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BlissNHappy

BlissNHappy

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0勋章

2021-12-18

yeah

@Buy_Sell:🔥【12月17日】大型科技股全线下挫！今天什么值得买？

2021-12-17

Exactly

5 Stocks To Watch For December 17, 2021

2021-12-17

Yep

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2021-12-08

$CapLand IntCom T(C38U.SI)$ Should have informed shareholders the adhoc offerings in advance on AGM

2021-12-01

Booming

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2021-11-26

yep

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2021-11-04

Like it like

Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.

2021-11-04

Not exactly

Zillow Stops Homebuying: How Will This Impact Their Stock Forecast?

2021-10-20

Might tank likely

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2021-10-08

Commodities inflation

A global energy crisis is coming. There's no quick fix

2021-09-29

Fifa

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2021-09-14

Worth looking at

Akerna shares surged more than 9% in premarket trading

2021-09-14

Oppsie dope

Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday

2021-09-08

Wait and see

Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?

2021-09-01

Meme ftw

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2021-08-18

Irrational dip

2021-07-22

Oh no

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2021-07-22

Yes

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2021-06-09

Yep

Biden administration announces plans to strengthen critical supply chains

2021-06-07

LnS

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跌超2%；另一方面，生物技术股再度集体反弹，美国商务部制裁名单不涉及医药公司；医药股走高，$再鼎医药-SB(09688)$ 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639733312,"share":"https://www.laohu8.com/m/news/1154435289?lang=&edition=full","pubTime":"2021-12-17 17:28","market":"us","language":"en","title":"5 Stocks To Watch For December 17, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1154435289","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Darden Restaurants, ","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Darden Restaurants, Inc.</b>&nbsp;to report quarterly earnings at $1.44 per share on revenue of $2.23 billion before the opening bell. Darden Restaurants shares slipped 0.8% to $145.99 in after-hours trading.</li>\n <li><b>FedEx Corporation</b>&nbsp;reported better-than-expected results for its second quarter and boosted its FY22 earnings guidance. The company also reported a $5 billion buyback, including $1.5 billion accelerated buyback program. FedEx shares climbed 4.9% to $250.30 in the after-hours trading session.</li>\n <li>Analysts are expecting&nbsp;<b>Winnebago Industries, Inc.</b>&nbsp;to have earned $2.25 per share on revenue of $1.01 billion for the latest quarter. The company will release earnings before the market open. On Thursday, Winnebago’s board approved a quarterly cash dividend of $0.18 per share. Winnebago shares gained 4.6% to $71.00 in after-hours trading.</li>\n</ul>\n<ul>\n <li><b>Steelcase Inc.</b>&nbsp;reported downbeat results for its third quarter and issued weak sales forecast for the current quarter. Steelcase shares dropped 3.7% to $11.09 in the after-hours trading session.</li>\n <li><b>United States Steel Corporation</b>&nbsp;said it projects adjusted earnings before interest, taxes, depreciation and amortization of around $1.65 billion for the fourth quarter, versus analysts’ estimates of $2.13 billion amid a slowdown in orders. United States Steel shares dropped 5.1% to $22.26 in after-hours trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 17, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 17, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-17 17:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Darden Restaurants, Inc.</b>&nbsp;to report quarterly earnings at $1.44 per share on revenue of $2.23 billion before the opening bell. Darden Restaurants shares slipped 0.8% to $145.99 in after-hours trading.</li>\n <li><b>FedEx Corporation</b>&nbsp;reported better-than-expected results for its second quarter and boosted its FY22 earnings guidance. The company also reported a $5 billion buyback, including $1.5 billion accelerated buyback program. FedEx shares climbed 4.9% to $250.30 in the after-hours trading session.</li>\n <li>Analysts are expecting&nbsp;<b>Winnebago Industries, Inc.</b>&nbsp;to have earned $2.25 per share on revenue of $1.01 billion for the latest quarter. The company will release earnings before the market open. On Thursday, Winnebago’s board approved a quarterly cash dividend of $0.18 per share. Winnebago shares gained 4.6% to $71.00 in after-hours trading.</li>\n</ul>\n<ul>\n <li><b>Steelcase Inc.</b>&nbsp;reported downbeat results for its third quarter and issued weak sales forecast for the current quarter. Steelcase shares dropped 3.7% to $11.09 in the after-hours trading session.</li>\n <li><b>United States Steel Corporation</b>&nbsp;said it projects adjusted earnings before interest, taxes, depreciation and amortization of around $1.65 billion for the fourth quarter, versus analysts’ estimates of $2.13 billion amid a slowdown in orders. United States Steel shares dropped 5.1% to $22.26 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业","FDX":"联邦快递","DRI":"达登饭店","X":"美国钢铁","SCS":"Steelcase Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154435289","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Darden Restaurants, Inc. to report quarterly earnings at $1.44 per share on revenue of $2.23 billion before the opening bell. Darden Restaurants shares slipped 0.8% to $145.99 in after-hours trading.\nFedEx Corporation reported better-than-expected results for its second quarter and boosted its FY22 earnings guidance. The company also reported a $5 billion buyback, including $1.5 billion accelerated buyback program. FedEx shares climbed 4.9% to $250.30 in the after-hours trading session.\nAnalysts are expecting Winnebago Industries, Inc. to have earned $2.25 per share on revenue of $1.01 billion for the latest quarter. The company will release earnings before the market open. On Thursday, Winnebago’s board approved a quarterly cash dividend of $0.18 per share. Winnebago shares gained 4.6% to $71.00 in after-hours trading.\n\n\nSteelcase Inc. reported downbeat results for its third quarter and issued weak sales forecast for the current quarter. Steelcase shares dropped 3.7% to $11.09 in the after-hours trading session.\nUnited States Steel Corporation said it projects adjusted earnings before interest, taxes, depreciation and amortization of around $1.65 billion for the fourth quarter, versus analysts’ estimates of $2.13 billion amid a slowdown in orders. United States Steel shares dropped 5.1% to $22.26 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699982955,"gmtCreate":1639735749487,"gmtModify":1639735749628,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Yep","listText":"Yep","text":"Yep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699982955","repostId":"1100764747","repostType":4,"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602018596,"gmtCreate":1638939040856,"gmtModify":1638939041050,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> Should have informed shareholders the adhoc offerings in advance on AGM","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> Should have informed shareholders the adhoc offerings in advance on AGM","text":"$CapLand IntCom T(C38U.SI)$ Should have informed shareholders the adhoc offerings in advance on AGM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602018596","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603198026,"gmtCreate":1638371435847,"gmtModify":1638371436650,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Booming","listText":"Booming","text":"Booming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603198026","repostId":"2188563155","repostType":2,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877934099,"gmtCreate":1637857269344,"gmtModify":1637857269344,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"yep","listText":"yep","text":"yep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877934099","repostId":"2186391610","repostType":2,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848517135,"gmtCreate":1636012293745,"gmtModify":1636012293877,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Like it like","listText":"Like it like","text":"Like it like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848517135","repostId":"1176588625","repostType":4,"repost":{"id":"1176588625","kind":"news","pubTimestamp":1636010158,"share":"https://www.laohu8.com/m/news/1176588625?lang=&edition=full","pubTime":"2021-11-04 15:15","market":"us","language":"en","title":"Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176588625","media":"Barrons","summary":"Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered","content":"<p>Activision Blizzard&nbsp;stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games <i>Overwatch 2</i> and <i>Diablo IV</i> caught Wall Street off guard.</p>\n<p>The company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from <i>Diablo IV</i> and <i>Overwatch 2</i> in 2022.</p>\n<p>Shares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The&nbsp;S&amp;P 500&nbsp;rose 0.6%, and the&nbsp;Nasdaq&nbsp;rose 1% on Wednesday.</p>\n<p>Baird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”</p>\n<p>“While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.</p>\n<p>For Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.</p>\n<p>Executives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.</p>\n<p>Activision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed&nbsp;a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.</p>\n<p>Following an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.</p>\n<p>“Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”</p>\n<p>MKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.</p>\n<p>“With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.</p>\n<p>Wedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected <i>Overwatch 2</i> could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.</p>\n<p>The analyst added that for the sequel, players will compete on teams of five, rather than the six in the current <i>Overwatch</i> game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.</p>\n<p>“We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.</p>\n<p>Oppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.</p>\n<p>“We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.</p>\n<p>In the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its <i>Call of Duty</i> franchise and its King mobile games segment.</p>\n<p>“While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.</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\">\nActivision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games Overwatch 2 and Diablo IV caught Wall Street...</p>\n\n<a href=\"https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176588625","content_text":"Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games Overwatch 2 and Diablo IV caught Wall Street off guard.\nThe company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from Diablo IV and Overwatch 2 in 2022.\nShares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The S&P 500 rose 0.6%, and the Nasdaq rose 1% on Wednesday.\nBaird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”\n“While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.\nFor Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.\nExecutives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.\nActivision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.\nFollowing an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.\n“Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”\nMKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.\n“With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.\nWedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected Overwatch 2 could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.\nThe analyst added that for the sequel, players will compete on teams of five, rather than the six in the current Overwatch game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.\n“We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.\nOppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.\n“We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.\nIn the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its Call of Duty franchise and its King mobile games segment.\n“While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848514751,"gmtCreate":1636012262021,"gmtModify":1636012279057,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Not exactly","listText":"Not exactly","text":"Not exactly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848514751","repostId":"1196366330","repostType":4,"repost":{"id":"1196366330","kind":"news","pubTimestamp":1636011077,"share":"https://www.laohu8.com/m/news/1196366330?lang=&edition=full","pubTime":"2021-11-04 15:31","market":"us","language":"en","title":"Zillow Stops Homebuying: How Will This Impact Their Stock Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196366330","media":"Seeking Alpha","summary":"Summary\n\nZillow had paused, and now will completely wind down, home buying with the division termina","content":"<p><b>Summary</b></p>\n<ul>\n <li>Zillow had paused, and now will completely wind down, home buying with the division terminating over the next few quarters.</li>\n <li>There is evidence of a slowing housing market and Zillow is reportedly offloading homes below cost and will take a significant asset write-down.</li>\n <li>Zillow's stock has been in a downward cycle since February of this year, and this shows no signs of slowing.</li>\n <li>The IMT segment posted positive Q3 results, which were obviously overshadowed by the news above.</li>\n <li>How do these moving parts impact the company's prospects?</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db785603fd1fe96aa3ee17c4196b74dd\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Xacto/E+ via Getty Images</span></p>\n<p><b>Why Did Zillow Stop Home Buying?</b></p>\n<p>Zillow Group, Inc. (Z) is a digital real estate company which operates in three divisions. First, it operates its Internet, Media, and Technology (IMT) segment which produces revenue through Premier Agent or advertising revenues from agents. Second, the mortgage segment makes money by performing loan originations and reselling mortgages. The third segment, and largest segment by revenue, is the Homes segment, commonly known as Zillow Offers. In this segment the company purchases, fixes, and resells residential real estate. Zillow announced it&nbsp;will be winding this segment down completely&nbsp;during their Q3 earnings release. The wind-down includes an asset write-down of over $300M as well.</p>\n<p><b>So, how did we get here?</b></p>\n<p>In mid-October, Zillow paused this segment through at least the end of 2021.</p>\n<blockquote>\n We are beyond operational capacity in our Zillow Offers business and are not taking on additional contracts to purchase homes at this time...\"\n</blockquote>\n<blockquote>\n Company Spokesman per Seeking Alpha, courtesy Bloomberg.\n</blockquote>\n<p>This news had both positive and negative elements. First, on the positive side, it is obvious that the iBuying program is immensely popular. Zillow reported&nbsp;that 1% of homes in Q2 2021&nbsp;used some type of iBuying program. This may not seem significant at just 1%, however considering the United States home sales market is&nbsp;expected to reach $2.5&nbsp;<i>trillion</i>&nbsp;in 2021, this is a very big number indeed. I also considered it positive that Zillow recognized that they were becoming overextended and paused, rather than risking serious systemic issues that would hurt customers and damage their reputation.</p>\n<p>This has clear implications for competitors like Redfin (RDFN) and Opendoor (OPEN) to accumulate market share. The iBuying process is popular, but it must be managed correctly. I have seen no indication that they will cease their programs.</p>\n<p>Further, this could be a reflection that the red-hot market is cooling. Zillow may have many more sellers in line than buyers. While the secular demand trends are expected to be positive, as&nbsp;the country is short millions of homes, the short-term could get bumpy. Two days prior to this announcement, Redfin&nbsp;reported a drop in both homes sales, which dropped 9%, and new listings, which fell 5%.</p>\n<p>Other reasons for the pause, included macroeconomic issues that many businesses are currently facing. These include supply and labor shortages that have extended the process of reselling a home.</p>\n<blockquote>\n We're operating within a labor- and supply-constrained economy inside a competitive real estate market, especially in the construction, renovation and closing spaces...\n</blockquote>\n<blockquote>\n \"Pausing new contracts will enable us to focus on sellers already under contract with us and our current home inventory,\"\n</blockquote>\n<blockquote>\n Jeremy Wacksman, Zillow CEO, in a statement.\n</blockquote>\n<p>Because of this, higher costs of renovations could significantly tighten margins. In fact, more than half of the homes recently purchased may be under water, as I will discuss below.</p>\n<p>Home prices had been on fire for the first half of this year when Zillow was a buyer. Now that the market is taking a breather, these homes are waiting for buyers and the prices are coming down. This is a serious risk that every iBuying company will face. And the risk is structural. Shown below, prices have inched down ever so slightly from the red-hot summer months. It is worrisome that Zillow has purchased in the summer, while prices were highest, and is now selling in the fall when the kids are back in school and the market has slowed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92e59a7c8a0c8cf3531ea1972a7a8fd3\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Zillow Stock Price</b></p>\n<p>This news caused nervous investors to accelerate the downtrend in the stock, fearing a structural difficulty that could linger. The stock fell nearly 10% total in the days around the announcement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a78debfc71d8aac0b2eaeaf304fe5eb6\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>However, cooler heads prevailed and the stock recovered somewhat thanks to a bullish hedge fund call which I discuss below. It is still stuck in a persistent downward trend since earlier this year, as shown below in the YTD chart.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab979080dfdee8a0875705807f5c89b\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>One positive note for the stock is the interest from hedge fund manager Gil Simon of SoMa Equity Partners who recommended the stock and sees a&nbsp;\"compelling\" long-term opportunity. As the stock price has been cut in half since February 2021 it is difficult not to see it as oversold. Especially as certain metrics begin to resemble those from before the pandemic. This bullish call was made after the \"pause\" announcement, but before the \"wind down\" announcement.</p>\n<p>At the same time, not all analysts were or are bullish. Bank of America&nbsp;cut its price target&nbsp;from $100 to $85 on October 28, 2021.</p>\n<p>Then, to start out November on a sour note, a KeyBanc analyst pointed to a&nbsp;study done by the firm that shows well over half the home&nbsp;scurrently listed are selling for<i>less</i>than the purchase price. This led to another selloff of more than 10% to open the month of November, pictured below. This looked to confirm some of the worst fears when the pause was implemented.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859acfe9ed5bc2583e62ed965984227f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Zillow Stock Forecast</b></p>\n<p>Q3 results are almost an afterthought at this point. There are some positives in the release, however. The IMT segment posted impressive revenue and EBITDA figures. The segment has grown revenues at a compound annual growth rate (CAGR) over 15% since 2018, or 52% total. Adjusted EBITDA in this segment has grown at a CAGR over 50% during this time and reached $836M for the trailing twelve months ended September 30, 2021. This will be the key to success moving forward. Zillow also has the opportunity to focus on profitability moving forward rather than growth at any cost. The IMT segment is generally profitable, while the homebuying segment has been unprofitable historically. Mortgages have profit potential as well, having posted positive adjusted EBITDA in Q3 2021, albeit only $5M. It remains to be seen exactly how Zillow will move forward, but a focus on becoming cash-flow and EBITDA positive overall and the core business would be wise.</p>\n<p><b>Is Zillow Stock A Buy, Sell, or Hold?</b></p>\n<p>Analysts have a gigantic spread in opinion on Zillow. Some have price targets at $145 while others have cut to just $85. The average target, according to&nbsp;Seeking Alpha's Wall St. Rating center&nbsp;is $98.50. There is much uncertainty after the announcement of the wind-down and we will likely see&nbsp;significant adjustments downward&nbsp;in the next several days.</p>\n<p>This uncertainty may bring about an opportunity to invest while the stock is heavily beaten down, but the best opportunity is likely not today. There is a real danger that there is more bad news to come. The stock will also need to be rerated by analysts and the news digested by Wall Street. At this time Zillow is far too risky to initiate a position.</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>Zillow Stops Homebuying: How Will This Impact Their Stock Forecast?