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AshLim

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2021-10-07

[微笑]

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2021-09-18

[强]

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2021-09-16

[开心]

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2021-09-13

Good

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2021-09-05

[开心]

Facebook prospects remain bright despite stock run-up - Rowan Street Capital

2021-09-04

[捂脸]

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2021-08-29

[惊讶]

Researchers, cybersecurity agency urge action by Microsoft cloud database users

2021-08-25

Wow

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2021-08-25

[开心]

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2021-06-28

Good article

A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens

2021-06-25

Buy

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23:06","market":"us","language":"en","title":"Facebook prospects remain bright despite stock run-up - Rowan Street Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=1128877475","media":"seekingalpha","summary":"Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a lette","content":"<ul>\n <li>Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a letter to investors that the \"future prospects remain bright\" for Facebook(NASDAQ:FB), despite the fact that the fund's investment in the social media platform has already doubled over the past three years.</li>\n <li>\"We were convinced that FB remains an extraordinary business with an incredible moat (2.9B users), and they still have tons of opportunities to profitably reinvest their capital,\" they said&nbsp;in a fund letter released this week.</li>\n <li>Kopel and Maas acknowledged that the company has been forced to increase its expenses in recent years to answer regulatory concerns and to counter worries about misinformation on its platform.</li>\n <li>However, they expect future expense growth to approximate revenue growth over time.</li>\n <li>The Rowan Street co-founders predicted that FB would continue to see revenue growth of at least 20%.</li>\n <li>In its latest earnings report, released in late July, FB reported a quarterly profit that&nbsp;easily topped expectations, on revenue that climbed nearly 56% to just over $29B.</li>\n <li>However, the company also warned that&nbsp;revenue growth would significantly decelerate&nbsp;as it comes up against more difficult comparisons.</li>\n <li>FB has advanced steadily since March, reaching a series of 52-week highs. This included a peak of $384.33 set earlier this week. Shares were up fractionally in Friday's intraday action, rising to $376.69:</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>Facebook prospects remain bright despite stock run-up - Rowan Street Capital</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\">\nFacebook prospects remain bright despite stock run-up - Rowan Street Capital\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3737186-facebook-prospects-remain-bright-despite-stock-run-up-rowan-street-capital><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a letter to investors that the \"future prospects remain bright\" for Facebook(NASDAQ:FB), despite the fact ...</p>\n\n<a href=\"https://seekingalpha.com/news/3737186-facebook-prospects-remain-bright-despite-stock-run-up-rowan-street-capital\">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://seekingalpha.com/news/3737186-facebook-prospects-remain-bright-despite-stock-run-up-rowan-street-capital","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128877475","content_text":"Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a letter to investors that the \"future prospects remain bright\" for Facebook(NASDAQ:FB), despite the fact that the fund's investment in the social media platform has already doubled over the past three years.\n\"We were convinced that FB remains an extraordinary business with an incredible moat (2.9B users), and they still have tons of opportunities to profitably reinvest their capital,\" they said in a fund letter released this week.\nKopel and Maas acknowledged that the company has been forced to increase its expenses in recent years to answer regulatory concerns and to counter worries about misinformation on its platform.\nHowever, they expect future expense growth to approximate revenue growth over time.\nThe Rowan Street co-founders predicted that FB would continue to see revenue growth of at least 20%.\nIn its latest earnings report, released in late July, FB reported a quarterly profit that easily topped expectations, on revenue that climbed nearly 56% to just over $29B.\nHowever, the company also warned that revenue growth would significantly decelerate as it comes up against more difficult comparisons.\nFB has advanced steadily since March, reaching a series of 52-week highs. This included a peak of $384.33 set earlier this week. Shares were up fractionally in Friday's intraday action, rising to $376.69:","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814326758,"gmtCreate":1630767564674,"gmtModify":1631890254515,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561324941812646","authorIdStr":"3561324941812646"},"themes":[],"htmlText":"[捂脸]&nbsp;","listText":"[捂脸]&nbsp;","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814326758","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813549235,"gmtCreate":1630219193627,"gmtModify":1704957196959,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561324941812646","authorIdStr":"3561324941812646"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813549235","repostId":"2163304079","repostType":4,"repost":{"id":"2163304079","kind":"news","pubTimestamp":1630193325,"share":"https://www.laohu8.com/m/news/2163304079?lang=&edition=full","pubTime":"2021-08-29 07:28","market":"us","language":"en","title":"Researchers, cybersecurity agency urge action by Microsoft cloud database users","url":"https://stock-news.laohu8.com/highlight/detail?id=2163304079","media":"Reuters","summary":"(Reuters) - Researchers who discovered a massive flaw in the main databases stored in Microsoft Corp","content":"<p>(Reuters) - Researchers who discovered a massive flaw in the main databases stored in Microsoft Corp's Azure cloud platform on Saturday urged all users to change their digital access keys, not just the 3,300 it notified this week.</p>\n<p>As first reported by Reuters https://www.reuters.com/technology/exclusive-microsoft-warns-thousands-cloud-customers-exposed-databases-emails-2021-08-26, researchers at a cloud security company called Wiz discovered this month they could have gained access to the primary digital keys for most users of the Cosmos DB database system, allowing them to steal, change or delete millions of records.</p>\n<p>Alerted by Wiz, Microsoft rapidly fixed the configuration mistake that would have made it easy for any Cosmos user to get into other customers' databases, then notified some users Thursday to change their keys.</p>\n<p>In a blog post Friday, Microsoft said it warned customers which had set up Cosmos access during the weeklong research period. It found no evidence that any attackers had used the same flaw to get into customer data, it noted.</p>\n<p>\"Our investigation shows no unauthorized access other than the researcher activity,\" Microsoft wrote. \"Notifications have been sent to all customers that could be potentially affected due to researcher activity,\" it said, perhaps referring to the chance that the technique had leaked from Wiz.</p>\n<p>\"Though no customer data was accessed, it is recommended you regenerate your primary read-write keys,\" it said.</p>\n<p>The U.S. Department of Homeland Security's Cybersecurity and Infrastructure Security Agency used stronger language in a bulletin Friday, making clear it was speaking not just to those notified.</p>\n<p>\"CISA strongly encourages Azure Cosmos DB customers to roll and regenerate their certificate key,\" the agency said https://us-cert.cisa.gov/ncas/current-activity/2021/08/27/microsoft-azure-cosmos-db-guidance.</p>\n<p>Experts at Wiz, founded by four veterans of Azure's in-house security team, agreed.</p>\n<p>\"In my estimation, it's really hard for them, if not impossible, to completely rule out that someone used this before,\" said <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the four, Wiz Chief Technology Officer Ami Luttwak. At Microsoft he developed tools for logging cloud security incidents.</p>\n<p>Microsoft did not give a direct answer when asked if it had comprehensive logs for the two years when the Jupyter Notebook feature was misconfigured, or had used another way to rule out access abuse.</p>\n<p>\"We expanded our search beyond the researcher's activities to look for all possible activity for current and similar events in the past,\" said spokesman Ross Richendrfer, declining to address other questions.</p>\n<p>Wiz said Microsoft had worked closely with it on the research but had declined to say how it could be sure earlier customers were safe.</p>\n<p>\"It's terrifying. I really hope than no one besides us found this bug,\" said one of the lead researchers on the project at Wiz, Sagi Tzadik.</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>Researchers, cybersecurity agency urge action by Microsoft cloud database users</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; 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}\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\">\nResearchers, cybersecurity agency urge action by Microsoft cloud database users\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/researchers-cybersecurity-agency-urge-action-232845273.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Researchers who discovered a massive flaw in the main databases stored in Microsoft Corp's Azure cloud platform on Saturday urged all users to change their digital access keys, not just ...</p>\n\n<a href=\"https://finance.yahoo.com/news/researchers-cybersecurity-agency-urge-action-232845273.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/researchers-cybersecurity-agency-urge-action-232845273.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2163304079","content_text":"(Reuters) - Researchers who discovered a massive flaw in the main databases stored in Microsoft Corp's Azure cloud platform on Saturday urged all users to change their digital access keys, not just the 3,300 it notified this week.