Thanks_老虎社区_美港股上老虎

2021-10-01

Thanks

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":864155610,"tweetId":"864155610","gmtCreate":1633077834284,"gmtModify":1633077834737,"author":{"id":3572316149124317,"idStr":"3572316149124317","authorId":3572316149124317,"authorIdStr":"3572316149124317","name":"川姐","avatar":"https://static.tigerbbs.com/28a87e149cd4b977f188b8ae3cb01bd8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Thanks&nbsp;</body></html>","htmlText":"<html><head></head><body>Thanks&nbsp;</body></html>","text":"Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/864155610","repostId":1127119899,"repostType":4,"repost":{"id":"1127119899","kind":"news","pubTimestamp":1633076226,"share":"https://www.laohu8.com/m/news/1127119899?lang=&edition=full","pubTime":"2021-10-01 16:17","market":"us","language":"en","title":"There are 5 Stocks for October","url":"https://stock-news.laohu8.com/highlight/detail?id=1127119899","media":"Motley Food","summary":"Key Points\n\nStocks could come under pressure in the coming months as labor shortages and supply chai","content":"Key Points\n<ul>\n <li>Stocks could come under pressure in the coming months as labor shortages and supply chain issues escalate.</li>\n <li>For long-term investors, the next few years matter far more than the next few months.</li>\n <li>Good long-term bets for investors in October are Digital Realty Trust, SSR Mining, Intel, Intuitive Surgical, and GXO Logistics.</li>\n</ul>\nWhere should you invest right now?\nThe stock market has been rising all year, battling through another wave of the pandemic to carve out a new all-time high in the past month. The next few months may be messier, with labor shortages and supply chain issues causing serious problems for companies big and small.\nFor long-term investors more concerned about the next few years than the next few months, five of our Motley Fool contributors have honed in on five stocks capable of delivering solid returns. Here's what you need to know aboutDigital Realty Trust(NYSE:DLR),SSR Mining(NASDAQ:SSRM),Intel(NASDAQ:INTC),&nbsp;Intuitive Surgical(NASDAQ:ISRG), andGXO Logistics(NYSE:GXO).\nMatt Frankel, CFP(Digital Realty Trust):Real estate investment trust (REIT) Digital Realty Trust didn't have a great September, with shares falling by more than 10% despite a lack of company-specific news. But I think this could be a great time to add shares of this long-term winner, which has deliveredfive timesthe total return of theS&amp;P 500since its 2004 IPO.\nDigital Realty is a data center operator, and if you're not familiar with the appellation, think of data centers as the physical \"homes\" of the internet. All of the data flowing around the cloud has to live somewhere, and that's where these purpose-built facilities come in.\nThe need for secure and reliable places to house servers and networking equipment is likely to grow rapidly in the future. For example, the artificial intelligence (AI) market is expected to grow to about six times its current size by 2025, and autonomous vehicles, augmented reality, and other high-data devices are expected to grow at similar rates. And the gradual rollout of 5G technology in the United States and abroad will facilitate increasingly larger volumes of data flowing around the globe.\nIn the meantime, Digital Realty pays a 3.2% dividend yield, and the company has increased the payout at a 10% annualized rate since its IPO. There are few stocks in the market that offer this combination of income, growth, and reliability.\nSean Williams(SSR Mining):With the market suddenly turbulent, the pandemic ongoing, and higher inflation rearing its head, I think October is the perfect month to consider an industry that's home to a large number of deeply discountedvalue stocks. That's whygold stockSSR Mining is my clear-cut top buy this month.\nThe SSR Mining buy thesis boils down to macroeconomic and company-specific factors. On a macro level, the tailwinds for physical goldare about as strong as they've ever been. Historically low bond yields are making sure that safe, inflation-topping income is hard to come by. Meanwhile, rapidly rising inflation threatens to eat away at the purchasing power of the dollar. This all points to investors seeking the safety of physical gold as a store of value. A higher spot price for gold will lift SSR's sales, cash flow, and profitability.\nAs for the company, SSR Mining completed a merger of equals last year with Turkey's Alacer Gold. This brought SSR's three producing assets under the same umbrella as the low-cost Copler mine in Turkey and effectively doubled output. Production should range between 700,000 gold equivalent ounces (GEO) and 800,000 GEO over the next five years, with the company calling for$450 million in annual free cash flowin 2021 and 2022.\nI've been a long-term shareholder of SSR Mining, and what's really stood out for me is the prudent management of the balance sheet. Whereas most gold stocks are chipping away at net-debt positions, SSR is sitting on a net-cash position of over $500 million. This allowed the company to initiate a quarterly dividend (1.4% yield) and a $150 million share buyback program this year.