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2021-08-02

Yes

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2021-07-26

Wow

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2021-07-25

Undervalued

Is IBM Stock Undervalued Or Overvalued? What To Consider

2021-07-23

Wow

Amazon Stock: This Is How Subscriptions Matter

2021-07-19

Like

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2021-07-15

Swee

Hong Kong shares end higher on policy support hopes

2021-07-14

Jialat

Lockheed F-35 flaws attract more fire from the Pentagon

2021-07-13

Good

Goldman Sachs, Warburg Pincus-backed firm buy $488 mln of Chinese logistics assets

2021-07-12

Let's go

The Meme Stock Trade Is Far From Over. What Investors Need to Know.

2021-07-09

Wow

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2021-07-08

Wow

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2021-07-07

Nice

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2021-07-06

Like

3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)

2021-07-02

Why

Why NIO Stock Climbed and Then Fell on Thursday

2021-07-01

Good

The Top 50 Robinhood Stocks in July

2021-06-30

Hold

2 E-Commerce Stocks You Can Buy and Hold for the Next Decade

2021-06-28

Nice

These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet

2021-06-27

Nice

5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021

2021-06-26

Let's go

Alibaba: Can BABA Get Back To $300? Yes, It Can

2021-06-25

Let's go

Could BlackBerry's Q1 Earnings Beat Further Fuel The Stonk Rally?