\nAs first reported by Reuters https://www.reuters.com/technology/exclusive-microsoft-warns-thousands-cloud-customers-exposed-databases-emails-2021-08-26, researchers at a cloud security company called Wiz discovered this month they could have gained access to the primary digital keys for most users of the Cosmos DB database system, allowing them to steal, change or delete millions of records.\nAlerted by Wiz, Microsoft rapidly fixed the configuration mistake that would have made it easy for any Cosmos user to get into other customers' databases, then notified some users Thursday to change their keys.\nIn a blog post Friday, Microsoft said it warned customers which had set up Cosmos access during the weeklong research period. It found no evidence that any attackers had used the same flaw to get into customer data, it noted.\n\"Our investigation shows no unauthorized access other than the researcher activity,\" Microsoft wrote. \"Notifications have been sent to all customers that could be potentially affected due to researcher activity,\" it said, perhaps referring to the chance that the technique had leaked from Wiz.\n\"Though no customer data was accessed, it is recommended you regenerate your primary read-write keys,\" it said.\nThe U.S. Department of Homeland Security's Cybersecurity and Infrastructure Security Agency used stronger language in a bulletin Friday, making clear it was speaking not just to those notified.\n\"CISA strongly encourages Azure Cosmos DB customers to roll and regenerate their certificate key,\" the agency said https://us-cert.cisa.gov/ncas/current-activity/2021/08/27/microsoft-azure-cosmos-db-guidance.\nExperts at Wiz, founded by four veterans of Azure's in-house security team, agreed.\n\"In my estimation, it's really hard for them, if not impossible, to completely rule out that someone used this before,\" said one of the four, Wiz Chief Technology Officer Ami Luttwak. At Microsoft he developed tools for logging cloud security incidents.\nMicrosoft did not give a direct answer when asked if it had comprehensive logs for the two years when the Jupyter Notebook feature was misconfigured, or had used another way to rule out access abuse.\n\"We expanded our search beyond the researcher's activities to look for all possible activity for current and similar events in the past,\" said spokesman Ross Richendrfer, declining to address other questions.\nWiz said Microsoft had worked closely with it on the research but had declined to say how it could be sure earlier customers were safe.\n\"It's terrifying. I really hope than no one besides us found this bug,\" said one of the lead researchers on the project at Wiz, Sagi Tzadik.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837459822,"gmtCreate":1629907119066,"gmtModify":1631890254526,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561324941812646","authorIdStr":"3561324941812646"},"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/837459822","repostId":"1148011558","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837450829,"gmtCreate":1629907057061,"gmtModify":1631890254531,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561324941812646","authorIdStr":"3561324941812646"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837450829","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127564546,"gmtCreate":1624857456985,"gmtModify":1631890254530,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561324941812646","authorIdStr":"3561324941812646"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127564546","repostId":"2146200677","repostType":4,"repost":{"id":"2146200677","kind":"highlight","pubTimestamp":1624851120,"share":"https://www.laohu8.com/m/news/2146200677?lang=&edition=full","pubTime":"2021-06-28 11:32","market":"us","language":"en","title":"A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=2146200677","media":"Motley Fool","summary":"A crash or steep correction would be a blessing in disguise, because you'd get to buy these proven winners at a discount.","content":"<p>They're the three words that can ruin an investor's day: stock market crash.</p>\n<p>Although talking about a stock market crash might be considered taboo, the fact is: A crash <i>is</i> on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.</p>\n<h2>All signs point to a crash or steep correction in the not-so-distant future</h2>\n<p>As an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either <a href=\"https://laohu8.com/S/AONE\">one</a> or two double-digit percentage declines in the benchmark <b>S&amp;P 500</b> (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.</p>\n<p>If you need more evidence, take a closer look at the S&amp;P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&amp;P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.</p>\n<p>The use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&amp;P 500 went on to lose around half its value.</p>\n<p>All signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.</p>\n<h2>These surefire stocks can make you rich</h2>\n<p>Though this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.</p>\n<p>When the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.</p>\n<h2>Alphabet</h2>\n<p>The idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.</p>\n<p>Long-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.</p>\n<p>The second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.</p>\n<h2>Innovative Industrial Properties</h2>\n<p>Another surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) <b>Innovative Industrial Properties</b> (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.</p>\n<p>One of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.</p>\n<p>What's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.</p>\n<h2>UnitedHealth Group</h2>\n<p>Healthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason <b>UnitedHealth Group</b> (NYSE:UNH) is such a winner.</p>\n<p>Here's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.</p>\n<p>The other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is <b>salesforce.com</b> (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.</p>\n<p>Through the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, <i>combined</i>!</p>\n<p>Salesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.</p>\n<p>In short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy 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>A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens</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\">\nA Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","CRM":"赛富时","IIPR":"Innovative Industrial Properties Inc","UNH":"联合健康"},"source_url":"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146200677","content_text":"They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.\nAll signs point to a crash or steep correction in the not-so-distant future\nAs an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either one or two double-digit percentage declines in the benchmark S&P 500 (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.\nIf you need more evidence, take a closer look at the S&P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.\nThe use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&P 500 went on to lose around half its value.\nAll signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.\nThese surefire stocks can make you rich\nThough this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.\nWhen the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.\nAlphabet\nThe idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.\nLong-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.\nThe second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now one of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.\nInnovative Industrial Properties\nAnother surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) Innovative Industrial Properties (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.\nOne of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.\nWhat's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.\nUnitedHealth Group\nHealthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason UnitedHealth Group (NYSE:UNH) is such a winner.\nHere's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.\nThe other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.\nSalesforce\nA fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is salesforce.com (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.\nThrough the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, combined!\nSalesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire Slack Technologies. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.\nIn short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122745961,"gmtCreate":1624634773653,"gmtModify":1631890254531,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561324941812646","authorIdStr":"3561324941812646"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122745961","repostId":"1161321618","repostType":2,"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":885248526,"gmtCreate":1631800174965,"gmtModify":1631890254503,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/885248526","repostId":"2167517961","repostType":4,"repost":{"id":"2167517961","kind":"highlight","pubTimestamp":1631799831,"share":"https://www.laohu8.com/m/news/2167517961?lang=&edition=full","pubTime":"2021-09-16 21:43","market":"us","language":"en","title":"This Apple Business No One Is Talking About Is Becoming a Powerhouse","url":"https://stock-news.laohu8.com/highlight/detail?id=2167517961","media":"Motley Fool","summary":"There's a gem in the iPhone maker's services segment that could have staying power.","content":"<p>There's little question that <b>Apple</b> (NASDAQ:AAPL) has secured a place in business history. The success of the iPod, iPhone, iPad, and Mac computers, along with the company's growing ecosystem of services, has catapulted Apple into the annals of tech superstardom and driven its market cap to nearly $2.5 trillion, the highest of any publicly traded U.S. company.</p>\n<p>However, a frequent refrain from Apple bears is that the company has no worlds left to conquer. With the smartphone market nearing saturation, newer models and upgrades will only take Apple so far. The iPhone maker has responded by focusing on its services business, which could someday overtake its products segment as Apple's primary revenue generator.</p>\n<p>In fact, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the company's services -- which started out as a punchline -- has the potential to drive Apple stock even higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F643116%2Ffamily-watching-television.