\nAnd there's insane value, too. SSR Mining can be purchased for under nine times Wall Street's earnings consensus for 2021 and 2022, and less than five times projected cash flow per share. In more than a decade of following mining stocks, I've come to the conclusion that a multiple of 10 times cash flow represents fair value. This shows how inexpensive SSR Mining is, relative to its forecasted cash flow.\nTim Green(Intel):Very fewsemiconductor companiesmanufacture their own chips anymore. Instead of constantly shoveling billions of dollars into state-of-the-art microchip fabrication plants (fabs) and pricey equipment, chip companies rely on foundries likeTaiwan SemiconductorManufacturing Company(TSMC) to make their designs a reality.\nMaking chips for other companies has become a massively profitable business, particularly for TSMC. TSMC controls more than half of the foundry market, and tech giants likeApple,Qualcomm, andNVIDIAdepend on it for their products.\nAlthough Intel&nbsp;uses third-party foundries for some of its chips, the U.S.-based chip giant isn't giving up on manufacturing.Intel is instead doubling down on manufacturing. The company is pouring $20 billion into new fabs in Arizona and as much as $95 billion over the decade into fabs in Europe. Intel will also be looking to make acquisitions to accelerate its manufacturing push.\nAll this spending will support Intel's own products as well as its fledgling foundry business. Intel is aiming to offer an alternative to TSMC, with the added benefit of manufacturing capacity outside of Taiwan. With relations between the U.S. and China tense, so much of the semiconductor industry depending on TSMC seems like a fragile situation.\nIntel's manufacturing ambitions will take years to bear fruit, and profits will come under pressure as the company plays catch up. It will look like the wrong strategy until it doesn't. Intel spent years coasting as TSMC gained a manufacturing edge and asAdvanced Micro Devicesrose from the dead. That era at Intel is over.\nKeith Speights(Intuitive Surgical): I view Intuitive Surgical as a no-brainerhealthcare stockto buy in October. There are two attributes that Intuitive possesses that make it such a great pick -- its strong moat and its excellent growth prospects.\nIntuitive Surgical pioneered the field of robotic surgical systems more than two decades ago. It now has more than 6,300 systems installed worldwide. Well over 8.5 million procedures have been performed with its robotic technology.\nOther companies have entered the market in recent years. None of them, though, can come close to Intuitive Surgical's track record. And rivals will have a difficult time dislodging Intuitive from existing customers after they've invested in implementing the company's robotic systems and training their staff.\nI'm most excited about Intuitive Surgical's growth prospects. The company estimates that around 6 million procedures are performed annually for which its current systems could be used without gaining any additional regulatory clearances. That's five times the number of procedures performed with Intuitive's systems last year.\nBut Intuitive is investing heavily in innovation to expand the types of surgeries where robotic assistance could be helpful. It believes that new products and clearances could expand the addressable market to close to 20 million procedures annually.\nOver the short term, Intuitive Surgical's share price could be volatile if COVID-19 causes elective surgeries to be delayed. However, the company is poised to be a big winner over the long term. Intuitive Surgical ranks as one of a handful ofstocks that I'll never sellbecause its prospects are so attractive.\nJeremy Bowman(GXO Logistics):Companies fromNiketo&nbsp;Sherwin-Williamsare complaining that their businesses are being impacted by global supply chain challenges, including delays at ports, factory shutdowns because of COVID-19, higher prices, and labor shortages.\nGXO Logistics can't solve all of these problems, but it can do a lot to alleviate the supply chain woes that many companies are experiencing around the world. GXO, which split fromXPO Logisticsin August, is the world's biggest pure-play contract logistics company. The company has nearly 1,000 warehouses, and it helps its customers expedite shipping, process returns, and increase efficiency through automation.\nWith the boom in e-commerce and the squeeze in theglobal supply chain, companies are likely to be looking for the kind of solutions that GXO can provide, placing them closer to their customers and offering faster delivery speeds.\nGXO has yet to report earnings as a stand-alone company, but the company is targeting 10% revenue growth and 17% adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)growth in 2022, and that guidance came before the recent port delays and other supply chain challenges, which should favor the company over the long term.\nMeanwhile, GXO is also likely to make acquisitions to consolidate its leadership in a highly fragmented industry, following in the footsteps of its former parent company XPO Logistics. The opportunity in front of GXO was already appealing, leading up to the spin-off, and with the world's biggest companies desperate for supply chain solutions, GXO is ready to answer the call.\nWhen our award-winning analyst team hasa stock tip, it can pay to listen. After all, the newsletter they have run for over a decade,Motley Fool Stock Advisor, has tripled the market.*\nThey just revealed what they believe are theten best stocksfor investors to buy right now… and Digital Realty Trust, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.