</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\">\nZillow Stops Homebuying: How Will This Impact Their Stock Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 15:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4464868-zilllow-stops-homebuying-stock-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nZillow had paused, and now will completely wind down, home buying with the division terminating over the next few quarters.\nThere is evidence of a slowing housing market and Zillow is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4464868-zilllow-stops-homebuying-stock-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZG":"Zillow Class A","Z":"Zillow"},"source_url":"https://seekingalpha.com/article/4464868-zilllow-stops-homebuying-stock-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196366330","content_text":"Summary\n\nZillow had paused, and now will completely wind down, home buying with the division terminating over the next few quarters.\nThere is evidence of a slowing housing market and Zillow is reportedly offloading homes below cost and will take a significant asset write-down.\nZillow's stock has been in a downward cycle since February of this year, and this shows no signs of slowing.\nThe IMT segment posted positive Q3 results, which were obviously overshadowed by the news above.\nHow do these moving parts impact the company's prospects?\n\nXacto/E+ via Getty Images\nWhy Did Zillow Stop Home Buying?\nZillow Group, Inc. (Z) is a digital real estate company which operates in three divisions. First, it operates its Internet, Media, and Technology (IMT) segment which produces revenue through Premier Agent or advertising revenues from agents. Second, the mortgage segment makes money by performing loan originations and reselling mortgages. The third segment, and largest segment by revenue, is the Homes segment, commonly known as Zillow Offers. In this segment the company purchases, fixes, and resells residential real estate. Zillow announced it will be winding this segment down completely during their Q3 earnings release. The wind-down includes an asset write-down of over $300M as well.\nSo, how did we get here?\nIn mid-October, Zillow paused this segment through at least the end of 2021.\n\n We are beyond operational capacity in our Zillow Offers business and are not taking on additional contracts to purchase homes at this time...\"\n\n\n Company Spokesman per Seeking Alpha, courtesy Bloomberg.\n\nThis news had both positive and negative elements. First, on the positive side, it is obvious that the iBuying program is immensely popular. Zillow reported that 1% of homes in Q2 2021 used some type of iBuying program. This may not seem significant at just 1%, however considering the United States home sales market is expected to reach $2.5 trillion in 2021, this is a very big number indeed. I also considered it positive that Zillow recognized that they were becoming overextended and paused, rather than risking serious systemic issues that would hurt customers and damage their reputation.\nThis has clear implications for competitors like Redfin (RDFN) and Opendoor (OPEN) to accumulate market share. The iBuying process is popular, but it must be managed correctly. I have seen no indication that they will cease their programs.\nFurther, this could be a reflection that the red-hot market is cooling. Zillow may have many more sellers in line than buyers. While the secular demand trends are expected to be positive, as the country is short millions of homes, the short-term could get bumpy. Two days prior to this announcement, Redfin reported a drop in both homes sales, which dropped 9%, and new listings, which fell 5%.\nOther reasons for the pause, included macroeconomic issues that many businesses are currently facing. These include supply and labor shortages that have extended the process of reselling a home.\n\n We're operating within a labor- and supply-constrained economy inside a competitive real estate market, especially in the construction, renovation and closing spaces...\n\n\n \"Pausing new contracts will enable us to focus on sellers already under contract with us and our current home inventory,\"\n\n\n Jeremy Wacksman, Zillow CEO, in a statement.\n\nBecause of this, higher costs of renovations could significantly tighten margins. In fact, more than half of the homes recently purchased may be under water, as I will discuss below.\nHome prices had been on fire for the first half of this year when Zillow was a buyer. Now that the market is taking a breather, these homes are waiting for buyers and the prices are coming down. This is a serious risk that every iBuying company will face. And the risk is structural. Shown below, prices have inched down ever so slightly from the red-hot summer months. It is worrisome that Zillow has purchased in the summer, while prices were highest, and is now selling in the fall when the kids are back in school and the market has slowed.\nData by YCharts\nZillow Stock Price\nThis news caused nervous investors to accelerate the downtrend in the stock, fearing a structural difficulty that could linger. The stock fell nearly 10% total in the days around the announcement.\nData by YCharts\nHowever, cooler heads prevailed and the stock recovered somewhat thanks to a bullish hedge fund call which I discuss below. It is still stuck in a persistent downward trend since earlier this year, as shown below in the YTD chart.\nData by YCharts\nOne positive note for the stock is the interest from hedge fund manager Gil Simon of SoMa Equity Partners who recommended the stock and sees a \"compelling\" long-term opportunity. As the stock price has been cut in half since February 2021 it is difficult not to see it as oversold. Especially as certain metrics begin to resemble those from before the pandemic. This bullish call was made after the \"pause\" announcement, but before the \"wind down\" announcement.\nAt the same time, not all analysts were or are bullish. Bank of America cut its price target from $100 to $85 on October 28, 2021.\nThen, to start out November on a sour note, a KeyBanc analyst pointed to a study done by the firm that shows well over half the home scurrently listed are selling forlessthan the purchase price. This led to another selloff of more than 10% to open the month of November, pictured below. This looked to confirm some of the worst fears when the pause was implemented.\nData by YCharts\nZillow Stock Forecast\nQ3 results are almost an afterthought at this point. There are some positives in the release, however. The IMT segment posted impressive revenue and EBITDA figures. The segment has grown revenues at a compound annual growth rate (CAGR) over 15% since 2018, or 52% total. Adjusted EBITDA in this segment has grown at a CAGR over 50% during this time and reached $836M for the trailing twelve months ended September 30, 2021. This will be the key to success moving forward. Zillow also has the opportunity to focus on profitability moving forward rather than growth at any cost. The IMT segment is generally profitable, while the homebuying segment has been unprofitable historically. Mortgages have profit potential as well, having posted positive adjusted EBITDA in Q3 2021, albeit only $5M. It remains to be seen exactly how Zillow will move forward, but a focus on becoming cash-flow and EBITDA positive overall and the core business would be wise.\nIs Zillow Stock A Buy, Sell, or Hold?\nAnalysts have a gigantic spread in opinion on Zillow. Some have price targets at $145 while others have cut to just $85. The average target, according to Seeking Alpha's Wall St. Rating center is $98.50. There is much uncertainty after the announcement of the wind-down and we will likely see significant adjustments downward in the next several days.\nThis uncertainty may bring about an opportunity to invest while the stock is heavily beaten down, but the best opportunity is likely not today. There is a real danger that there is more bad news to come. The stock will also need to be rerated by analysts and the news digested by Wall Street. At this time Zillow is far too risky to initiate a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859193653,"gmtCreate":1634662817384,"gmtModify":1634695410230,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Might tank likely","listText":"Might tank likely","text":"Might tank likely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859193653","repostId":"1159487757","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823216486,"gmtCreate":1633627256484,"gmtModify":1633627256599,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Commodities inflation","listText":"Commodities inflation","text":"Commodities inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823216486","repostId":"1145884564","repostType":4,"repost":{"id":"1145884564","kind":"news","pubTimestamp":1633616637,"share":"https://www.laohu8.com/m/news/1145884564?lang=&edition=full","pubTime":"2021-10-07 22:23","market":"us","language":"en","title":"A global energy crisis is coming. There's no quick fix","url":"https://stock-news.laohu8.com/highlight/detail?id=1145884564","media":"cnn","summary":"London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predicti","content":"<p>London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predictions of $100 oil.</p>\n<p>A global energy crunch caused by weather and a resurgence in demand is getting worse, stirring alarm ahead of the winter, when more energy is needed to light and heat homes. Governments around the world are trying to limit the impact on consumers, but acknowledge they may not be able to prevent bills spiking.</p>\n<p>Further complicating the picture is mounting pressure on governments to accelerate the transition to cleaner energy as world leaders prepare for a critical climate summit in November.</p>\n<p>In China, rolling blackouts for residents have already begun, while in India power stations are scrambling for coal. Consumer advocates in Europe are calling for a ban on disconnections if customers can't promptly settle what they owe.</p>\n<p>\"This price shock is an unexpected crisis at a critical juncture,\" EU energy chief Kadri Simson said Wednesday, confirming the bloc will outline its longer-term policy response next week. \"The immediate priority should be to mitigate social impacts and protect vulnerable households.\"</p>\n<p>In Europe, natural gas is now trading at the equivalent of $230 per barrel, in oil terms — up more than 130% since the beginning of September and more than eight times higher than the same point last year, according to data from Independent Commodity Intelligence Services.</p>\n<p>In East Asia, the cost of natural gas is up 85% since the start of September, hitting roughly $204 per barrel in oil terms. Prices remain much lower in the United States, a net exporter of natural gas, but still have shot up to their highest levels in 13 years.</p>\n<p>\"A lot of it is feeding off of fear about what the winter's going to look like,\" said Nikos Tsafos, an energy and geopolitics expert at the Center for Strategic and International Studies, a Washington-based think tank. He thinks that anxiety has caused the market to break away from the fundamentals of supply and demand.</p>\n<p>The frenzy to secure natural gas is also pushing up the price of coal and oil, which can be used as substitutes in some cases, but are even worse for the climate. India, which remains extremely dependent on coal, said this week that as many as 63 of its 135 coal-fired power plants have two days or less of supplies.</p>\n<p>The circumstances are causing central banks and investors to worry. Rising energy prices are contributing to inflation, which already was a major concern as the global economy tries to shake off the lingering effects of Covid-19. Dynamics over the winter could make matters worse.</p>\n<p><b>No easy solution</b></p>\n<p>The crisis is rooted in soaring demand for energy as the economic recovery from the pandemic takes hold, and a carefully calibrated system that's easily disrupted by weather events or mechanical problems.</p>\n<p>An unusually long and cold winter earlier this year depleted stocks of natural gas in Europe. Soaring demand for energy has impeded the restocking process, which typically happens over the spring and summer.</p>\n<p>China's growing appetite for liquified natural gas has meant LNG markets can't fill the gap. A decline in Russian gas exports and unusually calm winds have exacerbated the problem.</p>\n<p>\"The current surge in European energy power prices is truly unique,\" energy analysts at the Société Générale bank told clients this week. \"Never before have power prices risen so far, so fast. And we are only a few days into autumn — temperatures are still mild.\"</p>\n<p>The dynamics are reverberating globally. In the United States, natural gas prices have risen 47% since the beginning of August. The scramble for coal is also triggering a spike in the price many European companies have to pay for carbon credits so they can burn fossil fuels.</p>\n<p>Additionally, the energy crunch is supporting oil prices, which hit seven-year highs in the United States this week. Bank of America recently predicted that a cold winter could push the price of Brent crude, the global benchmark, past $100 per barrel. Prices haven't been that high since 2014.</p>\n<p><img src=\"https://static.tigerbbs.com/1bcd17c239a923accbcb947fe0ffa5b5\" tg-width=\"829\" tg-height=\"585\" width=\"100%\" height=\"auto\"></p>\n<p>Jim Burkhard, who leads IHS Markit's research on crude oil, energy and mobility, said there's \"no immediate relief in sight.\"</p>\n<p>\"There's no Saudi Arabia for gas,\" he said, referring to a single supplier that can quickly ramp up natural gas production. \"This looks like it's going to endure for the winter in the Northern Hemisphere.\"</p>\n<p>Russia could theoretically step up. Société Générale noted that faster approval by German authorities of the politically-sensitive Nord Stream 2 pipeline, which would carry gas directly from Russia to Europe, would ease significant stress.</p>\n<p>On Wednesday, Russian President Vladimir Putin suggested that Russia could increase its output, saying that state-owned gas giant Gazprom has never \"refused to increase supplies to its consumers if they submit appropriate bids.\"</p>\n<p>But Neil Chapman, senior vice president at ExxonMobil (XOM), emphasized the short-term constraints at an industry conference this week.</p>\n<p>\"Of course there's great concern,\" Chapman said at the virtual Energy Intelligence Forum. \"In our industry, because it's capital intensive, you can't just turn on the supply.\"</p>\n<p><b>Crisis with a cost</b></p>\n<p>The best case scenario, according to Burkhard, is that a winter with average temperatures allows pressure to lift in the second quarter of 2022.</p>\n<p>But severe weather in the coming months would create huge strain — particularly in countries that rely heavily on natural gas for energy production, like Italy and the United Kingdom. Britain is in a particularly tough spot because it lacks storage capacity, and is dealing with the fallout from a broken power line with France.</p>\n<p>\"The UK is arguably at the highest risk of Europe's major economies of a winter supply shortfall,\" Henning Gloystein, director of the energy, climate and resource team at consultancy Eurasia Group, said in a note to clients this week. \"Should this happen, the government would likely demand factories to reduce output and gas consumption in order to ensure household supply.\"</p>\n<p>The massive jump in energy costs, which shows no signs of abating, is fanning inflation fears, which already had been forcing policymakers to carefully consider their next steps.</p>\n<p>Energy prices in developed countries rose 18% in August, the fastest pace since 2008, according to data released Tuesday by the Organization for Economic Cooperation and Development. And that was before the situation deteriorated significantly in recent weeks.</p>\n<p>Higher energy bills could crimp consumer spending on clothing or activities like dining out, hurting the comeback from the pandemic. If businesses are asked to curtail activity to conserve power, that could also hurt the economy.</p>\n<p>\"There are concerns that rising gas prices will put Europe's post-pandemic economic recovery at risk,\" Gloystein said.</p>\n<p>There's also anxiety that price volatility could feed public skepticism about funding for the energy transition, according to Gloystein, should consumers demand more investment in oil and gas to limit future fluctuations.</p>\n<p>Governments that have committed to reducing emissions are preemptively trying to send a firm message: This bolsters, not undermines, the case for investing in a broader mix of energy sources.</p>\n<p>\"It's very clear that with energy in the long term, it is important to invest in renewables,\" European Commission President Ursula von der Leyen said Wednesday. \"That gives us stable prices and more independence, because 90% of the gas is imported to the European Union.\"</p>\n<p>— James Frater, Laura He, Katharina Krebs and Diksha Madhok contributed reporting.</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>A global energy crisis is coming. There's no quick fix</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 global energy crisis is coming. There's no quick fix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/07/business/global-energy-crisis/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predictions of $100 oil.\nA global energy crunch caused by weather and a resurgence in demand is getting ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/07/business/global-energy-crisis/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://edition.cnn.com/2021/10/07/business/global-energy-crisis/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145884564","content_text":"London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predictions of $100 oil.\nA global energy crunch caused by weather and a resurgence in demand is getting worse, stirring alarm ahead of the winter, when more energy is needed to light and heat homes. Governments around the world are trying to limit the impact on consumers, but acknowledge they may not be able to prevent bills spiking.\nFurther complicating the picture is mounting pressure on governments to accelerate the transition to cleaner energy as world leaders prepare for a critical climate summit in November.\nIn China, rolling blackouts for residents have already begun, while in India power stations are scrambling for coal. Consumer advocates in Europe are calling for a ban on disconnections if customers can't promptly settle what they owe.\n\"This price shock is an unexpected crisis at a critical juncture,\" EU energy chief Kadri Simson said Wednesday, confirming the bloc will outline its longer-term policy response next week. \"The immediate priority should be to mitigate social impacts and protect vulnerable households.\"\nIn Europe, natural gas is now trading at the equivalent of $230 per barrel, in oil terms — up more than 130% since the beginning of September and more than eight times higher than the same point last year, according to data from Independent Commodity Intelligence Services.\nIn East Asia, the cost of natural gas is up 85% since the start of September, hitting roughly $204 per barrel in oil terms. Prices remain much lower in the United States, a net exporter of natural gas, but still have shot up to their highest levels in 13 years.\n\"A lot of it is feeding off of fear about what the winter's going to look like,\" said Nikos Tsafos, an energy and geopolitics expert at the Center for Strategic and International Studies, a Washington-based think tank. He thinks that anxiety has caused the market to break away from the fundamentals of supply and demand.\nThe frenzy to secure natural gas is also pushing up the price of coal and oil, which can be used as substitutes in some cases, but are even worse for the climate. India, which remains extremely dependent on coal, said this week that as many as 63 of its 135 coal-fired power plants have two days or less of supplies.\nThe circumstances are causing central banks and investors to worry. Rising energy prices are contributing to inflation, which already was a major concern as the global economy tries to shake off the lingering effects of Covid-19. Dynamics over the winter could make matters worse.\nNo easy solution\nThe crisis is rooted in soaring demand for energy as the economic recovery from the pandemic takes hold, and a carefully calibrated system that's easily disrupted by weather events or mechanical problems.\nAn unusually long and cold winter earlier this year depleted stocks of natural gas in Europe. Soaring demand for energy has impeded the restocking process, which typically happens over the spring and summer.\nChina's growing appetite for liquified natural gas has meant LNG markets can't fill the gap. A decline in Russian gas exports and unusually calm winds have exacerbated the problem.\n\"The current surge in European energy power prices is truly unique,\" energy analysts at the Société Générale bank told clients this week. \"Never before have power prices risen so far, so fast. And we are only a few days into autumn — temperatures are still mild.\"\nThe dynamics are reverberating globally. In the United States, natural gas prices have risen 47% since the beginning of August. The scramble for coal is also triggering a spike in the price many European companies have to pay for carbon credits so they can burn fossil fuels.\nAdditionally, the energy crunch is supporting oil prices, which hit seven-year highs in the United States this week. Bank of America recently predicted that a cold winter could push the price of Brent crude, the global benchmark, past $100 per barrel. Prices haven't been that high since 2014.\n\nJim Burkhard, who leads IHS Markit's research on crude oil, energy and mobility, said there's \"no immediate relief in sight.