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"464\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>The little engine that could</h2>\n<p>After years of speculation, Apple debuted its streaming video service -- Apple TV+ -- in November, 2019, and suffice it to say expectations were muted. The service was quickly dubbed an \"also ran,\" debuting to lukewarm reviews, as well as laughter and derision among the Hollywood set. The service had little more than a dozen programs when it launched, leaving many to ask, \"Why bother?\"</p>\n<p>Fast forward nearly two years, and the iPhone maker may be having the last laugh. Apple TV+ has grown to roughly 40 million subscribers, though roughly half of those are on free trials. While that's a far cry from the 209 million <b>Netflix</b> (NASDAQ: NFLX) reported to close out the June quarter&nbsp;and the 116 million that subscribe to <b>Disney</b>+, it's enough to place Apple TV+ among the streaming elite.</p>\n<h2>Adding fuel to the fire</h2>\n<p>Now that it has a foothold, Apple has big plans for the black sheep of the family. In the coming year, the iPhone maker plans to ramp up its output of movies and television shows, planning new releases each week, according to a report in The Information. If that sounds familiar, it should: Apple is taking a page directly from Netflix's playbook, offering new shows every week. Additionally, at twice the rate of its current release schedule, this would mark a significant increase in Apple's available programming. That's not all. The company plans to spend heavily in marketing its video service in 2022, spending more than $500 million to promote Apple TV+.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F643116%2Fa-group-of-young-adults-sitting-on-stairs-outside-looking-at-cell-phones.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Recent programming efforts, including <i>Ted Lasso</i>, <i>Billie Eilish: The Word's A Little Blurry</i>, <i>Wolfwalkers</i>, and <i>1971: The Year Music Changed Everything</i>, have garnered both popular and critical acclaim. These wins increase the likelihood that Apple TV+ subscribers will stick around, allowing the company to build on its current viewer base.</p>\n<h2>A powerful growth engine</h2>\n<p>There's little question that cord-cutting is accelerating. Since its peak in early 2012, more than 19 million subscribers have abandoned pay-tv, with more than 5 million jumping ship last year alone. More viewers than ever are joining the streaming revolution. In fact, the average U.S. household now subscribes to four streaming services. This gives Apple a large and growing opportunity to tap.</p>\n<p>Through the first three quarters of fiscal 2021, Apple's services have generated sales of more than $39 billion, or roughly 19% of the company's total revenue. Apple doesn't break out its services business, but at best, streaming video will likely contribute roughly $1.1 billion to total revenue this year, which is still a drop in the bucket -- leaving plenty of room for future growth.</p>\n<p>If Apple continues to add premium quality programming to its content library at its current breakneck pace, it won't be long before its streaming business is a powerhouse in its own right.</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>This Apple Business No One Is Talking About Is Becoming a Powerhouse</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\">\nThis Apple Business No One Is Talking About Is Becoming a Powerhouse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 21:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/16/this-apple-business-no-one-is-talking-about-is-bec/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's little question that Apple (NASDAQ:AAPL) has secured a place in business history. The success of the iPod, iPhone, iPad, and Mac computers, along with the company's growing ecosystem of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/16/this-apple-business-no-one-is-talking-about-is-bec/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/09/16/this-apple-business-no-one-is-talking-about-is-bec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167517961","content_text":"There's little question that Apple (NASDAQ:AAPL) has secured a place in business history. The success of the iPod, iPhone, iPad, and Mac computers, along with the company's growing ecosystem of services, has catapulted Apple into the annals of tech superstardom and driven its market cap to nearly $2.5 trillion, the highest of any publicly traded U.S. company.\nHowever, a frequent refrain from Apple bears is that the company has no worlds left to conquer. With the smartphone market nearing saturation, newer models and upgrades will only take Apple so far. The iPhone maker has responded by focusing on its services business, which could someday overtake its products segment as Apple's primary revenue generator.\nIn fact, one of the company's services -- which started out as a punchline -- has the potential to drive Apple stock even higher.\nImage source: Getty Images.\nThe little engine that could\nAfter years of speculation, Apple debuted its streaming video service -- Apple TV+ -- in November, 2019, and suffice it to say expectations were muted. The service was quickly dubbed an \"also ran,\" debuting to lukewarm reviews, as well as laughter and derision among the Hollywood set. The service had little more than a dozen programs when it launched, leaving many to ask, \"Why bother?\"\nFast forward nearly two years, and the iPhone maker may be having the last laugh. Apple TV+ has grown to roughly 40 million subscribers, though roughly half of those are on free trials. While that's a far cry from the 209 million Netflix (NASDAQ: NFLX) reported to close out the June quarter and the 116 million that subscribe to Disney+, it's enough to place Apple TV+ among the streaming elite.\nAdding fuel to the fire\nNow that it has a foothold, Apple has big plans for the black sheep of the family. In the coming year, the iPhone maker plans to ramp up its output of movies and television shows, planning new releases each week, according to a report in The Information. If that sounds familiar, it should: Apple is taking a page directly from Netflix's playbook, offering new shows every week. Additionally, at twice the rate of its current release schedule, this would mark a significant increase in Apple's available programming. That's not all. The company plans to spend heavily in marketing its video service in 2022, spending more than $500 million to promote Apple TV+.\nImage source: Getty Images.\nRecent programming efforts, including Ted Lasso, Billie Eilish: The Word's A Little Blurry, Wolfwalkers, and 1971: The Year Music Changed Everything, have garnered both popular and critical acclaim. These wins increase the likelihood that Apple TV+ subscribers will stick around, allowing the company to build on its current viewer base.\nA powerful growth engine\nThere's little question that cord-cutting is accelerating. Since its peak in early 2012, more than 19 million subscribers have abandoned pay-tv, with more than 5 million jumping ship last year alone. More viewers than ever are joining the streaming revolution. In fact, the average U.S. household now subscribes to four streaming services. This gives Apple a large and growing opportunity to tap.\nThrough the first three quarters of fiscal 2021, Apple's services have generated sales of more than $39 billion, or roughly 19% of the company's total revenue. Apple doesn't break out its services business, but at best, streaming video will likely contribute roughly $1.1 billion to total revenue this year, which is still a drop in the bucket -- leaving plenty of room for future growth.\nIf Apple continues to add premium quality programming to its content library at its current breakneck pace, it won't be long before its streaming business is a powerhouse in its own right.","news_type":1},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886992767,"gmtCreate":1631542318459,"gmtModify":1631890254510,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/886992767","repostId":"2167583945","repostType":4,"repost":{"id":"2167583945","kind":"highlight","pubTimestamp":1631542079,"share":"https://www.laohu8.com/m/news/2167583945?lang=&edition=full","pubTime":"2021-09-13 22:07","market":"us","language":"en","title":"3 Value Stocks to Buy While They're Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2167583945","media":"Motley Fool","summary":"While bears widely cite historically high valuations, there are still bargains to be found.","content":"<p>Is it time to be worried about a stock market correction? Some seem to think so. Just last week, analysts at <b>Deutsche Bank</b>&nbsp;cited the high valuation of the <b>S&amp;P 500</b> relative to its history as a potential reason for worry. And it's true that low interest rates, technological disruption, and a government stimulus have all come together to put stocks at high valuations relative to current earnings.</p>\n<p>The naysayers always have some reason the market is about to crash, but that doesn't mean it will happen, or that the market won't got on to hit new highs over time, as it always has.</p>\n<p>Still, if you're nervous about the valuations of many top stocks, there are quite a few bargains to be had. With enough looking, investors can still find quality companies trading at low valuation ratios across a range of sectors. Today, financial stock <b>Discover Financial Services</b> (NYSE:DFS), tech giant <b>Micron Technology</b> (NASDAQ:MU), and U.S. cannabis company <b>Ayr Wellness</b> (OTC:AYRW.F) all appear to fit that description.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Discover one of the cheapest dividend stocks around</h2>\n<p>Credit card giant Discover Financial is up an impressive 33% on the year, but the stock is still one of the cheapest in the financial sector, which is also one of the lowest-valued sectors around. Yes, thanks to government stimulus and much better-than-expected loss rates coming out of the pandemic, Discover has released a lot of the extra credit reserves it took in the first two quarters of 2020, which has turbocharged its earnings this year, bringing its P/E ratio down to just 7.7. Yet the stock still trades at less than 10 times its average 2022 estimate, which doesn't incorporate any extraordinary benefits.