\n","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>There are 5 Stocks for October</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\">\nThere are 5 Stocks for October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/30/5-top-stocks-for-october/>Motley Food</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nKey Points\n\nStocks could come under pressure in the coming months as labor shortages and supply chain issues escalate.\nFor long-term investors, the next few years matter far more than the next few ...\n\n<a href=\"https://www.fool.com/investing/2021/09/30/5-top-stocks-for-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DLR":"数字房地产信托公司","ISRG":"直觉外科公司","SSRM":"SSR Mining Inc","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/09/30/5-top-stocks-for-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127119899","content_text":"Key Points\n\nStocks could come under pressure in the coming months as labor shortages and supply chain issues escalate.\nFor long-term investors, the next few years matter far more than the next few months.\nGood long-term bets for investors in October are Digital Realty Trust, SSR Mining, Intel, Intuitive Surgical, and GXO Logistics.\n\nWhere should you invest right now?\nThe stock market has been rising all year, battling through another wave of the pandemic to carve out a new all-time high in the past month. The next few months may be messier, with labor shortages and supply chain issues causing serious problems for companies big and small.\nFor long-term investors more concerned about the next few years than the next few months, five of our Motley Fool contributors have honed in on five stocks capable of delivering solid returns. Here's what you need to know aboutDigital Realty Trust(NYSE:DLR),SSR Mining(NASDAQ:SSRM),Intel(NASDAQ:INTC), Intuitive Surgical(NASDAQ:ISRG), andGXO Logistics(NYSE:GXO).\nMatt Frankel, CFP(Digital Realty Trust):Real estate investment trust (REIT) Digital Realty Trust didn't have a great September, with shares falling by more than 10% despite a lack of company-specific news. But I think this could be a great time to add shares of this long-term winner, which has deliveredfive timesthe total return of theS&P 500since its 2004 IPO.\nDigital Realty is a data center operator, and if you're not familiar with the appellation, think of data centers as the physical \"homes\" of the internet. All of the data flowing around the cloud has to live somewhere, and that's where these purpose-built facilities come in.\nThe need for secure and reliable places to house servers and networking equipment is likely to grow rapidly in the future. For example, the artificial intelligence (AI) market is expected to grow to about six times its current size by 2025, and autonomous vehicles, augmented reality, and other high-data devices are expected to grow at similar rates. And the gradual rollout of 5G technology in the United States and abroad will facilitate increasingly larger volumes of data flowing around the globe.\nIn the meantime, Digital Realty pays a 3.2% dividend yield, and the company has increased the payout at a 10% annualized rate since its IPO. There are few stocks in the market that offer this combination of income, growth, and reliability.\nSean Williams(SSR Mining):With the market suddenly turbulent, the pandemic ongoing, and higher inflation rearing its head, I think October is the perfect month to consider an industry that's home to a large number of deeply discountedvalue stocks. That's whygold stockSSR Mining is my clear-cut top buy this month.\nThe SSR Mining buy thesis boils down to macroeconomic and company-specific factors. On a macro level, the tailwinds for physical goldare about as strong as they've ever been. Historically low bond yields are making sure that safe, inflation-topping income is hard to come by. Meanwhile, rapidly rising inflation threatens to eat away at the purchasing power of the dollar. This all points to investors seeking the safety of physical gold as a store of value. A higher spot price for gold will lift SSR's sales, cash flow, and profitability.\nAs for the company, SSR Mining completed a merger of equals last year with Turkey's Alacer Gold. This brought SSR's three producing assets under the same umbrella as the low-cost Copler mine in Turkey and effectively doubled output. Production should range between 700,000 gold equivalent ounces (GEO) and 800,000 GEO over the next five years, with the company calling for$450 million in annual free cash flowin 2021 and 2022.\nI've been a long-term shareholder of SSR Mining, and what's really stood out for me is the prudent management of the balance sheet. Whereas most gold stocks are chipping away at net-debt positions, SSR is sitting on a net-cash position of over $500 million. This allowed the company to initiate a quarterly dividend (1.4% yield) and a $150 million share buyback program this year.\nAnd there's insane value, too. SSR Mining can be purchased for under nine times Wall Street's earnings consensus for 2021 and 2022, and less than five times projected cash flow per share. In more than a decade of following mining stocks, I've come to the conclusion that a multiple of 10 times cash flow represents fair value. This shows how inexpensive SSR Mining is, relative to its forecasted cash flow.