\"\n\"There's no Saudi Arabia for gas,\" he said, referring to a single supplier that can quickly ramp up natural gas production. \"This looks like it's going to endure for the winter in the Northern Hemisphere.\"\nRussia could theoretically step up. Société Générale noted that faster approval by German authorities of the politically-sensitive Nord Stream 2 pipeline, which would carry gas directly from Russia to Europe, would ease significant stress.\nOn Wednesday, Russian President Vladimir Putin suggested that Russia could increase its output, saying that state-owned gas giant Gazprom has never \"refused to increase supplies to its consumers if they submit appropriate bids.\"\nBut Neil Chapman, senior vice president at ExxonMobil (XOM), emphasized the short-term constraints at an industry conference this week.\n\"Of course there's great concern,\" Chapman said at the virtual Energy Intelligence Forum. \"In our industry, because it's capital intensive, you can't just turn on the supply.\"\nCrisis with a cost\nThe best case scenario, according to Burkhard, is that a winter with average temperatures allows pressure to lift in the second quarter of 2022.\nBut severe weather in the coming months would create huge strain — particularly in countries that rely heavily on natural gas for energy production, like Italy and the United Kingdom. Britain is in a particularly tough spot because it lacks storage capacity, and is dealing with the fallout from a broken power line with France.\n\"The UK is arguably at the highest risk of Europe's major economies of a winter supply shortfall,\" Henning Gloystein, director of the energy, climate and resource team at consultancy Eurasia Group, said in a note to clients this week. \"Should this happen, the government would likely demand factories to reduce output and gas consumption in order to ensure household supply.\"\nThe massive jump in energy costs, which shows no signs of abating, is fanning inflation fears, which already had been forcing policymakers to carefully consider their next steps.\nEnergy prices in developed countries rose 18% in August, the fastest pace since 2008, according to data released Tuesday by the Organization for Economic Cooperation and Development. And that was before the situation deteriorated significantly in recent weeks.\nHigher energy bills could crimp consumer spending on clothing or activities like dining out, hurting the comeback from the pandemic. If businesses are asked to curtail activity to conserve power, that could also hurt the economy.\n\"There are concerns that rising gas prices will put Europe's post-pandemic economic recovery at risk,\" Gloystein said.\nThere's also anxiety that price volatility could feed public skepticism about funding for the energy transition, according to Gloystein, should consumers demand more investment in oil and gas to limit future fluctuations.\nGovernments that have committed to reducing emissions are preemptively trying to send a firm message: This bolsters, not undermines, the case for investing in a broader mix of energy sources.\n\"It's very clear that with energy in the long term, it is important to invest in renewables,\" European Commission President Ursula von der Leyen said Wednesday. \"That gives us stable prices and more independence, because 90% of the gas is imported to the European Union.\"\n— James Frater, Laura He, Katharina Krebs and Diksha Madhok contributed reporting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862125049,"gmtCreate":1632845694662,"gmtModify":1632845694662,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Fifa","listText":"Fifa","text":"Fifa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862125049","repostId":"1112583450","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886482205,"gmtCreate":1631616654407,"gmtModify":1631888693423,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Worth looking at","listText":"Worth looking at","text":"Worth looking at","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886482205","repostId":"1198389893","repostType":4,"repost":{"id":"1198389893","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631610686,"share":"https://www.laohu8.com/m/news/1198389893?lang=&edition=full","pubTime":"2021-09-14 17:11","market":"us","language":"en","title":"Akerna shares surged more than 9% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1198389893","media":"Tiger Newspress","summary":"Cannabis industry software provider Akerna shares surged more than 9% in premarket trading on Akerna","content":"<p>Cannabis industry software provider&nbsp;Akerna shares surged more than 9% in premarket trading&nbsp;on&nbsp;Akerna to acquire 365 Cannabis for $17M.</p>\n<p><img src=\"https://static.tigerbbs.com/92af46135cfe248886d61f0dfe07deb1\" tg-width=\"892\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p>\n<ul>\n <li>Cannabis industry enterprise resource planning software technology provider Akerna&nbsp;will&nbsp;acquire business management software system 365 Cannabis in a $17M deal.</li>\n <li>Akerna will pay $4M in cash and $13M in stock, with a potential earn-out of $8M. The transaction is expected to close in Q4.</li>\n <li>Akerna has the industry's first seed-to-sale enterprise software technology, MJ Platform,&nbsp;and recently launched Akerna Connect, an ecommerce software suite of digital marketing tools to retailers and dispensaries.</li>\n <li>365 Cannabis is built on Microsoft's&nbsp;Dynamics 365 Business Central.</li>\n <li>Cannabis 365 clients include&nbsp;Cannabis 365 clients include Pharmacann, Nectar, Revolution, Sundial, ans Kiaro.</li>\n</ul>","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>Akerna shares surged more than 9% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAkerna shares surged more than 9% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-14 17:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Cannabis industry software provider&nbsp;Akerna shares surged more than 9% in premarket trading&nbsp;on&nbsp;Akerna to acquire 365 Cannabis for $17M.</p>\n<p><img src=\"https://static.tigerbbs.com/92af46135cfe248886d61f0dfe07deb1\" tg-width=\"892\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p>\n<ul>\n <li>Cannabis industry enterprise resource planning software technology provider Akerna&nbsp;will&nbsp;acquire business management software system 365 Cannabis in a $17M deal.</li>\n <li>Akerna will pay $4M in cash and $13M in stock, with a potential earn-out of $8M. The transaction is expected to close in Q4.</li>\n <li>Akerna has the industry's first seed-to-sale enterprise software technology, MJ Platform,&nbsp;and recently launched Akerna Connect, an ecommerce software suite of digital marketing tools to retailers and dispensaries.</li>\n <li>365 Cannabis is built on Microsoft's&nbsp;Dynamics 365 Business Central.</li>\n <li>Cannabis 365 clients include&nbsp;Cannabis 365 clients include Pharmacann, Nectar, Revolution, Sundial, ans Kiaro.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198389893","content_text":"Cannabis industry software provider Akerna shares surged more than 9% in premarket trading on Akerna to acquire 365 Cannabis for $17M.\n\n\nCannabis industry enterprise resource planning software technology provider Akerna will acquire business management software system 365 Cannabis in a $17M deal.\nAkerna will pay $4M in cash and $13M in stock, with a potential earn-out of $8M. The transaction is expected to close in Q4.\nAkerna has the industry's first seed-to-sale enterprise software technology, MJ Platform, and recently launched Akerna Connect, an ecommerce software suite of digital marketing tools to retailers and dispensaries.\n365 Cannabis is built on Microsoft's Dynamics 365 Business Central.\nCannabis 365 clients include Cannabis 365 clients include Pharmacann, Nectar, Revolution, Sundial, ans Kiaro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886482382,"gmtCreate":1631616634646,"gmtModify":1631888693436,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Oppsie dope","listText":"Oppsie dope","text":"Oppsie dope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886482382","repostId":"2167630550","repostType":4,"repost":{"id":"2167630550","kind":"highlight","pubTimestamp":1631516701,"share":"https://www.laohu8.com/m/news/2167630550?lang=&edition=full","pubTime":"2021-09-13 15:05","market":"us","language":"en","title":"Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2167630550","media":"MarketWatch","summary":"Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af","content":"<p>Apple looks to refocus on the iPhone after App Store legal blow</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1306d1e47e19f9fe4f1d6a24c7e3ba44\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Apple is set to unveil new devices at a Tuesday event.</span></p>\n<p>Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.</p>\n<p>The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.</p>\n<p>But the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.</p>\n<p>The rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.</p>\n<p>\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>Here's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.</p>\n<p><b>iPhone</b></p>\n<p>The iPhone has been the centerpiece of Apple's fall events and should be again this year.</p>\n<p>The company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.</p>\n<p>Apple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.</p>\n<p>The biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.</p>\n<p>There's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.</p>\n<p><b>Augmented reality</b></p>\n<p>Apple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to <a href=\"https://laohu8.com/S/EFFE\">Global X</a> research analyst Pedro Palandrani that the company could be planning a significant AR announcement.</p>\n<p>The \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) recently unveiled its own pair of smart glasses.</p>\n<p>Whether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.</p>\n<p>\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"</p>\n<p>Evercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"</p>\n<p><b>Apple Watch</b></p>\n<p>Apple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.</p>\n<p>The Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.</p>\n<p>The devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.</p>\n<p><b>AirPods</b></p>\n<p>Apple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.</p>\n<p>To start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.</p>\n<p>Apple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's what Apple is expected to announce at its iPhone 13 launch event Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page\">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://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167630550","content_text":"Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.\nThe smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple $(AAPL)$ could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.\nBut the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.\nThe rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.\n\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nHere's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.\niPhone\nThe iPhone has been the centerpiece of Apple's fall events and should be again this year.\nThe company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.\nApple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.\nThe biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.\nThere's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit $(LEO)$ satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.\nAugmented reality\nApple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to Global X research analyst Pedro Palandrani that the company could be planning a significant AR announcement.\nThe \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. Facebook Inc. (FB) recently unveiled its own pair of smart glasses.\nWhether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.\n\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"\nEvercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"\nApple Watch\nApple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.\nThe Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.\nThe devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.\nAirPods\nApple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.\nTo start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.\nApple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880861716,"gmtCreate":1631033046235,"gmtModify":1631888693450,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Wait and see","listText":"Wait and see","text":"Wait and see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880861716","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohu8.com/m/news/1130130857?lang=&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and  a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&amp;P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p>\n<p>Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p>\n<p>In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p>\n<p>That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&amp;P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p>\n<p>Next year’s gains look muted, as well, relative to recent trends. The group expects the S&amp;P 500 to tack on another 6% in 2022, rising to about 4800.</p>\n<p><img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p>\n<p>The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p>\n<p>Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p>\n<p>The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p>\n<p>A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p>\n<p>For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p>\n<p>Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p>\n<p>“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p>\n<p>The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for&nbsp;the bond market—and could be even more so for stocks.</p>\n<p>Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&amp;P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p>\n<p><img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>As long as 10-year Treasury yields stay in the 2% range, the S&amp;P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p>\n<p>If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says&nbsp;<a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p>\n<p><img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p>\n<p>If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p>\n<p>Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&amp;P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p>\n<p>A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p>\n<p>An increase of that magnitude would shave about 5% off S&amp;P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p>\n<p>These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p>\n<blockquote>\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n</blockquote>\n<p>The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p>\n<p>RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p>\n<p>“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p>\n<p>But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p>\n<p>“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p>\n<p><b>A Shopping List for Fall</b></p>\n<p>Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p>\n<p><img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p>Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p>\n<p>“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p>\n<p>He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p>\n<p>For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p>\n<p>“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p>\n<p>Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p>\n<p>Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p>\n<p>“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p>\n<p>Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p>\n<p><a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p>\n<p>Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p>\n<p>Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p>\n<p>Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p>\n<p><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson &amp; Johnson(JNJ), andCisco Systems(CSCO) are other S&amp;P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p>\n<p>After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p>","source":"lsy1610680873436","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>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?</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\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816551099,"gmtCreate":1630508751411,"gmtModify":1631888693461,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Meme ftw","listText":"Meme ftw","text":"Meme ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816551099","repostId":"2164281847","repostType":4,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831323787,"gmtCreate":1629290270049,"gmtModify":1631888693475,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Irrational dip","listText":"Irrational dip","text":"Irrational dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831323787","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172213906,"gmtCreate":1626962093005,"gmtModify":1631888693488,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172213906","repostId":"1175825882","repostType":4,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172219545,"gmtCreate":1626962079287,"gmtModify":1631888693501,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172219545","repostId":"1199303246","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180954546,"gmtCreate":1623172039685,"gmtModify":1631888693511,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Yep","listText":"Yep","text":"Yep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180954546","repostId":"1136550999","repostType":4,"repost":{"id":"1136550999","kind":"news","pubTimestamp":1623142939,"share":"https://www.laohu8.com/m/news/1136550999?lang=&edition=full","pubTime":"2021-06-08 17:02","market":"us","language":"en","title":"Biden administration announces plans to strengthen critical supply chains","url":"https://stock-news.laohu8.com/highlight/detail?id=1136550999","media":"cnbc","summary":"KEY POINTS\n\nThe Biden administration will announce new actions designed to strengthen critical U.S. ","content":"<div>\n<p>KEY POINTS\n\nThe Biden administration will announce new actions designed to strengthen critical U.S. supply chains on Tuesday.\nThey include plans to develop a domestic lithium battery manufacturing ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/08/biden-administration-announces-plans-to-strengthen-critical-supply-chains.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden administration announces plans to strengthen critical supply chains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden administration announces plans to strengthen critical supply chains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 17:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/08/biden-administration-announces-plans-to-strengthen-critical-supply-chains.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nThe Biden administration will announce new actions designed to strengthen critical U.S. supply chains on Tuesday.\nThey include plans to develop a domestic lithium battery manufacturing ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/08/biden-administration-announces-plans-to-strengthen-critical-supply-chains.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/08/biden-administration-announces-plans-to-strengthen-critical-supply-chains.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1136550999","content_text":"KEY POINTS\n\nThe Biden administration will announce new actions designed to strengthen critical U.S. supply chains on Tuesday.\nThey include plans to develop a domestic lithium battery manufacturing industry, as well as to mine and process rare earth minerals.\nThey also include a USTR “strike force” to combat “unfair foreign trade practices” which the White House says have contributed to the erosion of supply chains around the world.\n\nWASHINGTON — The Biden administration is set to announce a series of steps designed to strengthen critical U.S. supply chains on Tuesday, building up domestic manufacturing capabilities for key products and addressing existing vulnerabilities.\nIn February, President Joe Biden ordered a 100-day interagency review of domestic supply chains.\nThe outcome of this review and the resulting policy recommendations make up a new report totaling several hundred pages,due to bereleased on Tuesday.\nThe report's initial recommendations focus on four products critical to the U.S. economy: large capacity lithium batteries, rare earth minerals, semiconductors and active pharmaceutical ingredients.\n\nLarge capacity lithium batteries:The Department of Energy is aiming to release a 10-year plan to develop a domesticlithium battery supply chain in the United Statescapable of producing the batteries that power electric vehicles. The agency's Advanced Technology Vehicles Manufacturing Loan Program will distribute $17 billion in an effort to support new research and manufacturing efforts in the United States.\nRare earth minerals:The Department of Interior will lead a task force to identify sites wherecritical minerals could be producedand processed in the United States.\" The report said the U.S. will develop the capacity for \"sustainable production, refining, and recycling\" of the 17 rare earth metals used in cell phones, cars and magnets, while meeting high environmental standards.\nSemiconductors:As the nation grapples witha semiconductor shortage that has idled major auto manufacturing plants, the White House said it will work with the private sector to increase supply chain transparency.