</p>\n<p>Why so cheap? Well, investors are perennially skeptical of unsecured credit card loans, and that's where Discover makes the vast majority of its profits. Its other lending products are student loans and unsecured personal loans. Discover, of course, also has its proprietary credit card network, but its payments business, while perhaps making the business vertically integrated and more efficient, yields little in operating profit.</p>\n<p>Still, the flip side of this \"risk\" is that Discover can charge high credit card interest rates, which gives it a net interest margin over 10% -- much higher than traditional banks. And Discover has a history of managing risk very well. Its operating income showed remarkable stability for the five years before the COVID-19 pandemic, with a high return on equity consistently in the low to mid-20% range. Earnings and dividends per share grew every year with the help of generous share repurchases.</p>\n<p>Now that the pandemic is receding, those share repurchases are commencing again, with management recently authorizing a new $2.4 billion share repurchase program, which would amount to 7% of Discover's market cap, along with a 14% dividend increase, to a 1.7% yield at today's stock price. Discover is also now back in growth mode, after tightening things up last year. CEO Roger Hochschild said on the conference call with analysts that new account growth is up 26% over 2019.</p>\n<p>While the delta variant may slow the recovery, 2021 economic growth should still be strong, with consumer balance sheets in good shape. That means financials like Discover should do well, and those benefits should trickle down to its shareholders, too.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2ac74efa1be74adc15041cd0084fa0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Micron is confident enough to reinitiate a dividend</h2>\n<p>If I were to tell you that a company recently felt confident enough in its outlook to reinitiate a dividend for the first time in 25 years, you might be surprised that the stock would be down 22% from recent highs, and that it trades for just 7 times next year's earnings estimates. Yet that's exactly what has happened with Micron Technology, a global leader in memory and storage chips.</p>\n<p>There's no doubt that Micron's business can be highly cyclical, and that we are currently in some stage of an upswing in memory prices. Therefore, investors appear to be thinking ahead, anticipating the next downturn, which is why shares have lagged recently.</p>\n<p>However, Micron is a consistently improving business, and it should become less cyclical, for a few reasons. First, the DRAM industry, where Micron gets about two-thirds of its revenue, has consolidated to just three large players. Those three are now exercising disciplined supply growth, a contrast from the past. In addition, the ability to scale DRAM further is becoming harder, meaning that increasing supply is becoming more difficult. At the same time, DRAM demand is strong and diversified across artificial-intelligence servers, cloud growth, 5G mobile phones, more powerful laptops, and more computerized automobiles. Finally, Micron has recently caught up to competitors in leading-edge technology, while gearing its portfolio toward higher-value solutions.</p>\n<p>All of this has meant higher highs and higher lows in terms of margins through the cycles. At the beginning of the 2000s, Micron's adjusted EBITDA margins would turn negative in cyclical troughs; however, EBITDA margins bottomed around 40% in the last downcycle and are still trending upward.</p>\n<p>Combined with a strong balance sheet with more cash than debt, Micron is one of the cheapest stocks in the otherwise-expensive tech sector, despite a positive outlook for demand for the next decade. I'd expect shares to move higher once again in due course, and investors now get paid a dividend while they wait.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40098243726325d3a881e7c285bd2bee\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Ayr Wellness is a pot company repurchasing its own stock</h2>\n<p>Despite strong financial results, cannabis stocks have been decimated since March. The reason? It's a bit hard to say, but it could be several things: \"Hot money\" may have been chasing federal legislation that would end cannabis prohibition, but with no action yet this far into the year, it appears patience is wearing thin. In addition, many institutional investors still can't own U.S. pot stocks, which can only trade on Canadian exchanges or over the counter until federal decriminalization happens.</p>\n<p>Up-and-coming cannabis company Ayr Wellness was already one of the cheapest stocks in the space, and the recent sector sell-off has made it even more of a bargain. The sell-off doesn't have much to do with earnings results, as Ayr just reported heady 222% revenue growth in its recent quarter, while raising its 2022 guidance to $800 million in revenue and $300 million in adjusted EBITDA. That means its stock, with a market cap just under $1.5 billion, trades at a forward enterprise value-to-EBITDA multiple of just 5.</p>\n<p>That's a really cheap valuation for a high-growth company. In fact, it's so cheap that Ayr's management just initiated a repurchase program&nbsp;for up to 5% of Ayr's shares outstanding over the next 12 months. With so much opportunity for growth, devoting cash to repurchasing shares says something about what management thinks of the current stock price.</p>\n<p>While cannabis legislation hasn't come as fast as many had hoped, it's still in play. The deadline just passed for stakeholders to give comments that will inform the final Senate legalization bill, co-sponsored by Majority Leader Chuck Schumer, Senate Finance Committee Chairman Ron Wyden, and Sen. Cory Booker. Perhaps some forward momentum on federal legislation this fall will break this super-cheap pot stock out of its recent malaise.</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 Value Stocks to Buy While They're Cheap</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 Value Stocks to Buy While They're Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/13/3-value-stocks-to-buy-while-theyre-cheap/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is it time to be worried about a stock market correction? Some seem to think so. Just last week, analysts at Deutsche Bank cited the high valuation of the S&P 500 relative to its history as a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/13/3-value-stocks-to-buy-while-theyre-cheap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AYRWF":"AYR WELLNESS INC.","DFS":"发现金融"},"source_url":"https://www.fool.com/investing/2021/09/13/3-value-stocks-to-buy-while-theyre-cheap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167583945","content_text":"Is it time to be worried about a stock market correction? Some seem to think so. Just last week, analysts at Deutsche Bank cited the high valuation of the S&P 500 relative to its history as a potential reason for worry. And it's true that low interest rates, technological disruption, and a government stimulus have all come together to put stocks at high valuations relative to current earnings.\nThe naysayers always have some reason the market is about to crash, but that doesn't mean it will happen, or that the market won't got on to hit new highs over time, as it always has.\nStill, if you're nervous about the valuations of many top stocks, there are quite a few bargains to be had. With enough looking, investors can still find quality companies trading at low valuation ratios across a range of sectors. Today, financial stock Discover Financial Services (NYSE:DFS), tech giant Micron Technology (NASDAQ:MU), and U.S. cannabis company Ayr Wellness (OTC:AYRW.F) all appear to fit that description.\nImage source: Getty Images.\nDiscover one of the cheapest dividend stocks around\nCredit card giant Discover Financial is up an impressive 33% on the year, but the stock is still one of the cheapest in the financial sector, which is also one of the lowest-valued sectors around. Yes, thanks to government stimulus and much better-than-expected loss rates coming out of the pandemic, Discover has released a lot of the extra credit reserves it took in the first two quarters of 2020, which has turbocharged its earnings this year, bringing its P/E ratio down to just 7.7. Yet the stock still trades at less than 10 times its average 2022 estimate, which doesn't incorporate any extraordinary benefits.\nWhy so cheap? Well, investors are perennially skeptical of unsecured credit card loans, and that's where Discover makes the vast majority of its profits. Its other lending products are student loans and unsecured personal loans. Discover, of course, also has its proprietary credit card network, but its payments business, while perhaps making the business vertically integrated and more efficient, yields little in operating profit.\nStill, the flip side of this \"risk\" is that Discover can charge high credit card interest rates, which gives it a net interest margin over 10% -- much higher than traditional banks. And Discover has a history of managing risk very well. Its operating income showed remarkable stability for the five years before the COVID-19 pandemic, with a high return on equity consistently in the low to mid-20% range. Earnings and dividends per share grew every year with the help of generous share repurchases.\nNow that the pandemic is receding, those share repurchases are commencing again, with management recently authorizing a new $2.4 billion share repurchase program, which would amount to 7% of Discover's market cap, along with a 14% dividend increase, to a 1.7% yield at today's stock price. Discover is also now back in growth mode, after tightening things up last year. CEO Roger Hochschild said on the conference call with analysts that new account growth is up 26% over 2019.\nWhile the delta variant may slow the recovery, 2021 economic growth should still be strong, with consumer balance sheets in good shape. That means financials like Discover should do well, and those benefits should trickle down to its shareholders, too.\nImage source: Getty Images.\nMicron is confident enough to reinitiate a dividend\nIf I were to tell you that a company recently felt confident enough in its outlook to reinitiate a dividend for the first time in 25 years, you might be surprised that the stock would be down 22% from recent highs, and that it trades for just 7 times next year's earnings estimates. Yet that's exactly what has happened with Micron Technology, a global leader in memory and storage chips.