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,"listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805481761","repostId":"1131923658","repostType":4,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800444816,"gmtCreate":1627314887535,"gmtModify":1631888709289,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800444816","repostId":"1191215576","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177692524,"gmtCreate":1627205555268,"gmtModify":1631888709294,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Undervalued","listText":"Undervalued","text":"Undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177692524","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","pubTimestamp":1627183789,"share":"https://www.laohu8.com/m/news/1176552691?lang=&edition=full","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</p>","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>Is IBM Stock Undervalued Or Overvalued? What To Consider</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\">\nIs IBM Stock Undervalued Or Overvalued? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175571337,"gmtCreate":1627044394829,"gmtModify":1631888709296,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175571337","repostId":"1147980203","repostType":4,"repost":{"id":"1147980203","pubTimestamp":1627040384,"share":"https://www.laohu8.com/m/news/1147980203?lang=&edition=full","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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>Amazon Stock: This Is How Subscriptions Matter</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\">\nAmazon Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173463656,"gmtCreate":1626680600675,"gmtModify":1631888709299,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173463656","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147139581,"gmtCreate":1626340036343,"gmtModify":1631888709306,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Swee","listText":"Swee","text":"Swee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147139581","repostId":"2151528448","repostType":4,"repost":{"id":"2151528448","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626338519,"share":"https://www.laohu8.com/m/news/2151528448?lang=&edition=full","pubTime":"2021-07-15 16:41","market":"hk","language":"en","title":"Hong Kong shares end higher on policy support hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=2151528448","media":"Reuters","summary":"* HSI +0.75%, HSCE +1.08%\n* Banks, property firms lead gains\n* China Q2 GDP growth misses expectatio","content":"<p>* HSI +0.75%, HSCE +1.08%</p>\n<p>* Banks, property firms lead gains</p>\n<p>* China Q2 GDP growth misses expectation</p>\n<p>SHANGHAI, July 15 (Reuters) - Hong Kong shares ended higher on Thursday, with banks and property firms leading gains, buoyed by hopes for more government policy support after the economic growth in the second quarter missed expectations.</p>\n<p>** At the close of trade, the Hang Seng index&nbsp;was up 208.81 points or 0.75% at 27,996.27. The Hang Seng China Enterprises index rose 1.08% to 10,174.27.</p>\n<p>** The sub-index of the Hang Seng tracking property sector rose 1.98% and the financial sector ended 0.95% higher.</p>\n<p>** Postal Savings Bank of China Co Ltd&nbsp;gained 5.71%, China Merchants Bank Co Ltd surged 5.02%, while Country Garden Services Holdings Co Ltd&nbsp;gained 4.12%.</p>\n<p>** The IT sector&nbsp;rose 0.6%, while the energy sector&nbsp;dipped 0.1%.</p>\n<p>** China's main Shanghai Composite index closed up 1.02% at 3,564.59, while the blue-chip CSI300 index ended up 1.35%.</p>\n<p>** China's economy grew less than expected in the second quarter, as slowing manufacturing activity, higher raw material costs and new COVID-19 outbreaks weighed on the recovery momentum.</p>\n<p>** \"Our greater concern is the uneven recovery that we've seen so far, and for China the recovery in domestic consumption is very important,\" said UOB economist Woei Chen Ho in Singapore.</p>\n<p>** Investors are watching the central bank for a shift to an easier policy stance after the People's Bank of China cut the amount of cash that banks must hold as reserves with effect from Thursday.</p>\n<p>** Around the region, MSCI's Asia ex-Japan stock index&nbsp;was firmer by 0.78%, while Japan's Nikkei index&nbsp;closed down 1.15%.</p>\n<p>** The yuan&nbsp;was quoted at 6.4586 per U.S. dollar at 08:16, 0.17% firmer than the previous close of 6.469.</p>","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>Hong Kong shares end higher on policy support hopes</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; 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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\">\nHong Kong shares end higher on policy support hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-15 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* HSI +0.75%, HSCE +1.08%</p>\n<p>* Banks, property firms lead gains</p>\n<p>* China Q2 GDP growth misses expectation</p>\n<p>SHANGHAI, July 15 (Reuters) - Hong Kong shares ended higher on Thursday, with banks and property firms leading gains, buoyed by hopes for more government policy support after the economic growth in the second quarter missed expectations.</p>\n<p>** At the close of trade, the Hang Seng index&nbsp;was up 208.81 points or 0.75% at 27,996.27. The Hang Seng China Enterprises index rose 1.08% to 10,174.27.</p>\n<p>** The sub-index of the Hang Seng tracking property sector rose 1.98% and the financial sector ended 0.95% higher.</p>\n<p>** Postal Savings Bank of China Co Ltd&nbsp;gained 5.71%, China Merchants Bank Co Ltd surged 5.02%, while Country Garden Services Holdings Co Ltd&nbsp;gained 4.12%.</p>\n<p>** The IT sector&nbsp;rose 0.6%, while the energy sector&nbsp;dipped 0.1%.</p>\n<p>** China's main Shanghai Composite index closed up 1.02% at 3,564.59, while the blue-chip CSI300 index ended up 1.35%.</p>\n<p>** China's economy grew less than expected in the second quarter, as slowing manufacturing activity, higher raw material costs and new COVID-19 outbreaks weighed on the recovery momentum.</p>\n<p>** \"Our greater concern is the uneven recovery that we've seen so far, and for China the recovery in domestic consumption is very important,\" said UOB economist Woei Chen Ho in Singapore.</p>\n<p>** Investors are watching the central bank for a shift to an easier policy stance after the People's Bank of China cut the amount of cash that banks must hold as reserves with effect from Thursday.</p>\n<p>** Around the region, MSCI's Asia ex-Japan stock index&nbsp;was firmer by 0.78%, while Japan's Nikkei index&nbsp;closed down 1.15%.</p>\n<p>** The yuan&nbsp;was quoted at 6.4586 per U.S. dollar at 08:16, 0.17% firmer than the previous close of 6.469.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151528448","content_text":"* HSI +0.75%, HSCE +1.08%\n* Banks, property firms lead gains\n* China Q2 GDP growth misses expectation\nSHANGHAI, July 15 (Reuters) - Hong Kong shares ended higher on Thursday, with banks and property firms leading gains, buoyed by hopes for more government policy support after the economic growth in the second quarter missed expectations.\n** At the close of trade, the Hang Seng index was up 208.81 points or 0.75% at 27,996.27. The Hang Seng China Enterprises index rose 1.08% to 10,174.27.\n** The sub-index of the Hang Seng tracking property sector rose 1.98% and the financial sector ended 0.95% higher.\n** Postal Savings Bank of China Co Ltd gained 5.71%, China Merchants Bank Co Ltd surged 5.02%, while Country Garden Services Holdings Co Ltd gained 4.12%.\n** The IT sector rose 0.6%, while the energy sector dipped 0.1%.\n** China's main Shanghai Composite index closed up 1.02% at 3,564.59, while the blue-chip CSI300 index ended up 1.35%.\n** China's economy grew less than expected in the second quarter, as slowing manufacturing activity, higher raw material costs and new COVID-19 outbreaks weighed on the recovery momentum.\n** \"Our greater concern is the uneven recovery that we've seen so far, and for China the recovery in domestic consumption is very important,\" said UOB economist Woei Chen Ho in Singapore.\n** Investors are watching the central bank for a shift to an easier policy stance after the People's Bank of China cut the amount of cash that banks must hold as reserves with effect from Thursday.\n** Around the region, MSCI's Asia ex-Japan stock index was firmer by 0.78%, while Japan's Nikkei index closed down 1.15%.\n** The yuan was quoted at 6.4586 per U.S. dollar at 08:16, 0.17% firmer than the previous close of 6.469.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144034458,"gmtCreate":1626252299774,"gmtModify":1631888709306,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Jialat","listText":"Jialat","text":"Jialat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144034458","repostId":"1190637633","repostType":4,"repost":{"id":"1190637633","pubTimestamp":1626251872,"share":"https://www.laohu8.com/m/news/1190637633?lang=&edition=full","pubTime":"2021-07-14 16:37","market":"us","language":"en","title":"Lockheed F-35 flaws attract more fire from the Pentagon","url":"https://stock-news.laohu8.com/highlight/detail?id=1190637633","media":"seekingalpha","summary":"Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienci","content":"<ul>\n <li>Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienciesof varying severity that could undercut readiness, according to new statistics released by the U.S. Department of Defense's testing office.</li>\n <li>The number of \"open deficiencies,\" which include eight in the most serious Category 1, has remained roughly the same since the fighter's development and demonstration phase ended in April 2018 \"because testing continues to discover new issues,\" the acting head of the testing office told the House Armed Services subcommittee today.</li>\n <li>\"Deficiencies represent specific instances where the weapon system either does not meet requirements or where the safety, suitability, or effectiveness of the weapon system could be affected,\" according to the director of the Government Accountability Office.</li>\n <li>Separately, Lockheed's Sikorsky Aircraft win of a $980M sole-source contract to upgrade the Combat Rescue Helicopter was improper, a federal appeals court held today.</li>\n <li>Lockheed's defense contract wins surged to $6.1B during June, Dhierin Bechai writes in abullish analysis newly posted on Seeking Alpha.</li>\n</ul>","source":"seekingalpha","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>Lockheed F-35 flaws attract more fire from the Pentagon</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\">\nLockheed F-35 flaws attract more fire from the Pentagon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 16:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3714954-lockheed-f-35-flaws-attract-more-fire-from-the-pentagon><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienciesof varying severity that could undercut readiness, according to new statistics released by the U.S...</p>\n\n<a href=\"https://seekingalpha.com/news/3714954-lockheed-f-35-flaws-attract-more-fire-from-the-pentagon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"https://seekingalpha.com/news/3714954-lockheed-f-35-flaws-attract-more-fire-from-the-pentagon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1190637633","content_text":"Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienciesof varying severity that could undercut readiness, according to new statistics released by the U.S. Department of Defense's testing office.\nThe number of \"open deficiencies,\" which include eight in the most serious Category 1, has remained roughly the same since the fighter's development and demonstration phase ended in April 2018 \"because testing continues to discover new issues,\" the acting head of the testing office told the House Armed Services subcommittee today.\n\"Deficiencies represent specific instances where the weapon system either does not meet requirements or where the safety, suitability, or effectiveness of the weapon system could be affected,\" according to the director of the Government Accountability Office.\nSeparately, Lockheed's Sikorsky Aircraft win of a $980M sole-source contract to upgrade the Combat Rescue Helicopter was improper, a federal appeals court held today.\nLockheed's defense contract wins surged to $6.1B during June, Dhierin Bechai writes in abullish analysis newly posted on Seeking Alpha.","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142566774,"gmtCreate":1626162677198,"gmtModify":1631888709311,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142566774","repostId":"2151551066","repostType":4,"repost":{"id":"2151551066","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626162180,"share":"https://www.laohu8.com/m/news/2151551066?lang=&edition=full","pubTime":"2021-07-13 15:43","market":"hk","language":"en","title":"Goldman Sachs, Warburg Pincus-backed firm buy $488 mln of Chinese logistics assets","url":"https://stock-news.laohu8.com/highlight/detail?id=2151551066","media":"Reuters","summary":"HONG KONG, July 13 (Reuters) - Goldman Sachs Group's asset management arm and a company co-founded b","content":"<p>HONG KONG, July 13 (Reuters) - Goldman Sachs Group's asset management arm and a company co-founded by private equity firm Warburg Pincus said on Tuesday they had jointly acquired logistics assets in China worth $488 million.</p>\n<p>Goldman Sachs Asset Management and New Ease, a new economy infrastructure investor, developer and manager, said they bought two collections of logistics real estate projects in gateway cities throughout China.</p>\n<p>The assets include institutional-grade, modern warehouse properties in the south eastern Chinese city of Kunshan and central Chinese cities Zhengzhou and Sanhe, and properties in central China's Henan and Hubei provinces to be developed into facilities to meet the demand from e-commerce companies and third-party logistics providers, the two investors said in a statement.</p>\n<p>Their investment comes at a time when China's logistics sector is consolidating after the COVID-19 pandemic boosted e-commerce and supply chain demands.</p>\n<p>The two companies did not disclose the sellers of the logistics assets.</p>\n<p>In February, private equity firm FountainVest Partners struck a deal to buy Chinese logistics firm CJ Rokin from South Korea's CJ Logistics Corp that gave Rokin an enterprise value of 6.9 billion yuan ($1.07 billion), after winning a competitive auction.</p>\n<p>\"The continued development of China's economy, especially through the rapid pace of advanced digitalization of commerce, has further accelerated the development of the logistics warehousing industry and accompanying integrated services,\" said Luke Wei, Goldman asset management's managing director.</p>\n<p>Headquartered in Shanghai, New Ease is managing a portfolio of over six million square meters of projects that are in operation or under development. It has a total asset under management of about $5 billion and established multiple ventures with global leading investors.</p>","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>Goldman Sachs, Warburg Pincus-backed firm buy $488 mln of Chinese logistics assets</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\">\nGoldman Sachs, Warburg Pincus-backed firm buy $488 mln of Chinese logistics assets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-13 15:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>HONG KONG, July 13 (Reuters) - Goldman Sachs Group's asset management arm and a company co-founded by private equity firm Warburg Pincus said on Tuesday they had jointly acquired logistics assets in China worth $488 million.</p>\n<p>Goldman Sachs Asset Management and New Ease, a new economy infrastructure investor, developer and manager, said they bought two collections of logistics real estate projects in gateway cities throughout China.</p>\n<p>The assets include institutional-grade, modern warehouse properties in the south eastern Chinese city of Kunshan and central Chinese cities Zhengzhou and Sanhe, and properties in central China's Henan and Hubei provinces to be developed into facilities to meet the demand from e-commerce companies and third-party logistics providers, the two investors said in a statement.</p>\n<p>Their investment comes at a time when China's logistics sector is consolidating after the COVID-19 pandemic boosted e-commerce and supply chain demands.</p>\n<p>The two companies did not disclose the sellers of the logistics assets.</p>\n<p>In February, private equity firm FountainVest Partners struck a deal to buy Chinese logistics firm CJ Rokin from South Korea's CJ Logistics Corp that gave Rokin an enterprise value of 6.9 billion yuan ($1.07 billion), after winning a competitive auction.</p>\n<p>\"The continued development of China's economy, especially through the rapid pace of advanced digitalization of commerce, has further accelerated the development of the logistics warehousing industry and accompanying integrated services,\" said Luke Wei, Goldman asset management's managing director.</p>\n<p>Headquartered in Shanghai, New Ease is managing a portfolio of over six million square meters of projects that are in operation or under development. It has a total asset under management of about $5 billion and established multiple ventures with global leading investors.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151551066","content_text":"HONG KONG, July 13 (Reuters) - Goldman Sachs Group's asset management arm and a company co-founded by private equity firm Warburg Pincus said on Tuesday they had jointly acquired logistics assets in China worth $488 million.\nGoldman Sachs Asset Management and New Ease, a new economy infrastructure investor, developer and manager, said they bought two collections of logistics real estate projects in gateway cities throughout China.\nThe assets include institutional-grade, modern warehouse properties in the south eastern Chinese city of Kunshan and central Chinese cities Zhengzhou and Sanhe, and properties in central China's Henan and Hubei provinces to be developed into facilities to meet the demand from e-commerce companies and third-party logistics providers, the two investors said in a statement.\nTheir investment comes at a time when China's logistics sector is consolidating after the COVID-19 pandemic boosted e-commerce and supply chain demands.\nThe two companies did not disclose the sellers of the logistics assets.\nIn February, private equity firm FountainVest Partners struck a deal to buy Chinese logistics firm CJ Rokin from South Korea's CJ Logistics Corp that gave Rokin an enterprise value of 6.9 billion yuan ($1.07 billion), after winning a competitive auction.\n\"The continued development of China's economy, especially through the rapid pace of advanced digitalization of commerce, has further accelerated the development of the logistics warehousing industry and accompanying integrated services,\" said Luke Wei, Goldman asset management's managing director.\nHeadquartered in Shanghai, New Ease is managing a portfolio of over six million square meters of projects that are in operation or under development. It has a total asset under management of about $5 billion and established multiple ventures with global leading investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148742738,"gmtCreate":1626028479624,"gmtModify":1631888709317,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148742738","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","pubTimestamp":1625966101,"share":"https://www.laohu8.com/m/news/1112201050?lang=&edition=full","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p>","source":"lsy1601382232898","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>The Meme Stock Trade Is Far From Over. What Investors Need to Know.</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\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","CARV":"卡弗储蓄","GME":"游戏驿站","NEGG":"Newegg Comm Inc.","AMC":"AMC院线","WKHS":"Workhorse Group, Inc.","BBBY":"3B家居","MRIN":"Marin Software Inc.","SCHW":"嘉信理财","CLOV":"Clover Health Corp"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143443312,"gmtCreate":1625812690136,"gmtModify":1631888709326,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143443312","repostId":"2150320002","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149564549,"gmtCreate":1625736656881,"gmtModify":1633937872633,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149564549","repostId":"1129609561","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140962218,"gmtCreate":1625624246234,"gmtModify":1633938949612,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/140962218","repostId":"1132297948","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157061229,"gmtCreate":1625554652561,"gmtModify":1633939698448,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157061229","repostId":"2149033827","repostType":4,"repost":{"id":"2149033827","pubTimestamp":1625542083,"share":"https://www.laohu8.com/m/news/2149033827?lang=&edition=full","pubTime":"2021-07-06 11:28","market":"us","language":"en","title":"3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)","url":"https://stock-news.laohu8.com/highlight/detail?id=2149033827","media":"Motley Fool","summary":"This mix of growth and value stocks can make investors a boatload of money.","content":"<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has delivered an average annual total return of more than 11% since the beginning of 1980.</p>\n<p>Patience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.<img src=\"https://static.tigerbbs.com/eb8db31ebee93b248d65ac685c65dbac\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If growth stocks tickle your fancy, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider <b>salesforce.com</b> (NYSE:CRM).</p>\n<p>CRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.</p>\n<p>Salesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it <i>is</i> more than the four closest competitors, combined.</p>\n<p>In addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.</p>\n<p>The newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.</p>\n<p>This combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.</p>\n<p><img src=\"https://static.tigerbbs.com/37d129c37c1dfcde03e04fddc2f9a834\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>SSR Mining</h2>\n<p>Don't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner <b>SSR Mining</b> (NASDAQ:SSRM).</p>\n<p>Roughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.</p>\n<p>Last year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.</p>\n<p>Here's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.</p>\n<p>In addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.</p>\n<p>Just how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.</p>\n<p><img src=\"https://static.tigerbbs.com/de67cc325c8403c33a12cc0935dcf46f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A third company that can make investors richer in the second half of 2021 is marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF).</p>\n<p>There's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data.</p>\n<p>What makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.</p>\n<p>How's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.</p>\n<p>In May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.</p>\n<p>With its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.</p>","source":"fool_stock","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>3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)</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\">\n3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","CRM":"赛富时","SSRM":"SSR Mining Inc"},"source_url":"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149033827","content_text":"If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has delivered an average annual total return of more than 11% since the beginning of 1980.\nPatience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.\nImage source: Getty Images.\nSalesforce\nIf growth stocks tickle your fancy, one of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider salesforce.com (NYSE:CRM).\nCRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.\nSalesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it is more than the four closest competitors, combined.\nIn addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.\nThe newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform Slack Technologies. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.\nThis combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.\n\nImage source: Getty Images.\nSSR Mining\nDon't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner SSR Mining (NASDAQ:SSRM).\nRoughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.\nLast year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.\nHere's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.\nIn addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.\nJust how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.\n\nImage source: Getty Images.\nTrulieve Cannabis\nA third company that can make investors richer in the second half of 2021 is marijuana stock Trulieve Cannabis (OTC:TCNNF).\nThere's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per New Frontier Data.\nWhat makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.\nHow's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.\nIn May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO Harvest Health & Recreation (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.\nWith its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156825550,"gmtCreate":1625213037270,"gmtModify":1633942491643,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156825550","repostId":"1158331538","repostType":4,"repost":{"id":"1158331538","pubTimestamp":1625211143,"share":"https://www.laohu8.com/m/news/1158331538?lang=&edition=full","pubTime":"2021-07-02 15:32","market":"us","language":"en","title":"Why NIO Stock Climbed and Then Fell on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1158331538","media":"Motley Fool","summary":"The market loved the June delivery numbers, until it didn't.","content":"<p><b>What happened</b></p>\n<p>Investors apparently aren't sure what to think about&nbsp;<b>NIO</b>'s(NYSE:NIO)&nbsp;June deliveries update. The stock shot up more than 3.5% at the open on Thursday before giving that back and then some, trading down 4.3% as of closed.</p>\n<p><b>So what</b></p>\n<p>NIO, a fast-growing Chinese&nbsp;electric vehicle(EV) maker, delivered 8,083 vehicles in June, a new monthly record and more than 116% more vehicles than delivered in June 2019. The company delivered 21,896 vehicles in the second quarter, up from 20,060 in the first quarter.</p>\n<p>At first glance there is a lot to like about those results, and the market reacted favorably before falling back down to earth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1249e21fdd61b7eed64f4aa86c503082\" tg-width=\"2000\" tg-height=\"1111\"><span>THE NIO E-T SEDAN. IMAGE SOURCE: NIO.</span></p>\n<p>But why the sell-off? It could be that investors are a bit nervous about whether NIO will hit analyst expectations of 90,000 to 100,000 deliveries for the year. The company is at just under 42,000 through six months, and with&nbsp;chip shortages&nbsp;and other supply chain issues weighing on the automotive industry it is possible production could slow as the year goes on.</p>\n<p>The sell-off was not limited to NIO. Fellow Chinese automaker&nbsp;<b>XPeng</b>(NYSE:XPEV)&nbsp;had a similar response,soaring&nbsp;as much as 8% higher early in the trading session on the strength of its delivery report before falling into the red as the day went on.