), Loews Hotels (100%), and Altium Packaging (53%).\nIn March, Loews sold 47% of the packaging company to GIC, Singapore’s sovereign wealth fund, for a pre-tax gain of$490 million. Bringing in the financial partner will help it scale Altium that much faster. It’s a no-brainer.\nIn addition to those four businesses, it has $1.3 billion in net cash. Because it controls a significant portion of CNA’s stock, CNA trades at a discount to its property and casualty peers.\nA sum-of-the-parts valuation suggests L stock is worth more than $14.3 billion. It might not have Ryan Cohen leading the charge, but it remains an attractive investment for risk-averse investors.","source":"lsy1606302653667","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>GameStop Isn’t Going to Do Nearly as Well as These 3 Promising Stocks</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\">\nGameStop Isn’t Going to Do Nearly as Well as These 3 Promising Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/gme-stock-isnt-going-to-do-nearly-as-well-as-these-3-promising-stocks/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nThe idea of buying GME stock at almost $200 makes little sense compared to the alternatives.\n\nWith the at-the-market sale of5 million sharesofGameStop(NYSE:GME) stock on June 22, GameStop now has 76.8...\n\n<a href=\"https://investorplace.com/2021/07/gme-stock-isnt-going-to-do-nearly-as-well-as-these-3-promising-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://investorplace.com/2021/07/gme-stock-isnt-going-to-do-nearly-as-well-as-these-3-promising-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182919039","content_text":"The idea of buying GME stock at almost $200 makes little sense compared to the alternatives.\n\nWith the at-the-market sale of5 million sharesofGameStop(NYSE:GME) stock on June 22, GameStop now has 76.8 million shares outstanding for a market capitalization of $14.8 billion.\nSource: Shutterstock / mundissima\nThe last time I wrote about GameStop in late May, I continued to be amazed byGME stock’s resilience.\nSince then, it’s lost 21% of its value and trades under $200, although it has regained some of its losses since mid-July.\nI continue to look to GameStop’s investor relations page for any information about its so-called transformation by e-commerce god, Ryan Cohen. But, unfortunately, all you’ll find is a July 6 press release about the companysigning a leasefor a 530,000 square foot distribution warehouse in Reno, Nevada.\nBefore that, you’ve got the June announcement of its Q1 2021 results and the announcement ofCEO Matt Furlong to its board.\nSo naturally, Furlong’s anAmazon(NASDAQ:AMZN) disciple. So, of course, you have to have these types to attract investors.\nLoop Capital Markets analyst Anthony Chukumba recently made an excellent point about GameStop’s obsession with hiring Amazon executives.\n“The doctor’s prescription doesn’t match the disease,”Chukumba toldYahoo Finance’sBrian Sozzi. “Amazon is a great e-commerce retailer, there is no question about that. But GameStop’s primary problem is that more and more gamers are downloading video games.”\nHe went on to say that a better website isn’t a solution.\n“It’s like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction,” he said. “It just doesn’t make a whole [lot] of sense.”\nLike the analyst, I am absolutelynotsold on Ryan Cohen’s vision of the future.\nIn fact, any of these three equal-sized alternatives are better options over the long haul than GME.\nGME Stock Alternatives\nMy first alternative to GameStop isRH(NYSE:RH), or Restoration Hardware as it’s commonly known. It currently has a market cap of $13.9 billion.\nThe specialty retailer of luxury furniture and home furnishings has gotten off to a strong start in 2021. On May 7, it opened RH Dallas, a70,000 square footretail experience that includes a rooftop bar and restaurant, along with the finest in furniture and design.\nAs for Q1 2021, it finished the quarter with$860.8 millionin sales and a pre-tax profit of $174.5 million for a 20.3% operating margin.\nFor all of 2021, RH expects sales to increase between 25% and 30%, higher than the company’s original guidance of 17.5% growth at the midpoint.\nAs for operating profits, it expects a margin of at least 23.5% in 2021.\nThere’s a reason Warren Buffett owns$1.2 billionof its stock.\nConsider Smucker\nIf you’ve heldJM Smucker(NYSE:SJM) for the past decade, you have not gotten rich. While the entire U.S. market generated an annualized total return of 14.7%, SJM could only muster 7.4%, or roughly half.\nThe company has some terrific brands, including Folgers, Jif, Smuckers, Robin Hood, Meow Mix, and Milk-Bone. However, it’s had a difficult time convincing investors it’s got long-term growth potential.\nIn recent times, it’s been reducing its overhead costs while making Smucker’s a more consumer-centric business. That includes building a robust e-commerce business. In 2021, online sales accounted for12% of its revenue.\nIn its Q4 2021 conference call in early June, CEO Mark Smucker said that 55% of its brands are taking market share compared to just 26% 18 months ago. In addition, it’s now taken market share in six straight quarters.\nIt continues to look for acquisitions in its three operating segments: Pet food, coffee, and snacks.\nIn 2021, it generated $1.26 billion in free cash flow, $150 million above its latest projection. More importantly, it has an attractiveFCF margin of 15.8%. By comparison,GameStop’s is 1.7%.\nAnother Alternative\nI find it hard to believe that a capital allocator as historically strong asLoews(NYSE:L) has a market cap that’s less than GameStop at $14.3 billion.\nAt the moment, Loews only has a controlling stake in one public company. That would beCNA Financial(NYSE:CNA).It owns 89.5%of the property and casualty insurer. The company’s three other operating businesses are Boardwalk Pipelines (100% ownership), Loews Hotels (100%), and Altium Packaging (53%).\nIn March, Loews sold 47% of the packaging company to GIC, Singapore’s sovereign wealth fund, for a pre-tax gain of$490 million. Bringing in the financial partner will help it scale Altium that much faster. It’s a no-brainer.\nIn addition to those four businesses, it has $1.3 billion in net cash. Because it controls a significant portion of CNA’s stock, CNA trades at a discount to its property and casualty peers.\nA sum-of-the-parts valuation suggests L stock is worth more than $14.3 billion. It might not have Ryan Cohen leading the charge, but it remains an attractive investment for risk-averse investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"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":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/172682850"}