\nThere's no doubt that Micron's business can be highly cyclical, and that we are currently in some stage of an upswing in memory prices. Therefore, investors appear to be thinking ahead, anticipating the next downturn, which is why shares have lagged recently.\nHowever, Micron is a consistently improving business, and it should become less cyclical, for a few reasons. First, the DRAM industry, where Micron gets about two-thirds of its revenue, has consolidated to just three large players. Those three are now exercising disciplined supply growth, a contrast from the past. In addition, the ability to scale DRAM further is becoming harder, meaning that increasing supply is becoming more difficult. At the same time, DRAM demand is strong and diversified across artificial-intelligence servers, cloud growth, 5G mobile phones, more powerful laptops, and more computerized automobiles. Finally, Micron has recently caught up to competitors in leading-edge technology, while gearing its portfolio toward higher-value solutions.\nAll of this has meant higher highs and higher lows in terms of margins through the cycles. At the beginning of the 2000s, Micron's adjusted EBITDA margins would turn negative in cyclical troughs; however, EBITDA margins bottomed around 40% in the last downcycle and are still trending upward.\nCombined with a strong balance sheet with more cash than debt, Micron is one of the cheapest stocks in the otherwise-expensive tech sector, despite a positive outlook for demand for the next decade. I'd expect shares to move higher once again in due course, and investors now get paid a dividend while they wait.\nImage source: Getty Images.\nAyr Wellness is a pot company repurchasing its own stock\nDespite strong financial results, cannabis stocks have been decimated since March. The reason? It's a bit hard to say, but it could be several things: \"Hot money\" may have been chasing federal legislation that would end cannabis prohibition, but with no action yet this far into the year, it appears patience is wearing thin. In addition, many institutional investors still can't own U.S. pot stocks, which can only trade on Canadian exchanges or over the counter until federal decriminalization happens.\nUp-and-coming cannabis company Ayr Wellness was already one of the cheapest stocks in the space, and the recent sector sell-off has made it even more of a bargain. The sell-off doesn't have much to do with earnings results, as Ayr just reported heady 222% revenue growth in its recent quarter, while raising its 2022 guidance to $800 million in revenue and $300 million in adjusted EBITDA. That means its stock, with a market cap just under $1.5 billion, trades at a forward enterprise value-to-EBITDA multiple of just 5.\nThat's a really cheap valuation for a high-growth company. In fact, it's so cheap that Ayr's management just initiated a repurchase program for up to 5% of Ayr's shares outstanding over the next 12 months. With so much opportunity for growth, devoting cash to repurchasing shares says something about what management thinks of the current stock price.\nWhile cannabis legislation hasn't come as fast as many had hoped, it's still in play. The deadline just passed for stakeholders to give comments that will inform the final Senate legalization bill, co-sponsored by Majority Leader Chuck Schumer, Senate Finance Committee Chairman Ron Wyden, and Sen. Cory Booker. Perhaps some forward momentum on federal legislation this fall will break this super-cheap pot stock out of its recent malaise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814326758,"gmtCreate":1630767564674,"gmtModify":1631890254515,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[捂脸]&nbsp;","listText":"[捂脸]&nbsp;","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814326758","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814574945,"gmtCreate":1630852902287,"gmtModify":1631890254513,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814574945","repostId":"1128877475","repostType":4,"repost":{"id":"1128877475","kind":"news","pubTimestamp":1630681596,"share":"https://www.laohu8.com/m/news/1128877475?lang=&edition=full","pubTime":"2021-09-03 23:06","market":"us","language":"en","title":"Facebook prospects remain bright despite stock run-up - Rowan Street Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=1128877475","media":"seekingalpha","summary":"Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a lette","content":"<ul>\n <li>Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a letter to investors that the \"future prospects remain bright\" for Facebook(NASDAQ:FB), despite the fact that the fund's investment in the social media platform has already doubled over the past three years.</li>\n <li>\"We were convinced that FB remains an extraordinary business with an incredible moat (2.9B users), and they still have tons of opportunities to profitably reinvest their capital,\" they said&nbsp;in a fund letter released this week.</li>\n <li>Kopel and Maas acknowledged that the company has been forced to increase its expenses in recent years to answer regulatory concerns and to counter worries about misinformation on its platform.</li>\n <li>However, they expect future expense growth to approximate revenue growth over time.</li>\n <li>The Rowan Street co-founders predicted that FB would continue to see revenue growth of at least 20%.</li>\n <li>In its latest earnings report, released in late July, FB reported a quarterly profit that&nbsp;easily topped expectations, on revenue that climbed nearly 56% to just over $29B.</li>\n <li>However, the company also warned that&nbsp;revenue growth would significantly decelerate&nbsp;as it comes up against more difficult comparisons.</li>\n <li>FB has advanced steadily since March, reaching a series of 52-week highs. This included a peak of $384.33 set earlier this week. Shares were up fractionally in Friday's intraday action, rising to $376.69:</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>Facebook prospects remain bright despite stock run-up - Rowan Street Capital</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\">\nFacebook prospects remain bright despite stock run-up - Rowan Street Capital\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3737186-facebook-prospects-remain-bright-despite-stock-run-up-rowan-street-capital><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a letter to investors that the \"future prospects remain bright\" for Facebook(NASDAQ:FB), despite the fact ...</p>\n\n<a href=\"https://seekingalpha.com/news/3737186-facebook-prospects-remain-bright-despite-stock-run-up-rowan-street-capital\">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://seekingalpha.com/news/3737186-facebook-prospects-remain-bright-despite-stock-run-up-rowan-street-capital","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128877475","content_text":"Alex Kopel and Joe Maas, co-founders and managing directors at Rowan Street Capital, said in a letter to investors that the \"future prospects remain bright\" for Facebook(NASDAQ:FB), despite the fact that the fund's investment in the social media platform has already doubled over the past three years.\n\"We were convinced that FB remains an extraordinary business with an incredible moat (2.9B users), and they still have tons of opportunities to profitably reinvest their capital,\" they said in a fund letter released this week.\nKopel and Maas acknowledged that the company has been forced to increase its expenses in recent years to answer regulatory concerns and to counter worries about misinformation on its platform.\nHowever, they expect future expense growth to approximate revenue growth over time.\nThe Rowan Street co-founders predicted that FB would continue to see revenue growth of at least 20%.\nIn its latest earnings report, released in late July, FB reported a quarterly profit that easily topped expectations, on revenue that climbed nearly 56% to just over $29B.\nHowever, the company also warned that revenue growth would significantly decelerate as it comes up against more difficult comparisons.\nFB has advanced steadily since March, reaching a series of 52-week highs. This included a peak of $384.33 set earlier this week. Shares were up fractionally in Friday's intraday action, rising to $376.69:","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837450829,"gmtCreate":1629907057061,"gmtModify":1631890254531,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837450829","repostId":"2162087564","repostType":4,"repost":{"id":"2162087564","kind":"highlight","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":1629836173,"share":"https://www.laohu8.com/m/news/2162087564?lang=&edition=full","pubTime":"2021-08-25 04:16","market":"us","language":"en","title":"Wall St extends rally, pushing S&P 500 to 50th all-time high close this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2162087564","media":"Reuters","summary":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesda","content":"<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</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>Wall St extends rally, pushing S&P 500 to 50th all-time high close this year</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\">\nWall St extends rally, pushing S&P 500 to 50th all-time high close this year\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\">2021-08-25 04:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","OEX":"标普100"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162087564","content_text":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.\nAll three major U.S. stock indexes advanced higher, with the S&P 500 and the Nasdaq closing at all-time closing highs.\nThe session marked the S&P 500's 50th record high close so far this year.\nTech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps outperformed the broader market.\n\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"\nThe Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.\nTravel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.\n\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"\nRecent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.\nFed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.\nThe event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.\n\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.\nThe Dow Jones Industrial Average rose 30.55 points, or 0.09%, to 35,366.26, the S&P 500 gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite added 77.15 points, or 0.52%, to 15,019.80.\nEnergy was the top gainer among the 11 major sectors in the S&P 500, boosted by the continued rally in crude prices.