</p>\n<p><b>Now what</b></p>\n<p>Day-to-day volatility aside, there is nothing in the report to indicate NIO is not moving in the right direction. NIO is quickly becoming an EV champion in its important home market, and is plotting its expansion into Europe in the months to come. While not profitable, NIO&nbsp;lost less than expected&nbsp;in the first quarter, and as of the end of March had more than $7 billion in cash on the balance sheet to fund its expansion.</p>\n<p>It's still early days in the EV market and some volatility is to be expected, but there is nothing in the June delivery report that suggests it's time to hit the panic button.</p>","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>Why NIO Stock Climbed and Then Fell on Thursday</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\">\nWhy NIO Stock Climbed and Then Fell on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/why-nio-stock-climbed-and-then-fell-on-thursday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nInvestors apparently aren't sure what to think about NIO's(NYSE:NIO) June deliveries update. The stock shot up more than 3.5% at the open on Thursday before giving that back and then ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/why-nio-stock-climbed-and-then-fell-on-thursday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/07/01/why-nio-stock-climbed-and-then-fell-on-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158331538","content_text":"What happened\nInvestors apparently aren't sure what to think about NIO's(NYSE:NIO) June deliveries update. The stock shot up more than 3.5% at the open on Thursday before giving that back and then some, trading down 4.3% as of closed.\nSo what\nNIO, a fast-growing Chinese electric vehicle(EV) maker, delivered 8,083 vehicles in June, a new monthly record and more than 116% more vehicles than delivered in June 2019. The company delivered 21,896 vehicles in the second quarter, up from 20,060 in the first quarter.\nAt first glance there is a lot to like about those results, and the market reacted favorably before falling back down to earth.\nTHE NIO E-T SEDAN. IMAGE SOURCE: NIO.\nBut why the sell-off? It could be that investors are a bit nervous about whether NIO will hit analyst expectations of 90,000 to 100,000 deliveries for the year. The company is at just under 42,000 through six months, and with chip shortages and other supply chain issues weighing on the automotive industry it is possible production could slow as the year goes on.\nThe sell-off was not limited to NIO. Fellow Chinese automaker XPeng(NYSE:XPEV) had a similar response,soaring as much as 8% higher early in the trading session on the strength of its delivery report before falling into the red as the day went on.\nNow what\nDay-to-day volatility aside, there is nothing in the report to indicate NIO is not moving in the right direction. NIO is quickly becoming an EV champion in its important home market, and is plotting its expansion into Europe in the months to come. While not profitable, NIO lost less than expected in the first quarter, and as of the end of March had more than $7 billion in cash on the balance sheet to fund its expansion.\nIt's still early days in the EV market and some volatility is to be expected, but there is nothing in the June delivery report that suggests it's time to hit the panic button.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158608844,"gmtCreate":1625146810988,"gmtModify":1633944291743,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158608844","repostId":"2148840288","repostType":4,"repost":{"id":"2148840288","pubTimestamp":1625139913,"share":"https://www.laohu8.com/m/news/2148840288?lang=&edition=full","pubTime":"2021-07-01 19:45","market":"us","language":"en","title":"The Top 50 Robinhood Stocks in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2148840288","media":"Motley Fool","summary":"Retail investors can't stop buying into these companies.","content":"<p>Though volatility has tapered off in recent weeks, investors have received something of a crash course in being patient over the past 17 months. Despite the broad-based <b>S&amp;P 500</b> shedding 34% of its value in about a month during the first quarter of 2020, we've watched the benchmark index catapult more than 90% off of its lows.</p>\n<p>For some investors, volatility is something they fear. But for predominantly young and novice retail investors, volatility is the impetus that's driven them to put their money to work in the stock market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>As volatility has whipsawed the market, these younger retail investors have found their home with online investing app Robinhood. We know this because Robinhood added approximately 3 million new users in 2020.</p>\n<p>There are a number of lures for retail investors with Robinhood. For example, Robinhood doesn't charge a commission when stocks that are listed on the New York Stock Exchange or <b>Nasdaq</b>&nbsp;exchange are bought or sold. Robinhood is also <a href=\"https://laohu8.com/S/AONE\">one</a> of many brokerages that allows for fractional share investing. And, who can forget that Robinhood also gifts free shares of stock to new users.</p>\n<p>In <a href=\"https://laohu8.com/S/AONE.U\">one</a> respect, it's a fantastic thing to see young people putting their money to work. Time is the biggest ally investors have. The earlier they start putting their money to work, the better chance they have of compounding their nest egg.</p>\n<p>On the other hand, Robinhood's retail investors have been buying some really awful stocks. Instead of thinking for the long-term, their buying activity demonstrates a willingness to chase momentum plays, penny stocks, and money-losing businesses.</p>\n<p>If you don't believe me, here's a closer look at the 50 most-held Robinhood stocks as we enter July.</p>\n<table width=\"492\">\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Company</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>1. <b>Tesla Motors</b> (NASDAQ:TSLA)</td>\n   <td>26. <b>Snap&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>2. <b>Apple&nbsp;</b></td>\n   <td>27. <b>Alibaba&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>3. <b>AMC Entertainment</b> (NYSE:AMC)</td>\n   <td>28. <b>Bank of America</b></td>\n  </tr>\n  <tr>\n   <td>4. <b>Sundial Growers</b> (NASDAQ:SNDL)</td>\n   <td>29. <b>OrganiGram Holdings</b></td>\n  </tr>\n  <tr>\n   <td>5. <b>Ford Motor</b></td>\n   <td>30. <b>Coinbase Global</b></td>\n  </tr>\n  <tr>\n   <td>6. <b>General Electric</b></td>\n   <td>31. <b>Tilray&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>7. <b>NIO&nbsp;</b></td>\n   <td>32. <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>8. <b>Walt Disney</b></td>\n   <td>33. <b>Canopy Growth&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>9. <b>Microsoft</b></td>\n   <td>34. <b>Advanced Micro Devices</b></td>\n  </tr>\n  <tr>\n   <td>10. <b>Amazon&nbsp;</b></td>\n   <td>35. <b>Starbucks</b></td>\n  </tr>\n  <tr>\n   <td>11. <b>American Airlines Group</b> (NASDAQ:AAL)</td>\n   <td>36. <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b></td>\n  </tr>\n  <tr>\n   <td>12. <b>Plug Power</b></td>\n   <td>37. <b>AT&amp;T</b></td>\n  </tr>\n  <tr>\n   <td>13. <b>Nokia</b></td>\n   <td>38. <b>Moderna</b></td>\n  </tr>\n  <tr>\n   <td>14. <b>Carnival</b></td>\n   <td>39. <b>NVIDIA</b></td>\n  </tr>\n  <tr>\n   <td>15. <b>Aurora Cannabis</b> (NASDAQ:ACB)</td>\n   <td>40. <b>FuelCell Energy</b></td>\n  </tr>\n  <tr>\n   <td>16. <b>Pfizer</b></td>\n   <td>41. <b>Vanguard S&amp;P 500 ETF</b></td>\n  </tr>\n  <tr>\n   <td>17. <b>Zomedica&nbsp;</b></td>\n   <td>42. <b>Coca-Cola</b></td>\n  </tr>\n  <tr>\n   <td>18. <b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a>&nbsp;</b></td>\n   <td>43. <b>Norwegian Cruise Line</b> (NYSE:NCLH)</td>\n  </tr>\n  <tr>\n   <td>19. <b>Naked Brand Group</b></td>\n   <td>44. <b>Ideanomics</b></td>\n  </tr>\n  <tr>\n   <td>20. <b>Palantir Technologies</b></td>\n   <td>45. <b>Workhorse Group</b></td>\n  </tr>\n  <tr>\n   <td>21. <b>GameStop</b> (NYSE:GME)</td>\n   <td>46. <b>SPDR S&amp;P 500 ETF</b></td>\n  </tr>\n  <tr>\n   <td>22. <b>Delta Air Lines&nbsp;</b></td>\n   <td>47. <b>Virgin Galactic</b></td>\n  </tr>\n  <tr>\n   <td>23. <b>BlackBerry</b></td>\n   <td>48. <b>General Motors</b></td>\n  </tr>\n  <tr>\n   <td>24. <b><a href=\"https://laohu8.com/S/CCC.U\">Churchill Capital</a></b></td>\n   <td>49. <b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a></b></td>\n  </tr>\n  <tr>\n   <td>25. <b>Netflix&nbsp;</b></td>\n   <td>50. <b>United Airlines</b></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Robinhood, as of June 26, 2021. Table by author.</p>\n<h2>Continuing to chase meme stocks</h2>\n<p>Like bees to honey, retail investors have been inseparable from meme stocks for almost six months. A meme stock is a company valued more for its social media favorability/hype than its operating performance.</p>\n<p>Since mid-January, retail investors have been banding together to buy shares and out-of-the-money call options on stocks with high levels of short interest. In many instances, companies with high levels of short interest have poor-performing businesses. This is how we've witnessed GameStop and AMC Entertainment become extremely popular on Robinhood.</p>\n<p>The good news for GameStop is that it's been able to use its monumental run to sell shares of common stock and raise capital. It's completely erased its debt and given itself more than enough cash to oversee its ongoing transformation into a digital gaming company. To be clear, this doesn't negate the fact that GameStop's previous management team completely dropped the ball on the shift to digital gaming. What it does do is give the company enough capital to at least attempt a transformation.</p>\n<p>The same can't be said for AMC, which sold the vast majority of its shares six months ago to avoid bankruptcy. Even with a handful of recent capital raises, AMC has well over $3 billion in net debt, and its 2027 bond prices indicate the company is still a bankruptcy risk.</p>\n<p>To make matters worse, movie theater ticket sales have been in a 19-year decline. Even with a larger share of the movie theater industry, AMC's pie is shrinking. It's pretty clear that social media hype, ignorance of fundamental data, and misinformation are the key drivers behind AMC's irrational rally.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc514068ded899a817770f684369db36\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Canadian cannabis binge</h2>\n<p>Robinhood's retail investors also have quite the crush on Canadian marijuana stocks. Five of the 33 most-held companies on Robinhood's leaderboard hail from our neighbor to the north.</p>\n<p>Even though cannabis-focused research company BDSA has forecasted weed sales growth in Canada from $2.6 billion in 2020 to $6.4 billion by 2026, the Canadian pot industry has been a disaster. Regulators have caused all sorts of supply chain issues, consumers have flocked to lower-margin value brands, and Canadian marijuana stocks overzealously expanded and, in some instances, decimated their balance sheets in the process.</p>\n<p>Robinhood investors' fascination with Sundial Growers is nothing short of frustrating. It may well be the single most-avoidable marijuana stock. Although its management team was able to pay off the company's existing debt by issuing stock and conducting debt-for-equity swaps, these share offerings simply haven't stopped. In a little over a seven-month stretch, more than 1.35 billion shares were issued. Sundial is showing zero regard for its shareholders, and its management team hasn't even laid out a concrete plan for how it'll spend its cash.</p>\n<p>We've seen similar issues from Aurora Cannabis, the second most-popular Canadian weed stock. Once the most-held stock on Robinhood, Aurora has drowned its shareholders in dilution. Even after selling one of its greenhouses and shuttering a number of other cultivation facilities, its cost-cutting has put it nowhere near close to generating a profit. As long as Aurora keeps burning through cash, its management team will continue to issue stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0e9f554fbd3314fbbb8ba78c5a65d3e\" tg-width=\"700\" tg-height=\"524\"><span>Image source: American Airlines.</span></p>\n<h2>An obsession with travel companies</h2>\n<p>Another absolute head-scratcher is Robinhood investors' obsession with travel companies -- specifically airlines and cruise ship operators.</p>\n<p>On one hand, the case could be made that the coronavirus pandemic overly punished the travel industry. Though we remain firmly in a global pandemic, increased domestic vaccination rates offer hope that the U.S. could soon put the pandemic in the rearview mirror. For instance, the Transportation Security Administration screened over 2 million passengers in a single day in mid-June for the first time since before the pandemic was declared.</p>\n<p>On the other hand, the travel industry tends to be built on mediocre margins, at best, and it typically requires the economy to be running on all cylinders. Despite recovering from a recession, most airline stocks are now lugging around billions in extra debt that they didn't have two years ago. American Airlines, which I've previously anointed as the worst airline stock, has $34 billion in net debt and $48 billion in aggregate debt. The interest American Airlines is going to have to pay to service this debt could cripple its growth initiatives for the next decade.</p>\n<p>Meanwhile, companies like Norwegian Cruise Line came perilously close to bankruptcy during the pandemic. Unlike airlines, which are essential for business travel, cruise ships aren't essential. They'll remain at the mercy of the pandemic until it's firmly in the rearview mirror. That means Norwegian may continue losing money well into 2022, if not beyond.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd808070a9dde55f37210b59edc2e23\" tg-width=\"700\" tg-height=\"393\"><span>A Tesla Model S plugged in for charging. Image source: Tesla.</span></p>\n<h2>Alternative energy for autos in focus</h2>\n<p>Lastly, Robinhood investors appear to be going all-in on anything that has to do with alternative/clean energy for vehicles.</p>\n<p>Electric vehicle (EV) kingpin Tesla has surpassed Apple to become the most-held stock on the platform, while Ford, General Motors, Workhorse Group, NIO, and Churchill Capital are other EV producers that found their way into the top 50 leaderboard (GM and Ford predominantly produce combustion-engine vehicles at the moment). If we also include Plug Power, FuelCell Energy, and Ideanomics, that's nine of the top 48 Robinhood stocks that are devoted to alternative energy adoption for autos.</p>\n<p>There's pretty much no question at this point that EVs and potentially hydrogen fuel cells represent the future of the automotive industry. There's a multi-decade opportunity for consumers and enterprise fleets to switch over to alternative solutions, as well as for ancillary players to build the infrastructure necessary to support EVs and hydrogen fuel-cell vehicles.</p>\n<p>The issue is that investors have a tendency to overestimate how quickly new technology is adopted, and that's likely what we're witnessing with EVs. The fact that Tesla is worth $647 billion is ludicrous considering that it hasn't demonstrated it can generate a profit from selling its EVs. The only way Tesla has been able to generate a profit is by selling renewable energy credits or taking a one-time benefit from the sale of <b>Bitcoin</b>.</p>\n<p>The EV space is growing increasingly more crowded, and the major auto stocks are investing tens of billions into new models. It's unlikely that Tesla will be able to hold onto its competitive edge for much longer.</p>","source":"fool_stock","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>The Top 50 Robinhood Stocks in July</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\">\nThe Top 50 Robinhood Stocks in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/the-top-50-robinhood-stocks-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though volatility has tapered off in recent weeks, investors have received something of a crash course in being patient over the past 17 months. Despite the broad-based S&P 500 shedding 34% of its ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/the-top-50-robinhood-stocks-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮","DIS":"迪士尼","TSLA":"特斯拉","ACB":"奥罗拉大麻公司","AMC":"AMC院线","AMZN":"亚马逊","NIO":"蔚来","MSFT":"微软","GPRO":"GoPro","SNDL":"SNDL Inc.","PLTR":"Palantir Technologies Inc.","GE":"GE航空航天","NOK":"诺基亚","ZOM":"Zomedica Pharmaceuticals Corp.","AAL":"美国航空","F":"福特汽车","AAPL":"苹果","PLUG":"普拉格能源","GME":"游戏驿站","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/07/01/the-top-50-robinhood-stocks-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148840288","content_text":"Though volatility has tapered off in recent weeks, investors have received something of a crash course in being patient over the past 17 months. Despite the broad-based S&P 500 shedding 34% of its value in about a month during the first quarter of 2020, we've watched the benchmark index catapult more than 90% off of its lows.\nFor some investors, volatility is something they fear. But for predominantly young and novice retail investors, volatility is the impetus that's driven them to put their money to work in the stock market.\nImage source: Getty Images.\nAs volatility has whipsawed the market, these younger retail investors have found their home with online investing app Robinhood. We know this because Robinhood added approximately 3 million new users in 2020.\nThere are a number of lures for retail investors with Robinhood. For example, Robinhood doesn't charge a commission when stocks that are listed on the New York Stock Exchange or Nasdaq exchange are bought or sold. Robinhood is also one of many brokerages that allows for fractional share investing. And, who can forget that Robinhood also gifts free shares of stock to new users.\nIn one respect, it's a fantastic thing to see young people putting their money to work. Time is the biggest ally investors have. The earlier they start putting their money to work, the better chance they have of compounding their nest egg.\nOn the other hand, Robinhood's retail investors have been buying some really awful stocks. Instead of thinking for the long-term, their buying activity demonstrates a willingness to chase momentum plays, penny stocks, and money-losing businesses.\nIf you don't believe me, here's a closer look at the 50 most-held Robinhood stocks as we enter July.\n\n\n\nCompany\nCompany\n\n\n\n\n1. Tesla Motors (NASDAQ:TSLA)\n26. Snap \n\n\n2. Apple \n27. Alibaba \n\n\n3. AMC Entertainment (NYSE:AMC)\n28. Bank of America\n\n\n4. Sundial Growers (NASDAQ:SNDL)\n29. OrganiGram Holdings\n\n\n5. Ford Motor\n30. Coinbase Global\n\n\n6. General Electric\n31. Tilray \n\n\n7. NIO \n32. Facebook \n\n\n8. Walt Disney\n33. Canopy Growth \n\n\n9. Microsoft\n34. Advanced Micro Devices\n\n\n10. Amazon \n35. Starbucks\n\n\n11. American Airlines Group (NASDAQ:AAL)\n36. Twitter\n\n\n12. Plug Power\n37. AT&T\n\n\n13. Nokia\n38. Moderna\n\n\n14. Carnival\n39. NVIDIA\n\n\n15. Aurora Cannabis (NASDAQ:ACB)\n40. FuelCell Energy\n\n\n16. Pfizer\n41. Vanguard S&P 500 ETF\n\n\n17. Zomedica \n42. Coca-Cola\n\n\n18. GoPro \n43. Norwegian Cruise Line (NYSE:NCLH)\n\n\n19. Naked Brand Group\n44. Ideanomics\n\n\n20. Palantir Technologies\n45. Workhorse Group\n\n\n21. GameStop (NYSE:GME)\n46. SPDR S&P 500 ETF\n\n\n22. Delta Air Lines \n47. Virgin Galactic\n\n\n23. BlackBerry\n48. General Motors\n\n\n24. Churchill Capital\n49. Zynga\n\n\n25. Netflix \n50. United Airlines\n\n\n\nData source: Robinhood, as of June 26, 2021. Table by author.\nContinuing to chase meme stocks\nLike bees to honey, retail investors have been inseparable from meme stocks for almost six months. A meme stock is a company valued more for its social media favorability/hype than its operating performance.\nSince mid-January, retail investors have been banding together to buy shares and out-of-the-money call options on stocks with high levels of short interest. In many instances, companies with high levels of short interest have poor-performing businesses. This is how we've witnessed GameStop and AMC Entertainment become extremely popular on Robinhood.\nThe good news for GameStop is that it's been able to use its monumental run to sell shares of common stock and raise capital. It's completely erased its debt and given itself more than enough cash to oversee its ongoing transformation into a digital gaming company. To be clear, this doesn't negate the fact that GameStop's previous management team completely dropped the ball on the shift to digital gaming. What it does do is give the company enough capital to at least attempt a transformation.\nThe same can't be said for AMC, which sold the vast majority of its shares six months ago to avoid bankruptcy. Even with a handful of recent capital raises, AMC has well over $3 billion in net debt, and its 2027 bond prices indicate the company is still a bankruptcy risk.\nTo make matters worse, movie theater ticket sales have been in a 19-year decline. Even with a larger share of the movie theater industry, AMC's pie is shrinking. It's pretty clear that social media hype, ignorance of fundamental data, and misinformation are the key drivers behind AMC's irrational rally.\nImage source: Getty Images.\nCanadian cannabis binge\nRobinhood's retail investors also have quite the crush on Canadian marijuana stocks. Five of the 33 most-held companies on Robinhood's leaderboard hail from our neighbor to the north.\nEven though cannabis-focused research company BDSA has forecasted weed sales growth in Canada from $2.6 billion in 2020 to $6.4 billion by 2026, the Canadian pot industry has been a disaster. Regulators have caused all sorts of supply chain issues, consumers have flocked to lower-margin value brands, and Canadian marijuana stocks overzealously expanded and, in some instances, decimated their balance sheets in the process.\nRobinhood investors' fascination with Sundial Growers is nothing short of frustrating. It may well be the single most-avoidable marijuana stock. Although its management team was able to pay off the company's existing debt by issuing stock and conducting debt-for-equity swaps, these share offerings simply haven't stopped. In a little over a seven-month stretch, more than 1.35 billion shares were issued. Sundial is showing zero regard for its shareholders, and its management team hasn't even laid out a concrete plan for how it'll spend its cash.\nWe've seen similar issues from Aurora Cannabis, the second most-popular Canadian weed stock. Once the most-held stock on Robinhood, Aurora has drowned its shareholders in dilution. Even after selling one of its greenhouses and shuttering a number of other cultivation facilities, its cost-cutting has put it nowhere near close to generating a profit. As long as Aurora keeps burning through cash, its management team will continue to issue stock.\nImage source: American Airlines.\nAn obsession with travel companies\nAnother absolute head-scratcher is Robinhood investors' obsession with travel companies -- specifically airlines and cruise ship operators.\nOn one hand, the case could be made that the coronavirus pandemic overly punished the travel industry. Though we remain firmly in a global pandemic, increased domestic vaccination rates offer hope that the U.S. could soon put the pandemic in the rearview mirror. For instance, the Transportation Security Administration screened over 2 million passengers in a single day in mid-June for the first time since before the pandemic was declared.\nOn the other hand, the travel industry tends to be built on mediocre margins, at best, and it typically requires the economy to be running on all cylinders. Despite recovering from a recession, most airline stocks are now lugging around billions in extra debt that they didn't have two years ago. American Airlines, which I've previously anointed as the worst airline stock, has $34 billion in net debt and $48 billion in aggregate debt. The interest American Airlines is going to have to pay to service this debt could cripple its growth initiatives for the next decade.\nMeanwhile, companies like Norwegian Cruise Line came perilously close to bankruptcy during the pandemic. Unlike airlines, which are essential for business travel, cruise ships aren't essential. They'll remain at the mercy of the pandemic until it's firmly in the rearview mirror. That means Norwegian may continue losing money well into 2022, if not beyond.\nA Tesla Model S plugged in for charging. Image source: Tesla.\nAlternative energy for autos in focus\nLastly, Robinhood investors appear to be going all-in on anything that has to do with alternative/clean energy for vehicles.\nElectric vehicle (EV) kingpin Tesla has surpassed Apple to become the most-held stock on the platform, while Ford, General Motors, Workhorse Group, NIO, and Churchill Capital are other EV producers that found their way into the top 50 leaderboard (GM and Ford predominantly produce combustion-engine vehicles at the moment). If we also include Plug Power, FuelCell Energy, and Ideanomics, that's nine of the top 48 Robinhood stocks that are devoted to alternative energy adoption for autos.\nThere's pretty much no question at this point that EVs and potentially hydrogen fuel cells represent the future of the automotive industry. There's a multi-decade opportunity for consumers and enterprise fleets to switch over to alternative solutions, as well as for ancillary players to build the infrastructure necessary to support EVs and hydrogen fuel-cell vehicles.\nThe issue is that investors have a tendency to overestimate how quickly new technology is adopted, and that's likely what we're witnessing with EVs. The fact that Tesla is worth $647 billion is ludicrous considering that it hasn't demonstrated it can generate a profit from selling its EVs. The only way Tesla has been able to generate a profit is by selling renewable energy credits or taking a one-time benefit from the sale of Bitcoin.\nThe EV space is growing increasingly more crowded, and the major auto stocks are investing tens of billions into new models. It's unlikely that Tesla will be able to hold onto its competitive edge for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153547182,"gmtCreate":1625039114846,"gmtModify":1633945562635,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153547182","repostId":"1155463747","repostType":4,"repost":{"id":"1155463747","pubTimestamp":1625037766,"share":"https://www.laohu8.com/m/news/1155463747?lang=&edition=full","pubTime":"2021-06-30 15:22","market":"us","language":"en","title":"2 E-Commerce Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1155463747","media":"Motley Fool","summary":"The recent dip in share price of these two online leaders is a great buying opportunity.","content":"<p>One of the best areas to look for long-term investments is online retail. While some leaders will likely see growth decelerate in 2021 following the surge in order volume during the pandemic, that doesn't mean the e-commerce growth story is over. eMarketer now expects e-commerce sales to make up 15.5% of total retail sales in 2021, an upward revision from the initial estimate of 13.2%.