\nAdvanced pharmaceutical ingredients:The Department of Health and Human Services will use authority granted under the Defense Production Act to commit approximately $60 million to \"develop novel platform technologies to increase domestic manufacturing capacity for API.\"\n\nIn addition to these steps, designed to boost supplies of specific products, the administration also announced several broader initiatives.\nTo help train the workers that will be needed to staff these new projects, the White House will announce $100 million in additional grants to support state-led apprenticeship expansion efforts. The grants will be administered by the Department of Labor.\nThe Department of Energy will announce a new policy that requires awardees of DOE research and development grants to \"substantially manufacture those products in the United States.\"\nAlong with these efforts to bolster domestic supply chains, the Biden administration will also announce new steps to combat \"unfair foreign trade practices,\" which it says have contributed to the erosion of supply chains around the world.\nOne of these will be the creation of a \"trade strike force\" led by the U.S. Trade Representative's office. The strike force will aim to identify \"unilateral and multilateral\" enforcement actions the United States can take to punish countries that it believes are engaging in unfair trade practices. According to a senior administration official, the strike force will focus on developing U.S.-China trade policies.\nThe other enforcement-related action will be an evaluation, led by the Department of Commerce, of whether to initiate an investigation into neodymium magnets under Section 232 of the Trade Expansion Act.\nThe rare earth magnets are used in motors and electronics by both civilians and the military. If the investigation were to conclude that U.S. national security is threatened by foreign supplies of neodymium, it could open the door to import restrictions or tariffs.\nBiden's predecessor, Donald Trump, invoked Section 232 twice during his one term as president, citing it as his justification for imposing broad steel and aluminum tariffs. Those tariffs are still in place, and Biden has not said whether he will lift them or not.\nA senior administration official who briefed reporters emphasized that Biden's trade policy actions are fundamentally different from Trump's trade wars, because they are carefully targeted.\n\"We're not looking to wage trade wars with our allies and partners,\" said the official. \"We're looking at very targeted products where we think there are effective tools we could deploy to strengthen our own supply chains and reduce vulnerabilities.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114918896,"gmtCreate":1623041739215,"gmtModify":1631888693529,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"LnS","listText":"LnS","text":"LnS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114918896","repostId":"1167316963","repostType":4,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":699982955,"gmtCreate":1639735749487,"gmtModify":1639735749628,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Yep","listText":"Yep","text":"Yep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699982955","repostId":"1100764747","repostType":4,"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862125049,"gmtCreate":1632845694662,"gmtModify":1632845694662,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Fifa","listText":"Fifa","text":"Fifa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862125049","repostId":"1112583450","repostType":4,"repost":{"id":"1112583450","kind":"news","pubTimestamp":1632842868,"share":"https://www.laohu8.com/m/news/1112583450?lang=&edition=full","pubTime":"2021-09-28 23:27","market":"us","language":"en","title":"Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1112583450","media":"Seeking Alpha","summary":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li>\n <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li>\n <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the&nbsp;delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Great Fiscal Q1</b></p>\n<p>Electronic Arts had a strong&nbsp;Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p>\n<p><img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p>\n<p>As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p>\n<p>The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p>\n<p><b>Continued Growth in Mobile</b></p>\n<p>EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the&nbsp;purchase of Playdemic&nbsp;for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p>\n<p><b>Conclusion</b></p>\n<p>The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</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>Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity</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\">\nElectronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.\nEA...</p>\n\n<a href=\"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电"},"source_url":"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112583450","content_text":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.\nEA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.\n\nSundry Photography/iStock Editorial via Getty Images\nElectronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.\nData by YCharts\nGreat Fiscal Q1\nElectronic Arts had a strong Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.\n\nAs you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.\nThe company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.\nContinued Growth in Mobile\nEA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the purchase of Playdemic for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.\nConclusion\nThe recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816551099,"gmtCreate":1630508751411,"gmtModify":1631888693461,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Meme ftw","listText":"Meme ftw","text":"Meme ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816551099","repostId":"2164281847","repostType":4,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118554943,"gmtCreate":1622741135782,"gmtModify":1631891247263,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Dipping","listText":"Dipping","text":"Dipping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/118554943","repostId":"2140422463","repostType":4,"repost":{"id":"2140422463","kind":"highlight","pubTimestamp":1622734323,"share":"https://www.laohu8.com/m/news/2140422463?lang=&edition=full","pubTime":"2021-06-03 23:32","market":"us","language":"en","title":"Forget Alibaba, These 3 Chinese Tech Stocks Are Better Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2140422463","media":"Motley Fool","summary":"Don't underestimate JD and these two other e-commerce companies.","content":"<p><b>Alibaba</b> (NYSE:BABA), China's top e-commerce and cloud company, lost nearly 10% of its value from January to late May, underperforming many industry peers. An antitrust probe in China, tighter auditing standards in the U.S., and the rotation from growth to value stocks all weighed down its stock.</p>\n<p>Alibaba's stock might look cheap at 18 times forward earnings, but analysts still expect its earnings to dip 3% this year as it absorbs a record $2.75 billion antitrust fine. It will also need to halt its exclusive deals with big brands, which could soften its defenses against smaller e-commerce marketplaces.</p>\n<p>And that's not all. Alibaba could be forced to divest its media assets and share its user data with the government, while its fintech affiliate, Ant Group, will be more tightly regulated as a financial holding company.&nbsp;Alibaba might weather all these headwinds and recover over the long term, but its stock could remain dead money for the foreseeable future.</p>\n<p>Instead of betting on Alibaba's potential comeback, investors should consider buying shares of Chinese tech stocks that aren't in regulatory crosshairs. These three e-commerce companies fit the bill: <b>JD.com </b>(NASDAQ:JD), <b>Pinduoduo</b> (NASDAQ:PDD), and <b>Baozun</b> (NASDAQ:BZUN).</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628813%2Fgettyimages-1170687091.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Getty Images.</span></p>\n<h2>1. JD.com</h2>\n<p>JD.com is China's second-largest e-commerce company after Alibaba. However, it's actually the country's largest direct retailer, since it generates most of its revenue from its first-party marketplace.</p>\n<p>Unlike Alibaba, which generates most of its e-commerce revenue from third-party sellers on Taobao and Tmall, JD takes on its own inventories and fulfills orders with its logistics network. This business model is more capital-intensive, but it shields its buyers from fake products.</p>\n<p>Alibaba's co-founder, Jack Ma, once said JD's lower-margin business model would end in a \"tragedy,\" but economies of scale gradually kicked in and enabled it to generate consistent profits. JD's logistics arm also balanced out its costs by offering its services to third-party customers.</p>\n<p>JD's revenue and&nbsp;adjusted earnings rose 29% and 57%, respectively, in 2020. It ended the first quarter with nearly 500 million annual active consumers, and analysts expect its revenue and earnings to grow another 26% and 13%, respectively, this year.</p>\n<p>JD doesn't face as much regulatory heat as Alibaba, it margins are expanding, and the stock trades at just 28 times forward earnings estimates and less than 1 times estimated sales.</p>\n<h2>2. Pinduoduo</h2>\n<p>Pinduoduo is the third-largest e-commerce player in China in terms of annual revenue, but in terms of total shoppers, it's actually bigger than JD, with 628 million annual active buyers. Like Alibaba, Pinduoduo generates most of its revenue through listing fees and ads for third-party merchants.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/864f7f52e87d48721cc5ea7d15e3b4b0\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>Pinduoduo carved out a niche with its discount marketplace, which encouraged shoppers to team up for group discounts. That strategy, which relied heavily on users sharing links across social networks, caught on across China's lower-tier cities.</p>\n<p>Pinduoduo subsequently expanded into China's top-tier cities and partnered with bigger brands to challenge Alibaba and JD. It also gained an early mover's advantage in online agriculture by enabling over 12 million farmers to directly ship their produce to customers.</p>\n<p>Pinduoduo's revenue surged 97% in&nbsp;2020, then soared another 239% year-over-year in the first quarter of 2021. Analysts expect its revenue to grow 92% for the full year. Those estimates are impressive for a stock that trades at about eight times this year's sales.</p>\n<p>Pinduoduo is still unprofitable due to its aggressive discounts, subsidies for sellers, and the expansion of its logistics network. However, its adjusted operating and net losses still narrowed year-over-year last quarter, and it could gradually inch toward profitability as it increases its scale.</p>\n<h2>3. Baozun</h2>\n<p>Baozun is sometimes called the \"<b>Shopify</b> of China\", but that comparison is misleading. Unlike Shopify, which provides self-serve e-commerce services to smaller businesses, Baozun mainly provides end-to-end e-commerce solutions to large international companies.</p>\n<p>It can be difficult for large U.S. companies to build Chinese websites, launch marketing campaigns, and set up e-commerce marketplaces, so Baozun is a \"<a href=\"https://laohu8.com/S/AONE\">one</a>-stop shop\" that handles all those needs. It also helps companies integrate their online marketplaces with Tmall, JD, and Pinduoduo, which makes it a well-balanced play on China's booming e-commerce sector.</p>\n<p>Baozun's business model is capital-intensive, but it expanded its margins in recent years by pivoting from a \"distribution-based\" model, in which it directly fulfilled orders, to a \"non-distribution\" based model, which allows its clients to directly ship their products to their customers.</p>\n<p>Baozun's revenue and adjusted earnings increased 22% and 50%, respectively, in 2020. Ninety-two percent of its GMV (gross merchandise volume) came from its non-distribution-based business. Analysts expect its revenue and adjusted earnings to rise 35% and 5%, respectively, this year.</p>\n<p>This oft-overlooked stock trades at just 19 times forward earnings and 1.5 times this year's sales, which might make it an undervalued growth stock if investors fall in love with Chinese tech companies again.</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>Forget Alibaba, These 3 Chinese Tech Stocks Are Better Buys</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\">\nForget Alibaba, These 3 Chinese Tech Stocks Are Better Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/03/forget-alibaba-these-3-chinese-tech-stocks-are-bet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA), China's top e-commerce and cloud company, lost nearly 10% of its value from January to late May, underperforming many industry peers. An antitrust probe in China, tighter auditing...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/03/forget-alibaba-these-3-chinese-tech-stocks-are-bet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BZUN":"宝尊电商","BABA":"阿里巴巴","JD":"京东","PDD":"拼多多"},"source_url":"https://www.fool.com/investing/2021/06/03/forget-alibaba-these-3-chinese-tech-stocks-are-bet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140422463","content_text":"Alibaba (NYSE:BABA), China's top e-commerce and cloud company, lost nearly 10% of its value from January to late May, underperforming many industry peers. An antitrust probe in China, tighter auditing standards in the U.S., and the rotation from growth to value stocks all weighed down its stock.\nAlibaba's stock might look cheap at 18 times forward earnings, but analysts still expect its earnings to dip 3% this year as it absorbs a record $2.75 billion antitrust fine. It will also need to halt its exclusive deals with big brands, which could soften its defenses against smaller e-commerce marketplaces.\nAnd that's not all. Alibaba could be forced to divest its media assets and share its user data with the government, while its fintech affiliate, Ant Group, will be more tightly regulated as a financial holding company. Alibaba might weather all these headwinds and recover over the long term, but its stock could remain dead money for the foreseeable future.\nInstead of betting on Alibaba's potential comeback, investors should consider buying shares of Chinese tech stocks that aren't in regulatory crosshairs. These three e-commerce companies fit the bill: JD.com (NASDAQ:JD), Pinduoduo (NASDAQ:PDD), and Baozun (NASDAQ:BZUN).\nImage source: Getty Images.\n1. JD.com\nJD.com is China's second-largest e-commerce company after Alibaba. However, it's actually the country's largest direct retailer, since it generates most of its revenue from its first-party marketplace.\nUnlike Alibaba, which generates most of its e-commerce revenue from third-party sellers on Taobao and Tmall, JD takes on its own inventories and fulfills orders with its logistics network. This business model is more capital-intensive, but it shields its buyers from fake products.\nAlibaba's co-founder, Jack Ma, once said JD's lower-margin business model would end in a \"tragedy,\" but economies of scale gradually kicked in and enabled it to generate consistent profits. JD's logistics arm also balanced out its costs by offering its services to third-party customers.\nJD's revenue and adjusted earnings rose 29% and 57%, respectively, in 2020. It ended the first quarter with nearly 500 million annual active consumers, and analysts expect its revenue and earnings to grow another 26% and 13%, respectively, this year.\nJD doesn't face as much regulatory heat as Alibaba, it margins are expanding, and the stock trades at just 28 times forward earnings estimates and less than 1 times estimated sales.\n2. Pinduoduo\nPinduoduo is the third-largest e-commerce player in China in terms of annual revenue, but in terms of total shoppers, it's actually bigger than JD, with 628 million annual active buyers. Like Alibaba, Pinduoduo generates most of its revenue through listing fees and ads for third-party merchants.\nImage source: Getty Images.\nPinduoduo carved out a niche with its discount marketplace, which encouraged shoppers to team up for group discounts. That strategy, which relied heavily on users sharing links across social networks, caught on across China's lower-tier cities.\nPinduoduo subsequently expanded into China's top-tier cities and partnered with bigger brands to challenge Alibaba and JD. It also gained an early mover's advantage in online agriculture by enabling over 12 million farmers to directly ship their produce to customers.\nPinduoduo's revenue surged 97% in 2020, then soared another 239% year-over-year in the first quarter of 2021. Analysts expect its revenue to grow 92% for the full year. Those estimates are impressive for a stock that trades at about eight times this year's sales.\nPinduoduo is still unprofitable due to its aggressive discounts, subsidies for sellers, and the expansion of its logistics network. However, its adjusted operating and net losses still narrowed year-over-year last quarter, and it could gradually inch toward profitability as it increases its scale.\n3. Baozun\nBaozun is sometimes called the \"Shopify of China\", but that comparison is misleading. Unlike Shopify, which provides self-serve e-commerce services to smaller businesses, Baozun mainly provides end-to-end e-commerce solutions to large international companies.\nIt can be difficult for large U.S. companies to build Chinese websites, launch marketing campaigns, and set up e-commerce marketplaces, so Baozun is a \"one-stop shop\" that handles all those needs. It also helps companies integrate their online marketplaces with Tmall, JD, and Pinduoduo, which makes it a well-balanced play on China's booming e-commerce sector.\nBaozun's business model is capital-intensive, but it expanded its margins in recent years by pivoting from a \"distribution-based\" model, in which it directly fulfilled orders, to a \"non-distribution\" based model, which allows its clients to directly ship their products to their customers.\nBaozun's revenue and adjusted earnings increased 22% and 50%, respectively, in 2020. Ninety-two percent of its GMV (gross merchandise volume) came from its non-distribution-based business. Analysts expect its revenue and adjusted earnings to rise 35% and 5%, respectively, this year.\nThis oft-overlooked stock trades at just 19 times forward earnings and 1.5 times this year's sales, which might make it an undervalued growth stock if investors fall in love with Chinese tech companies again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172213906,"gmtCreate":1626962093005,"gmtModify":1631888693488,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172213906","repostId":"1175825882","repostType":4,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172219545,"gmtCreate":1626962079287,"gmtModify":1631888693501,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172219545","repostId":"1199303246","repostType":4,"repost":{"id":"1199303246","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626960676,"share":"https://www.laohu8.com/m/news/1199303246?lang=&edition=full","pubTime":"2021-07-22 21:31","market":"us","language":"en","title":"US stocks open mixed on Thursday, after rise in jobless claims","url":"https://stock-news.laohu8.com/highlight/detail?id=1199303246","media":"Tiger Newspress","summary":"Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time .FFIE soared over 15% in morning trading. Faraday Future to Ring the Opening Bell at Nasdaq. LIVE<<. Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.","content":"<p>(July 22)&nbsp;US stocks&nbsp;open mixed on Thursday,&nbsp;after rise in jobless claims.</p>\n<p><img src=\"https://static.tigerbbs.com/7a0d932e254fb8e9566e8d4e3df9c245\" tg-width=\"1242\" tg-height=\"555\" width=\"100%\" height=\"auto\"></p>\n<p>Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).</p>\n<p>FFIE soared over 15% in morning trading.&nbsp;Faraday Future to Ring the Opening Bell&nbsp;at&nbsp;Nasdaq.&nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216266938664455%22%7D&amp;feature=Push\" target=\"_blank\"><b>LIVE&lt;&lt;</b></a></p>\n<p><img src=\"https://static.tigerbbs.com/f435b9d26d1f4f62de59b3704700672e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\">Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8acafdc0c4a9bd231979337ca168df53\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></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>US stocks open mixed on Thursday, after rise in jobless claims</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS stocks open mixed on Thursday, after rise in jobless claims\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 22)&nbsp;US stocks&nbsp;open mixed on Thursday,&nbsp;after rise in jobless claims.</p>\n<p><img src=\"https://static.tigerbbs.com/7a0d932e254fb8e9566e8d4e3df9c245\" tg-width=\"1242\" tg-height=\"555\" width=\"100%\" height=\"auto\"></p>\n<p>Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).</p>\n<p>FFIE soared over 15% in morning trading.&nbsp;Faraday Future to Ring the Opening Bell&nbsp;at&nbsp;Nasdaq.&nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216266938664455%22%7D&amp;feature=Push\" target=\"_blank\"><b>LIVE&lt;&lt;</b></a></p>\n<p><img src=\"https://static.tigerbbs.com/f435b9d26d1f4f62de59b3704700672e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\">Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8acafdc0c4a9bd231979337ca168df53\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199303246","content_text":"(July 22) US stocks open mixed on Thursday, after rise in jobless claims.