\nBest Buy Co Inc jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.\nU.S.-listed shares of China-based e-commerce platform Pinduoduo Inc surged 22.2% after reporting its first ever quarterly profit.\nJD.com gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.\nOther shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF jumping 8.0%.\nCybersecurity firm Palo Alto Networks Inc advanced18.6% as brokerages raised their price targets following its full-year forecast beat.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.\nThe S&P 500 posted 28 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.\nVolume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823665231,"gmtCreate":1633618919914,"gmtModify":1633618931771,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823665231","repostId":"2173944807","repostType":4,"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887388437,"gmtCreate":1631976915229,"gmtModify":1632805002380,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887388437","repostId":"2168573380","repostType":4,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813549235,"gmtCreate":1630219193627,"gmtModify":1704957196959,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813549235","repostId":"2163304079","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837459822,"gmtCreate":1629907119066,"gmtModify":1631890254526,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"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/837459822","repostId":"1148011558","repostType":4,"repost":{"id":"1148011558","kind":"news","pubTimestamp":1629902594,"share":"https://www.laohu8.com/m/news/1148011558?lang=&edition=full","pubTime":"2021-08-25 22:43","market":"us","language":"en","title":"CrowdStrike: Not Just Any Cybersecurity Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1148011558","media":"Seeking Alpha","summary":"Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and m","content":"<p><b>Summary</b></p>\n<ul>\n <li>Cybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.</li>\n <li>CrowdStrike says goodbye to reactive antivirus and offers only a pro-active Indicator of Attack Solution. I explain in detail what this means.</li>\n <li>CrowdStrike is the most mature new-gen cybersecurity company leaving its competition far behind in maturity and reputation in the new-age world.</li>\n <li>CrowdStrike is expensive, but investors can profit if they maintain a long-term view.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6aec1f150eb5e8ada2bd309de812f8\" tg-width=\"768\" tg-height=\"480\" width=\"100%\" height=\"auto\"><span>mdegrood/iStock via Getty Images</span></p>\n<p>One of my readers asked me to take a deeper look into CrowdStrike (CRWD), and luckily I've been reading a lot about them lately.</p>\n<p>Cybersecurity is one if not the most important aspects for IT departments these days. Every month or even week, we hear stories about hackers infecting companies.</p>\n<p>Here is a list of the largest hacks of 2021 (with sources):</p>\n<ol>\n <li>Kia Motors- Hacked with Ransomware - Demand ~$20m</li>\n <li>CD Project- Hacked with Ransomware - Refuse to pay the ransom - financial damage due to workers inability to access internal documents and resources -&gt; High</li>\n <li>AXA- Hacked with Ransomware (after stopping to reimburse clients for ransomware attacks :D) - 3TB of data Stolen</li>\n <li>JBS Foods- Hacked with Ransomware - Hacker group REvil - JBS paid $11m in Bitcoin - Largest paid ransom to that date. Shutdown damage not included.</li>\n</ol>\n<p>These are just a few of the hacks that happened in 2021. The list for 2021 is long and ongoing. YoY growth in monetary damage, meaning the amount of money paid by companies and individuals to receive access to their data, is extremely high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70cbf321b3334784058a05e70fefbd8c\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Chart by author, Data fromStatista</span></p>\n<p>Monetary damage doesn't include the economic damage by not having access to data or data being leaked to other countries or competitors.</p>\n<p>According to&nbsp;Cybersecurity Ventures, cybercrime is expected to induce $6 trillion in damage annually by 2021. There is a huge monetary incentive for hackers globally to continue with their ransom and malware attacks. The risk-reward balance tilts strongly towards the reward side for hackers.</p>\n<p><b>Thesis</b></p>\n<p>CrowdStrike provides security measures to stop a virus before initiating the processes required to infect the host computer and network.</p>\n<p>CrowdStrike's total addressable market - TAM - is expanding YoY with new product offerings, new breaches and hacks, home office expansion, IoT, and much more.</p>\n<p>I'm bullish on CrowdStrike over the next 5 years as its next-generation antivirus (NGAV) technology is an effective way to stop viruses from breaching networks and companies' IT infrastructures. CrowdStrike has the first-mover advantage, a mature platform, and an excellent and strong reputation throughout the industry.</p>\n<p>CrowdStrike is cloud-native, which means that it is scalable, adaptable, and gains through a network effect. Each new node and potential breach within a node helps strengthen the network by sharing information about the virus, strengthening its first-mover advantage in the market.</p>\n<p><b>How does CrowdStrike work?</b></p>\n<p>When investing in a high-growth company, I make sure to understand how its offerings differentiate from existing technologies within the industry and why they solve their customers' problems better than their competitors.</p>\n<p>First, we must understand the difference between the Indicator of Compromise - IoC - and the Indicator of Attack - IoA.</p>\n<p>An IoC is a post-infection indicator. That means that after a virus has been installed, the antivirus program scans files and documents for known virus signatures (like we do with the PCR tests and Covid-19) and then quarantines the files and deletes them.</p>\n<p>That's not what CrowdStrike specializes in.CrowdStrike focuses on IoA.</p>\n<p>IoA scans for suspicious processes that are started in the background by malicious files. Let's understand what this means.</p>\n<p>There are many types of viruses - malware, ransomware, phishing, spear-phishing... There are also endless versions of these viruses. An antivirus program will have a hard time finding each new iteration because manipulating the virus in some sort changes the file's hash (signature of the virus), making it impossible for IoCs to find the virus. But all viruses have things in common.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b00527a719e98d68b0657b9b2cea0901\" tg-width=\"612\" tg-height=\"184\" width=\"100%\" height=\"auto\"><span>IoC vs. IoA - reactive vs. proactive - Source:CrowdStrike</span></p>\n<p>Any virus must execute processes, which results in patterns. The virus can change its face, color, size, but it must execute and run code in some distinguishable way. For example, many viruses alter Window registry keys, create new users, or start encryption processes on the host.</p>\n<p>CrowdStrike stops the virus in its tracks. Below is an example of how the Falcon Sensor executes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d02bc55a2843c84cde9d9797acd2c3\" tg-width=\"640\" tg-height=\"399\" width=\"100%\" height=\"auto\"><span>CrowdStrike Falcon in Action malware prevention based on behavior.YouTube</span></p>\n<p>The host, in this case, a virtual machine - VM - by CrowdStrike. The user clicked on a malicious file, and the virus begins to \"install\" itself. The Falcon sensor detects if something in the background is initiating processes that indicate suspicious activity and stops those processes from executing.</p>\n<p>That's the distinguishing factor for CrowdStrike.</p>\n<p>CrowdStrike's EPP is cloud-native and gains from the network effect. The more nodes connect to its platform, the more secure it becomes by training the AI model with process signatures of new viruses.</p>\n<p><img src=\"https://static.tigerbbs.com/0977994bb6cc4510cdb52337742c9734\" tg-width=\"1280\" tg-height=\"1024\" width=\"100%\" height=\"auto\"></p>\n<p>CrowdStrike combines AI with its Indicator of Attack approach and scales it up in its cloud. The cloud helps train the virus-threat model from endless endpoints.</p>\n<p>Based on statements from CrowdStrike, none of its customers has yet experienced a breach while using its sensors, and CrowdStrike is confident enough in its NGAV that it provides a&nbsp;$1 million warranty&nbsp;if a breach happens.</p>\n<p><b>Competition</b></p>\n<p>CrowdStrike's largest market is the endpoint protection platform - EPP. Within this segment, CrowdStrike is competing with many companies like Microsoft (MSFT), Trend Micro(OTCPK:TMICF)(OTCPK:TMICY), SentinelOne(NYSE:S), or McAfee(NASDAQ:MCFE).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/319e77e2cb361294371b4ff4d5074b91\" tg-width=\"570\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Source:Gartner Magic Quadrant for Endpoint Protection Platforms</span></p>\n<p>In terms of EPP, CrowdStrike is pretty much in a league of itself.</p>\n<p>The only negative 'real' negative with CrowdStrike is that they are very secretive about their detection logic. There is no way for IT personnel to look into the Falcon sensor and the logic behind it.</p>\n<p>Other EPPs like TrendMicro or SentinelOne score highly in the quadrant but lack against CrowdStrike in scale and maturity.</p>\n<p>SentinelOne is one of CrowdStrike's closest competitors and&nbsp;boasts a much better&nbsp;technology than CrowdStrike. This is two-sided as CrowdStrike&nbsp;pushes back against SentinelOne, calling them 'outdated.'</p>\n<p>SentinelOne is focused on a completely AI-driven security approach. Removing the human aspect from resolving breaches to a larger extent than CrowdStrike.</p>\n<p>Nevertheless, the difference between the platforms is small.</p>\n<p>CrowdStrike is more mature than SentinelOne, and its offerings are more scalable SentinelOne's. CrowdStrike's platform is easier to use, deploy, and has a solid reputation (source1,source2,source3).</p>\n<p>IT personnel deciding on either one of these AVs wouldn't harm their company.