</p>\n<p>The pandemic seemed to lift the plateau for online shopping. Because of that, the post-pandemic environment is a big opportunity for&nbsp;<b>Etsy</b>(NASDAQ:ETSY)&nbsp;and&nbsp;<b>Chewy</b>(NYSE:CHWY)to win over new customers and deliver market-beating returns to investors over the next decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3cb7c4b4f6feaad77d6f8fa8012ce9e\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Etsy</b></p>\n<p>Etsy continues to be a disruptive force in e-commerce, and its performance during the pandemic shows why. When everyone turned online to shop for goods, Etsy's gross merchandise sales more than doubled the growth of the total U.S. e-commerce market. Revenue grew 111% in 2020 to reach $1.7 billion, which Etsy derives from the fees it charges on each transaction made on the marketplace&nbsp;and for advertising and shipping services.</p>\n<p>\"In a time when human connection is so vital, Etsy provides a one-of-a-kind community where sellers are empowered to grow their businesses, reaching buyers who value finding items that express their unique identity, while putting their money where their heart is,\" CEO John Silverman said in the first-quarter earnings release.</p>\n<p>It will be difficult to maintain this pace of growth coming out of the pandemic. Management's guidance calls for second-quarter revenue to be up between 15% to 25% year over year. But Etsy doesn't need to grow at triple-digit rates to deliver wealth-building returns to investors.</p>\n<p>At a price-to-free-cash-flow&nbsp;ratio of 35, the stock doesn't look expensive relative to long-term growth expectations. Analysts expect free cash flow per share to finish 2021 at $4.97 before growing 25% in 2022 and accelerating by a 32% rate in 2023. These rates are similar to the levels at which it was growing through 2019 and would be more than enough to send the stock higher over the next few years.</p>\n<p>Etsy is also showing a good track record of&nbsp;acquiring other marketplaces, such as Reverb (in 2019) and most recently Depop and Brazil-based Elo7. These could also generate investor returns over the next decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04bef6c00f118e4020ad50cbc0861b45\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Chewy</b></p>\n<p>Chewy is the leading&nbsp;online retailer&nbsp;for pet products, a large and growing market valued at $98 billion. The company is still a small player with only $7.7 billion in trailing-12-month revenue,&nbsp;but it's taking market share and growing fast. In fiscal 2019, revenue grew 40% before accelerating to 47% in fiscal 2020.</p>\n<p>Chewy is in a great position to grow with pet ownership, which has already increased from 56% of U.S. households in 1988 to 67% in 2020. Its active customer total grew 75% over the last two years to reach 19.8 million in the first quarter.</p>\n<p>What's more, spending per customer is also rising.&nbsp;To help speed this along,Chewy continues to expand&nbsp;into other categories, such as personalized services, healthcare, and better search and discovery features to help customers find the right pet food among its vast selection.</p>\n<p>The stock looks expensive, trading at an astronomical price-to-free-cash-flow multiple of 414. But that's due to high spending to drive growth, such as for advertising, opening fulfillment centers, and expanding selection. However, this business is built to produce plenty of free cash flow down the road.&nbsp;Continued growth in active customers should lead to growing profits, since a customer's second purchase is margin positive to Chewy.</p>\n<p>At a&nbsp;price-to-sales ratio&nbsp;of 4.5, the stock should have substantial upside over the next decade as margin improvement kicks in and Chewy gains market share in the burgeoning online retail market for pet products.</p>","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>2 E-Commerce Stocks You Can Buy and Hold for the Next Decade</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\">\n2 E-Commerce Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/29/2-e-commerce-stocks-you-can-buy-and-hold-for-the-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the best areas to look for long-term investments is online retail. While some leaders will likely see growth decelerate in 2021 following the surge in order volume during the pandemic, that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/29/2-e-commerce-stocks-you-can-buy-and-hold-for-the-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHWY":"Chewy, Inc.","ETSY":"Etsy, Inc."},"source_url":"https://www.fool.com/investing/2021/06/29/2-e-commerce-stocks-you-can-buy-and-hold-for-the-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155463747","content_text":"One of the best areas to look for long-term investments is online retail. While some leaders will likely see growth decelerate in 2021 following the surge in order volume during the pandemic, that doesn't mean the e-commerce growth story is over. eMarketer now expects e-commerce sales to make up 15.5% of total retail sales in 2021, an upward revision from the initial estimate of 13.2%.\nThe pandemic seemed to lift the plateau for online shopping. Because of that, the post-pandemic environment is a big opportunity for Etsy(NASDAQ:ETSY) and Chewy(NYSE:CHWY)to win over new customers and deliver market-beating returns to investors over the next decade.\nIMAGE SOURCE: GETTY IMAGES.\nEtsy\nEtsy continues to be a disruptive force in e-commerce, and its performance during the pandemic shows why. When everyone turned online to shop for goods, Etsy's gross merchandise sales more than doubled the growth of the total U.S. e-commerce market. Revenue grew 111% in 2020 to reach $1.7 billion, which Etsy derives from the fees it charges on each transaction made on the marketplace and for advertising and shipping services.\n\"In a time when human connection is so vital, Etsy provides a one-of-a-kind community where sellers are empowered to grow their businesses, reaching buyers who value finding items that express their unique identity, while putting their money where their heart is,\" CEO John Silverman said in the first-quarter earnings release.\nIt will be difficult to maintain this pace of growth coming out of the pandemic. Management's guidance calls for second-quarter revenue to be up between 15% to 25% year over year. But Etsy doesn't need to grow at triple-digit rates to deliver wealth-building returns to investors.\nAt a price-to-free-cash-flow ratio of 35, the stock doesn't look expensive relative to long-term growth expectations. Analysts expect free cash flow per share to finish 2021 at $4.97 before growing 25% in 2022 and accelerating by a 32% rate in 2023. These rates are similar to the levels at which it was growing through 2019 and would be more than enough to send the stock higher over the next few years.\nEtsy is also showing a good track record of acquiring other marketplaces, such as Reverb (in 2019) and most recently Depop and Brazil-based Elo7. These could also generate investor returns over the next decade.\nIMAGE SOURCE: GETTY IMAGES.\nChewy\nChewy is the leading online retailer for pet products, a large and growing market valued at $98 billion. The company is still a small player with only $7.7 billion in trailing-12-month revenue, but it's taking market share and growing fast. In fiscal 2019, revenue grew 40% before accelerating to 47% in fiscal 2020.\nChewy is in a great position to grow with pet ownership, which has already increased from 56% of U.S. households in 1988 to 67% in 2020. Its active customer total grew 75% over the last two years to reach 19.8 million in the first quarter.\nWhat's more, spending per customer is also rising. To help speed this along,Chewy continues to expand into other categories, such as personalized services, healthcare, and better search and discovery features to help customers find the right pet food among its vast selection.\nThe stock looks expensive, trading at an astronomical price-to-free-cash-flow multiple of 414. But that's due to high spending to drive growth, such as for advertising, opening fulfillment centers, and expanding selection. However, this business is built to produce plenty of free cash flow down the road. Continued growth in active customers should lead to growing profits, since a customer's second purchase is margin positive to Chewy.\nAt a price-to-sales ratio of 4.5, the stock should have substantial upside over the next decade as margin improvement kicks in and Chewy gains market share in the burgeoning online retail market for pet products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127798301,"gmtCreate":1624868028903,"gmtModify":1633947750404,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127798301","repostId":"2146002845","repostType":4,"repost":{"id":"2146002845","pubTimestamp":1624866683,"share":"https://www.laohu8.com/m/news/2146002845?lang=&edition=full","pubTime":"2021-06-28 15:51","market":"us","language":"en","title":"These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet","url":"https://stock-news.laohu8.com/highlight/detail?id=2146002845","media":"Motley Fool","summary":"Sales for these companies should skyrocket between 400% and 1,118% over the next four years.","content":"<p>For more than a decade, growth stocks have been all the rage on Wall Street. Historically low lending rates, dovish monetary policy, and a free-spending Capitol Hill (at least during the pandemic) have allowed fast-growing companies to thrive.</p>\n<p>Typically, it's smaller companies that generate some of the fastest sales growth, while large-cap stocks (those with market caps of at least $10 billion) grow at a more tempered pace. Larger companies are more likely to have time-tested or mature operating models, making it less common that they generate eye-popping revenue growth.</p>\n<p>However, the following large-cap stocks didn't get that memo. Each and every <a href=\"https://laohu8.com/S/AONE\">one</a> of these companies is on track to, at minimum, quintuple their sales over a four-year period, according to Wall Street's consensus revenue estimate for 2024 (or fiscal 2025). You could rightly say that these are five of the fastest-growing large-cap stocks on the planet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccad26103b3c97bbb65d0cad160f21b9\" tg-width=\"700\" tg-height=\"489\"><span>Image source: Getty Images.</span></p>\n<h2>Sea Limited: Implied four-year sales growth of 400%</h2>\n<p>Who said companies with market caps in excess of $100 billion can't grow like their smaller competitors? According to analysts, Singapore-based <b>Sea Limited</b> (NYSE:SE) is expected to see its full-year sales skyrocket from $4.39 billion in 2020 to about $21.9 billion in 2024. That works out to a quintupling in full-year revenue in four years.</p>\n<p>Sea's secret sauce (say that three times fast) is that it has three rapidly growing operating segments. For the moment, it's being anchored by its digital gaming operations. The company ended March with close to 649 million active users, 12.3% of which were paying to play. That's well above the industry average, and it's notably higher than the 8.9% of quarterly active users who were paying <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago.</p>\n<p>However, the superstar for this company is its e-commerce platform, Shopee. It's the top shopping app downloaded in Southeastern Asia, and it's becoming especially popular in Brazil. In the first quarter of 2021, Shopee saw $12.6 billion in gross merchandise value (GMV) purchased. For some context here, Shopee did $10.3 billion in GMV in all of 2018. Both the coronavirus pandemic and the rise of the middle class throughout Southeastern Asia is driving online purchases.</p>\n<p>Lastly, Sea has its rapidly growing digital financial services segment. More than 26 million people were paying for mobile wallet services at the end of March. Since the company targets a number of underbanked emerging markets, this digital financial services segment could be a major long-term growth driver.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b9e73cc74dad844548f15906c23624\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Plug Power: Implied four-year sales growth of 404%</h2>\n<p>Companies focused on renewable energy solutions should be among the fastest growing this decade. Over the next four years investors will struggle to find a green-energy stock expanding quicker than hydrogen fuel-cell solutions provider <b>Plug Power</b> (NASDAQ:PLUG). After delivering $337 million in sales in 2020, Plug has guided for $1.7 billion in full-year revenue for 2024. That's a cool 404% increase, if it comes to fruition.</p>\n<p>For the time being, climate change is Plug Power's best friend. Joe Biden winning the presidency last year, coupled with Democrats regaining control of the Senate by the narrowest of margins, gives the current administration an opportunity to pass a clean energy bill. While it's unclear what a final infrastructure bill might look like, it's almost a certainty that clean vehicle solutions, such as those developed by Plug Power, will benefit.</p>\n<p>Additionally, the company secured two joint ventures just days apart in January. First, SK Group took a 10% equity stake in the company, with the duo aiming to introduce hydrogen fuel-cell-powered vehicles and hydrogen refilling stations in South Korea. A few days later, Plug landed a deal with French automaker <b>Renault</b> that'll see the two go after Europe's light commercial vehicle market. Both joint ventures should result in Plug Power's orders catapulting higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8db519446ea812ab6b8023df3f60f0c3\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied four-year sales growth of 559%</h2>\n<p>The cloud computing space is home to dozens of fast-growing companies, none of which appear to be increasing its sales faster than cloud data-warehousing company <b>Snowflake</b> (NYSE:SNOW). In fiscal 2021, Snowflake's sales grew by 124% to $592 million. But based on Wall Street's consensus for fiscal 2025, it's on track to generate $3.9 billion in revenue. This would represent a four-year increase of 559%.</p>\n<p>What makes Snowflake so special is the company's competitive advantages. For example, it's shunned subscriptions in favor of a pay-as-you-go operating model. Customers pay for the amount of data they store and the number of Snowflake Compute Credits used. This allows the company's clients to keep better tabs on their expenses.</p>\n<p>Also, since Snowflake's solutions are built atop the most popular cloud infrastructure platforms, customers can share data seamlessly, even across competing services.</p>\n<p>Though it's the fastest-growing cloud stock, Snowflake is also one of the priciest. It's currently valued at 67 times projected sales for fiscal 2022 and roughly 19 times estimated sales four years from now. But if the company makes good on its fiscal 2029 outlook of $10 billion in product sales, paying this premium may be well worth it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96d1687ba107475c062f0147fa401ff2\" tg-width=\"700\" tg-height=\"375\"><span>The NIO EC6 EV crossover SUV. Image source: NIO.</span></p>\n<h2>NIO: Implied four-year sales growth of 561%</h2>\n<p>Another absolute beast of a growth trend this decade is the rise of electric vehicles (EV). Though <b>Tesla</b>&nbsp;and the U.S. EV market tend to get a lot of attention, the biggest opportunity is actually China. That's why <b>NIO</b> (NYSE:NIO) finds itself as one of the fastest-growing large-cap stocks on the planet. If all goes well, full-year sales can catapult from about $2.5 billion in 2020 to $16.8 billion in 2024. That's a sales increase of approximately 561%.</p>\n<p>Despite a global chip shortage, NIO has shown Wall Street that it can effectively scale its production. After delivering 20,060 vehicles in the first quarter, the company is on pace to deliver between 21,000 and 22,000 EVs in the second quarter. Once global chip supply issues are resolved, NIO will look to boost its annual delivery capacity to around 150,000 EVs.</p>\n<p>For NIO, innovation is extremely important. It's been introducing one new vehicle each year, with the sportier EC6 crossover SUV hitting showrooms last summer. It's quickly become a hit with EV buyers.</p>\n<p>Additionally, NIO introduced a battery-as-a-service program. For a monthly fee, this subscription service allows buyers to replace or upgrade their vehicle's batteries. It also reduces the initial purchase price of the vehicle. Though NIO is giving up near-term margin by reducing the purchase price of its EVs, it's keeping buyers loyal and generating very high margin residual service revenue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/849b25e21ebbcd8fae1e28f0543300db\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Novavax: Implied four-year sales growth of 1,118%</h2>\n<p>The crème de la crème of fast-growing large-cap companies is biotech stock <b>Novavax</b> (NASDAQ:NVAX). Following a pandemic-ravaged year where it brought in $476 million in sales, Wall Street is looking for Novavax to generate $5.8 billion in annual revenue in 2024. That's your run-of-the-mill sales increase of 1,118% over the coming four years.</p>\n<p>As you may have rightly guessed, Novavax's core catalyst is a coronavirus disease 2019 (COVID-19) vaccine. The company's candidate, NVX-CoV2373 (these scientific names just roll off the tongue), demonstrated nearly 90% efficacy in a large U.K. study, and recently reported a 90.4% trial efficacy in the United States.&nbsp; With efficacy rates this high, Novavax could potentially displace <b>Johnson &amp; Johnson</b>'s single-dose vaccine, which offered an efficacy of 72%.</p>\n<p>Though you'd think this was a cut-and-dried success story, Novavax has delayed its emergency-use authorization filings in Europe, the U.S., and U.K. until the third quarter, and it likely won't be at full production capacity till the fourth quarter. This waiting game has caused wild vacillations in Novavax's share price of late.</p>\n<p>Nevertheless, Novavax has a good chance of being one of the primary COVID-19 vaccines used in emerging markets, and it could become a key player if booster shots become necessary.</p>","source":"fool_stock","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>These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet</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\">\nThese Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/27/5-of-fastest-growing-large-cap-stocks-on-planet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a decade, growth stocks have been all the rage on Wall Street. Historically low lending rates, dovish monetary policy, and a free-spending Capitol Hill (at least during the pandemic) ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/27/5-of-fastest-growing-large-cap-stocks-on-planet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","SNOW":"Snowflake","NIO":"蔚来","NVAX":"诺瓦瓦克斯医药","PLUG":"普拉格能源"},"source_url":"https://www.fool.com/investing/2021/06/27/5-of-fastest-growing-large-cap-stocks-on-planet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146002845","content_text":"For more than a decade, growth stocks have been all the rage on Wall Street. Historically low lending rates, dovish monetary policy, and a free-spending Capitol Hill (at least during the pandemic) have allowed fast-growing companies to thrive.\nTypically, it's smaller companies that generate some of the fastest sales growth, while large-cap stocks (those with market caps of at least $10 billion) grow at a more tempered pace. Larger companies are more likely to have time-tested or mature operating models, making it less common that they generate eye-popping revenue growth.\nHowever, the following large-cap stocks didn't get that memo. Each and every one of these companies is on track to, at minimum, quintuple their sales over a four-year period, according to Wall Street's consensus revenue estimate for 2024 (or fiscal 2025). You could rightly say that these are five of the fastest-growing large-cap stocks on the planet.\nImage source: Getty Images.\nSea Limited: Implied four-year sales growth of 400%\nWho said companies with market caps in excess of $100 billion can't grow like their smaller competitors? According to analysts, Singapore-based Sea Limited (NYSE:SE) is expected to see its full-year sales skyrocket from $4.39 billion in 2020 to about $21.9 billion in 2024. That works out to a quintupling in full-year revenue in four years.\nSea's secret sauce (say that three times fast) is that it has three rapidly growing operating segments. For the moment, it's being anchored by its digital gaming operations. The company ended March with close to 649 million active users, 12.3% of which were paying to play. That's well above the industry average, and it's notably higher than the 8.9% of quarterly active users who were paying one year ago.\nHowever, the superstar for this company is its e-commerce platform, Shopee. It's the top shopping app downloaded in Southeastern Asia, and it's becoming especially popular in Brazil. In the first quarter of 2021, Shopee saw $12.6 billion in gross merchandise value (GMV) purchased. For some context here, Shopee did $10.3 billion in GMV in all of 2018. Both the coronavirus pandemic and the rise of the middle class throughout Southeastern Asia is driving online purchases.\nLastly, Sea has its rapidly growing digital financial services segment. More than 26 million people were paying for mobile wallet services at the end of March. Since the company targets a number of underbanked emerging markets, this digital financial services segment could be a major long-term growth driver.\nImage source: Getty Images.\nPlug Power: Implied four-year sales growth of 404%\nCompanies focused on renewable energy solutions should be among the fastest growing this decade. Over the next four years investors will struggle to find a green-energy stock expanding quicker than hydrogen fuel-cell solutions provider Plug Power (NASDAQ:PLUG). After delivering $337 million in sales in 2020, Plug has guided for $1.7 billion in full-year revenue for 2024. That's a cool 404% increase, if it comes to fruition.\nFor the time being, climate change is Plug Power's best friend. Joe Biden winning the presidency last year, coupled with Democrats regaining control of the Senate by the narrowest of margins, gives the current administration an opportunity to pass a clean energy bill. While it's unclear what a final infrastructure bill might look like, it's almost a certainty that clean vehicle solutions, such as those developed by Plug Power, will benefit.\nAdditionally, the company secured two joint ventures just days apart in January. First, SK Group took a 10% equity stake in the company, with the duo aiming to introduce hydrogen fuel-cell-powered vehicles and hydrogen refilling stations in South Korea. A few days later, Plug landed a deal with French automaker Renault that'll see the two go after Europe's light commercial vehicle market. Both joint ventures should result in Plug Power's orders catapulting higher.\nImage source: Getty Images.\nSnowflake: Implied four-year sales growth of 559%\nThe cloud computing space is home to dozens of fast-growing companies, none of which appear to be increasing its sales faster than cloud data-warehousing company Snowflake (NYSE:SNOW). In fiscal 2021, Snowflake's sales grew by 124% to $592 million. But based on Wall Street's consensus for fiscal 2025, it's on track to generate $3.9 billion in revenue. This would represent a four-year increase of 559%.\nWhat makes Snowflake so special is the company's competitive advantages. For example, it's shunned subscriptions in favor of a pay-as-you-go operating model. Customers pay for the amount of data they store and the number of Snowflake Compute Credits used. This allows the company's clients to keep better tabs on their expenses.\nAlso, since Snowflake's solutions are built atop the most popular cloud infrastructure platforms, customers can share data seamlessly, even across competing services.\nThough it's the fastest-growing cloud stock, Snowflake is also one of the priciest. It's currently valued at 67 times projected sales for fiscal 2022 and roughly 19 times estimated sales four years from now. But if the company makes good on its fiscal 2029 outlook of $10 billion in product sales, paying this premium may be well worth it.\nThe NIO EC6 EV crossover SUV. Image source: NIO.\nNIO: Implied four-year sales growth of 561%\nAnother absolute beast of a growth trend this decade is the rise of electric vehicles (EV). Though Tesla and the U.S. EV market tend to get a lot of attention, the biggest opportunity is actually China. That's why NIO (NYSE:NIO) finds itself as one of the fastest-growing large-cap stocks on the planet. If all goes well, full-year sales can catapult from about $2.5 billion in 2020 to $16.8 billion in 2024. That's a sales increase of approximately 561%.\nDespite a global chip shortage, NIO has shown Wall Street that it can effectively scale its production. After delivering 20,060 vehicles in the first quarter, the company is on pace to deliver between 21,000 and 22,000 EVs in the second quarter. Once global chip supply issues are resolved, NIO will look to boost its annual delivery capacity to around 150,000 EVs.\nFor NIO, innovation is extremely important. It's been introducing one new vehicle each year, with the sportier EC6 crossover SUV hitting showrooms last summer. It's quickly become a hit with EV buyers.\nAdditionally, NIO introduced a battery-as-a-service program. For a monthly fee, this subscription service allows buyers to replace or upgrade their vehicle's batteries. It also reduces the initial purchase price of the vehicle. Though NIO is giving up near-term margin by reducing the purchase price of its EVs, it's keeping buyers loyal and generating very high margin residual service revenue.\nImage source: Getty Images.\nNovavax: Implied four-year sales growth of 1,118%\nThe crème de la crème of fast-growing large-cap companies is biotech stock Novavax (NASDAQ:NVAX). Following a pandemic-ravaged year where it brought in $476 million in sales, Wall Street is looking for Novavax to generate $5.8 billion in annual revenue in 2024. That's your run-of-the-mill sales increase of 1,118% over the coming four years.\nAs you may have rightly guessed, Novavax's core catalyst is a coronavirus disease 2019 (COVID-19) vaccine. The company's candidate, NVX-CoV2373 (these scientific names just roll off the tongue), demonstrated nearly 90% efficacy in a large U.K. study, and recently reported a 90.4% trial efficacy in the United States.  With efficacy rates this high, Novavax could potentially displace Johnson & Johnson's single-dose vaccine, which offered an efficacy of 72%.\nThough you'd think this was a cut-and-dried success story, Novavax has delayed its emergency-use authorization filings in Europe, the U.S., and U.K. until the third quarter, and it likely won't be at full production capacity till the fourth quarter. This waiting game has caused wild vacillations in Novavax's share price of late.