\n\nInitial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).\nFFIE soared over 15% in morning trading. Faraday Future to Ring the Opening Bell at Nasdaq. LIVE<<\nTexas Instruments is set to weigh on tech shares, down more than 4% in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114918896,"gmtCreate":1623041739215,"gmtModify":1631888693529,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"LnS","listText":"LnS","text":"LnS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114918896","repostId":"1167316963","repostType":4,"repost":{"id":"1167316963","kind":"news","pubTimestamp":1623037414,"share":"https://www.laohu8.com/m/news/1167316963?lang=&edition=full","pubTime":"2021-06-07 11:43","market":"us","language":"en","title":"Cathie Wood Loads Up $7.65M In Tesla, Also Adds Google, Trims Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=1167316963","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management on Friday snapped up 12,763 shares, estimated to be worth ","content":"<p>Cathie Wood-led Ark Investment Management on Friday snapped up 12,763 shares, estimated to be worth about $7.65 million, in&nbsp;<b>Tesla Inc</b>&nbsp;after over a two-week pause,&nbsp;during which time, shares of the electric vehicle company have advanced about 6.3%.</p><p>Tesla shares closed 4.58% higher at $599.05 on Friday. Ark last bought Tesla shares on May 20.</p><p>The New York-based investment deployed three of its traded funds to buy Tesla shares, namely: the&nbsp;<b>Ark Innovation ETF</b>&nbsp;,<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>&nbsp;.</p><p>All three ETFs - ARKK, ARKQ and ARKW- count Tesla as its largest holdings and together hold about 4.83 million shares, worth about $2.77 billion of the electric vehicle company. ARKK holds most of the shares, worth about $1.97 billion.</p><p>Ark Funds in Marchupdatedits price target on Tesla shares to $3,000 per share, to be reached by 2025.</p><p>Ark Invest on Friday also bought 2,895 shares, estimated to be worth about $6.93 million, in Google parent&nbsp;<b>Alphabet Inc</b>&nbsp;via its<b>Ark Fintech Innovation ETF</b>&nbsp;.</p><p>Alphabet Class A shares closed 1.96% higher at $2,393.57 and Class C shares closed 1.96% higher at $2,451.7 on Friday.&nbsp; ARKFmade a debut inAlphabet last week as it added the shares of the company to a portfolio of 43 other stocks.</p><p>Ark Invest also holds Alphabet via the&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX) and ARKQ.</p><p>The investment firm also sold 11,102 shares, worth about $12.4 million, in video streaming company&nbsp;<b>Netflix Inc</b>&nbsp;via ARKW on Friday.</p><p>ARKW holds a total of 123,160 shares, worth about $60.28 million, in Netflix. Ark Invest also holds Netflix shares via the<b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX).</p><p>Netflix shares closed 1.08% higher at $494.74 on Friday.</p><p>Some of the other key Ark Invest sells on Friday included&nbsp;<b>Pluristem Therapeutics Inc</b>&nbsp;and buys included<b>Teradyne Inc</b>&nbsp;.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Loads Up $7.65M In Tesla, Also Adds Google, Trims Netflix</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\">\nCathie Wood Loads Up $7.65M In Tesla, Also Adds Google, Trims Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/etfs/sector-etfs/21/06/21444283/cathie-wood-loads-up-7-65m-in-tesla-also-adds-google-trims-netflix><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Friday snapped up 12,763 shares, estimated to be worth about $7.65 million, in Tesla Inc after over a two-week pause, during which time, shares of the ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/21/06/21444283/cathie-wood-loads-up-7-65m-in-tesla-also-adds-google-trims-netflix\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/etfs/sector-etfs/21/06/21444283/cathie-wood-loads-up-7-65m-in-tesla-also-adds-google-trims-netflix","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167316963","content_text":"Cathie Wood-led Ark Investment Management on Friday snapped up 12,763 shares, estimated to be worth about $7.65 million, in Tesla Inc after over a two-week pause, during which time, shares of the electric vehicle company have advanced about 6.3%.Tesla shares closed 4.58% higher at $599.05 on Friday. Ark last bought Tesla shares on May 20.The New York-based investment deployed three of its traded funds to buy Tesla shares, namely: the Ark Innovation ETF ,Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and the Ark Next Generation Internet ETF .All three ETFs - ARKK, ARKQ and ARKW- count Tesla as its largest holdings and together hold about 4.83 million shares, worth about $2.77 billion of the electric vehicle company. ARKK holds most of the shares, worth about $1.97 billion.Ark Funds in Marchupdatedits price target on Tesla shares to $3,000 per share, to be reached by 2025.Ark Invest on Friday also bought 2,895 shares, estimated to be worth about $6.93 million, in Google parent Alphabet Inc via itsArk Fintech Innovation ETF .Alphabet Class A shares closed 1.96% higher at $2,393.57 and Class C shares closed 1.96% higher at $2,451.7 on Friday.  ARKFmade a debut inAlphabet last week as it added the shares of the company to a portfolio of 43 other stocks.Ark Invest also holds Alphabet via the Ark Space Exploration & Innovation ETF(BATS:ARKX) and ARKQ.The investment firm also sold 11,102 shares, worth about $12.4 million, in video streaming company Netflix Inc via ARKW on Friday.ARKW holds a total of 123,160 shares, worth about $60.28 million, in Netflix. Ark Invest also holds Netflix shares via theArk Space Exploration & Innovation ETF(BATS:ARKX).Netflix shares closed 1.08% higher at $494.74 on Friday.Some of the other key Ark Invest sells on Friday included Pluristem Therapeutics Inc and buys includedTeradyne Inc .","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114911919,"gmtCreate":1623041675131,"gmtModify":1631888693536,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"LnS","listText":"LnS","text":"LnS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114911919","repostId":"1170185754","repostType":4,"repost":{"id":"1170185754","kind":"news","pubTimestamp":1623037748,"share":"https://www.laohu8.com/m/news/1170185754?lang=&edition=full","pubTime":"2021-06-07 11:49","market":"us","language":"en","title":"Toshiba to buy back 6% of shares, pay special dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=1170185754","media":"Reuters","summary":"TOKYO (Reuters) - Toshiba Corp said on Monday it will buy back up to 6% of its outstanding shares wo","content":"<p>TOKYO (Reuters) - Toshiba Corp said on Monday it will buy back up to 6% of its outstanding shares worth around 100 billion yen ($913 million), in line with its plans to boost shareholder returns.</p><p>The Japanese industrial conglomerate will also allocate about 50 billion yen to pay a special dividend as \"some shareholders, mainly retail shareholders, prefer dividends\", it said in a statement.</p><p>Toshiba, which has been under pressure from activist shareholders, last month promised to return to shareholders a surplus of 150 billion yen against the appropriate shareholder equity level.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toshiba to buy back 6% of shares, pay special dividend</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\">\nToshiba to buy back 6% of shares, pay special dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/toshiba-buy-back-6-shares-033708746.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TOKYO (Reuters) - Toshiba Corp said on Monday it will buy back up to 6% of its outstanding shares worth around 100 billion yen ($913 million), in line with its plans to boost shareholder returns.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/toshiba-buy-back-6-shares-033708746.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOSYY":"东芝"},"source_url":"https://finance.yahoo.com/news/toshiba-buy-back-6-shares-033708746.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170185754","content_text":"TOKYO (Reuters) - Toshiba Corp said on Monday it will buy back up to 6% of its outstanding shares worth around 100 billion yen ($913 million), in line with its plans to boost shareholder returns.The Japanese industrial conglomerate will also allocate about 50 billion yen to pay a special dividend as \"some shareholders, mainly retail shareholders, prefer dividends\", it said in a statement.Toshiba, which has been under pressure from activist shareholders, last month promised to return to shareholders a surplus of 150 billion yen against the appropriate shareholder equity level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110235770,"gmtCreate":1622457961690,"gmtModify":1631891247292,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"True that&nbsp;","listText":"True that&nbsp;","text":"True that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/110235770","repostId":"2139480149","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699984645,"gmtCreate":1639735941496,"gmtModify":1639735941587,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Exactly","listText":"Exactly","text":"Exactly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699984645","repostId":"1154435289","repostType":4,"repost":{"id":"1154435289","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639733312,"share":"https://www.laohu8.com/m/news/1154435289?lang=&edition=full","pubTime":"2021-12-17 17:28","market":"us","language":"en","title":"5 Stocks To Watch For December 17, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1154435289","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Darden Restaurants, ","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Darden Restaurants, Inc.</b>&nbsp;to report quarterly earnings at $1.44 per share on revenue of $2.23 billion before the opening bell. Darden Restaurants shares slipped 0.8% to $145.99 in after-hours trading.</li>\n <li><b>FedEx Corporation</b>&nbsp;reported better-than-expected results for its second quarter and boosted its FY22 earnings guidance. The company also reported a $5 billion buyback, including $1.5 billion accelerated buyback program. FedEx shares climbed 4.9% to $250.30 in the after-hours trading session.</li>\n <li>Analysts are expecting&nbsp;<b>Winnebago Industries, Inc.</b>&nbsp;to have earned $2.25 per share on revenue of $1.01 billion for the latest quarter. The company will release earnings before the market open. On Thursday, Winnebago’s board approved a quarterly cash dividend of $0.18 per share. Winnebago shares gained 4.6% to $71.00 in after-hours trading.</li>\n</ul>\n<ul>\n <li><b>Steelcase Inc.</b>&nbsp;reported downbeat results for its third quarter and issued weak sales forecast for the current quarter. Steelcase shares dropped 3.7% to $11.09 in the after-hours trading session.</li>\n <li><b>United States Steel Corporation</b>&nbsp;said it projects adjusted earnings before interest, taxes, depreciation and amortization of around $1.65 billion for the fourth quarter, versus analysts’ estimates of $2.13 billion amid a slowdown in orders. United States Steel shares dropped 5.1% to $22.26 in after-hours trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 17, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 17, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-17 17:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Darden Restaurants, Inc.</b>&nbsp;to report quarterly earnings at $1.44 per share on revenue of $2.23 billion before the opening bell. Darden Restaurants shares slipped 0.8% to $145.99 in after-hours trading.</li>\n <li><b>FedEx Corporation</b>&nbsp;reported better-than-expected results for its second quarter and boosted its FY22 earnings guidance. The company also reported a $5 billion buyback, including $1.5 billion accelerated buyback program. FedEx shares climbed 4.9% to $250.30 in the after-hours trading session.</li>\n <li>Analysts are expecting&nbsp;<b>Winnebago Industries, Inc.</b>&nbsp;to have earned $2.25 per share on revenue of $1.01 billion for the latest quarter. The company will release earnings before the market open. On Thursday, Winnebago’s board approved a quarterly cash dividend of $0.18 per share. Winnebago shares gained 4.6% to $71.00 in after-hours trading.</li>\n</ul>\n<ul>\n <li><b>Steelcase Inc.</b>&nbsp;reported downbeat results for its third quarter and issued weak sales forecast for the current quarter. Steelcase shares dropped 3.7% to $11.09 in the after-hours trading session.</li>\n <li><b>United States Steel Corporation</b>&nbsp;said it projects adjusted earnings before interest, taxes, depreciation and amortization of around $1.65 billion for the fourth quarter, versus analysts’ estimates of $2.13 billion amid a slowdown in orders. United States Steel shares dropped 5.1% to $22.26 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业","FDX":"联邦快递","DRI":"达登饭店","X":"美国钢铁","SCS":"Steelcase Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154435289","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Darden Restaurants, Inc. to report quarterly earnings at $1.44 per share on revenue of $2.23 billion before the opening bell. Darden Restaurants shares slipped 0.8% to $145.99 in after-hours trading.\nFedEx Corporation reported better-than-expected results for its second quarter and boosted its FY22 earnings guidance. The company also reported a $5 billion buyback, including $1.5 billion accelerated buyback program. FedEx shares climbed 4.9% to $250.30 in the after-hours trading session.\nAnalysts are expecting Winnebago Industries, Inc. to have earned $2.25 per share on revenue of $1.01 billion for the latest quarter. The company will release earnings before the market open. On Thursday, Winnebago’s board approved a quarterly cash dividend of $0.18 per share. Winnebago shares gained 4.6% to $71.00 in after-hours trading.\n\n\nSteelcase Inc. reported downbeat results for its third quarter and issued weak sales forecast for the current quarter. Steelcase shares dropped 3.7% to $11.09 in the after-hours trading session.\nUnited States Steel Corporation said it projects adjusted earnings before interest, taxes, depreciation and amortization of around $1.65 billion for the fourth quarter, versus analysts’ estimates of $2.13 billion amid a slowdown in orders. United States Steel shares dropped 5.1% to $22.26 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603198026,"gmtCreate":1638371435847,"gmtModify":1638371436650,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Booming","listText":"Booming","text":"Booming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603198026","repostId":"2188563155","repostType":2,"repost":{"id":"2188563155","kind":"highlight","pubTimestamp":1638370066,"share":"https://www.laohu8.com/m/news/2188563155?lang=&edition=full","pubTime":"2021-12-01 22:47","market":"us","language":"en","title":"The Biggest Threat to Meta in the Metaverse","url":"https://stock-news.laohu8.com/highlight/detail?id=2188563155","media":"Motley Fool","summary":"If the enterprise markets leads metaverse development, Meta may not be the leader.","content":"<p>I don't think there's any doubt that the metaverse is on our horizon. Whether that means we'll be living in a <i>Ready Player One</i>-like world, wearing AR/VR glasses around town, or just advancing the internet that we know today is an open question. But I think it's clear that the concept of digital ownership and some kind of virtual and augmented reality will continue to improve&nbsp;and be normalized in time.</p>\n<p><b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) has made such a big move into the metaverse that the formerly Facebook company renamed itself. But there's another tech giant that could have a leg up in building a functional metaverse if technology plays out differently than Meta anticipates, and that's <b>Microsoft</b> (NASDAQ:MSFT).</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F650779%2Fdroids-in-metaverse.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Microsoft has the business use cases</h2>\n<p>One of the questions facing developers and builders in the metaverse is whether consumers or businesses will be the early adopters. With the PC, businesses found use cases that added value and bought PCs well before consumers found uses for expensive computers at home. With the smartphone, the opposite was true, with consumers buying <b>Apple</b> (NASDAQ:AAPL) iPhones personally and effectively forcing enterprises to make the software they needed work on them.</p>\n<p>So far, VR has been dominated by consumers, with Meta's Oculus brand gearing toward consumers from both a pricing and operational perspective. That's led to millions of devices sold, so it's hard to argue with the strategy right now.</p>\n<p>One company taking a different angle on VR and AR is Microsoft. The company is an enterprise giant, and it has geared its VR and AR strategy to business use cases like engineering and construction, with a higher price point to match. These are high-value use cases for immersive technology that are already helping build out the high end of the industry, but they're lower volume than consumer VR today.</p>\n<p>If Mark Zuckerberg is right and people want to meet in the metaverse, Microsoft seems like a natural fit given its enterprise product Teams. The company could add metaverse features to Teams and add the personal profiles and data it already has within the Microsoft ecosystem, which early reports say it will do next year.</p>\n<h2>Hardware isn't the problem here</h2>\n<p>Microsoft isn't new to the virtual and augmented hardware business either. It makes the Hololens, a leading AR headset, while providing technology to third-party manufacturers for its VR technology, which is known as mixed reality.</p>\n<p>While Microsoft isn't currently a big player in AR and VR hardware, it could acquire a company like HTC or Pico and almost instantly have hardware to compete with Meta in the enterprise market, or lean on third-party manufacturers to get hardware to the market while focusing on software.</p>\n<h2>Microsoft the platform company</h2>\n<p>As the metaverse is built, it's also important that as a platform company Microsoft works well with other developers. Microsoft headsets work on the Steam platform from Valve, and as a company, Microsoft has built its business by creating an operating system for developers to build on.</p>\n<p>Meta's content strategy has been to either build content itself or buy the biggest developers for its platform. In the last two years, it's bought Beat Games, Ready at Dawn, and BigBox VR, three of the most successful VR developers. This can create exclusive content for a platform, but it also puts Meta and Oculus in direct competition with other developers on its app store.</p>\n<p>As the metaverse develops, I don't think it's the hardware that will differentiate companies -- it's the company that can attract developers that will win. Oculus has an advantage in attracting developers in the consumer market, but enterprises may prefer a Microsoft platform long-term. If enterprises lead the metaverse push, Microsoft could be well-positioned to succeed.</p>\n<h2>Meta has competition in the metaverse</h2>\n<p>Meta may have changed its name to signal that it's taking the metaverse seriously, but Microsoft has been investing in the space for years in areas of high value for businesses. If those areas of value extend to widely used products like Teams, Microsoft could have a better position in the metaverse than investors think.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Threat to Meta in the Metaverse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Threat to Meta in the Metaverse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/01/biggest-threat-to-meta-in-metaverse-microsoft/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I don't think there's any doubt that the metaverse is on our horizon. Whether that means we'll be living in a Ready Player One-like world, wearing AR/VR glasses around town, or just advancing the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/biggest-threat-to-meta-in-metaverse-microsoft/\">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://www.fool.com/investing/2021/12/01/biggest-threat-to-meta-in-metaverse-microsoft/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188563155","content_text":"I don't think there's any doubt that the metaverse is on our horizon. Whether that means we'll be living in a Ready Player One-like world, wearing AR/VR glasses around town, or just advancing the internet that we know today is an open question. But I think it's clear that the concept of digital ownership and some kind of virtual and augmented reality will continue to improve and be normalized in time.\nMeta Platforms (NASDAQ:FB) has made such a big move into the metaverse that the formerly Facebook company renamed itself. But there's another tech giant that could have a leg up in building a functional metaverse if technology plays out differently than Meta anticipates, and that's Microsoft (NASDAQ:MSFT).\nImage source: Getty Images.\nMicrosoft has the business use cases\nOne of the questions facing developers and builders in the metaverse is whether consumers or businesses will be the early adopters. With the PC, businesses found use cases that added value and bought PCs well before consumers found uses for expensive computers at home. With the smartphone, the opposite was true, with consumers buying Apple (NASDAQ:AAPL) iPhones personally and effectively forcing enterprises to make the software they needed work on them.\nSo far, VR has been dominated by consumers, with Meta's Oculus brand gearing toward consumers from both a pricing and operational perspective. That's led to millions of devices sold, so it's hard to argue with the strategy right now.