</p>\n<p><b>Valuation</b></p>\n<p>CrowdStrike is expensive, no question about it. It's definitely not the value investment I usually cover, like&nbsp;KLAC,SWKS, or&nbsp;QRVO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66028ec453a5dbfa0d874e98df65d499\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>CrowdStrike is trading at a 53 price to sales ratio and a forward EV to sales of 38. CrowdStrike is a fast-growing company in an expanding market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e7a3f611dd2ebdec4bf08cf2aefd4ab\" tg-width=\"589\" tg-height=\"364\" width=\"100%\" height=\"auto\"><span>Chart by author, Data from CrowdStrike Quarterly reports</span></p>\n<p>The scale and maturity of CrowdStrike are clearly visible as it's the first choice among the largest companies in the world. That translates into revenue growth and customer retention rates above 100%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfd887db2b9e38910791e999d8696429\" tg-width=\"640\" tg-height=\"324\" width=\"100%\" height=\"auto\"><span>Source: CrowdStrike Corporate OverviewPresentation</span></p>\n<p>That means that CrowdStrike is not only acquiring more customers but that existing customers pay more for more of CrowdStrike's services. That's a really, really good situation for an as-a-Service company.</p>\n<p>CrowdStrike's TAM is expanding YoY from multiple sources like Cloud, IoT, home office.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/438ec1c32df8f3239a04a5f93775dc19\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: CrowdStrike Corporate OverviewPresentation</span></p>\n<p>I find CrowdStrike's own TAM projections rather conservative. Believing the statements from large research companies like Gartner or IDC, cybersecurity expenditures of companies are likely to increase significantly (source1,source2,source).</p>\n<p>Gartner estimates the size of the cybersecurity market to be $150bn in 2021 with a 12.4% CAGR over the next 5 years. The breakdown is below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2266da9e98fa9f2ed6c1f19135b2ebc\" tg-width=\"775\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>Gartner ForecastWorldwide Security</span></p>\n<p>CrowdStrike is not only profiting from an expanding market, but it's also pulling customers from competitors within the antivirus market.</p>\n<p>More and more companies switch towards IoA next-gen antivirus companies.</p>\n<p>CrowdStrike is the top choice among its competitors.</p>\n<p><b>Is the valuation justified?</b></p>\n<p>Comparing CrowdStrike with other high-growth IT companies like SentinelOne, Cloudflare (NET), or ZScaler (ZS), we find CrowdStrike between those. CrowdStrike's Gross Margin is 74%, just below ZS's 77.5% and NET's 76.78%, and well above Sentinel's 55%.</p>\n<p>CrowdStrike has strong pricing power, which translates into the best GAAP net margins. CrowdStrike is the only company that operates profitably when looking at its non-GAAP numbers.</p>\n<p>SentinelOne has to push its prices down to remain competitive and balance the immaturity of its platform.</p>\n<p>CrowdStrike has the largest market cap with $53bn and boasts a sales growth of 77% against ZS's and NET's 54% and 52%. SentinelOne has a higher sales growth rate of 100% but only 1/10th of CrowdStrike's revenue.</p>\n<p><b>Investor's Takeaway</b></p>\n<p>CrowdStrike is not just any antivirus company in a crowded cybersecurity market. It's<i>the</i>cybersecurity company in the market.</p>\n<p>CrowdStrike built a strong reputation with excellent reviews among IT experts, calling it the top-choice in cybersecurity. Gartner positions CrowdStrike above any other EPP in its magic quadrant.</p>\n<p>CrowdStrike is definitely not a value-play and requires conviction to buy and hold at these prices for the next 3-5 years.</p>\n<p>On the other hand, it wouldn't surprise me a bit if CrowdStrike can double, triple, or even quadruple its revenue over the next 3-5 years. As it's very common for high-growth companies, the share price is largely determined by the companies' sales growth in these early stages.</p>\n<p>Many sources are depicting a high correlation between sales growth and share price increase.Aswath Damodarandiscussed this topic in detail for Amazon in 2000 in thispaper.</p>\n<p>One of my Seeking Alpha colleagues,From Growth To Value, discussed this topic in his latest article aboutFiverr, including this chart.</p>\n<p>BCG showed that valuation correlates the strongest with revenue growth in the long term, especially for high-growth companies.</p>\n<p>CrowdStrike will likely experience a multiples contraction, but its revenue expansion will more than outperform that contraction, providing investors with a return on their investment.</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>CrowdStrike: Not Just Any Cybersecurity Company</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\">\nCrowdStrike: Not Just Any Cybersecurity Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.\nCrowdStrike says goodbye to reactive antivirus and offers...</p>\n\n<a href=\"https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148011558","content_text":"Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.\nCrowdStrike says goodbye to reactive antivirus and offers only a pro-active Indicator of Attack Solution. I explain in detail what this means.\nCrowdStrike is the most mature new-gen cybersecurity company leaving its competition far behind in maturity and reputation in the new-age world.\nCrowdStrike is expensive, but investors can profit if they maintain a long-term view.\n\nmdegrood/iStock via Getty Images\nOne of my readers asked me to take a deeper look into CrowdStrike (CRWD), and luckily I've been reading a lot about them lately.\nCybersecurity is one if not the most important aspects for IT departments these days. Every month or even week, we hear stories about hackers infecting companies.\nHere is a list of the largest hacks of 2021 (with sources):\n\nKia Motors- Hacked with Ransomware - Demand ~$20m\nCD Project- Hacked with Ransomware - Refuse to pay the ransom - financial damage due to workers inability to access internal documents and resources -> High\nAXA- Hacked with Ransomware (after stopping to reimburse clients for ransomware attacks :D) - 3TB of data Stolen\nJBS Foods- Hacked with Ransomware - Hacker group REvil - JBS paid $11m in Bitcoin - Largest paid ransom to that date. Shutdown damage not included.\n\nThese are just a few of the hacks that happened in 2021. The list for 2021 is long and ongoing. YoY growth in monetary damage, meaning the amount of money paid by companies and individuals to receive access to their data, is extremely high.\nChart by author, Data fromStatista\nMonetary damage doesn't include the economic damage by not having access to data or data being leaked to other countries or competitors.\nAccording to Cybersecurity Ventures, cybercrime is expected to induce $6 trillion in damage annually by 2021. There is a huge monetary incentive for hackers globally to continue with their ransom and malware attacks. The risk-reward balance tilts strongly towards the reward side for hackers.\nThesis\nCrowdStrike provides security measures to stop a virus before initiating the processes required to infect the host computer and network.\nCrowdStrike's total addressable market - TAM - is expanding YoY with new product offerings, new breaches and hacks, home office expansion, IoT, and much more.\nI'm bullish on CrowdStrike over the next 5 years as its next-generation antivirus (NGAV) technology is an effective way to stop viruses from breaching networks and companies' IT infrastructures. CrowdStrike has the first-mover advantage, a mature platform, and an excellent and strong reputation throughout the industry.\nCrowdStrike is cloud-native, which means that it is scalable, adaptable, and gains through a network effect. Each new node and potential breach within a node helps strengthen the network by sharing information about the virus, strengthening its first-mover advantage in the market.\nHow does CrowdStrike work?\nWhen investing in a high-growth company, I make sure to understand how its offerings differentiate from existing technologies within the industry and why they solve their customers' problems better than their competitors.\nFirst, we must understand the difference between the Indicator of Compromise - IoC - and the Indicator of Attack - IoA.\nAn IoC is a post-infection indicator. That means that after a virus has been installed, the antivirus program scans files and documents for known virus signatures (like we do with the PCR tests and Covid-19) and then quarantines the files and deletes them.\nThat's not what CrowdStrike specializes in.CrowdStrike focuses on IoA.\nIoA scans for suspicious processes that are started in the background by malicious files. Let's understand what this means.\nThere are many types of viruses - malware, ransomware, phishing, spear-phishing... There are also endless versions of these viruses. An antivirus program will have a hard time finding each new iteration because manipulating the virus in some sort changes the file's hash (signature of the virus), making it impossible for IoCs to find the virus. But all viruses have things in common.\nIoC vs. IoA - reactive vs. proactive - Source:CrowdStrike\nAny virus must execute processes, which results in patterns. The virus can change its face, color, size, but it must execute and run code in some distinguishable way. For example, many viruses alter Window registry keys, create new users, or start encryption processes on the host.\nCrowdStrike stops the virus in its tracks. Below is an example of how the Falcon Sensor executes.\nCrowdStrike Falcon in Action malware prevention based on behavior.YouTube\nThe host, in this case, a virtual machine - VM - by CrowdStrike. The user clicked on a malicious file, and the virus begins to \"install\" itself. The Falcon sensor detects if something in the background is initiating processes that indicate suspicious activity and stops those processes from executing.\nThat's the distinguishing factor for CrowdStrike.\nCrowdStrike's EPP is cloud-native and gains from the network effect. The more nodes connect to its platform, the more secure it becomes by training the AI model with process signatures of new viruses.\n\nCrowdStrike combines AI with its Indicator of Attack approach and scales it up in its cloud. The cloud helps train the virus-threat model from endless endpoints.\nBased on statements from CrowdStrike, none of its customers has yet experienced a breach while using its sensors, and CrowdStrike is confident enough in its NGAV that it provides a $1 million warranty if a breach happens.\nCompetition\nCrowdStrike's largest market is the endpoint protection platform - EPP. Within this segment, CrowdStrike is competing with many companies like Microsoft (MSFT), Trend Micro(OTCPK:TMICF)(OTCPK:TMICY), SentinelOne(NYSE:S), or McAfee(NASDAQ:MCFE).