\nNevertheless, Novavax has a good chance of being one of the primary COVID-19 vaccines used in emerging markets, and it could become a key player if booster shots become necessary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124424977,"gmtCreate":1624783322799,"gmtModify":1633948644943,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124424977","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","pubTimestamp":1624755315,"share":"https://www.laohu8.com/m/news/2146090006?lang=&edition=full","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","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>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","MA":"万事达","TEVA":"梯瓦制药","BRK.B":"伯克希尔B","AMZN":"亚马逊","BMY":"施贵宝","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124904250,"gmtCreate":1624715337270,"gmtModify":1633949347052,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124904250","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</p>","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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122864836,"gmtCreate":1624611533525,"gmtModify":1633950553403,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122864836","repostId":"2146276020","repostType":4,"repost":{"id":"2146276020","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624607474,"share":"https://www.laohu8.com/m/news/2146276020?lang=&edition=full","pubTime":"2021-06-25 15:51","market":"us","language":"en","title":"Could BlackBerry's Q1 Earnings Beat Further Fuel The Stonk Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2146276020","media":"Benzinga","summary":"Canada-based security software company BlackBerry Limited (NYSE: BB), a Reddit-favorite stock, reported first-quarter earnings that matched analysts’ expectations while revenues beat estimates.","content":"<p>Canada-based security software company <b>BlackBerry Limited</b> (NYSE:BB), a Reddit-favorite stock, reported first-quarter earnings that matched analysts’ expectations while revenues beat estimates.</p>\n<p><b>What Happened:</b> BlackBerry’s first-quarter net loss narrowed to $62 million, or $0.11 per share, from $315 million or $0.56 per share in the year-ago quarter.</p>\n<p>Adjusted loss was $0.05 per share, while revenue fell 17% from the year-ago period to $174 million. Analysts, on average, had expected the company to report an adjusted loss of $0.05 per share on sales of $171.25&nbsp;million.</p>\n<p><b>Why It Matters:</b> BlackBerry is among the so-called stonks —&nbsp;stocks&nbsp;favored by the retail crowd. The stock continues to see high interest on Reddit’s r/WallStreetBets forum and its year-to-date gains stand at 91.25%.</p>\n<p>Blackberry’s earnings results appeared to please the company’s supporters, based on the posts on the WSB forum.</p>\n<p>A user with the handle u/TexasThrowDown on the WSB forum noted that “BlackBerry isn't a squeeze play, but a long-term value play.”</p>\n<p>“BBTO100!!! To the moon and #MARS!,” read another post.</p>\n<p><b>Price Action</b>: BlackBerry shares closed 3.5% lower in Thursday’s regular trading session at $12.68.</p>\n<p></p>","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>Could BlackBerry's Q1 Earnings Beat Further Fuel The Stonk Rally?</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\">\nCould BlackBerry's Q1 Earnings Beat Further Fuel The Stonk Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-25 15:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Canada-based security software company <b>BlackBerry Limited</b> (NYSE:BB), a Reddit-favorite stock, reported first-quarter earnings that matched analysts’ expectations while revenues beat estimates.</p>\n<p><b>What Happened:</b> BlackBerry’s first-quarter net loss narrowed to $62 million, or $0.11 per share, from $315 million or $0.56 per share in the year-ago quarter.</p>\n<p>Adjusted loss was $0.05 per share, while revenue fell 17% from the year-ago period to $174 million. Analysts, on average, had expected the company to report an adjusted loss of $0.05 per share on sales of $171.25&nbsp;million.</p>\n<p><b>Why It Matters:</b> BlackBerry is among the so-called stonks —&nbsp;stocks&nbsp;favored by the retail crowd. The stock continues to see high interest on Reddit’s r/WallStreetBets forum and its year-to-date gains stand at 91.25%.</p>\n<p>Blackberry’s earnings results appeared to please the company’s supporters, based on the posts on the WSB forum.</p>\n<p>A user with the handle u/TexasThrowDown on the WSB forum noted that “BlackBerry isn't a squeeze play, but a long-term value play.”</p>\n<p>“BBTO100!!! To the moon and #MARS!,” read another post.</p>\n<p><b>Price Action</b>: BlackBerry shares closed 3.5% lower in Thursday’s regular trading session at $12.68.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146276020","content_text":"Canada-based security software company BlackBerry Limited (NYSE:BB), a Reddit-favorite stock, reported first-quarter earnings that matched analysts’ expectations while revenues beat estimates.\nWhat Happened: BlackBerry’s first-quarter net loss narrowed to $62 million, or $0.11 per share, from $315 million or $0.56 per share in the year-ago quarter.\nAdjusted loss was $0.05 per share, while revenue fell 17% from the year-ago period to $174 million. Analysts, on average, had expected the company to report an adjusted loss of $0.05 per share on sales of $171.25 million.\nWhy It Matters: BlackBerry is among the so-called stonks — stocks favored by the retail crowd. The stock continues to see high interest on Reddit’s r/WallStreetBets forum and its year-to-date gains stand at 91.25%.\nBlackberry’s earnings results appeared to please the company’s supporters, based on the posts on the WSB forum.\nA user with the handle u/TexasThrowDown on the WSB forum noted that “BlackBerry isn't a squeeze play, but a long-term value play.”\n“BBTO100!!! To the moon and #MARS!,” read another post.\nPrice Action: BlackBerry shares closed 3.5% lower in Thursday’s regular trading session at $12.68.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":140962218,"gmtCreate":1625624246234,"gmtModify":1633938949612,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/140962218","repostId":"1132297948","repostType":4,"repost":{"id":"1132297948","pubTimestamp":1625624046,"share":"https://www.laohu8.com/m/news/1132297948?lang=&edition=full","pubTime":"2021-07-07 10:14","market":"us","language":"en","title":"Hong Kong stock exchange rose 4% in wednesday morning tradin","url":"https://stock-news.laohu8.com/highlight/detail?id=1132297948","media":"Tiger Newspress","summary":"HKEX$$rose 4% in wednesday morning trading.Hong Kong stock exchange is set to shorten the time for an initial public offering from pricing to listing to two days from the current five by the fourth quarter next year at the earliest, aligning its market more with other financial hubs.Through a digital platform known as “FINI,” brokers, underwriters and regulators and other involved parties will be able to monitor and coordinate work flow of the whole process through to the start of trading, accor","content":"<p>HKEX<a href=\"https://laohu8.com/S/00388\">$(00388)$</a>rose 4% in wednesday morning trading.<img src=\"https://static.tigerbbs.com/006da7cd1ca220233662d164638afbdb\" tg-width=\"697\" tg-height=\"531\" referrerpolicy=\"no-referrer\">Hong Kong stock exchange is set to shorten the time for an initial public offering from pricing to listing to two days from the current five by the fourth quarter next year at the earliest, aligning its market more with other financial hubs.</p>\n<p>Through a digital platform known as “FINI,” brokers, underwriters and regulators and other involved parties will be able to monitor and coordinate work flow of the whole process through to the start of trading, according to a Hong Kong Exchanges &amp; Clearing Ltd. statement on Tuesday.</p>\n<p>The change will allow for a settlement cycle of two days, known as T+2, paring back an initial proposal of just <a href=\"https://laohu8.com/S/AONE\">one</a> settlement day. The shorter cycle will likely cut income for brokerages who can earn interest on cash placed by investors during the settlement period.</p>\n<p>The move will drive market efficiency and reinforce “Hong Kong’s position as the world’s premier IPO market,” HKEX’s Chief Executive Officer Nicolas Aguzin said in thestatement.</p>\n<p>Hong Kong has seen HK$30.32 billion ($3.9 billion) raised through IPOs so far this year. But the long settlement cycle has often dried up liquidity in the local money market, pushing up short-term interest rates and adding risks for the city’s currency peg with dollar.</p>\n<p>The new platform would help to solve another local problem where retail investors have placed duplicate orders through different brokers to have a better chance of getting shares in popular IPOs, a practice that has been banned by local securities rules but has yet to be eradicated over the years.</p>\n<p>The bourse also announced that starting Monday all companies seeking to sell shares on the Asian bourse must do itentirely electronically.</p>\n<p>Hong Kong Looks to Speed Up IPO Process to Reduce Risks (1)</p>","source":"lsy1610602759241","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>Hong Kong stock exchange rose 4% in wednesday morning tradin</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\">\nHong Kong stock exchange rose 4% in wednesday morning tradin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-06/hong-kong-to-shorten-ipo-cycle-by-fourth-quarter-next-year?srnd=premium-asia><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HKEX$(00388)$rose 4% in wednesday morning trading.Hong Kong stock exchange is set to shorten the time for an initial public offering from pricing to listing to two days from the current five by the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-06/hong-kong-to-shorten-ipo-cycle-by-fourth-quarter-next-year?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00388":"香港交易所"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-06/hong-kong-to-shorten-ipo-cycle-by-fourth-quarter-next-year?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132297948","content_text":"HKEX$(00388)$rose 4% in wednesday morning trading.Hong Kong stock exchange is set to shorten the time for an initial public offering from pricing to listing to two days from the current five by the fourth quarter next year at the earliest, aligning its market more with other financial hubs.\nThrough a digital platform known as “FINI,” brokers, underwriters and regulators and other involved parties will be able to monitor and coordinate work flow of the whole process through to the start of trading, according to a Hong Kong Exchanges & Clearing Ltd. statement on Tuesday.\nThe change will allow for a settlement cycle of two days, known as T+2, paring back an initial proposal of just one settlement day. The shorter cycle will likely cut income for brokerages who can earn interest on cash placed by investors during the settlement period.\nThe move will drive market efficiency and reinforce “Hong Kong’s position as the world’s premier IPO market,” HKEX’s Chief Executive Officer Nicolas Aguzin said in thestatement.\nHong Kong has seen HK$30.32 billion ($3.9 billion) raised through IPOs so far this year. But the long settlement cycle has often dried up liquidity in the local money market, pushing up short-term interest rates and adding risks for the city’s currency peg with dollar.\nThe new platform would help to solve another local problem where retail investors have placed duplicate orders through different brokers to have a better chance of getting shares in popular IPOs, a practice that has been banned by local securities rules but has yet to be eradicated over the years.\nThe bourse also announced that starting Monday all companies seeking to sell shares on the Asian bourse must do itentirely electronically.\nHong Kong Looks to Speed Up IPO Process to Reduce Risks (1)","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149564549,"gmtCreate":1625736656881,"gmtModify":1633937872633,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149564549","repostId":"1129609561","repostType":4,"repost":{"id":"1129609561","pubTimestamp":1625736250,"share":"https://www.laohu8.com/m/news/1129609561?lang=&edition=full","pubTime":"2021-07-08 17:24","market":"us","language":"en","title":"Volkswagen weighs appeal against EU fine over emissions tech collusion","url":"https://stock-news.laohu8.com/highlight/detail?id=1129609561","media":"Reuters","summary":"BERLIN (Reuters) - Volkswagen said on Thursday it was considering whether to take legal action again","content":"<p>BERLIN (Reuters) - Volkswagen said on Thursday it was considering whether to take legal action against an EU antitrust fine, saying the penalty over technical talks about emissions technology with other carmakers set a questionable precedent.</p>\n<p>\"The Commission is entering new judicial territory, because it is treating technical cooperation for the first time as an antitrust violation,\" the German carmaker said after it was fined 502 million euros ($593 million).</p>\n<p>\"Furthermore it is imposing fines, although the content of the talks was never implemented and no customers suffered any harm as a result,\" Volkswagen added in a statement.</p>\n<p>Volkswagen called for clearer guidelines: \"The high fines imposed in this case underscore the need for more comprehensive guidance from the Commission to ensure that legal uncertainty does not hamper innovation in Europe,\" it said.</p>","source":"lsy1612507957220","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>Volkswagen weighs appeal against EU fine over emissions tech collusion</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\">\nVolkswagen weighs appeal against EU fine over emissions tech collusion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 17:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/volkswagen-weighs-appeal-against-eu-091952136.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BERLIN (Reuters) - Volkswagen said on Thursday it was considering whether to take legal action against an EU antitrust fine, saying the penalty over technical talks about emissions technology with ...</p>\n\n<a href=\"https://finance.yahoo.com/news/volkswagen-weighs-appeal-against-eu-091952136.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车"},"source_url":"https://finance.yahoo.com/news/volkswagen-weighs-appeal-against-eu-091952136.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129609561","content_text":"BERLIN (Reuters) - Volkswagen said on Thursday it was considering whether to take legal action against an EU antitrust fine, saying the penalty over technical talks about emissions technology with other carmakers set a questionable precedent.\n\"The Commission is entering new judicial territory, because it is treating technical cooperation for the first time as an antitrust violation,\" the German carmaker said after it was fined 502 million euros ($593 million).\n\"Furthermore it is imposing fines, although the content of the talks was never implemented and no customers suffered any harm as a result,\" Volkswagen added in a statement.\nVolkswagen called for clearer guidelines: \"The high fines imposed in this case underscore the need for more comprehensive guidance from the Commission to ensure that legal uncertainty does not hamper innovation in Europe,\" it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116028520,"gmtCreate":1622766869160,"gmtModify":1634098271121,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Diamond","listText":"Diamond","text":"Diamond","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/116028520","repostId":"1103361405","repostType":4,"repost":{"id":"1103361405","pubTimestamp":1622765944,"share":"https://www.laohu8.com/m/news/1103361405?lang=&edition=full","pubTime":"2021-06-04 08:19","market":"us","language":"en","title":"AMC ends wild trading day down 18% after share sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1103361405","media":"CNBC","summary":"KEY POINTS\n\nAMC Entertainment shares ended a rollercoaster trading session down 18% on Thursday afte","content":"<div>\n<p>KEY POINTS\n\nAMC Entertainment shares ended a rollercoaster trading session down 18% on Thursday after the company announced a stock sale.\nThe stock price dropped as low as $37.66 during the session ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/02/amc-rally-continues-as-shares-jump-in-after-hour-trading.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>AMC ends wild trading day down 18% after share sale</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\">\nAMC ends wild trading day down 18% after share sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/02/amc-rally-continues-as-shares-jump-in-after-hour-trading.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nAMC Entertainment shares ended a rollercoaster trading session down 18% on Thursday after the company announced a stock sale.\nThe stock price dropped as low as $37.66 during the session ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/02/amc-rally-continues-as-shares-jump-in-after-hour-trading.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.cnbc.com/2021/06/02/amc-rally-continues-as-shares-jump-in-after-hour-trading.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103361405","content_text":"KEY POINTS\n\nAMC Entertainment shares ended a rollercoaster trading session down 18% on Thursday after the company announced a stock sale.\nThe stock price dropped as low as $37.66 during the session after AMC said it may offer and sell \"from time to time\" up to 11.55 million shares.\nThen, AMC shares rallied off their lows and turned green after the company said it had already completed the offering just a few hours later.\nThe stock closed Thursday at $51.34.\n\nAMC Entertainmentshares ended a rollercoaster trading session down 18% on Thursday after the company announced a stock sale.\nThe wild trading day is the latest in the theater chain meme stock's movement driven by retail investors banding together on Reddit.\nThe stock price dropped as low as $37.66 during the session after AMC said it mayoffer and sell\"from time to time\" up to an aggregate of 11.55 million shares of its Class A common stock. Additional shares dilute the value of the existing stock for existing shareholders.\nThen, AMC shares rallied off their lows and turned green after the company said it had alreadycompleted the offeringjust a few hours later, raising about $587.4 million.\nThe stock closed Thursday at $51.34.\nRetail investors — many active on Reddit's WallStreetBets forum — have been leading the AMC rally, and AMC executives have taken note. On Wednesday, the company announced anew portal to connect with individual investorsand offered free popcorn, exclusive screenings and other perks to those who hold its stock.\nJPMorgan noted that in the last week, retail order flow into AMC jumped to $583 million, 6.9 standard deviations above the average level of the last one year. According to their quantitative strategy, this kind of imbalance can lead to more outperformance by the stock in coming weeks.\nOn Wednesday, AMCsoared 95% in the regular trading sessionto close at an all-time high of $62.55. Its previous closing record of $35.86 was reached in 2015, according to FactSet data. AMC's stock spiked as it hit an intraday high of $72.62, well above its previous intraday record of $36.72.\nTrading was halted several times Wednesday and again on Thursday amid the volatility. The shares were up more than 100% at one point Wednesday. At the end of the day, more than 710 million shares exchanged hands — nearly double the number of AMC's shares outstanding. The company's 30-day average volume is just 143 million shares.\nAMC shares are up more than 3,000% so far this year, bringing its market capitalization to more than $32 billion. That makes it worth more than stocks like Delta Air Lines, State Street and Best Buy.\nIn a similar occurrence seen in January with the meme stocks like GameStop, defiant short-sellers have increased their bets against AMC shares over the last month, possibly fueling the move higher. About 18% of the AMC shares available for trading are still sold short through Wednesday, according to S3 Partners.\nOn Wednesday, short-sellers lost $2.8 billion as the stock surged, according to S3. That brings their year-to-date losses to more than $5 billion, according to S3.\nShort sellers like hedge funds borrow the stock from an investment bank and sell it in the hopes of buying it back at a lower price and returning the shares, pocketing the difference. However, when a stock surges higher, a so-called short squeeze can occur where investors are forced to buy back the stock to cut their losses.\nWednesday's wild trading activity comes even after an investment firm reportedly sold off its stake in the company. On Tuesday, AMC revealed itsold 8.5 million newly issued shares to Mudrick Capital, the latest in a series of capital raises for the stock. The hedge fund latersold all of its AMC stock for a profitthat same day, according to Bloomberg News.\nMost Wall Street analysts believe AMC shares will plummet eventually. The average 12-month target price of analysts is $5.11, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137354870,"gmtCreate":1622304895490,"gmtModify":1634102414268,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/137354870","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104703702,"gmtCreate":1620412477706,"gmtModify":1634198965983,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/104703702","repostId":"1174046479","repostType":4,"repost":{"id":"1174046479","pubTimestamp":1620401302,"share":"https://www.laohu8.com/m/news/1174046479?lang=&edition=full","pubTime":"2021-05-07 23:28","market":"us","language":"en","title":"Trulieve Enters West Virginia Cannabis Market, Closes Acquisition Of Mountaineer Holding","url":"https://stock-news.laohu8.com/highlight/detail?id=1174046479","media":"benzinga","summary":"Trulieve Cannabis Corp. (CSE: TRUL), a vertically integrated seed-to-sale and fully licensed medical","content":"<p><b>Trulieve Cannabis Corp</b>. (CSE: TRUL), a vertically integrated seed-to-sale and fully licensed medical marijuana company, has purchased West Virginia-based&nbsp;<b>Mountaineer Holding LLC</b>&nbsp;for $6 million.</p><p>Kim Rivers, the CEO of Tallahassee, Florida-based Trulieve, said Thursday the cannabis company is pleased&nbsp;to finalize the “transaction quickly, as the addition of Mountaineer achieves a significant presence for us in West Virginia.”</p><p><b>The Trulieve-Mountaineer Deal</b>: Under the terms of the agreement, Trulieve bought a cultivation permit and two dispensary permits.</p><p>The sum the company agreed to pay in exchange includes $3 million in cash and some 60,342 Trulieve subordinate voting shares worth $3 million.</p><p>Fox Rothschild LLP acted as legal counsel for the transaction.</p><p><b>What It Means For Trulieve:</b>The acquisition, which wasannouncedin March, expands Trulieve’s footprint in West Virginia to six dispensaries and positions it for vertical operations.</p><p>The company plans to launch operations in the Mountain State by the end of 2021, Trulieve said.</p><p>“Our teams have already been at work in the state, and adding Mountaineer to our portfolio provides significant potential for depth and scale,” she said.</p><p><b>Recent Trulieve Analyst Action:</b>Cantor Fitzgerald’s Pablo Zuanicrecentlyraised the firm's Trulieve price target to $89&nbsp;while maintaining an Overweight&nbsp;rating ahead of the first-quarter 2021 report scheduled for&nbsp;May 13.</p><p><b>TCNNF Price Action:</b>Trulieve shares were trading 2.56% higher at $40.20 at last check Friday.</p>","source":"lsy1606299360108","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>Trulieve Enters West Virginia Cannabis Market, Closes Acquisition Of Mountaineer Holding</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; 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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\">\nTrulieve Enters West Virginia Cannabis Market, Closes Acquisition Of Mountaineer Holding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/05/21011092/trulieve-enters-west-virginia-cannabis-market-closes-acquisition-of-mountaineer-hol><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Trulieve Cannabis Corp. (CSE: TRUL), a vertically integrated seed-to-sale and fully licensed medical marijuana company, has purchased West Virginia-based Mountaineer Holding LLC for $6 million.Kim ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/05/21011092/trulieve-enters-west-virginia-cannabis-market-closes-acquisition-of-mountaineer-hol\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/05/21011092/trulieve-enters-west-virginia-cannabis-market-closes-acquisition-of-mountaineer-hol","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174046479","content_text":"Trulieve Cannabis Corp. (CSE: TRUL), a vertically integrated seed-to-sale and fully licensed medical marijuana company, has purchased West Virginia-based Mountaineer Holding LLC for $6 million.Kim Rivers, the CEO of Tallahassee, Florida-based Trulieve, said Thursday the cannabis company is pleased to finalize the “transaction quickly, as the addition of Mountaineer achieves a significant presence for us in West Virginia.”The Trulieve-Mountaineer Deal: Under the terms of the agreement, Trulieve bought a cultivation permit and two dispensary permits.The sum the company agreed to pay in exchange includes $3 million in cash and some 60,342 Trulieve subordinate voting shares worth $3 million.Fox Rothschild LLP acted as legal counsel for the transaction.What It Means For Trulieve:The acquisition, which wasannouncedin March, expands Trulieve’s footprint in West Virginia to six dispensaries and positions it for vertical operations.The company plans to launch operations in the Mountain State by the end of 2021, Trulieve said.“Our teams have already been at work in the state, and adding Mountaineer to our portfolio provides significant potential for depth and scale,” she said.Recent Trulieve Analyst Action:Cantor Fitzgerald’s Pablo Zuanicrecentlyraised the firm's Trulieve price target to $89 while maintaining an Overweight rating ahead of the first-quarter 2021 report scheduled for May 13.TCNNF Price Action:Trulieve shares were trading 2.56% higher at $40.20 at last check Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173463656,"gmtCreate":1626680600675,"gmtModify":1631888709299,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173463656","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198015291,"gmtCreate":1620913748013,"gmtModify":1634195335558,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/198015291","repostId":"1125451390","repostType":4,"repost":{"id":"1125451390","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620913630,"share":"https://www.laohu8.com/m/news/1125451390?lang=&edition=full","pubTime":"2021-05-13 21:47","market":"us","language":"en","title":"Airlines stocks, cruise stocks rally in early market trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125451390","media":"Tiger Newspress","summary":"(May 13) Airlines stocks, cruise stocks rally in early market trading. The numbers tell us that airl","content":"<p>(May 13)&nbsp;Airlines stocks, cruise stocks rally in early market trading.&nbsp;The numbers tell us that airline passengers are coming back.</p><p><img src=\"https://static.tigerbbs.com/36d23821c3f4c0ccaf1184b61913ae6a\" tg-width=\"334\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p>Many of us AvGeeks are tracking the progress of the passenger counts supplied by theTransportation Security Administrationduring the COVID pandemic. Avid numbers geeks also know that raw data should always be converted to associated cool charts.</p><p>The first chart below displays the raw data.&nbsp; Because the TSA lists the most current day first, the chart reconstructs a chronological visualization for the same time periods January – December.</p><p><img src=\"https://static.tigerbbs.com/e783b4a3151e232f3ccd008993b1cc40\" tg-width=\"1160\" tg-height=\"840\" referrerpolicy=\"no-referrer\"></p><p>Well aren’t those some squiggly lines? Because these are daily points, the lines show large amplitudes that correlate to high traffic (Fridays) and low traffic (Tuesdays).