\nOne company taking a different angle on VR and AR is Microsoft. The company is an enterprise giant, and it has geared its VR and AR strategy to business use cases like engineering and construction, with a higher price point to match. These are high-value use cases for immersive technology that are already helping build out the high end of the industry, but they're lower volume than consumer VR today.\nIf Mark Zuckerberg is right and people want to meet in the metaverse, Microsoft seems like a natural fit given its enterprise product Teams. The company could add metaverse features to Teams and add the personal profiles and data it already has within the Microsoft ecosystem, which early reports say it will do next year.\nHardware isn't the problem here\nMicrosoft isn't new to the virtual and augmented hardware business either. It makes the Hololens, a leading AR headset, while providing technology to third-party manufacturers for its VR technology, which is known as mixed reality.\nWhile Microsoft isn't currently a big player in AR and VR hardware, it could acquire a company like HTC or Pico and almost instantly have hardware to compete with Meta in the enterprise market, or lean on third-party manufacturers to get hardware to the market while focusing on software.\nMicrosoft the platform company\nAs the metaverse is built, it's also important that as a platform company Microsoft works well with other developers. Microsoft headsets work on the Steam platform from Valve, and as a company, Microsoft has built its business by creating an operating system for developers to build on.\nMeta's content strategy has been to either build content itself or buy the biggest developers for its platform. In the last two years, it's bought Beat Games, Ready at Dawn, and BigBox VR, three of the most successful VR developers. This can create exclusive content for a platform, but it also puts Meta and Oculus in direct competition with other developers on its app store.\nAs the metaverse develops, I don't think it's the hardware that will differentiate companies -- it's the company that can attract developers that will win. Oculus has an advantage in attracting developers in the consumer market, but enterprises may prefer a Microsoft platform long-term. If enterprises lead the metaverse push, Microsoft could be well-positioned to succeed.\nMeta has competition in the metaverse\nMeta may have changed its name to signal that it's taking the metaverse seriously, but Microsoft has been investing in the space for years in areas of high value for businesses. If those areas of value extend to widely used products like Teams, Microsoft could have a better position in the metaverse than investors think.","news_type":1},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859193653,"gmtCreate":1634662817384,"gmtModify":1634695410230,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Might tank likely","listText":"Might tank likely","text":"Might tank likely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859193653","repostId":"1159487757","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880861716,"gmtCreate":1631033046235,"gmtModify":1631888693450,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Wait and see","listText":"Wait and see","text":"Wait and see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880861716","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohu8.com/m/news/1130130857?lang=&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and  a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&amp;P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p>\n<p>Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p>\n<p>In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p>\n<p>That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&amp;P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p>\n<p>Next year’s gains look muted, as well, relative to recent trends. The group expects the S&amp;P 500 to tack on another 6% in 2022, rising to about 4800.</p>\n<p><img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p>\n<p>The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p>\n<p>Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p>\n<p>The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p>\n<p>A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p>\n<p>For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p>\n<p>Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p>\n<p>“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p>\n<p>The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for&nbsp;the bond market—and could be even more so for stocks.</p>\n<p>Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&amp;P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p>\n<p><img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>As long as 10-year Treasury yields stay in the 2% range, the S&amp;P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p>\n<p>If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says&nbsp;<a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p>\n<p><img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p>\n<p>If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p>\n<p>Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&amp;P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p>\n<p>A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p>\n<p>An increase of that magnitude would shave about 5% off S&amp;P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p>\n<p>These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p>\n<blockquote>\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n</blockquote>\n<p>The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p>\n<p>RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p>\n<p>“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p>\n<p>But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p>\n<p>“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p>\n<p><b>A Shopping List for Fall</b></p>\n<p>Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p>\n<p><img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p>Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p>\n<p>“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p>\n<p>He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p>\n<p>For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p>\n<p>“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p>\n<p>Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p>\n<p>Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p>\n<p>“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p>\n<p>Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p>\n<p><a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p>\n<p>Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p>\n<p>Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p>\n<p>Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p>\n<p><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson &amp; Johnson(JNJ), andCisco Systems(CSCO) are other S&amp;P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p>\n<p>After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p>","source":"lsy1610680873436","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>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?</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\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118555377,"gmtCreate":1622741053999,"gmtModify":1631891247283,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118555377","repostId":"1143150601","repostType":4,"repost":{"id":"1143150601","kind":"news","pubTimestamp":1622729801,"share":"https://www.laohu8.com/m/news/1143150601?lang=&edition=full","pubTime":"2021-06-03 22:16","market":"us","language":"en","title":"These are the next Reddit stocks to watch, according to Bank of America","url":"https://stock-news.laohu8.com/highlight/detail?id=1143150601","media":"CNBC","summary":"The meme-stock craze is carrying on, and Bank of America is flagging the new stocks getting attentio","content":"<div>\n<p>The meme-stock craze is carrying on, and Bank of America is flagging the new stocks getting attention from the Reddit crowd.\nMeme stocks — names favored by retail traders on Reddit’s WallStreetBets ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/03/these-are-the-next-reddit-stocks-to-watch-says-bank-of-america.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the next Reddit stocks to watch, according to Bank of America</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese are the next Reddit stocks to watch, according to Bank of America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 22:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/03/these-are-the-next-reddit-stocks-to-watch-says-bank-of-america.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme-stock craze is carrying on, and Bank of America is flagging the new stocks getting attention from the Reddit crowd.\nMeme stocks — names favored by retail traders on Reddit’s WallStreetBets ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/03/these-are-the-next-reddit-stocks-to-watch-says-bank-of-america.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOD":"格拉德斯通商业","AM":"Antero Midstream Corporation","AMC":"AMC院线","CLNE":"Clean Energy Fuels Corp","BYND":"Beyond Meat, Inc.","ATH":"Athene Holding Ltd","SPCE":"维珍银河","NTUS":"纳图斯医疗","GDP":"古德里奇","PLUG":"普拉格能源","ASO":"Academy Sports & Outdoors, Inc.","AAL":"美国航空","Z":"Zillow","GME":"游戏驿站","BBBY":"3B家居","FCF":"第一联邦金融","BCRX":"BioCryst制药"},"source_url":"https://www.cnbc.com/2021/06/03/these-are-the-next-reddit-stocks-to-watch-says-bank-of-america.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143150601","content_text":"The meme-stock craze is carrying on, and Bank of America is flagging the new stocks getting attention from the Reddit crowd.\nMeme stocks — names favored by retail traders on Reddit’s WallStreetBets forum — are on the rise again this week, led by AMC Entertainment, which is up 87% this week alone. The movie theater company announced Thursday it will sell 11.5 million shares, after the stock closed at an all-time high of $62.55 on Wednesday. AMC Entertainment dropped by as much as 30% on Thursday morning and trading was halted briefly for volatility.\nThe Reddit target said recent volatility and the level of AMC’s stock “reflect market and trading dynamics unrelated to our underlying business,” according to a filing it made with the Securities and Exchange Commission. Yet, investors keep piling into the heavily-shorted name.\nIn the past few weeks, Bank of America has been identifying the potential up-and-coming WallStreetBets targets by analyzing for clients how many mentions each stock gets on Reddit, among other things like short interest – that is, the number of shares that have been sold short by investors.\nThe Wall Street firm gave clients an updated list of the top small- to mid-cap stocks to watch during the return of the meme stock craze. The listed names have the most mentions on Reddit and short interest above the 5% average for the S&P 500 in the past week.\nTake a look at the list here.\nSource: Bank of America\nAMC remains No. 1 on the meme stocks list. WallStreetBets mentions have continued to rise for the third week for the movie theater stock with more than 5,000 comments since Wednesday, May 26. Mentions are at their highest levels since February, in the aftermath of GameStop’s epic short squeeze.\nBank of America told clients AMC’s more than 2,000% rally in 2021 could start losing steam.\n“AMC exhibits all three signposts that its rally could be nearing an end (acceleration in price and stock volume, increase in volatility, and a turn lower in the call-to put volume ratio),” Bank of America equity and quant strategist Jill Carey Hall told clients in a note.\nGameStop is still the second most-mentioned stock on Reddit. However, online comments continue to tick down. The stock had more than 3,600 mentions two weeks ago and about 2,670 comments in the past week.\nGameStop and AMC still have 21% of their float shares sold short, according to Bank of America, compared with an average of 5% short interest in a typical U.S. stock.\nNew members on the list are online real estate marketplace Zillow Group and retailer Bed Bath and Beyond.\nZillow got 50 mentions and Bed Bath and Beyond got 24 mentions on Reddit in the past week. Plus, Zillow has 13% and Bed Bath & beyond has 32% of their float shares sold short, according to Bank of America.\n“Among those with high short interest, Zillow (Z) made our top 20 screen for the first time in our dataset since August. And Bed Bath & Beyond (BBBY) – one of January’s ‘up-crash’ stocks, made the top 20 for the first time since early Feb. and shares have begun to surge again this week,” said Hall.\nShares of Bed Bath & Beyond are up about 25% this week.\nCommercial spaceflight company Virgin Galactic is the third most-mentioned name on Reddit. The stock has 24% of its float shares sold short, according to Bank of America.\nBeyond Meat, whichBank of America flagged as a new stock to watch a week ago, saw mentions continue to rise and now ranks number four. Shares of Beyond Meat are up about 12% this quarter.\nOther names like Athene Holding,Plug Power,Antero Midstream,Academy Sports and Outdoors and Clean Energy Fuels appeared on the list.\nAmerican Airlines,Gladstone Commercial and Natus Medical also earned spots on Bank of America’s Reddit stock list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602018596,"gmtCreate":1638939040856,"gmtModify":1638939041050,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> Should have informed shareholders the adhoc offerings in advance on AGM","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> Should have informed shareholders the adhoc offerings in advance on AGM","text":"$CapLand IntCom T(C38U.SI)$ Should have informed shareholders the adhoc offerings in advance on AGM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602018596","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823216486,"gmtCreate":1633627256484,"gmtModify":1633627256599,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Commodities inflation","listText":"Commodities inflation","text":"Commodities inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823216486","repostId":"1145884564","repostType":4,"repost":{"id":"1145884564","kind":"news","pubTimestamp":1633616637,"share":"https://www.laohu8.com/m/news/1145884564?lang=&edition=full","pubTime":"2021-10-07 22:23","market":"us","language":"en","title":"A global energy crisis is coming. There's no quick fix","url":"https://stock-news.laohu8.com/highlight/detail?id=1145884564","media":"cnn","summary":"London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predicti","content":"<p>London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predictions of $100 oil.</p>\n<p>A global energy crunch caused by weather and a resurgence in demand is getting worse, stirring alarm ahead of the winter, when more energy is needed to light and heat homes. Governments around the world are trying to limit the impact on consumers, but acknowledge they may not be able to prevent bills spiking.</p>\n<p>Further complicating the picture is mounting pressure on governments to accelerate the transition to cleaner energy as world leaders prepare for a critical climate summit in November.</p>\n<p>In China, rolling blackouts for residents have already begun, while in India power stations are scrambling for coal. Consumer advocates in Europe are calling for a ban on disconnections if customers can't promptly settle what they owe.</p>\n<p>\"This price shock is an unexpected crisis at a critical juncture,\" EU energy chief Kadri Simson said Wednesday, confirming the bloc will outline its longer-term policy response next week. \"The immediate priority should be to mitigate social impacts and protect vulnerable households.\"</p>\n<p>In Europe, natural gas is now trading at the equivalent of $230 per barrel, in oil terms — up more than 130% since the beginning of September and more than eight times higher than the same point last year, according to data from Independent Commodity Intelligence Services.</p>\n<p>In East Asia, the cost of natural gas is up 85% since the start of September, hitting roughly $204 per barrel in oil terms. Prices remain much lower in the United States, a net exporter of natural gas, but still have shot up to their highest levels in 13 years.</p>\n<p>\"A lot of it is feeding off of fear about what the winter's going to look like,\" said Nikos Tsafos, an energy and geopolitics expert at the Center for Strategic and International Studies, a Washington-based think tank. He thinks that anxiety has caused the market to break away from the fundamentals of supply and demand.</p>\n<p>The frenzy to secure natural gas is also pushing up the price of coal and oil, which can be used as substitutes in some cases, but are even worse for the climate. India, which remains extremely dependent on coal, said this week that as many as 63 of its 135 coal-fired power plants have two days or less of supplies.</p>\n<p>The circumstances are causing central banks and investors to worry. Rising energy prices are contributing to inflation, which already was a major concern as the global economy tries to shake off the lingering effects of Covid-19. Dynamics over the winter could make matters worse.</p>\n<p><b>No easy solution</b></p>\n<p>The crisis is rooted in soaring demand for energy as the economic recovery from the pandemic takes hold, and a carefully calibrated system that's easily disrupted by weather events or mechanical problems.</p>\n<p>An unusually long and cold winter earlier this year depleted stocks of natural gas in Europe. Soaring demand for energy has impeded the restocking process, which typically happens over the spring and summer.</p>\n<p>China's growing appetite for liquified natural gas has meant LNG markets can't fill the gap. A decline in Russian gas exports and unusually calm winds have exacerbated the problem.</p>\n<p>\"The current surge in European energy power prices is truly unique,\" energy analysts at the Société Générale bank told clients this week. \"Never before have power prices risen so far, so fast. And we are only a few days into autumn — temperatures are still mild.\"</p>\n<p>The dynamics are reverberating globally. In the United States, natural gas prices have risen 47% since the beginning of August. The scramble for coal is also triggering a spike in the price many European companies have to pay for carbon credits so they can burn fossil fuels.</p>\n<p>Additionally, the energy crunch is supporting oil prices, which hit seven-year highs in the United States this week. Bank of America recently predicted that a cold winter could push the price of Brent crude, the global benchmark, past $100 per barrel. Prices haven't been that high since 2014.</p>\n<p><img src=\"https://static.tigerbbs.com/1bcd17c239a923accbcb947fe0ffa5b5\" tg-width=\"829\" tg-height=\"585\" width=\"100%\" height=\"auto\"></p>\n<p>Jim Burkhard, who leads IHS Markit's research on crude oil, energy and mobility, said there's \"no immediate relief in sight.\"</p>\n<p>\"There's no Saudi Arabia for gas,\" he said, referring to a single supplier that can quickly ramp up natural gas production. \"This looks like it's going to endure for the winter in the Northern Hemisphere.\"</p>\n<p>Russia could theoretically step up. Société Générale noted that faster approval by German authorities of the politically-sensitive Nord Stream 2 pipeline, which would carry gas directly from Russia to Europe, would ease significant stress.</p>\n<p>On Wednesday, Russian President Vladimir Putin suggested that Russia could increase its output, saying that state-owned gas giant Gazprom has never \"refused to increase supplies to its consumers if they submit appropriate bids.\"</p>\n<p>But Neil Chapman, senior vice president at ExxonMobil (XOM), emphasized the short-term constraints at an industry conference this week.</p>\n<p>\"Of course there's great concern,\" Chapman said at the virtual Energy Intelligence Forum. \"In our industry, because it's capital intensive, you can't just turn on the supply.\"</p>\n<p><b>Crisis with a cost</b></p>\n<p>The best case scenario, according to Burkhard, is that a winter with average temperatures allows pressure to lift in the second quarter of 2022.</p>\n<p>But severe weather in the coming months would create huge strain — particularly in countries that rely heavily on natural gas for energy production, like Italy and the United Kingdom. Britain is in a particularly tough spot because it lacks storage capacity, and is dealing with the fallout from a broken power line with France.</p>\n<p>\"The UK is arguably at the highest risk of Europe's major economies of a winter supply shortfall,\" Henning Gloystein, director of the energy, climate and resource team at consultancy Eurasia Group, said in a note to clients this week. \"Should this happen, the government would likely demand factories to reduce output and gas consumption in order to ensure household supply.\"</p>\n<p>The massive jump in energy costs, which shows no signs of abating, is fanning inflation fears, which already had been forcing policymakers to carefully consider their next steps.</p>\n<p>Energy prices in developed countries rose 18% in August, the fastest pace since 2008, according to data released Tuesday by the Organization for Economic Cooperation and Development. And that was before the situation deteriorated significantly in recent weeks.</p>\n<p>Higher energy bills could crimp consumer spending on clothing or activities like dining out, hurting the comeback from the pandemic. If businesses are asked to curtail activity to conserve power, that could also hurt the economy.</p>\n<p>\"There are concerns that rising gas prices will put Europe's post-pandemic economic recovery at risk,\" Gloystein said.</p>\n<p>There's also anxiety that price volatility could feed public skepticism about funding for the energy transition, according to Gloystein, should consumers demand more investment in oil and gas to limit future fluctuations.