\nTim Green(Intel):Very fewsemiconductor companiesmanufacture their own chips anymore. Instead of constantly shoveling billions of dollars into state-of-the-art microchip fabrication plants (fabs) and pricey equipment, chip companies rely on foundries likeTaiwan SemiconductorManufacturing Company(TSMC) to make their designs a reality.\nMaking chips for other companies has become a massively profitable business, particularly for TSMC. TSMC controls more than half of the foundry market, and tech giants likeApple,Qualcomm, andNVIDIAdepend on it for their products.\nAlthough Intel uses third-party foundries for some of its chips, the U.S.-based chip giant isn't giving up on manufacturing.Intel is instead doubling down on manufacturing. The company is pouring $20 billion into new fabs in Arizona and as much as $95 billion over the decade into fabs in Europe. Intel will also be looking to make acquisitions to accelerate its manufacturing push.\nAll this spending will support Intel's own products as well as its fledgling foundry business. Intel is aiming to offer an alternative to TSMC, with the added benefit of manufacturing capacity outside of Taiwan. With relations between the U.S. and China tense, so much of the semiconductor industry depending on TSMC seems like a fragile situation.\nIntel's manufacturing ambitions will take years to bear fruit, and profits will come under pressure as the company plays catch up. It will look like the wrong strategy until it doesn't. Intel spent years coasting as TSMC gained a manufacturing edge and asAdvanced Micro Devicesrose from the dead. That era at Intel is over.\nKeith Speights(Intuitive Surgical): I view Intuitive Surgical as a no-brainerhealthcare stockto buy in October. There are two attributes that Intuitive possesses that make it such a great pick -- its strong moat and its excellent growth prospects.\nIntuitive Surgical pioneered the field of robotic surgical systems more than two decades ago. It now has more than 6,300 systems installed worldwide. Well over 8.5 million procedures have been performed with its robotic technology.\nOther companies have entered the market in recent years. None of them, though, can come close to Intuitive Surgical's track record. And rivals will have a difficult time dislodging Intuitive from existing customers after they've invested in implementing the company's robotic systems and training their staff.\nI'm most excited about Intuitive Surgical's growth prospects. The company estimates that around 6 million procedures are performed annually for which its current systems could be used without gaining any additional regulatory clearances. That's five times the number of procedures performed with Intuitive's systems last year.\nBut Intuitive is investing heavily in innovation to expand the types of surgeries where robotic assistance could be helpful. It believes that new products and clearances could expand the addressable market to close to 20 million procedures annually.\nOver the short term, Intuitive Surgical's share price could be volatile if COVID-19 causes elective surgeries to be delayed. However, the company is poised to be a big winner over the long term. Intuitive Surgical ranks as one of a handful ofstocks that I'll never sellbecause its prospects are so attractive.\nJeremy Bowman(GXO Logistics):Companies fromNiketo Sherwin-Williamsare complaining that their businesses are being impacted by global supply chain challenges, including delays at ports, factory shutdowns because of COVID-19, higher prices, and labor shortages.\nGXO Logistics can't solve all of these problems, but it can do a lot to alleviate the supply chain woes that many companies are experiencing around the world. GXO, which split fromXPO Logisticsin August, is the world's biggest pure-play contract logistics company. The company has nearly 1,000 warehouses, and it helps its customers expedite shipping, process returns, and increase efficiency through automation.\nWith the boom in e-commerce and the squeeze in theglobal supply chain, companies are likely to be looking for the kind of solutions that GXO can provide, placing them closer to their customers and offering faster delivery speeds.\nGXO has yet to report earnings as a stand-alone company, but the company is targeting 10% revenue growth and 17% adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)growth in 2022, and that guidance came before the recent port delays and other supply chain challenges, which should favor the company over the long term.\nMeanwhile, GXO is also likely to make acquisitions to consolidate its leadership in a highly fragmented industry, following in the footsteps of its former parent company XPO Logistics. The opportunity in front of GXO was already appealing, leading up to the spin-off, and with the world's biggest companies desperate for supply chain solutions, GXO is ready to answer the call.\nWhen our award-winning analyst team hasa stock tip, it can pay to listen. After all, the newsletter they have run for over a decade,Motley Fool Stock Advisor, has tripled the market.*\nThey just revealed what they believe are theten best stocksfor investors to buy right now… and Digital Realty Trust, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.","news_type":1},"isVote":1,"tweetType":1,"viewCount":701,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/864155610"}