&nbsp; Let’s smooth out the lines using a rolling 7 day average to provide a better picture.</p><p><img src=\"https://static.tigerbbs.com/d15f02767609a91758657bfed97d7f53\" tg-width=\"1160\" tg-height=\"843\" referrerpolicy=\"no-referrer\"></p><p><b>Deriving Some Encouraging Conclusions</b></p><p>The 7 day chart shows some interesting facts.&nbsp; The first part of 2020 on a rolling average basis, had approximately 5% increase in traffic over 2019 (grey line).&nbsp; The precipitous drop from February to April highlights the extent to which passenger traffic decreased.&nbsp; One could follow the 2020 line from right and then see the 2021 line in Blue to left as a continuation.&nbsp; Although 2021 began at less than 50 percent traffic compared to 2020, passenger counts have rapidly increased since January 2021.</p><p><b>Playing the Percentages</b></p><p>Speaking of percentages, the chart below indicates the raw percentage differences and a smoothed 7 day average. Note that there are only 2 lines – the orange line is the difference between 2019 and 2020.&nbsp; The blue 2021 line shows the difference between 2019 and 2021.</p><p><img src=\"https://static.tigerbbs.com/e09a68784c938a26136f187eb845cd10\" tg-width=\"1160\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p><p><b>A What-If Scenario</b></p><p>When trying to identify when normalcy will return, Here’s a “what if” scenario: What if passenger traffic grew by 5% year over year from 2019 to 2020 through 2021?</p><p><img src=\"https://static.tigerbbs.com/5a77d6c7cb7145ed6def53a3f30f842b\" tg-width=\"1158\" tg-height=\"846\" referrerpolicy=\"no-referrer\"></p><p>What would be the point in identifying where passenger traffic might be at 5% growth?&nbsp; That answer rests in the below graph that shows the approximate “lost passenger counts” due to pandemic.</p><p><img src=\"https://static.tigerbbs.com/fe3a1acab3507a1608c1ac4396e5126e\" tg-width=\"1160\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>Some Bad/Good News</b></p><p>In just over a year, roughly 600,000,000 passengers did not travel. But if the 2021 pace of passenger counts continues, by August we could surpass 2019. That would be great news for the aviation industry.</p>","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>Airlines stocks, cruise stocks rally in early market trading</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\">\nAirlines stocks, cruise stocks rally in early market trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-13 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 13)&nbsp;Airlines stocks, cruise stocks rally in early market trading.&nbsp;The numbers tell us that airline passengers are coming back.</p><p><img src=\"https://static.tigerbbs.com/36d23821c3f4c0ccaf1184b61913ae6a\" tg-width=\"334\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p>Many of us AvGeeks are tracking the progress of the passenger counts supplied by theTransportation Security Administrationduring the COVID pandemic. Avid numbers geeks also know that raw data should always be converted to associated cool charts.</p><p>The first chart below displays the raw data.&nbsp; Because the TSA lists the most current day first, the chart reconstructs a chronological visualization for the same time periods January – December.</p><p><img src=\"https://static.tigerbbs.com/e783b4a3151e232f3ccd008993b1cc40\" tg-width=\"1160\" tg-height=\"840\" referrerpolicy=\"no-referrer\"></p><p>Well aren’t those some squiggly lines? Because these are daily points, the lines show large amplitudes that correlate to high traffic (Fridays) and low traffic (Tuesdays).&nbsp; Let’s smooth out the lines using a rolling 7 day average to provide a better picture.</p><p><img src=\"https://static.tigerbbs.com/d15f02767609a91758657bfed97d7f53\" tg-width=\"1160\" tg-height=\"843\" referrerpolicy=\"no-referrer\"></p><p><b>Deriving Some Encouraging Conclusions</b></p><p>The 7 day chart shows some interesting facts.&nbsp; The first part of 2020 on a rolling average basis, had approximately 5% increase in traffic over 2019 (grey line).&nbsp; The precipitous drop from February to April highlights the extent to which passenger traffic decreased.&nbsp; One could follow the 2020 line from right and then see the 2021 line in Blue to left as a continuation.&nbsp; Although 2021 began at less than 50 percent traffic compared to 2020, passenger counts have rapidly increased since January 2021.</p><p><b>Playing the Percentages</b></p><p>Speaking of percentages, the chart below indicates the raw percentage differences and a smoothed 7 day average. Note that there are only 2 lines – the orange line is the difference between 2019 and 2020.&nbsp; The blue 2021 line shows the difference between 2019 and 2021.</p><p><img src=\"https://static.tigerbbs.com/e09a68784c938a26136f187eb845cd10\" tg-width=\"1160\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p><p><b>A What-If Scenario</b></p><p>When trying to identify when normalcy will return, Here’s a “what if” scenario: What if passenger traffic grew by 5% year over year from 2019 to 2020 through 2021?</p><p><img src=\"https://static.tigerbbs.com/5a77d6c7cb7145ed6def53a3f30f842b\" tg-width=\"1158\" tg-height=\"846\" referrerpolicy=\"no-referrer\"></p><p>What would be the point in identifying where passenger traffic might be at 5% growth?&nbsp; That answer rests in the below graph that shows the approximate “lost passenger counts” due to pandemic.</p><p><img src=\"https://static.tigerbbs.com/fe3a1acab3507a1608c1ac4396e5126e\" tg-width=\"1160\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>Some Bad/Good News</b></p><p>In just over a year, roughly 600,000,000 passengers did not travel. But if the 2021 pace of passenger counts continues, by August we could surpass 2019. That would be great news for the aviation industry.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JBLU":"捷蓝航空","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮","BA":"波音","LUV":"西南航空","DAL":"达美航空","CCL":"嘉年华邮轮","SAVE":"Spirit Airlines"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125451390","content_text":"(May 13) Airlines stocks, cruise stocks rally in early market trading. The numbers tell us that airline passengers are coming back.Many of us AvGeeks are tracking the progress of the passenger counts supplied by theTransportation Security Administrationduring the COVID pandemic. Avid numbers geeks also know that raw data should always be converted to associated cool charts.The first chart below displays the raw data.  Because the TSA lists the most current day first, the chart reconstructs a chronological visualization for the same time periods January – December.Well aren’t those some squiggly lines? Because these are daily points, the lines show large amplitudes that correlate to high traffic (Fridays) and low traffic (Tuesdays).  Let’s smooth out the lines using a rolling 7 day average to provide a better picture.Deriving Some Encouraging ConclusionsThe 7 day chart shows some interesting facts.  The first part of 2020 on a rolling average basis, had approximately 5% increase in traffic over 2019 (grey line).  The precipitous drop from February to April highlights the extent to which passenger traffic decreased.  One could follow the 2020 line from right and then see the 2021 line in Blue to left as a continuation.  Although 2021 began at less than 50 percent traffic compared to 2020, passenger counts have rapidly increased since January 2021.Playing the PercentagesSpeaking of percentages, the chart below indicates the raw percentage differences and a smoothed 7 day average. Note that there are only 2 lines – the orange line is the difference between 2019 and 2020.  The blue 2021 line shows the difference between 2019 and 2021.A What-If ScenarioWhen trying to identify when normalcy will return, Here’s a “what if” scenario: What if passenger traffic grew by 5% year over year from 2019 to 2020 through 2021?What would be the point in identifying where passenger traffic might be at 5% growth?  That answer rests in the below graph that shows the approximate “lost passenger counts” due to pandemic.Some Bad/Good NewsIn just over a year, roughly 600,000,000 passengers did not travel. But if the 2021 pace of passenger counts continues, by August we could surpass 2019. That would be great news for the aviation industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147139581,"gmtCreate":1626340036343,"gmtModify":1631888709306,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Swee","listText":"Swee","text":"Swee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147139581","repostId":"2151528448","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124424977,"gmtCreate":1624783322799,"gmtModify":1633948644943,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124424977","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","pubTimestamp":1624755315,"share":"https://www.laohu8.com/m/news/2146090006?lang=&edition=full","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","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>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","MA":"万事达","TEVA":"梯瓦制药","BRK.B":"伯克希尔B","AMZN":"亚马逊","BMY":"施贵宝","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190972325,"gmtCreate":1620577928367,"gmtModify":1634197944901,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190972325","repostId":"1170905579","repostType":4,"repost":{"id":"1170905579","pubTimestamp":1620462497,"share":"https://www.laohu8.com/m/news/1170905579?lang=&edition=full","pubTime":"2021-05-08 16:28","market":"us","language":"en","title":"The real story of the Trump-Facebook saga","url":"https://stock-news.laohu8.com/highlight/detail?id=1170905579","media":"Yahoo Finance ","summary":"It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and i","content":"<p>It’s not this complicated.</p><p>Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-media giant could have permanently banned then-President Donald Trump on Jan. 7, after he used the platform to lie about the 2020 election and praise rioters trying to seize control of the US Capitol the day before. Trump and his supporters would have squealed, but decisive action by Facebook would have left them no choice: Deal with it.</p><p>Instead, Facebook (FB) suspended Trump’s account “indefinitely,” while asking the company’s “oversight board”—a group of outside policy experts—to recommend a permanent solution. On May 5, the board “upheld” Facebook’s decision to exile Trump, but it alsodinged Facebook for the arbitrary application of vague standards. Instead of handing the company a simple answer, it told Facebook to come up with a permanent solution of its own within six months.</p><p>Have you ever watched an overwrought parent try to negotiate with a misbehaving five-year-old? Instead of telling the kid to stop being a brat, the parent tries to persuade the child why it’s important to stop being a brat, hoping the child will stop being a brat because he sees the light and learns an important life lesson in the process. You want to shout, “just tell him to stop it!”</p><p>This is what’s going on with Facebook and its oversight board. Facebook is trying to dodge responsibility for making a decision sure to be unpopular with some of its users. The oversight board, relishing its own perceived importance, issued an11,800 word communiquethat didn’t resolve anything. The real answer is painfully obvious: Facebook should permanently ban anybody who’s a chronic liar and violence inciter. Yet nobody in Faceworld can say it.</p><p>Let’s quickly review what’s really happening in the Facebook saga, by annotating the motives of the key players. It won’t take thousands of words.</p><p><b>Donald Trump.</b>He wants the largest possible audience for his propaganda, includinghis lies about the 2020 election being stolenfrom him. Trump is a wannabe despot whoclaims persecutionto distract followers from his aberrant behavior and his election losses. It also helps him raise money from gullible sympathizers. As a private-sector entity, Facebook has the right to boot users who cause the company trouble, which Trump clearly did. There’s no free speech or First Amendment issue at all, because Trump is still free to publish his own views on a platform of his own. If it were a free speech issue, Facebook could cite the First Amendment to declare it faces no obligation to publish anybody's views, just as a newspaper doesn't have to run government manifestoes. Trump's claim of “censorship” is ridiculous, but it obviously keeps him in the news and fires up his supporters.</p><p><b>The Trump cult.</b>Echoing Trump,other Republican politiciansclaim Facebook and other social-media sites single out conservatives for “censorship.” They’re mixing up cause and effect. Election lies and other disinformation are now a staple of the Trump wing of the Republican party, and these lies trigger retaliation by the companies hosting the offending accounts. If Trumpers lied less, social media would “censor” them less. Most of them know this, but “censorship” gives them a bogus cause that helps generate outrage among their followers and juice their own campaign contributions.</p><p><b>Mark Zuckerberg.</b>The Facebook CEO cares about making money above all, and there’s not necessarily anything wrong with that. Zuckerberg wants to outsource the decision about Trump so that he and the company don’t seem to be directly responsible for an outcome likely to anger millions of conservative Facebook users. He may also want to have plausible deniability the next time he testifies before Congress, so that when a Trump lackey such as Rep. Jim Jordan (R., Ohio) tries to pillory Zuckerberg for persecuting Trump, Zuckerberg can say, “it wasn’t me.” It’s not clear Facebook is actually losing money because of the Trump feud, but even if it is, Zuckerberg has miscalculated by failing to account for other damage caused by allowing the Trump debacle to fester.</p><p><b>Democrats.</b>They don’t like Facebook either, but Sen. Elizabeth Warren and other Facebook critics on the left have a different gripe:Facebook abuses user dataand hastoo much powerin the digital advertising market. Facebook has few friends in Congress, but it does have one important thing going for it: The company’s Republican and Democratic critics are so divided that they may never agree on any legislation that reins in the company’s power.</p><p>There’s only one way the Facebook-Trump saga can end: A permanent Trump ban. Trump will never stop lying, and any negotiated return to Facebook would only restart the cycle. Around the same time Facebook indefinitely banned Trump, Twitteraxed his account permanently. It didn’t drag out the decision or ask somebody else to decide for it. Twitter (TWTR) is no longer explaining or relitigating its Trump decision, which is where Facebook might be in a year or two. It has already taken too long.</p>","source":"yahoofinance_sg","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>The real story of the Trump-Facebook saga</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\">\nThe real story of the Trump-Facebook saga\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 16:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html><strong>Yahoo Finance </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-...</p>\n\n<a href=\"https://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.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://finance.yahoo.com/news/the-real-story-of-the-trump-facebook-saga-145941882.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170905579","content_text":"It’s not this complicated.Like other bumbling corporations reluctant to take a stand, Facebook and its CEO, Mark Zuckerberg, have turned a temporary controversy into an ongoing fiasco. The social-media giant could have permanently banned then-President Donald Trump on Jan. 7, after he used the platform to lie about the 2020 election and praise rioters trying to seize control of the US Capitol the day before. Trump and his supporters would have squealed, but decisive action by Facebook would have left them no choice: Deal with it.Instead, Facebook (FB) suspended Trump’s account “indefinitely,” while asking the company’s “oversight board”—a group of outside policy experts—to recommend a permanent solution. On May 5, the board “upheld” Facebook’s decision to exile Trump, but it alsodinged Facebook for the arbitrary application of vague standards. Instead of handing the company a simple answer, it told Facebook to come up with a permanent solution of its own within six months.Have you ever watched an overwrought parent try to negotiate with a misbehaving five-year-old? Instead of telling the kid to stop being a brat, the parent tries to persuade the child why it’s important to stop being a brat, hoping the child will stop being a brat because he sees the light and learns an important life lesson in the process. You want to shout, “just tell him to stop it!”This is what’s going on with Facebook and its oversight board. Facebook is trying to dodge responsibility for making a decision sure to be unpopular with some of its users. The oversight board, relishing its own perceived importance, issued an11,800 word communiquethat didn’t resolve anything. The real answer is painfully obvious: Facebook should permanently ban anybody who’s a chronic liar and violence inciter. Yet nobody in Faceworld can say it.Let’s quickly review what’s really happening in the Facebook saga, by annotating the motives of the key players. It won’t take thousands of words.Donald Trump.He wants the largest possible audience for his propaganda, includinghis lies about the 2020 election being stolenfrom him. Trump is a wannabe despot whoclaims persecutionto distract followers from his aberrant behavior and his election losses. It also helps him raise money from gullible sympathizers. As a private-sector entity, Facebook has the right to boot users who cause the company trouble, which Trump clearly did. There’s no free speech or First Amendment issue at all, because Trump is still free to publish his own views on a platform of his own. If it were a free speech issue, Facebook could cite the First Amendment to declare it faces no obligation to publish anybody's views, just as a newspaper doesn't have to run government manifestoes. Trump's claim of “censorship” is ridiculous, but it obviously keeps him in the news and fires up his supporters.The Trump cult.Echoing Trump,other Republican politiciansclaim Facebook and other social-media sites single out conservatives for “censorship.” They’re mixing up cause and effect. Election lies and other disinformation are now a staple of the Trump wing of the Republican party, and these lies trigger retaliation by the companies hosting the offending accounts. If Trumpers lied less, social media would “censor” them less. Most of them know this, but “censorship” gives them a bogus cause that helps generate outrage among their followers and juice their own campaign contributions.Mark Zuckerberg.The Facebook CEO cares about making money above all, and there’s not necessarily anything wrong with that. Zuckerberg wants to outsource the decision about Trump so that he and the company don’t seem to be directly responsible for an outcome likely to anger millions of conservative Facebook users. He may also want to have plausible deniability the next time he testifies before Congress, so that when a Trump lackey such as Rep. Jim Jordan (R., Ohio) tries to pillory Zuckerberg for persecuting Trump, Zuckerberg can say, “it wasn’t me.” It’s not clear Facebook is actually losing money because of the Trump feud, but even if it is, Zuckerberg has miscalculated by failing to account for other damage caused by allowing the Trump debacle to fester.Democrats.They don’t like Facebook either, but Sen. Elizabeth Warren and other Facebook critics on the left have a different gripe:Facebook abuses user dataand hastoo much powerin the digital advertising market. Facebook has few friends in Congress, but it does have one important thing going for it: The company’s Republican and Democratic critics are so divided that they may never agree on any legislation that reins in the company’s power.There’s only one way the Facebook-Trump saga can end: A permanent Trump ban. Trump will never stop lying, and any negotiated return to Facebook would only restart the cycle. Around the same time Facebook indefinitely banned Trump, Twitteraxed his account permanently. It didn’t drag out the decision or ask somebody else to decide for it. Twitter (TWTR) is no longer explaining or relitigating its Trump decision, which is where Facebook might be in a year or two. It has already taken too long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805481761,"gmtCreate":1627898991353,"gmtModify":1631888709286,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805481761","repostId":"1131923658","repostType":4,"repost":{"id":"1131923658","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627898076,"share":"https://www.laohu8.com/m/news/1131923658?lang=&edition=full","pubTime":"2021-08-02 17:54","market":"us","language":"en","title":"Can Tesla's stock price return to the upward channel?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131923658","media":"Tiger Newspress","summary":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second q","content":"<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p>\n<p>\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p>\n<p>Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p>\n<p><b>1. Revenue hit $12 billion</b></p>\n<p>Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p>\n<p><b>2. Profits skyrocketed</b></p>\n<p>Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p>\n<p>The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p>\n<p><b>3. Free cash flow remains healthy</b></p>\n<p>Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p>\n<p>Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p>\n<p><b>4. Vehicle demand is robust</b></p>\n<p>Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p>\n<p><b>5. There's more sharp growth to come</b></p>\n<p>Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p>\n<p>\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p>\n<h4>Four Challenges to Tesla’s Growth</h4>\n<p>However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p>\n<p><b>High Valuation</b></p>\n<p>Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p>\n<p>Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p>\n<p><b>Competition from Colonizers</b></p>\n<p>Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p>\n<p>These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p>\n<p><b>Bitcoin Exposure</b></p>\n<p>Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p>\n<p>Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p>\n<p><b>Rising Material Costs</b></p>\n<p>Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p>\n<p>\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p>\n<h4>Mixed reviews from Wall Street</h4>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p>Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p>\n<p>The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p>","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>Can Tesla's stock price return to the upward channel?</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\">\nCan Tesla's stock price return to the upward channel?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p>\n<p>\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p>\n<p>Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p>\n<p><b>1. Revenue hit $12 billion</b></p>\n<p>Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p>\n<p><b>2. Profits skyrocketed</b></p>\n<p>Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p>\n<p>The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p>\n<p><b>3. Free cash flow remains healthy</b></p>\n<p>Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p>\n<p>Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p>\n<p><b>4. Vehicle demand is robust</b></p>\n<p>Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p>\n<p><b>5. There's more sharp growth to come</b></p>\n<p>Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p>\n<p>\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p>\n<h4>Four Challenges to Tesla’s Growth</h4>\n<p>However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p>\n<p><b>High Valuation</b></p>\n<p>Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p>\n<p>Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p>\n<p><b>Competition from Colonizers</b></p>\n<p>Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p>\n<p>These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p>\n<p><b>Bitcoin Exposure</b></p>\n<p>Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p>\n<p>Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p>\n<p><b>Rising Material Costs</b></p>\n<p>Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p>\n<p>\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p>\n<h4>Mixed reviews from Wall Street</h4>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p>Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p>\n<p>The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131923658","content_text":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"\nHere's a closer look at the quarter, captured by five must-see takeaways from the report.\n1. Revenue hit $12 billion\nHelped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.\n2. Profits skyrocketed\nOf course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.\nThe outsized growth in Tesla's profits demonstrates the scalability of the company's business model.\n3. Free cash flow remains healthy\nTesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.\nTotal cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.\n4. Vehicle demand is robust\nTesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.\n5. There's more sharp growth to come\nImportantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.\n\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.\nFour Challenges to Tesla’s Growth\nHowever,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.\nHigh Valuation\nWall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.\nTesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.\nCompetition from Colonizers\nOnce, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.\nThese \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.\nBitcoin Exposure\nTesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.\nAdding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.\nRising Material Costs\nTogether with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.\n\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.\nMixed reviews from Wall Street\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nJohn Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"\nThe quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193630624,"gmtCreate":1620782996068,"gmtModify":1634196348144,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193630624","repostId":"2134698127","repostType":4,"repost":{"id":"2134698127","pubTimestamp":1620779160,"share":"https://www.laohu8.com/m/news/2134698127?lang=&edition=full","pubTime":"2021-05-12 08:26","market":"us","language":"en","title":"Here's why this trader is shorting Apple stock and buying gold","url":"https://stock-news.laohu8.com/highlight/detail?id=2134698127","media":"Yahoo Finance","summary":"The Nasdaq Composite  managed to claw back most of its losses Tuesday after falling 2.2% shortly after the open. But that doesn't mean the index itself or the tech sector stocks that populate it are out of the woods. To the contrary, $one$ trader is seeing short opportunities in not only the Nasdaq, but it's biggest component, Apple .Tech stocks have been lagging the Dow and S&P 500 this year, but JC Parets, founder of allstarcharts.com, explains to Yahoo Finance Live that this phenomenon stretc","content":"<p>The Nasdaq Composite (^IXIC) managed to claw back most of its losses Tuesday after falling 2.2% shortly after the open. But that doesn't mean the index itself or the tech sector stocks that populate it are out of the woods. To the contrary, <a href=\"https://laohu8.com/S/AONE\">one</a> trader is seeing short opportunities in not only the Nasdaq, but it's biggest component, Apple (AAPL).