</p>\n<p>Governments that have committed to reducing emissions are preemptively trying to send a firm message: This bolsters, not undermines, the case for investing in a broader mix of energy sources.</p>\n<p>\"It's very clear that with energy in the long term, it is important to invest in renewables,\" European Commission President Ursula von der Leyen said Wednesday. \"That gives us stable prices and more independence, because 90% of the gas is imported to the European Union.\"</p>\n<p>— James Frater, Laura He, Katharina Krebs and Diksha Madhok contributed reporting.</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>A global energy crisis is coming. There's no quick fix</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 global energy crisis is coming. There's no quick fix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/07/business/global-energy-crisis/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predictions of $100 oil.\nA global energy crunch caused by weather and a resurgence in demand is getting ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/07/business/global-energy-crisis/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://edition.cnn.com/2021/10/07/business/global-energy-crisis/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145884564","content_text":"London (CNN Business)Astronomical increases in natural gas prices. Skyrocketing coal costs. Predictions of $100 oil.\nA global energy crunch caused by weather and a resurgence in demand is getting worse, stirring alarm ahead of the winter, when more energy is needed to light and heat homes. Governments around the world are trying to limit the impact on consumers, but acknowledge they may not be able to prevent bills spiking.\nFurther complicating the picture is mounting pressure on governments to accelerate the transition to cleaner energy as world leaders prepare for a critical climate summit in November.\nIn China, rolling blackouts for residents have already begun, while in India power stations are scrambling for coal. Consumer advocates in Europe are calling for a ban on disconnections if customers can't promptly settle what they owe.\n\"This price shock is an unexpected crisis at a critical juncture,\" EU energy chief Kadri Simson said Wednesday, confirming the bloc will outline its longer-term policy response next week. \"The immediate priority should be to mitigate social impacts and protect vulnerable households.\"\nIn Europe, natural gas is now trading at the equivalent of $230 per barrel, in oil terms — up more than 130% since the beginning of September and more than eight times higher than the same point last year, according to data from Independent Commodity Intelligence Services.\nIn East Asia, the cost of natural gas is up 85% since the start of September, hitting roughly $204 per barrel in oil terms. Prices remain much lower in the United States, a net exporter of natural gas, but still have shot up to their highest levels in 13 years.\n\"A lot of it is feeding off of fear about what the winter's going to look like,\" said Nikos Tsafos, an energy and geopolitics expert at the Center for Strategic and International Studies, a Washington-based think tank. He thinks that anxiety has caused the market to break away from the fundamentals of supply and demand.\nThe frenzy to secure natural gas is also pushing up the price of coal and oil, which can be used as substitutes in some cases, but are even worse for the climate. India, which remains extremely dependent on coal, said this week that as many as 63 of its 135 coal-fired power plants have two days or less of supplies.\nThe circumstances are causing central banks and investors to worry. Rising energy prices are contributing to inflation, which already was a major concern as the global economy tries to shake off the lingering effects of Covid-19. Dynamics over the winter could make matters worse.\nNo easy solution\nThe crisis is rooted in soaring demand for energy as the economic recovery from the pandemic takes hold, and a carefully calibrated system that's easily disrupted by weather events or mechanical problems.\nAn unusually long and cold winter earlier this year depleted stocks of natural gas in Europe. Soaring demand for energy has impeded the restocking process, which typically happens over the spring and summer.\nChina's growing appetite for liquified natural gas has meant LNG markets can't fill the gap. A decline in Russian gas exports and unusually calm winds have exacerbated the problem.\n\"The current surge in European energy power prices is truly unique,\" energy analysts at the Société Générale bank told clients this week. \"Never before have power prices risen so far, so fast. And we are only a few days into autumn — temperatures are still mild.\"\nThe dynamics are reverberating globally. In the United States, natural gas prices have risen 47% since the beginning of August. The scramble for coal is also triggering a spike in the price many European companies have to pay for carbon credits so they can burn fossil fuels.\nAdditionally, the energy crunch is supporting oil prices, which hit seven-year highs in the United States this week. Bank of America recently predicted that a cold winter could push the price of Brent crude, the global benchmark, past $100 per barrel. Prices haven't been that high since 2014.\n\nJim Burkhard, who leads IHS Markit's research on crude oil, energy and mobility, said there's \"no immediate relief in sight.\"\n\"There's no Saudi Arabia for gas,\" he said, referring to a single supplier that can quickly ramp up natural gas production. \"This looks like it's going to endure for the winter in the Northern Hemisphere.\"\nRussia could theoretically step up. Société Générale noted that faster approval by German authorities of the politically-sensitive Nord Stream 2 pipeline, which would carry gas directly from Russia to Europe, would ease significant stress.\nOn Wednesday, Russian President Vladimir Putin suggested that Russia could increase its output, saying that state-owned gas giant Gazprom has never \"refused to increase supplies to its consumers if they submit appropriate bids.\"\nBut Neil Chapman, senior vice president at ExxonMobil (XOM), emphasized the short-term constraints at an industry conference this week.\n\"Of course there's great concern,\" Chapman said at the virtual Energy Intelligence Forum. \"In our industry, because it's capital intensive, you can't just turn on the supply.\"\nCrisis with a cost\nThe best case scenario, according to Burkhard, is that a winter with average temperatures allows pressure to lift in the second quarter of 2022.\nBut severe weather in the coming months would create huge strain — particularly in countries that rely heavily on natural gas for energy production, like Italy and the United Kingdom. Britain is in a particularly tough spot because it lacks storage capacity, and is dealing with the fallout from a broken power line with France.\n\"The UK is arguably at the highest risk of Europe's major economies of a winter supply shortfall,\" Henning Gloystein, director of the energy, climate and resource team at consultancy Eurasia Group, said in a note to clients this week. \"Should this happen, the government would likely demand factories to reduce output and gas consumption in order to ensure household supply.\"\nThe massive jump in energy costs, which shows no signs of abating, is fanning inflation fears, which already had been forcing policymakers to carefully consider their next steps.\nEnergy prices in developed countries rose 18% in August, the fastest pace since 2008, according to data released Tuesday by the Organization for Economic Cooperation and Development. And that was before the situation deteriorated significantly in recent weeks.\nHigher energy bills could crimp consumer spending on clothing or activities like dining out, hurting the comeback from the pandemic. If businesses are asked to curtail activity to conserve power, that could also hurt the economy.\n\"There are concerns that rising gas prices will put Europe's post-pandemic economic recovery at risk,\" Gloystein said.\nThere's also anxiety that price volatility could feed public skepticism about funding for the energy transition, according to Gloystein, should consumers demand more investment in oil and gas to limit future fluctuations.\nGovernments that have committed to reducing emissions are preemptively trying to send a firm message: This bolsters, not undermines, the case for investing in a broader mix of energy sources.\n\"It's very clear that with energy in the long term, it is important to invest in renewables,\" European Commission President Ursula von der Leyen said Wednesday. \"That gives us stable prices and more independence, because 90% of the gas is imported to the European Union.\"\n— James Frater, Laura He, Katharina Krebs and Diksha Madhok contributed reporting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377265518,"gmtCreate":1619531200834,"gmtModify":1631891247316,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"True that","listText":"True that","text":"True that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377265518","repostId":"2130324098","repostType":2,"repost":{"id":"2130324098","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":1619528400,"share":"https://www.laohu8.com/m/news/2130324098?lang=&edition=full","pubTime":"2021-04-27 21:00","market":"sh","language":"en","title":"Arm details new data center chips, says Oracle, Alibaba will use them","url":"https://stock-news.laohu8.com/highlight/detail?id=2130324098","media":"Reuters","summary":"By Stephen Nellis   April 27 (Reuters) - Arm Ltd, the British chip technology firm being acquired by","content":"<html><body><p>By Stephen Nellis</p><p>   April 27 (Reuters) - Arm Ltd, the British chip technology firm being acquired by Nvidia Corp    in a $40 billion deal, on Tuesday gave new details about its next generation of data center technology and said Oracle Corp    and Alibaba Group Holding    will use the chips.</p><p>   Arm creates underlying intellectual property that other firms such as Qualcomm Inc    or Apple Inc    then license to create their own processor chips. Arm's technology powers most mobile phones, but it is making a push into data center processors, where Intel Corp    and Advanced Micro Devices    have long dominated.</p><p>   Analysts view Arm's data center efforts as the key reason that Nvidia, which also competes against Intel, sought to buy the firm. British officials have invoked a national security law to review the deal.   </p><p>   Arm said on Tuesday that its \"N2\" Neoverse computing cores are expected to be about 40% faster than the previous generation. The company also said that its \"V1\" cores - which are designed to handle a different type of math commonly used for artificial intelligence - are expected to be 50% faster than traditional methods of doing the same tasks.</p><p>   Arm said that Marvell Technology Inc    is making a chip using its new technology. It also said that Oracle will use Arm-based chips made by Ampere Computing in its growing cloud computing business, and that Chinese technology giant Alibaba is preparing to offer Arm-based cloud computing services, though the chip vendor was not disclosed.</p><p>   The new cloud customers come after Intel for years controlled more than 90% of the market for data center chips.  Chris Bergey, Arm's senior vice president and general manager for its infrastructure line of business, said that Arm's approach has been to license its technology to many different chip companies who are taking different approaches to winning business from cloud customers.</p><p>   \"We're all engineers here - there's different optimization points, there's different views\" Bergey told Reuters in an interview. \"I don't think anyone is saying Arm is not a viable alternative.\"</p><p> (Reporting by Stephen Nellis in San Francisco Editing by Sonya Hepinstall)</p><p>((Stephen.Nellis@thomsonreuters.com; (415) 344-4934;))</p></body></html>","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>Arm details new data center chips, says Oracle, Alibaba will use them</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\">\nArm details new data center chips, says Oracle, Alibaba will use them\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\">2021-04-27 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Stephen Nellis</p><p>   April 27 (Reuters) - Arm Ltd, the British chip technology firm being acquired by Nvidia Corp    in a $40 billion deal, on Tuesday gave new details about its next generation of data center technology and said Oracle Corp    and Alibaba Group Holding    will use the chips.</p><p>   Arm creates underlying intellectual property that other firms such as Qualcomm Inc    or Apple Inc    then license to create their own processor chips. Arm's technology powers most mobile phones, but it is making a push into data center processors, where Intel Corp    and Advanced Micro Devices    have long dominated.</p><p>   Analysts view Arm's data center efforts as the key reason that Nvidia, which also competes against Intel, sought to buy the firm. British officials have invoked a national security law to review the deal.   </p><p>   Arm said on Tuesday that its \"N2\" Neoverse computing cores are expected to be about 40% faster than the previous generation. The company also said that its \"V1\" cores - which are designed to handle a different type of math commonly used for artificial intelligence - are expected to be 50% faster than traditional methods of doing the same tasks.</p><p>   Arm said that Marvell Technology Inc    is making a chip using its new technology. It also said that Oracle will use Arm-based chips made by Ampere Computing in its growing cloud computing business, and that Chinese technology giant Alibaba is preparing to offer Arm-based cloud computing services, though the chip vendor was not disclosed.</p><p>   The new cloud customers come after Intel for years controlled more than 90% of the market for data center chips.  Chris Bergey, Arm's senior vice president and general manager for its infrastructure line of business, said that Arm's approach has been to license its technology to many different chip companies who are taking different approaches to winning business from cloud customers.</p><p>   \"We're all engineers here - there's different optimization points, there's different views\" Bergey told Reuters in an interview. \"I don't think anyone is saying Arm is not a viable alternative.\"</p><p> (Reporting by Stephen Nellis in San Francisco Editing by Sonya Hepinstall)</p><p>((Stephen.Nellis@thomsonreuters.com; (415) 344-4934;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","INTC":"英特尔","QCOM":"高通","ORCL":"甲骨文","NVDA":"英伟达","AAPL":"苹果","QNETCN":"纳斯达克中美互联网老虎指数","AMD":"美国超微公司"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130324098","content_text":"By Stephen Nellis   April 27 (Reuters) - Arm Ltd, the British chip technology firm being acquired by Nvidia Corp    in a $40 billion deal, on Tuesday gave new details about its next generation of data center technology and said Oracle Corp    and Alibaba Group Holding    will use the chips.   Arm creates underlying intellectual property that other firms such as Qualcomm Inc    or Apple Inc    then license to create their own processor chips. Arm's technology powers most mobile phones, but it is making a push into data center processors, where Intel Corp    and Advanced Micro Devices    have long dominated.   Analysts view Arm's data center efforts as the key reason that Nvidia, which also competes against Intel, sought to buy the firm. British officials have invoked a national security law to review the deal.      Arm said on Tuesday that its \"N2\" Neoverse computing cores are expected to be about 40% faster than the previous generation. The company also said that its \"V1\" cores - which are designed to handle a different type of math commonly used for artificial intelligence - are expected to be 50% faster than traditional methods of doing the same tasks.   Arm said that Marvell Technology Inc    is making a chip using its new technology. It also said that Oracle will use Arm-based chips made by Ampere Computing in its growing cloud computing business, and that Chinese technology giant Alibaba is preparing to offer Arm-based cloud computing services, though the chip vendor was not disclosed.   The new cloud customers come after Intel for years controlled more than 90% of the market for data center chips.  Chris Bergey, Arm's senior vice president and general manager for its infrastructure line of business, said that Arm's approach has been to license its technology to many different chip companies who are taking different approaches to winning business from cloud customers.   \"We're all engineers here - there's different optimization points, there's different views\" Bergey told Reuters in an interview. \"I don't think anyone is saying Arm is not a viable alternative.\" (Reporting by Stephen Nellis in San Francisco Editing by Sonya Hepinstall)((Stephen.Nellis@thomsonreuters.com; (415) 344-4934;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":848517135,"gmtCreate":1636012293745,"gmtModify":1636012293877,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Like it like","listText":"Like it like","text":"Like it like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848517135","repostId":"1176588625","repostType":4,"repost":{"id":"1176588625","kind":"news","pubTimestamp":1636010158,"share":"https://www.laohu8.com/m/news/1176588625?lang=&edition=full","pubTime":"2021-11-04 15:15","market":"us","language":"en","title":"Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176588625","media":"Barrons","summary":"Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered","content":"<p>Activision Blizzard&nbsp;stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games <i>Overwatch 2</i> and <i>Diablo IV</i> caught Wall Street off guard.</p>\n<p>The company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from <i>Diablo IV</i> and <i>Overwatch 2</i> in 2022.</p>\n<p>Shares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The&nbsp;S&amp;P 500&nbsp;rose 0.6%, and the&nbsp;Nasdaq&nbsp;rose 1% on Wednesday.</p>\n<p>Baird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”</p>\n<p>“While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.</p>\n<p>For Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.</p>\n<p>Executives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.</p>\n<p>Activision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed&nbsp;a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.</p>\n<p>Following an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.</p>\n<p>“Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”</p>\n<p>MKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.</p>\n<p>“With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.</p>\n<p>Wedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected <i>Overwatch 2</i> could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.</p>\n<p>The analyst added that for the sequel, players will compete on teams of five, rather than the six in the current <i>Overwatch</i> game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.</p>\n<p>“We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.</p>\n<p>Oppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.</p>\n<p>“We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.</p>\n<p>In the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its <i>Call of Duty</i> franchise and its King mobile games segment.</p>\n<p>“While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.</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\">\nActivision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games Overwatch 2 and Diablo IV caught Wall Street...</p>\n\n<a href=\"https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176588625","content_text":"Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games Overwatch 2 and Diablo IV caught Wall Street off guard.\nThe company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from Diablo IV and Overwatch 2 in 2022.\nShares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The S&P 500 rose 0.6%, and the Nasdaq rose 1% on Wednesday.\nBaird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”\n“While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.\nFor Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.\nExecutives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.\nActivision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.\nFollowing an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.\n“Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”\nMKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.\n“With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.\nWedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected Overwatch 2 could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.\nThe analyst added that for the sequel, players will compete on teams of five, rather than the six in the current Overwatch game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.\n“We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.\nOppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.\n“We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.\nIn the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its Call of Duty franchise and its King mobile games segment.