\nSource:Gartner Magic Quadrant for Endpoint Protection Platforms\nIn terms of EPP, CrowdStrike is pretty much in a league of itself.\nThe only negative 'real' negative with CrowdStrike is that they are very secretive about their detection logic. There is no way for IT personnel to look into the Falcon sensor and the logic behind it.\nOther EPPs like TrendMicro or SentinelOne score highly in the quadrant but lack against CrowdStrike in scale and maturity.\nSentinelOne is one of CrowdStrike's closest competitors and boasts a much better technology than CrowdStrike. This is two-sided as CrowdStrike pushes back against SentinelOne, calling them 'outdated.'\nSentinelOne is focused on a completely AI-driven security approach. Removing the human aspect from resolving breaches to a larger extent than CrowdStrike.\nNevertheless, the difference between the platforms is small.\nCrowdStrike is more mature than SentinelOne, and its offerings are more scalable SentinelOne's. CrowdStrike's platform is easier to use, deploy, and has a solid reputation (source1,source2,source3).\nIT personnel deciding on either one of these AVs wouldn't harm their company.\nValuation\nCrowdStrike is expensive, no question about it. It's definitely not the value investment I usually cover, like KLAC,SWKS, or QRVO.\nData by YCharts\nCrowdStrike is trading at a 53 price to sales ratio and a forward EV to sales of 38. CrowdStrike is a fast-growing company in an expanding market.\nChart by author, Data from CrowdStrike Quarterly reports\nThe scale and maturity of CrowdStrike are clearly visible as it's the first choice among the largest companies in the world. That translates into revenue growth and customer retention rates above 100%.\nSource: CrowdStrike Corporate OverviewPresentation\nThat means that CrowdStrike is not only acquiring more customers but that existing customers pay more for more of CrowdStrike's services. That's a really, really good situation for an as-a-Service company.\nCrowdStrike's TAM is expanding YoY from multiple sources like Cloud, IoT, home office.\nSource: CrowdStrike Corporate OverviewPresentation\nI find CrowdStrike's own TAM projections rather conservative. Believing the statements from large research companies like Gartner or IDC, cybersecurity expenditures of companies are likely to increase significantly (source1,source2,source).\nGartner estimates the size of the cybersecurity market to be $150bn in 2021 with a 12.4% CAGR over the next 5 years. The breakdown is below.\nGartner ForecastWorldwide Security\nCrowdStrike is not only profiting from an expanding market, but it's also pulling customers from competitors within the antivirus market.\nMore and more companies switch towards IoA next-gen antivirus companies.\nCrowdStrike is the top choice among its competitors.\nIs the valuation justified?\nComparing CrowdStrike with other high-growth IT companies like SentinelOne, Cloudflare (NET), or ZScaler (ZS), we find CrowdStrike between those. CrowdStrike's Gross Margin is 74%, just below ZS's 77.5% and NET's 76.78%, and well above Sentinel's 55%.\nCrowdStrike has strong pricing power, which translates into the best GAAP net margins. CrowdStrike is the only company that operates profitably when looking at its non-GAAP numbers.\nSentinelOne has to push its prices down to remain competitive and balance the immaturity of its platform.\nCrowdStrike has the largest market cap with $53bn and boasts a sales growth of 77% against ZS's and NET's 54% and 52%. SentinelOne has a higher sales growth rate of 100% but only 1/10th of CrowdStrike's revenue.\nInvestor's Takeaway\nCrowdStrike is not just any antivirus company in a crowded cybersecurity market. It'sthecybersecurity company in the market.\nCrowdStrike built a strong reputation with excellent reviews among IT experts, calling it the top-choice in cybersecurity. Gartner positions CrowdStrike above any other EPP in its magic quadrant.\nCrowdStrike is definitely not a value-play and requires conviction to buy and hold at these prices for the next 3-5 years.\nOn the other hand, it wouldn't surprise me a bit if CrowdStrike can double, triple, or even quadruple its revenue over the next 3-5 years. As it's very common for high-growth companies, the share price is largely determined by the companies' sales growth in these early stages.\nMany sources are depicting a high correlation between sales growth and share price increase.Aswath Damodarandiscussed this topic in detail for Amazon in 2000 in thispaper.\nOne of my Seeking Alpha colleagues,From Growth To Value, discussed this topic in his latest article aboutFiverr, including this chart.\nBCG showed that valuation correlates the strongest with revenue growth in the long term, especially for high-growth companies.\nCrowdStrike will likely experience a multiples contraction, but its revenue expansion will more than outperform that contraction, providing investors with a return on their investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127564546,"gmtCreate":1624857456985,"gmtModify":1631890254530,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127564546","repostId":"2146200677","repostType":4,"repost":{"id":"2146200677","kind":"highlight","pubTimestamp":1624851120,"share":"https://www.laohu8.com/m/news/2146200677?lang=&edition=full","pubTime":"2021-06-28 11:32","market":"us","language":"en","title":"A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=2146200677","media":"Motley Fool","summary":"A crash or steep correction would be a blessing in disguise, because you'd get to buy these proven winners at a discount.","content":"<p>They're the three words that can ruin an investor's day: stock market crash.</p>\n<p>Although talking about a stock market crash might be considered taboo, the fact is: A crash <i>is</i> on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.</p>\n<h2>All signs point to a crash or steep correction in the not-so-distant future</h2>\n<p>As an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either <a href=\"https://laohu8.com/S/AONE\">one</a> or two double-digit percentage declines in the benchmark <b>S&amp;P 500</b> (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.</p>\n<p>If you need more evidence, take a closer look at the S&amp;P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&amp;P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.</p>\n<p>The use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&amp;P 500 went on to lose around half its value.</p>\n<p>All signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.</p>\n<h2>These surefire stocks can make you rich</h2>\n<p>Though this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.</p>\n<p>When the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.</p>\n<h2>Alphabet</h2>\n<p>The idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.</p>\n<p>Long-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.</p>\n<p>The second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.</p>\n<h2>Innovative Industrial Properties</h2>\n<p>Another surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) <b>Innovative Industrial Properties</b> (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.</p>\n<p>One of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.</p>\n<p>What's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.</p>\n<h2>UnitedHealth Group</h2>\n<p>Healthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason <b>UnitedHealth Group</b> (NYSE:UNH) is such a winner.</p>\n<p>Here's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.</p>\n<p>The other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is <b>salesforce.com</b> (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.</p>\n<p>Through the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, <i>combined</i>!</p>\n<p>Salesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.</p>\n<p>In short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy 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>A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens</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\">\nA Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","CRM":"赛富时","IIPR":"Innovative Industrial Properties Inc","UNH":"联合健康"},"source_url":"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146200677","content_text":"They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.\nAll signs point to a crash or steep correction in the not-so-distant future\nAs an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either one or two double-digit percentage declines in the benchmark S&P 500 (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.\nIf you need more evidence, take a closer look at the S&P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.\nThe use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&P 500 went on to lose around half its value.\nAll signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.\nThese surefire stocks can make you rich\nThough this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.\nWhen the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.\nAlphabet\nThe idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.\nLong-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.\nThe second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now one of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.\nInnovative Industrial Properties\nAnother surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) Innovative Industrial Properties (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.\nOne of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.\nWhat's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.\nUnitedHealth Group\nHealthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason UnitedHealth Group (NYSE:UNH) is such a winner.\nHere's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.\nThe other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.\nSalesforce\nA fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is salesforce.com (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.\nThrough the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, combined!\nSalesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire Slack Technologies. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.\nIn short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122745961,"gmtCreate":1624634773653,"gmtModify":1631890254531,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122745961","repostId":"1161321618","repostType":2,"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}