</p><p>Tech stocks have been lagging the Dow and S&amp;P 500 this year, but JC Parets, founder of allstarcharts.com, explains to Yahoo Finance Live that this phenomenon stretches back to the end of the second quarter of 2020.</p><p>\"The underperformance started [on] Labor Day last year at the end of the summer, and that's when they all peaked ... Amazon has done nothing since then. It's not just tech [stocks], it's really big growth [stocks] and even small cap growth [stocks]. Growth in general peaked at the end of last summer — Apple, Amazon (AMZN), all of them on a relative basis.\"</p><p>The two biggest outperforming S&amp;P 500 sectors this year are energy and financials. The Energy Select Sector SPDR Fund (XLE) is up 38% and the Financial Select Sector SPDR Fund (XLF) is up 26% year-to-date. Parets says, \"[T]he big winners have been coming out of value [stocks] ... Financials, Berkshire [Hathaway], energy ... Those have been the winners. The losers have been the growth stocks.\"</p><h2>2021 is not 2020</h2><p>Parets also notes the different market environment this year compared to last year — a phenomenon many investors may not be noticing. \"There's so much more evidence that 2021 is just not what 2020 was, right? It is a completely different type of market, and some investors are able to adjust and see the information coming in and act accordingly. And some investors just like to sit on their hands and hope that last year's market was going to continue to be this year's market. I see it every day, and they're paying a price for it,\" he says.</p><p>Parets outlines his trading style using the recent highs of certain trading instruments as a line in the sand. If the price is below the level, he's thinking bearishly. \"[If the index level is] below the February highs in small caps or the Nasdaq, under no circumstances can we be long ... Bottom line is there's no reason to be long if the Nasdaq or small caps are below those February highs.\"</p><p>Apple stock, like many of its peers, has gone largely sideways since September despite making a nominal record high in January. Parets likes a short in Apple based on its relative underperformance, and issues a warning to fund managers who may be loading up on growth stocks at the expense of risk management.</p><p class=\"t-img-caption\"><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-05/7c956ff0-b29d-11eb-afd7-bb72120e4af7\" tg-width=\"1900\" tg-height=\"902\" referrerpolicy=\"no-referrer\"><span>JC Parets breaks down an Apple short</span></p><p>\"I'm hearing that [Ark Investment Management CEO] Cathie Wood considers Apple her cash equivalent. That's pretty scary if you ask me. So, I really like the short a lot. Notice those September highs — where we got to in September was 138. We tried to get back there in January and failed. Most recently, we tried to get back there last month and failed, again. That's the level, 138. If you're below 138, under no circumstances can you own Apple ... I prefer to be short. And how low could it go? ... I could go real low. Why can't it get back toward 100?\" says Parets.</p><h2>Gold making a comeback</h2><p>Parets also highlights how defensive sectors and instruments have been perking up since the March lows. He uses a generalized trading maxim to illustrate how the trends in defensive stocks morphed from bearish to bullish.</p><p>\"First thing assets need to do before they [start going up] is to stop going down. And over the last year, what were the worst assets? Bonds, yen, gold, staples on a relative bases. All the defensive areas were the worst place to be. And that changed in the first quarter of this year. They stopped going down, and over the last couple months, they've actually been going up,\" says Parets.</p><p>When it comes to things that have started to go up, Parets is looking at playing gold. \"We've been bullish gold. That trade's been working — not just the metal, also the [gold] miners as well. Yen stopped going down, bonds stopped going down. They're not really going up, but they're not going down either. And [with consumer] staples, utilities, [and] REITs outperforming, does that remind you of an environment where stocks are doing well? Or should they be doing poorly?\" he asks.</p><p>Separately, Lee Munson, president and CIO at Portfolio Wealth Advisors, is also telling Yahoo Finance Live he likes gold as an investment because the environment for the precious metal has fundamentally changed. \"What moved gold in the past is not what is moving it right now. We have had a regime change. Generally, I see gold as something that tends to go up when the Fed's balance sheet expands. Some people think the balance sheet can't expand anymore. That's what I call 'BS',\" he says.</p>","source":"yahoofinance","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>Here's why this trader is shorting Apple stock and buying gold</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\">\nHere's why this trader is shorting Apple stock and buying gold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/heres-why-this-trader-is-shorting-apple-stock-and-buying-gold-220036359.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite (^IXIC) managed to claw back most of its losses Tuesday after falling 2.2% shortly after the open. But that doesn't mean the index itself or the tech sector stocks that populate ...</p>\n\n<a href=\"https://finance.yahoo.com/news/heres-why-this-trader-is-shorting-apple-stock-and-buying-gold-220036359.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","IWM":"罗素2000指数ETF","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/heres-why-this-trader-is-shorting-apple-stock-and-buying-gold-220036359.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134698127","content_text":"The Nasdaq Composite (^IXIC) managed to claw back most of its losses Tuesday after falling 2.2% shortly after the open. But that doesn't mean the index itself or the tech sector stocks that populate it are out of the woods. To the contrary, one trader is seeing short opportunities in not only the Nasdaq, but it's biggest component, Apple (AAPL).Tech stocks have been lagging the Dow and S&P 500 this year, but JC Parets, founder of allstarcharts.com, explains to Yahoo Finance Live that this phenomenon stretches back to the end of the second quarter of 2020.\"The underperformance started [on] Labor Day last year at the end of the summer, and that's when they all peaked ... Amazon has done nothing since then. It's not just tech [stocks], it's really big growth [stocks] and even small cap growth [stocks]. Growth in general peaked at the end of last summer — Apple, Amazon (AMZN), all of them on a relative basis.\"The two biggest outperforming S&P 500 sectors this year are energy and financials. The Energy Select Sector SPDR Fund (XLE) is up 38% and the Financial Select Sector SPDR Fund (XLF) is up 26% year-to-date. Parets says, \"[T]he big winners have been coming out of value [stocks] ... Financials, Berkshire [Hathaway], energy ... Those have been the winners. The losers have been the growth stocks.\"2021 is not 2020Parets also notes the different market environment this year compared to last year — a phenomenon many investors may not be noticing. \"There's so much more evidence that 2021 is just not what 2020 was, right? It is a completely different type of market, and some investors are able to adjust and see the information coming in and act accordingly. And some investors just like to sit on their hands and hope that last year's market was going to continue to be this year's market. I see it every day, and they're paying a price for it,\" he says.Parets outlines his trading style using the recent highs of certain trading instruments as a line in the sand. If the price is below the level, he's thinking bearishly. \"[If the index level is] below the February highs in small caps or the Nasdaq, under no circumstances can we be long ... Bottom line is there's no reason to be long if the Nasdaq or small caps are below those February highs.\"Apple stock, like many of its peers, has gone largely sideways since September despite making a nominal record high in January. Parets likes a short in Apple based on its relative underperformance, and issues a warning to fund managers who may be loading up on growth stocks at the expense of risk management.JC Parets breaks down an Apple short\"I'm hearing that [Ark Investment Management CEO] Cathie Wood considers Apple her cash equivalent. That's pretty scary if you ask me. So, I really like the short a lot. Notice those September highs — where we got to in September was 138. We tried to get back there in January and failed. Most recently, we tried to get back there last month and failed, again. That's the level, 138. If you're below 138, under no circumstances can you own Apple ... I prefer to be short. And how low could it go? ... I could go real low. Why can't it get back toward 100?\" says Parets.Gold making a comebackParets also highlights how defensive sectors and instruments have been perking up since the March lows. He uses a generalized trading maxim to illustrate how the trends in defensive stocks morphed from bearish to bullish.\"First thing assets need to do before they [start going up] is to stop going down. And over the last year, what were the worst assets? Bonds, yen, gold, staples on a relative bases. All the defensive areas were the worst place to be. And that changed in the first quarter of this year. They stopped going down, and over the last couple months, they've actually been going up,\" says Parets.When it comes to things that have started to go up, Parets is looking at playing gold. \"We've been bullish gold. That trade's been working — not just the metal, also the [gold] miners as well. Yen stopped going down, bonds stopped going down. They're not really going up, but they're not going down either. And [with consumer] staples, utilities, [and] REITs outperforming, does that remind you of an environment where stocks are doing well? Or should they be doing poorly?\" he asks.Separately, Lee Munson, president and CIO at Portfolio Wealth Advisors, is also telling Yahoo Finance Live he likes gold as an investment because the environment for the precious metal has fundamentally changed. \"What moved gold in the past is not what is moving it right now. We have had a regime change. Generally, I see gold as something that tends to go up when the Fed's balance sheet expands. Some people think the balance sheet can't expand anymore. That's what I call 'BS',\" he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800444816,"gmtCreate":1627314887535,"gmtModify":1631888709289,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800444816","repostId":"1191215576","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144034458,"gmtCreate":1626252299774,"gmtModify":1631888709306,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Jialat","listText":"Jialat","text":"Jialat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144034458","repostId":"1190637633","repostType":4,"repost":{"id":"1190637633","pubTimestamp":1626251872,"share":"https://www.laohu8.com/m/news/1190637633?lang=&edition=full","pubTime":"2021-07-14 16:37","market":"us","language":"en","title":"Lockheed F-35 flaws attract more fire from the Pentagon","url":"https://stock-news.laohu8.com/highlight/detail?id=1190637633","media":"seekingalpha","summary":"Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienci","content":"<ul>\n <li>Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienciesof varying severity that could undercut readiness, according to new statistics released by the U.S. Department of Defense's testing office.</li>\n <li>The number of \"open deficiencies,\" which include eight in the most serious Category 1, has remained roughly the same since the fighter's development and demonstration phase ended in April 2018 \"because testing continues to discover new issues,\" the acting head of the testing office told the House Armed Services subcommittee today.</li>\n <li>\"Deficiencies represent specific instances where the weapon system either does not meet requirements or where the safety, suitability, or effectiveness of the weapon system could be affected,\" according to the director of the Government Accountability Office.</li>\n <li>Separately, Lockheed's Sikorsky Aircraft win of a $980M sole-source contract to upgrade the Combat Rescue Helicopter was improper, a federal appeals court held today.</li>\n <li>Lockheed's defense contract wins surged to $6.1B during June, Dhierin Bechai writes in abullish analysis newly posted on Seeking Alpha.</li>\n</ul>","source":"seekingalpha","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>Lockheed F-35 flaws attract more fire from the Pentagon</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\">\nLockheed F-35 flaws attract more fire from the Pentagon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 16:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3714954-lockheed-f-35-flaws-attract-more-fire-from-the-pentagon><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienciesof varying severity that could undercut readiness, according to new statistics released by the U.S...</p>\n\n<a href=\"https://seekingalpha.com/news/3714954-lockheed-f-35-flaws-attract-more-fire-from-the-pentagon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"https://seekingalpha.com/news/3714954-lockheed-f-35-flaws-attract-more-fire-from-the-pentagon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1190637633","content_text":"Lockheed Martin's(NYSE:LMT)F-35 jet remainsnicked by 864 unresolved software and hardware deficienciesof varying severity that could undercut readiness, according to new statistics released by the U.S. Department of Defense's testing office.\nThe number of \"open deficiencies,\" which include eight in the most serious Category 1, has remained roughly the same since the fighter's development and demonstration phase ended in April 2018 \"because testing continues to discover new issues,\" the acting head of the testing office told the House Armed Services subcommittee today.\n\"Deficiencies represent specific instances where the weapon system either does not meet requirements or where the safety, suitability, or effectiveness of the weapon system could be affected,\" according to the director of the Government Accountability Office.\nSeparately, Lockheed's Sikorsky Aircraft win of a $980M sole-source contract to upgrade the Combat Rescue Helicopter was improper, a federal appeals court held today.\nLockheed's defense contract wins surged to $6.1B during June, Dhierin Bechai writes in abullish analysis newly posted on Seeking Alpha.","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148742738,"gmtCreate":1626028479624,"gmtModify":1631888709317,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148742738","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","pubTimestamp":1625966101,"share":"https://www.laohu8.com/m/news/1112201050?lang=&edition=full","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p>","source":"lsy1601382232898","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>The Meme Stock Trade Is Far From Over. What Investors Need to Know.</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\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","CARV":"卡弗储蓄","GME":"游戏驿站","NEGG":"Newegg Comm Inc.","AMC":"AMC院线","WKHS":"Workhorse Group, Inc.","BBBY":"3B家居","MRIN":"Marin Software Inc.","SCHW":"嘉信理财","CLOV":"Clover Health Corp"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157061229,"gmtCreate":1625554652561,"gmtModify":1633939698448,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157061229","repostId":"2149033827","repostType":4,"repost":{"id":"2149033827","pubTimestamp":1625542083,"share":"https://www.laohu8.com/m/news/2149033827?lang=&edition=full","pubTime":"2021-07-06 11:28","market":"us","language":"en","title":"3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)","url":"https://stock-news.laohu8.com/highlight/detail?id=2149033827","media":"Motley Fool","summary":"This mix of growth and value stocks can make investors a boatload of money.","content":"<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has delivered an average annual total return of more than 11% since the beginning of 1980.</p>\n<p>Patience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.<img src=\"https://static.tigerbbs.com/eb8db31ebee93b248d65ac685c65dbac\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If growth stocks tickle your fancy, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider <b>salesforce.com</b> (NYSE:CRM).</p>\n<p>CRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.</p>\n<p>Salesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it <i>is</i> more than the four closest competitors, combined.</p>\n<p>In addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.</p>\n<p>The newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.</p>\n<p>This combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.</p>\n<p><img src=\"https://static.tigerbbs.com/37d129c37c1dfcde03e04fddc2f9a834\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>SSR Mining</h2>\n<p>Don't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner <b>SSR Mining</b> (NASDAQ:SSRM).</p>\n<p>Roughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.</p>\n<p>Last year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.</p>\n<p>Here's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.</p>\n<p>In addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.</p>\n<p>Just how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.</p>\n<p><img src=\"https://static.tigerbbs.com/de67cc325c8403c33a12cc0935dcf46f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A third company that can make investors richer in the second half of 2021 is marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF).</p>\n<p>There's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data.</p>\n<p>What makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.</p>\n<p>How's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.</p>\n<p>In May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.</p>\n<p>With its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.</p>","source":"fool_stock","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>3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)</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\">\n3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","CRM":"赛富时","SSRM":"SSR Mining Inc"},"source_url":"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149033827","content_text":"If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has delivered an average annual total return of more than 11% since the beginning of 1980.\nPatience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.\nImage source: Getty Images.\nSalesforce\nIf growth stocks tickle your fancy, one of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider salesforce.com (NYSE:CRM).\nCRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.\nSalesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it is more than the four closest competitors, combined.\nIn addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.\nThe newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform Slack Technologies. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.\nThis combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.\n\nImage source: Getty Images.\nSSR Mining\nDon't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner SSR Mining (NASDAQ:SSRM).\nRoughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.\nLast year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.\nHere's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.\nIn addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.\nJust how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.\n\nImage source: Getty Images.\nTrulieve Cannabis\nA third company that can make investors richer in the second half of 2021 is marijuana stock Trulieve Cannabis (OTC:TCNNF).\nThere's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per New Frontier Data.\nWhat makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.\nHow's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.\nIn May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO Harvest Health & Recreation (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.\nWith its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158608844,"gmtCreate":1625146810988,"gmtModify":1633944291743,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158608844","repostId":"2148840288","repostType":4,"repost":{"id":"2148840288","pubTimestamp":1625139913,"share":"https://www.laohu8.com/m/news/2148840288?lang=&edition=full","pubTime":"2021-07-01 19:45","market":"us","language":"en","title":"The Top 50 Robinhood Stocks in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2148840288","media":"Motley Fool","summary":"Retail investors can't stop buying into these companies.","content":"<p>Though volatility has tapered off in recent weeks, investors have received something of a crash course in being patient over the past 17 months. Despite the broad-based <b>S&amp;P 500</b> shedding 34% of its value in about a month during the first quarter of 2020, we've watched the benchmark index catapult more than 90% off of its lows.</p>\n<p>For some investors, volatility is something they fear. But for predominantly young and novice retail investors, volatility is the impetus that's driven them to put their money to work in the stock market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>As volatility has whipsawed the market, these younger retail investors have found their home with online investing app Robinhood. We know this because Robinhood added approximately 3 million new users in 2020.</p>\n<p>There are a number of lures for retail investors with Robinhood. For example, Robinhood doesn't charge a commission when stocks that are listed on the New York Stock Exchange or <b>Nasdaq</b>&nbsp;exchange are bought or sold. Robinhood is also <a href=\"https://laohu8.com/S/AONE\">one</a> of many brokerages that allows for fractional share investing. And, who can forget that Robinhood also gifts free shares of stock to new users.</p>\n<p>In <a href=\"https://laohu8.com/S/AONE.U\">one</a> respect, it's a fantastic thing to see young people putting their money to work. Time is the biggest ally investors have. The earlier they start putting their money to work, the better chance they have of compounding their nest egg.</p>\n<p>On the other hand, Robinhood's retail investors have been buying some really awful stocks. Instead of thinking for the long-term, their buying activity demonstrates a willingness to chase momentum plays, penny stocks, and money-losing businesses.</p>\n<p>If you don't believe me, here's a closer look at the 50 most-held Robinhood stocks as we enter July.</p>\n<table width=\"492\">\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Company</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>1. <b>Tesla Motors</b> (NASDAQ:TSLA)</td>\n   <td>26. <b>Snap&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>2. <b>Apple&nbsp;</b></td>\n   <td>27. <b>Alibaba&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>3. <b>AMC Entertainment</b> (NYSE:AMC)</td>\n   <td>28. <b>Bank of America</b></td>\n  </tr>\n  <tr>\n   <td>4. <b>Sundial Growers</b> (NASDAQ:SNDL)</td>\n   <td>29. <b>OrganiGram Holdings</b></td>\n  </tr>\n  <tr>\n   <td>5. <b>Ford Motor</b></td>\n   <td>30. <b>Coinbase Global</b></td>\n  </tr>\n  <tr>\n   <td>6. <b>General Electric</b></td>\n   <td>31. <b>Tilray&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>7. <b>NIO&nbsp;</b></td>\n   <td>32. <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>8. <b>Walt Disney</b></td>\n   <td>33. <b>Canopy Growth&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>9. <b>Microsoft</b></td>\n   <td>34. <b>Advanced Micro Devices</b></td>\n  </tr>\n  <tr>\n   <td>10. <b>Amazon&nbsp;</b></td>\n   <td>35. <b>Starbucks</b></td>\n  </tr>\n  <tr>\n   <td>11. <b>American Airlines Group</b> (NASDAQ:AAL)</td>\n   <td>36. <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b></td>\n  </tr>\n  <tr>\n   <td>12. <b>Plug Power</b></td>\n   <td>37. <b>AT&amp;T</b></td>\n  </tr>\n  <tr>\n   <td>13. <b>Nokia</b></td>\n   <td>38. <b>Moderna</b></td>\n  </tr>\n  <tr>\n   <td>14. <b>Carnival</b></td>\n   <td>39. <b>NVIDIA</b></td>\n  </tr>\n  <tr>\n   <td>15. <b>Aurora Cannabis</b> (NASDAQ:ACB)</td>\n   <td>40. <b>FuelCell Energy</b></td>\n  </tr>\n  <tr>\n   <td>16. <b>Pfizer</b></td>\n   <td>41. <b>Vanguard S&amp;P 500 ETF</b></td>\n  </tr>\n  <tr>\n   <td>17. <b>Zomedica&nbsp;</b></td>\n   <td>42. <b>Coca-Cola</b></td>\n  </tr>\n  <tr>\n   <td>18. <b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a>&nbsp;</b></td>\n   <td>43. <b>Norwegian Cruise Line</b> (NYSE:NCLH)</td>\n  </tr>\n  <tr>\n   <td>19. <b>Naked Brand Group</b></td>\n   <td>44. <b>Ideanomics</b></td>\n  </tr>\n  <tr>\n   <td>20. <b>Palantir Technologies</b></td>\n   <td>45. <b>Workhorse Group</b></td>\n  </tr>\n  <tr>\n   <td>21. <b>GameStop</b> (NYSE:GME)</td>\n   <td>46. <b>SPDR S&amp;P 500 ETF</b></td>\n  </tr>\n  <tr>\n   <td>22. <b>Delta Air Lines&nbsp;</b></td>\n   <td>47. <b>Virgin Galactic</b></td>\n  </tr>\n  <tr>\n   <td>23. <b>BlackBerry</b></td>\n   <td>48. <b>General Motors</b></td>\n  </tr>\n  <tr>\n   <td>24. <b><a href=\"https://laohu8.com/S/CCC.U\">Churchill Capital</a></b></td>\n   <td>49. <b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a></b></td>\n  </tr>\n  <tr>\n   <td>25. <b>Netflix&nbsp;</b></td>\n   <td>50. <b>United Airlines</b></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Robinhood, as of June 26, 2021. Table by author.</p>\n<h2>Continuing to chase meme stocks</h2>\n<p>Like bees to honey, retail investors have been inseparable from meme stocks for almost six months. A meme stock is a company valued more for its social media favorability/hype than its operating performance.</p>\n<p>Since mid-January, retail investors have been banding together to buy shares and out-of-the-money call options on stocks with high levels of short interest. In many instances, companies with high levels of short interest have poor-performing businesses. This is how we've witnessed GameStop and AMC Entertainment become extremely popular on Robinhood.</p>\n<p>The good news for GameStop is that it's been able to use its monumental run to sell shares of common stock and raise capital. It's completely erased its debt and given itself more than enough cash to oversee its ongoing transformation into a digital gaming company. To be clear, this doesn't negate the fact that GameStop's previous management team completely dropped the ball on the shift to digital gaming. What it does do is give the company enough capital to at least attempt a transformation.</p>\n<p>The same can't be said for AMC, which sold the vast majority of its shares six months ago to avoid bankruptcy. Even with a handful of recent capital raises, AMC has well over $3 billion in net debt, and its 2027 bond prices indicate the company is still a bankruptcy risk.