\n“While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848514751,"gmtCreate":1636012262021,"gmtModify":1636012279057,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Not exactly","listText":"Not exactly","text":"Not exactly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848514751","repostId":"1196366330","repostType":4,"repost":{"id":"1196366330","kind":"news","pubTimestamp":1636011077,"share":"https://www.laohu8.com/m/news/1196366330?lang=&edition=full","pubTime":"2021-11-04 15:31","market":"us","language":"en","title":"Zillow Stops Homebuying: How Will This Impact Their Stock Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196366330","media":"Seeking Alpha","summary":"Summary\n\nZillow had paused, and now will completely wind down, home buying with the division termina","content":"<p><b>Summary</b></p>\n<ul>\n <li>Zillow had paused, and now will completely wind down, home buying with the division terminating over the next few quarters.</li>\n <li>There is evidence of a slowing housing market and Zillow is reportedly offloading homes below cost and will take a significant asset write-down.</li>\n <li>Zillow's stock has been in a downward cycle since February of this year, and this shows no signs of slowing.</li>\n <li>The IMT segment posted positive Q3 results, which were obviously overshadowed by the news above.</li>\n <li>How do these moving parts impact the company's prospects?</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db785603fd1fe96aa3ee17c4196b74dd\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Xacto/E+ via Getty Images</span></p>\n<p><b>Why Did Zillow Stop Home Buying?</b></p>\n<p>Zillow Group, Inc. (Z) is a digital real estate company which operates in three divisions. First, it operates its Internet, Media, and Technology (IMT) segment which produces revenue through Premier Agent or advertising revenues from agents. Second, the mortgage segment makes money by performing loan originations and reselling mortgages. The third segment, and largest segment by revenue, is the Homes segment, commonly known as Zillow Offers. In this segment the company purchases, fixes, and resells residential real estate. Zillow announced it&nbsp;will be winding this segment down completely&nbsp;during their Q3 earnings release. The wind-down includes an asset write-down of over $300M as well.</p>\n<p><b>So, how did we get here?</b></p>\n<p>In mid-October, Zillow paused this segment through at least the end of 2021.</p>\n<blockquote>\n We are beyond operational capacity in our Zillow Offers business and are not taking on additional contracts to purchase homes at this time...\"\n</blockquote>\n<blockquote>\n Company Spokesman per Seeking Alpha, courtesy Bloomberg.\n</blockquote>\n<p>This news had both positive and negative elements. First, on the positive side, it is obvious that the iBuying program is immensely popular. Zillow reported&nbsp;that 1% of homes in Q2 2021&nbsp;used some type of iBuying program. This may not seem significant at just 1%, however considering the United States home sales market is&nbsp;expected to reach $2.5&nbsp;<i>trillion</i>&nbsp;in 2021, this is a very big number indeed. I also considered it positive that Zillow recognized that they were becoming overextended and paused, rather than risking serious systemic issues that would hurt customers and damage their reputation.</p>\n<p>This has clear implications for competitors like Redfin (RDFN) and Opendoor (OPEN) to accumulate market share. The iBuying process is popular, but it must be managed correctly. I have seen no indication that they will cease their programs.</p>\n<p>Further, this could be a reflection that the red-hot market is cooling. Zillow may have many more sellers in line than buyers. While the secular demand trends are expected to be positive, as&nbsp;the country is short millions of homes, the short-term could get bumpy. Two days prior to this announcement, Redfin&nbsp;reported a drop in both homes sales, which dropped 9%, and new listings, which fell 5%.</p>\n<p>Other reasons for the pause, included macroeconomic issues that many businesses are currently facing. These include supply and labor shortages that have extended the process of reselling a home.</p>\n<blockquote>\n We're operating within a labor- and supply-constrained economy inside a competitive real estate market, especially in the construction, renovation and closing spaces...\n</blockquote>\n<blockquote>\n \"Pausing new contracts will enable us to focus on sellers already under contract with us and our current home inventory,\"\n</blockquote>\n<blockquote>\n Jeremy Wacksman, Zillow CEO, in a statement.\n</blockquote>\n<p>Because of this, higher costs of renovations could significantly tighten margins. In fact, more than half of the homes recently purchased may be under water, as I will discuss below.</p>\n<p>Home prices had been on fire for the first half of this year when Zillow was a buyer. Now that the market is taking a breather, these homes are waiting for buyers and the prices are coming down. This is a serious risk that every iBuying company will face. And the risk is structural. Shown below, prices have inched down ever so slightly from the red-hot summer months. It is worrisome that Zillow has purchased in the summer, while prices were highest, and is now selling in the fall when the kids are back in school and the market has slowed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92e59a7c8a0c8cf3531ea1972a7a8fd3\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Zillow Stock Price</b></p>\n<p>This news caused nervous investors to accelerate the downtrend in the stock, fearing a structural difficulty that could linger. The stock fell nearly 10% total in the days around the announcement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a78debfc71d8aac0b2eaeaf304fe5eb6\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>However, cooler heads prevailed and the stock recovered somewhat thanks to a bullish hedge fund call which I discuss below. It is still stuck in a persistent downward trend since earlier this year, as shown below in the YTD chart.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab979080dfdee8a0875705807f5c89b\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>One positive note for the stock is the interest from hedge fund manager Gil Simon of SoMa Equity Partners who recommended the stock and sees a&nbsp;\"compelling\" long-term opportunity. As the stock price has been cut in half since February 2021 it is difficult not to see it as oversold. Especially as certain metrics begin to resemble those from before the pandemic. This bullish call was made after the \"pause\" announcement, but before the \"wind down\" announcement.</p>\n<p>At the same time, not all analysts were or are bullish. Bank of America&nbsp;cut its price target&nbsp;from $100 to $85 on October 28, 2021.</p>\n<p>Then, to start out November on a sour note, a KeyBanc analyst pointed to a&nbsp;study done by the firm that shows well over half the home&nbsp;scurrently listed are selling for<i>less</i>than the purchase price. This led to another selloff of more than 10% to open the month of November, pictured below. This looked to confirm some of the worst fears when the pause was implemented.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859acfe9ed5bc2583e62ed965984227f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Zillow Stock Forecast</b></p>\n<p>Q3 results are almost an afterthought at this point. There are some positives in the release, however. The IMT segment posted impressive revenue and EBITDA figures. The segment has grown revenues at a compound annual growth rate (CAGR) over 15% since 2018, or 52% total. Adjusted EBITDA in this segment has grown at a CAGR over 50% during this time and reached $836M for the trailing twelve months ended September 30, 2021. This will be the key to success moving forward. Zillow also has the opportunity to focus on profitability moving forward rather than growth at any cost. The IMT segment is generally profitable, while the homebuying segment has been unprofitable historically. Mortgages have profit potential as well, having posted positive adjusted EBITDA in Q3 2021, albeit only $5M. It remains to be seen exactly how Zillow will move forward, but a focus on becoming cash-flow and EBITDA positive overall and the core business would be wise.</p>\n<p><b>Is Zillow Stock A Buy, Sell, or Hold?</b></p>\n<p>Analysts have a gigantic spread in opinion on Zillow. Some have price targets at $145 while others have cut to just $85. The average target, according to&nbsp;Seeking Alpha's Wall St. Rating center&nbsp;is $98.50. There is much uncertainty after the announcement of the wind-down and we will likely see&nbsp;significant adjustments downward&nbsp;in the next several days.</p>\n<p>This uncertainty may bring about an opportunity to invest while the stock is heavily beaten down, but the best opportunity is likely not today. There is a real danger that there is more bad news to come. The stock will also need to be rerated by analysts and the news digested by Wall Street. At this time Zillow is far too risky to initiate a position.</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>Zillow Stops Homebuying: How Will This Impact Their Stock Forecast?</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\">\nZillow Stops Homebuying: How Will This Impact Their Stock Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 15:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4464868-zilllow-stops-homebuying-stock-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nZillow had paused, and now will completely wind down, home buying with the division terminating over the next few quarters.\nThere is evidence of a slowing housing market and Zillow is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4464868-zilllow-stops-homebuying-stock-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZG":"Zillow Class A","Z":"Zillow"},"source_url":"https://seekingalpha.com/article/4464868-zilllow-stops-homebuying-stock-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196366330","content_text":"Summary\n\nZillow had paused, and now will completely wind down, home buying with the division terminating over the next few quarters.\nThere is evidence of a slowing housing market and Zillow is reportedly offloading homes below cost and will take a significant asset write-down.\nZillow's stock has been in a downward cycle since February of this year, and this shows no signs of slowing.\nThe IMT segment posted positive Q3 results, which were obviously overshadowed by the news above.\nHow do these moving parts impact the company's prospects?\n\nXacto/E+ via Getty Images\nWhy Did Zillow Stop Home Buying?\nZillow Group, Inc. (Z) is a digital real estate company which operates in three divisions. First, it operates its Internet, Media, and Technology (IMT) segment which produces revenue through Premier Agent or advertising revenues from agents. Second, the mortgage segment makes money by performing loan originations and reselling mortgages. The third segment, and largest segment by revenue, is the Homes segment, commonly known as Zillow Offers. In this segment the company purchases, fixes, and resells residential real estate. Zillow announced it will be winding this segment down completely during their Q3 earnings release. The wind-down includes an asset write-down of over $300M as well.\nSo, how did we get here?\nIn mid-October, Zillow paused this segment through at least the end of 2021.\n\n We are beyond operational capacity in our Zillow Offers business and are not taking on additional contracts to purchase homes at this time...\"\n\n\n Company Spokesman per Seeking Alpha, courtesy Bloomberg.\n\nThis news had both positive and negative elements. First, on the positive side, it is obvious that the iBuying program is immensely popular. Zillow reported that 1% of homes in Q2 2021 used some type of iBuying program. This may not seem significant at just 1%, however considering the United States home sales market is expected to reach $2.5 trillion in 2021, this is a very big number indeed. I also considered it positive that Zillow recognized that they were becoming overextended and paused, rather than risking serious systemic issues that would hurt customers and damage their reputation.\nThis has clear implications for competitors like Redfin (RDFN) and Opendoor (OPEN) to accumulate market share. The iBuying process is popular, but it must be managed correctly. I have seen no indication that they will cease their programs.\nFurther, this could be a reflection that the red-hot market is cooling. Zillow may have many more sellers in line than buyers. While the secular demand trends are expected to be positive, as the country is short millions of homes, the short-term could get bumpy. Two days prior to this announcement, Redfin reported a drop in both homes sales, which dropped 9%, and new listings, which fell 5%.\nOther reasons for the pause, included macroeconomic issues that many businesses are currently facing. These include supply and labor shortages that have extended the process of reselling a home.\n\n We're operating within a labor- and supply-constrained economy inside a competitive real estate market, especially in the construction, renovation and closing spaces...\n\n\n \"Pausing new contracts will enable us to focus on sellers already under contract with us and our current home inventory,\"\n\n\n Jeremy Wacksman, Zillow CEO, in a statement.\n\nBecause of this, higher costs of renovations could significantly tighten margins. In fact, more than half of the homes recently purchased may be under water, as I will discuss below.\nHome prices had been on fire for the first half of this year when Zillow was a buyer. Now that the market is taking a breather, these homes are waiting for buyers and the prices are coming down. This is a serious risk that every iBuying company will face. And the risk is structural. Shown below, prices have inched down ever so slightly from the red-hot summer months. It is worrisome that Zillow has purchased in the summer, while prices were highest, and is now selling in the fall when the kids are back in school and the market has slowed.\nData by YCharts\nZillow Stock Price\nThis news caused nervous investors to accelerate the downtrend in the stock, fearing a structural difficulty that could linger. The stock fell nearly 10% total in the days around the announcement.\nData by YCharts\nHowever, cooler heads prevailed and the stock recovered somewhat thanks to a bullish hedge fund call which I discuss below. It is still stuck in a persistent downward trend since earlier this year, as shown below in the YTD chart.\nData by YCharts\nOne positive note for the stock is the interest from hedge fund manager Gil Simon of SoMa Equity Partners who recommended the stock and sees a \"compelling\" long-term opportunity. As the stock price has been cut in half since February 2021 it is difficult not to see it as oversold. Especially as certain metrics begin to resemble those from before the pandemic. This bullish call was made after the \"pause\" announcement, but before the \"wind down\" announcement.\nAt the same time, not all analysts were or are bullish. Bank of America cut its price target from $100 to $85 on October 28, 2021.\nThen, to start out November on a sour note, a KeyBanc analyst pointed to a study done by the firm that shows well over half the home scurrently listed are selling forlessthan the purchase price. This led to another selloff of more than 10% to open the month of November, pictured below. This looked to confirm some of the worst fears when the pause was implemented.\nData by YCharts\nZillow Stock Forecast\nQ3 results are almost an afterthought at this point. There are some positives in the release, however. The IMT segment posted impressive revenue and EBITDA figures. The segment has grown revenues at a compound annual growth rate (CAGR) over 15% since 2018, or 52% total. Adjusted EBITDA in this segment has grown at a CAGR over 50% during this time and reached $836M for the trailing twelve months ended September 30, 2021. This will be the key to success moving forward. Zillow also has the opportunity to focus on profitability moving forward rather than growth at any cost. The IMT segment is generally profitable, while the homebuying segment has been unprofitable historically. Mortgages have profit potential as well, having posted positive adjusted EBITDA in Q3 2021, albeit only $5M. It remains to be seen exactly how Zillow will move forward, but a focus on becoming cash-flow and EBITDA positive overall and the core business would be wise.\nIs Zillow Stock A Buy, Sell, or Hold?\nAnalysts have a gigantic spread in opinion on Zillow. Some have price targets at $145 while others have cut to just $85. The average target, according to Seeking Alpha's Wall St. Rating center is $98.50. There is much uncertainty after the announcement of the wind-down and we will likely see significant adjustments downward in the next several days.\nThis uncertainty may bring about an opportunity to invest while the stock is heavily beaten down, but the best opportunity is likely not today. There is a real danger that there is more bad news to come. The stock will also need to be rerated by analysts and the news digested by Wall Street. At this time Zillow is far too risky to initiate a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886482382,"gmtCreate":1631616634646,"gmtModify":1631888693436,"author":{"id":"3562581214716129","authorId":"3562581214716129","name":"BlissNHappy","avatar":"https://static.tigerbbs.com/57c8ae1247419aff13ee8033c4ac6c63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562581214716129","authorIdStr":"3562581214716129"},"themes":[],"htmlText":"Oppsie dope","listText":"Oppsie dope","text":"Oppsie dope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886482382","repostId":"2167630550","repostType":4,"repost":{"id":"2167630550","kind":"highlight","pubTimestamp":1631516701,"share":"https://www.laohu8.com/m/news/2167630550?lang=&edition=full","pubTime":"2021-09-13 15:05","market":"us","language":"en","title":"Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2167630550","media":"MarketWatch","summary":"Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af","content":"<p>Apple looks to refocus on the iPhone after App Store legal blow</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1306d1e47e19f9fe4f1d6a24c7e3ba44\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Apple is set to unveil new devices at a Tuesday event.</span></p>\n<p>Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.</p>\n<p>The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.</p>\n<p>But the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.</p>\n<p>The rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.</p>\n<p>\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>Here's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.</p>\n<p><b>iPhone</b></p>\n<p>The iPhone has been the centerpiece of Apple's fall events and should be again this year.</p>\n<p>The company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.</p>\n<p>Apple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.</p>\n<p>The biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.</p>\n<p>There's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.</p>\n<p><b>Augmented reality</b></p>\n<p>Apple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to <a href=\"https://laohu8.com/S/EFFE\">Global X</a> research analyst Pedro Palandrani that the company could be planning a significant AR announcement.</p>\n<p>The \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) recently unveiled its own pair of smart glasses.</p>\n<p>Whether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.</p>\n<p>\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"</p>\n<p>Evercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"</p>\n<p><b>Apple Watch</b></p>\n<p>Apple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.</p>\n<p>The Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.</p>\n<p>The devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.</p>\n<p><b>AirPods</b></p>\n<p>Apple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.</p>\n<p>To start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.</p>\n<p>Apple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's what Apple is expected to announce at its iPhone 13 launch event Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page\">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://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167630550","content_text":"Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.\nThe smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple $(AAPL)$ could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.\nBut the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.\nThe rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.\n\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nHere's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.\niPhone\nThe iPhone has been the centerpiece of Apple's fall events and should be again this year.\nThe company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.\nApple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.\nThe biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.\nThere's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit $(LEO)$ satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.\nAugmented reality\nApple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to Global X research analyst Pedro Palandrani that the company could be planning a significant AR announcement.\nThe \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. Facebook Inc. (FB) recently unveiled its own pair of smart glasses.\nWhether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.\n\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"\nEvercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"\nApple Watch\nApple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.\nThe Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.\nThe devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.\nAirPods\nApple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.\nTo start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.\nApple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}