</p>\n<p>To make matters worse, movie theater ticket sales have been in a 19-year decline. Even with a larger share of the movie theater industry, AMC's pie is shrinking. It's pretty clear that social media hype, ignorance of fundamental data, and misinformation are the key drivers behind AMC's irrational rally.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc514068ded899a817770f684369db36\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Canadian cannabis binge</h2>\n<p>Robinhood's retail investors also have quite the crush on Canadian marijuana stocks. Five of the 33 most-held companies on Robinhood's leaderboard hail from our neighbor to the north.</p>\n<p>Even though cannabis-focused research company BDSA has forecasted weed sales growth in Canada from $2.6 billion in 2020 to $6.4 billion by 2026, the Canadian pot industry has been a disaster. Regulators have caused all sorts of supply chain issues, consumers have flocked to lower-margin value brands, and Canadian marijuana stocks overzealously expanded and, in some instances, decimated their balance sheets in the process.</p>\n<p>Robinhood investors' fascination with Sundial Growers is nothing short of frustrating. It may well be the single most-avoidable marijuana stock. Although its management team was able to pay off the company's existing debt by issuing stock and conducting debt-for-equity swaps, these share offerings simply haven't stopped. In a little over a seven-month stretch, more than 1.35 billion shares were issued. Sundial is showing zero regard for its shareholders, and its management team hasn't even laid out a concrete plan for how it'll spend its cash.</p>\n<p>We've seen similar issues from Aurora Cannabis, the second most-popular Canadian weed stock. Once the most-held stock on Robinhood, Aurora has drowned its shareholders in dilution. Even after selling one of its greenhouses and shuttering a number of other cultivation facilities, its cost-cutting has put it nowhere near close to generating a profit. As long as Aurora keeps burning through cash, its management team will continue to issue stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0e9f554fbd3314fbbb8ba78c5a65d3e\" tg-width=\"700\" tg-height=\"524\"><span>Image source: American Airlines.</span></p>\n<h2>An obsession with travel companies</h2>\n<p>Another absolute head-scratcher is Robinhood investors' obsession with travel companies -- specifically airlines and cruise ship operators.</p>\n<p>On one hand, the case could be made that the coronavirus pandemic overly punished the travel industry. Though we remain firmly in a global pandemic, increased domestic vaccination rates offer hope that the U.S. could soon put the pandemic in the rearview mirror. For instance, the Transportation Security Administration screened over 2 million passengers in a single day in mid-June for the first time since before the pandemic was declared.</p>\n<p>On the other hand, the travel industry tends to be built on mediocre margins, at best, and it typically requires the economy to be running on all cylinders. Despite recovering from a recession, most airline stocks are now lugging around billions in extra debt that they didn't have two years ago. American Airlines, which I've previously anointed as the worst airline stock, has $34 billion in net debt and $48 billion in aggregate debt. The interest American Airlines is going to have to pay to service this debt could cripple its growth initiatives for the next decade.</p>\n<p>Meanwhile, companies like Norwegian Cruise Line came perilously close to bankruptcy during the pandemic. Unlike airlines, which are essential for business travel, cruise ships aren't essential. They'll remain at the mercy of the pandemic until it's firmly in the rearview mirror. That means Norwegian may continue losing money well into 2022, if not beyond.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd808070a9dde55f37210b59edc2e23\" tg-width=\"700\" tg-height=\"393\"><span>A Tesla Model S plugged in for charging. Image source: Tesla.</span></p>\n<h2>Alternative energy for autos in focus</h2>\n<p>Lastly, Robinhood investors appear to be going all-in on anything that has to do with alternative/clean energy for vehicles.</p>\n<p>Electric vehicle (EV) kingpin Tesla has surpassed Apple to become the most-held stock on the platform, while Ford, General Motors, Workhorse Group, NIO, and Churchill Capital are other EV producers that found their way into the top 50 leaderboard (GM and Ford predominantly produce combustion-engine vehicles at the moment). If we also include Plug Power, FuelCell Energy, and Ideanomics, that's nine of the top 48 Robinhood stocks that are devoted to alternative energy adoption for autos.</p>\n<p>There's pretty much no question at this point that EVs and potentially hydrogen fuel cells represent the future of the automotive industry. There's a multi-decade opportunity for consumers and enterprise fleets to switch over to alternative solutions, as well as for ancillary players to build the infrastructure necessary to support EVs and hydrogen fuel-cell vehicles.</p>\n<p>The issue is that investors have a tendency to overestimate how quickly new technology is adopted, and that's likely what we're witnessing with EVs. The fact that Tesla is worth $647 billion is ludicrous considering that it hasn't demonstrated it can generate a profit from selling its EVs. The only way Tesla has been able to generate a profit is by selling renewable energy credits or taking a one-time benefit from the sale of <b>Bitcoin</b>.</p>\n<p>The EV space is growing increasingly more crowded, and the major auto stocks are investing tens of billions into new models. It's unlikely that Tesla will be able to hold onto its competitive edge for much longer.</p>","source":"fool_stock","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>The Top 50 Robinhood Stocks in July</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\">\nThe Top 50 Robinhood Stocks in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/the-top-50-robinhood-stocks-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though volatility has tapered off in recent weeks, investors have received something of a crash course in being patient over the past 17 months. Despite the broad-based S&P 500 shedding 34% of its ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/the-top-50-robinhood-stocks-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮","DIS":"迪士尼","TSLA":"特斯拉","ACB":"奥罗拉大麻公司","AMC":"AMC院线","AMZN":"亚马逊","NIO":"蔚来","MSFT":"微软","GPRO":"GoPro","SNDL":"SNDL Inc.","PLTR":"Palantir Technologies Inc.","GE":"GE航空航天","NOK":"诺基亚","ZOM":"Zomedica Pharmaceuticals Corp.","AAL":"美国航空","F":"福特汽车","AAPL":"苹果","PLUG":"普拉格能源","GME":"游戏驿站","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/07/01/the-top-50-robinhood-stocks-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148840288","content_text":"Though volatility has tapered off in recent weeks, investors have received something of a crash course in being patient over the past 17 months. Despite the broad-based S&P 500 shedding 34% of its value in about a month during the first quarter of 2020, we've watched the benchmark index catapult more than 90% off of its lows.\nFor some investors, volatility is something they fear. But for predominantly young and novice retail investors, volatility is the impetus that's driven them to put their money to work in the stock market.\nImage source: Getty Images.\nAs volatility has whipsawed the market, these younger retail investors have found their home with online investing app Robinhood. We know this because Robinhood added approximately 3 million new users in 2020.\nThere are a number of lures for retail investors with Robinhood. For example, Robinhood doesn't charge a commission when stocks that are listed on the New York Stock Exchange or Nasdaq exchange are bought or sold. Robinhood is also one of many brokerages that allows for fractional share investing. And, who can forget that Robinhood also gifts free shares of stock to new users.\nIn one respect, it's a fantastic thing to see young people putting their money to work. Time is the biggest ally investors have. The earlier they start putting their money to work, the better chance they have of compounding their nest egg.\nOn the other hand, Robinhood's retail investors have been buying some really awful stocks. Instead of thinking for the long-term, their buying activity demonstrates a willingness to chase momentum plays, penny stocks, and money-losing businesses.\nIf you don't believe me, here's a closer look at the 50 most-held Robinhood stocks as we enter July.\n\n\n\nCompany\nCompany\n\n\n\n\n1. Tesla Motors (NASDAQ:TSLA)\n26. Snap \n\n\n2. Apple \n27. Alibaba \n\n\n3. AMC Entertainment (NYSE:AMC)\n28. Bank of America\n\n\n4. Sundial Growers (NASDAQ:SNDL)\n29. OrganiGram Holdings\n\n\n5. Ford Motor\n30. Coinbase Global\n\n\n6. General Electric\n31. Tilray \n\n\n7. NIO \n32. Facebook \n\n\n8. Walt Disney\n33. Canopy Growth \n\n\n9. Microsoft\n34. Advanced Micro Devices\n\n\n10. Amazon \n35. Starbucks\n\n\n11. American Airlines Group (NASDAQ:AAL)\n36. Twitter\n\n\n12. Plug Power\n37. AT&T\n\n\n13. Nokia\n38. Moderna\n\n\n14. Carnival\n39. NVIDIA\n\n\n15. Aurora Cannabis (NASDAQ:ACB)\n40. FuelCell Energy\n\n\n16. Pfizer\n41. Vanguard S&P 500 ETF\n\n\n17. Zomedica \n42. Coca-Cola\n\n\n18. GoPro \n43. Norwegian Cruise Line (NYSE:NCLH)\n\n\n19. Naked Brand Group\n44. Ideanomics\n\n\n20. Palantir Technologies\n45. Workhorse Group\n\n\n21. GameStop (NYSE:GME)\n46. SPDR S&P 500 ETF\n\n\n22. Delta Air Lines \n47. Virgin Galactic\n\n\n23. BlackBerry\n48. General Motors\n\n\n24. Churchill Capital\n49. Zynga\n\n\n25. Netflix \n50. United Airlines\n\n\n\nData source: Robinhood, as of June 26, 2021. Table by author.\nContinuing to chase meme stocks\nLike bees to honey, retail investors have been inseparable from meme stocks for almost six months. A meme stock is a company valued more for its social media favorability/hype than its operating performance.\nSince mid-January, retail investors have been banding together to buy shares and out-of-the-money call options on stocks with high levels of short interest. In many instances, companies with high levels of short interest have poor-performing businesses. This is how we've witnessed GameStop and AMC Entertainment become extremely popular on Robinhood.\nThe good news for GameStop is that it's been able to use its monumental run to sell shares of common stock and raise capital. It's completely erased its debt and given itself more than enough cash to oversee its ongoing transformation into a digital gaming company. To be clear, this doesn't negate the fact that GameStop's previous management team completely dropped the ball on the shift to digital gaming. What it does do is give the company enough capital to at least attempt a transformation.\nThe same can't be said for AMC, which sold the vast majority of its shares six months ago to avoid bankruptcy. Even with a handful of recent capital raises, AMC has well over $3 billion in net debt, and its 2027 bond prices indicate the company is still a bankruptcy risk.\nTo make matters worse, movie theater ticket sales have been in a 19-year decline. Even with a larger share of the movie theater industry, AMC's pie is shrinking. It's pretty clear that social media hype, ignorance of fundamental data, and misinformation are the key drivers behind AMC's irrational rally.\nImage source: Getty Images.\nCanadian cannabis binge\nRobinhood's retail investors also have quite the crush on Canadian marijuana stocks. Five of the 33 most-held companies on Robinhood's leaderboard hail from our neighbor to the north.\nEven though cannabis-focused research company BDSA has forecasted weed sales growth in Canada from $2.6 billion in 2020 to $6.4 billion by 2026, the Canadian pot industry has been a disaster. Regulators have caused all sorts of supply chain issues, consumers have flocked to lower-margin value brands, and Canadian marijuana stocks overzealously expanded and, in some instances, decimated their balance sheets in the process.\nRobinhood investors' fascination with Sundial Growers is nothing short of frustrating. It may well be the single most-avoidable marijuana stock. Although its management team was able to pay off the company's existing debt by issuing stock and conducting debt-for-equity swaps, these share offerings simply haven't stopped. In a little over a seven-month stretch, more than 1.35 billion shares were issued. Sundial is showing zero regard for its shareholders, and its management team hasn't even laid out a concrete plan for how it'll spend its cash.\nWe've seen similar issues from Aurora Cannabis, the second most-popular Canadian weed stock. Once the most-held stock on Robinhood, Aurora has drowned its shareholders in dilution. Even after selling one of its greenhouses and shuttering a number of other cultivation facilities, its cost-cutting has put it nowhere near close to generating a profit. As long as Aurora keeps burning through cash, its management team will continue to issue stock.\nImage source: American Airlines.\nAn obsession with travel companies\nAnother absolute head-scratcher is Robinhood investors' obsession with travel companies -- specifically airlines and cruise ship operators.\nOn one hand, the case could be made that the coronavirus pandemic overly punished the travel industry. Though we remain firmly in a global pandemic, increased domestic vaccination rates offer hope that the U.S. could soon put the pandemic in the rearview mirror. For instance, the Transportation Security Administration screened over 2 million passengers in a single day in mid-June for the first time since before the pandemic was declared.\nOn the other hand, the travel industry tends to be built on mediocre margins, at best, and it typically requires the economy to be running on all cylinders. Despite recovering from a recession, most airline stocks are now lugging around billions in extra debt that they didn't have two years ago. American Airlines, which I've previously anointed as the worst airline stock, has $34 billion in net debt and $48 billion in aggregate debt. The interest American Airlines is going to have to pay to service this debt could cripple its growth initiatives for the next decade.\nMeanwhile, companies like Norwegian Cruise Line came perilously close to bankruptcy during the pandemic. Unlike airlines, which are essential for business travel, cruise ships aren't essential. They'll remain at the mercy of the pandemic until it's firmly in the rearview mirror. That means Norwegian may continue losing money well into 2022, if not beyond.\nA Tesla Model S plugged in for charging. Image source: Tesla.\nAlternative energy for autos in focus\nLastly, Robinhood investors appear to be going all-in on anything that has to do with alternative/clean energy for vehicles.\nElectric vehicle (EV) kingpin Tesla has surpassed Apple to become the most-held stock on the platform, while Ford, General Motors, Workhorse Group, NIO, and Churchill Capital are other EV producers that found their way into the top 50 leaderboard (GM and Ford predominantly produce combustion-engine vehicles at the moment). If we also include Plug Power, FuelCell Energy, and Ideanomics, that's nine of the top 48 Robinhood stocks that are devoted to alternative energy adoption for autos.\nThere's pretty much no question at this point that EVs and potentially hydrogen fuel cells represent the future of the automotive industry. There's a multi-decade opportunity for consumers and enterprise fleets to switch over to alternative solutions, as well as for ancillary players to build the infrastructure necessary to support EVs and hydrogen fuel-cell vehicles.\nThe issue is that investors have a tendency to overestimate how quickly new technology is adopted, and that's likely what we're witnessing with EVs. The fact that Tesla is worth $647 billion is ludicrous considering that it hasn't demonstrated it can generate a profit from selling its EVs. The only way Tesla has been able to generate a profit is by selling renewable energy credits or taking a one-time benefit from the sale of Bitcoin.\nThe EV space is growing increasingly more crowded, and the major auto stocks are investing tens of billions into new models. It's unlikely that Tesla will be able to hold onto its competitive edge for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161022706,"gmtCreate":1623897318705,"gmtModify":1634026180742,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161022706","repostId":"1192239171","repostType":4,"repost":{"id":"1192239171","pubTimestamp":1623896975,"share":"https://www.laohu8.com/m/news/1192239171?lang=&edition=full","pubTime":"2021-06-17 10:29","market":"us","language":"en","title":"Skillz Is Likely To Be On The Reddit Menu","url":"https://stock-news.laohu8.com/highlight/detail?id=1192239171","media":"seekingalpha","summary":"Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhanc","content":"<p><b>Summary</b></p>\n<ul>\n <li>Skillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.</li>\n <li>The company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.</li>\n <li>Additionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.</li>\n <li>We are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17fc8399c8d3c4d438768450d993051e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Geber86/E+ via Getty Images</span></p>\n<p>If you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.</p>\n<p>Examples include the following stocks:</p>\n<ul>\n <li>Bed Bath &amp; Beyond(NASDAQ:BBBY)</li>\n <li>BlackBerry(NYSE:BB)</li>\n <li>Virgin Galactic(NYSE:SPCE)</li>\n <li>Wendy's(NASDAQ:WEN)</li>\n <li>Rocket Companies(NYSE:RKT)</li>\n <li>ContextLogic(NASDAQ:WISH)</li>\n <li>Palantir(NYSE:PLTR)</li>\n <li>GameStop(NYSE:GME)</li>\n</ul>\n<p>In this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.</p>\n<p>The possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.</p>\n<p>In this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.</p>\n<p><b>A rapidly growing company</b></p>\n<p>Skillz&nbsp;deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b50edacf11accd9b32fd5c3dc7b8e15\" tg-width=\"640\" tg-height=\"320\"><span>Source:Q1 Presentation</span></p>\n<p>Hence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d2f8e90727958c83f790fa5f157ce4\" tg-width=\"640\" tg-height=\"164\"><span>Source:Seeking Alpha</span></p>\n<p><i>As a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.</i></p>\n<p>In any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f0ae33838bdd16f867917a1fe90d9c3\" tg-width=\"640\" tg-height=\"315\"><span>Source:Q1 results</span></p>\n<p>Finally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a&nbsp;deal&nbsp;to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.</p>\n<p>We hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.</p>\n<p>Finally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.</p>\n<p>When everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.</p>\n<p><img src=\"https://static.tigerbbs.com/0bd7d35a8374e6800e160c33fa12607a\" tg-width=\"640\" tg-height=\"331\"></p>\n<p><b>The technicals and our play</b></p>\n<p>Now, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.</p>\n<p>Firstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)</p>\n<p><img src=\"https://static.tigerbbs.com/ca5826ab6b6cddd6817a265b9bbcc01c\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>Then we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.</p>\n<p><img src=\"https://static.tigerbbs.com/7748749c82392cdecc305f45b2b008ea\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, we are checking the stock's short interest, which is peaking/has peaked.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34ad6765006c4cc62f648a511949788b\" tg-width=\"635\" tg-height=\"419\"><span>Data byYCharts</span></p>\n<p>Everything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.</p>\n<p>However, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.</p>\n<p>Here are the possible scenarios out of selling our PUTs:</p>\n<ul>\n <li><b>SELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20</b></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d112fde75fe80aa1197e23191c3885f\" tg-width=\"640\" tg-height=\"433\"><span>Source: Author</span></p>\n<ul>\n <li><b>SELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1417a9a5e822d9bb64cbf94ac169ab00\" tg-width=\"640\" tg-height=\"430\"><span>Source: Author</span></p>","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>Skillz Is Likely To Be On The Reddit Menu</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\">\nSkillz Is Likely To Be On The Reddit Menu\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.\nThe company enjoys fantastic margins which ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192239171","content_text":"Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.\nThe company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.\nAdditionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.\nWe are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.\n\nGeber86/E+ via Getty Images\nIf you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.\nExamples include the following stocks:\n\nBed Bath & Beyond(NASDAQ:BBBY)\nBlackBerry(NYSE:BB)\nVirgin Galactic(NYSE:SPCE)\nWendy's(NASDAQ:WEN)\nRocket Companies(NYSE:RKT)\nContextLogic(NASDAQ:WISH)\nPalantir(NYSE:PLTR)\nGameStop(NYSE:GME)\n\nIn this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.\nThe possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.\nIn this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.\nA rapidly growing company\nSkillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.\nSource:Q1 Presentation\nHence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.\nSource:Seeking Alpha\nAs a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.\nIn any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.\nSource:Q1 results\nFinally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.\nWe hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.\nFinally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.\nWhen everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.\n\nThe technicals and our play\nNow, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.\nFirstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)\n\nThen we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.\n\nThen, we are checking the stock's short interest, which is peaking/has peaked.\nData byYCharts\nEverything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.\nHowever, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.\nHere are the possible scenarios out of selling our PUTs:\n\nSELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20\n\nSource: Author\n\nSELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50\n\nSource: Author","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136100183,"gmtCreate":1621996966142,"gmtModify":1634184832430,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/136100183","repostId":"1199977821","repostType":4,"repost":{"id":"1199977821","pubTimestamp":1621994187,"share":"https://www.laohu8.com/m/news/1199977821?lang=&edition=full","pubTime":"2021-05-26 09:56","market":"us","language":"en","title":"Why Virgin Galactic Stock Dropped 8.1% Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1199977821","media":"Motley Fool","summary":"Volatility continues for the space tourism company.\n\nWhat happened\nShares of space tourism companyVi","content":"<blockquote>\n Volatility continues for the space tourism company.\n</blockquote>\n<p><b>What happened</b></p>\n<p>Shares of space tourism company<b>Virgin Galactic</b>(NYSE:SPCE)dropped as much as 8.1% in trading on Tuesday following a day whenshares jumped 27.6%. At 1:30 p.m. EDT Tuesday, shares were down 6.2%.</p>\n<p><b>So what</b></p>\n<p>Yesterday's pop was driven by Virgin Galactic's successful space flight over the weekend following months of delays. There's no news out Tuesday, so thisgrowth stockis simply giving back some of the gains from yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/91d8b2aa1d911bb6974cc5572d9dd13b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>VIRGIN GALACTIC'S SPACECRAFT RETURNING TO EARTH. IMAGE SOURCE: VIRGIN GALACTIC.</p>\n<p>As essentially a pre-revenue company, Virgin Galactic is extremely speculative, and investors are grasping at any piece of news to determine where the company is going. Delays this spring caused the stock to drop, and then the latest successful space flight caused shares to rise. Don't be surprised if there are a lot of ups and downs for the company as it moves closer to commercial space flights with paying customers later this year.</p>\n<p><b>Now what</b></p>\n<p>If you're a Virgin Galactic investor, like me, this is some of the volatility we can expect. As flights progress, the stock will likely be extremely volatile. But what's crucial will be how much revenue and profit the company can earn once it reaches maturity. That process will take years, and until then investors are in for a bumpy ride.</p>","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>Why Virgin Galactic Stock Dropped 8.1% Tuesday</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\">\nWhy Virgin Galactic Stock Dropped 8.1% Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/25/why-virgin-galactic-stock-dropped-81-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volatility continues for the space tourism company.\n\nWhat happened\nShares of space tourism companyVirgin Galactic(NYSE:SPCE)dropped as much as 8.1% in trading on Tuesday following a day whenshares ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/25/why-virgin-galactic-stock-dropped-81-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.fool.com/investing/2021/05/25/why-virgin-galactic-stock-dropped-81-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199977821","content_text":"Volatility continues for the space tourism company.\n\nWhat happened\nShares of space tourism companyVirgin Galactic(NYSE:SPCE)dropped as much as 8.1% in trading on Tuesday following a day whenshares jumped 27.6%. At 1:30 p.m. EDT Tuesday, shares were down 6.2%.\nSo what\nYesterday's pop was driven by Virgin Galactic's successful space flight over the weekend following months of delays. There's no news out Tuesday, so thisgrowth stockis simply giving back some of the gains from yesterday.\n\nVIRGIN GALACTIC'S SPACECRAFT RETURNING TO EARTH. IMAGE SOURCE: VIRGIN GALACTIC.\nAs essentially a pre-revenue company, Virgin Galactic is extremely speculative, and investors are grasping at any piece of news to determine where the company is going. Delays this spring caused the stock to drop, and then the latest successful space flight caused shares to rise. Don't be surprised if there are a lot of ups and downs for the company as it moves closer to commercial space flights with paying customers later this year.\nNow what\nIf you're a Virgin Galactic investor, like me, this is some of the volatility we can expect. As flights progress, the stock will likely be extremely volatile. But what's crucial will be how much revenue and profit the company can earn once it reaches maturity. That process will take years, and until then investors are in for a bumpy ride.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195838776,"gmtCreate":1621268945895,"gmtModify":1634192885915,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"ZhengDe","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195838776","repostId":"1162214808","repostType":4,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}