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teest
2021-06-11
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2021-03-27
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Disney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92
teest
2021-03-11
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2021-03-11
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Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple
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2021-01-23
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20:01","market":"us","language":"en","title":"Disney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92","url":"https://stock-news.laohu8.com/highlight/detail?id=1135688585","media":"Bloomberg","summary":"With recent increases, streaming bundle price equals cable TV\nNew services such as Paramount+ and Di","content":"<ul>\n <li>With recent increases, streaming bundle price equals cable TV</li>\n <li>New services such as Paramount+ and Discovery+ vying for users</li>\n</ul>\n<p>The financial incentives that have driven millions of Americans to dump cable TV for streaming services are disappearing fast.</p>\n<p>With recent price increases at Disney+ and Netflix -- along with the debut of Paramount+ and Discovery+ -- the streaming landscape is evolving quickly. And it’s getting more expensive to assemble a top-notch streaming collection, with the cost rapidly approaching the level of a traditional cable bundle.</p>\n<p>If you put together the flagship streaming services from the biggest media and tech companies, including Amazon.com Inc.,AT&T Inc.,Netflix Inc. and Walt Disney Co., it would now cost you $92 a month in the U.S. That’s almost as much as a typical cable-TV subscription, which S&P Global Market Intelligence puts at $93.50.</p>\n<p>That doesn’t include services such as Fox Nation, which is aimed at die-hard Fox News fans, or AMC+, an outlet with movies and “The Walking Dead.” It also assumes you’re willing to pay full freight for Netflix,Comcast Corp.’s Peacock and ViacomCBS Inc.’s Paramount+, rather than the lower-end versions. Many consumers get Amazon’s service when they sign up for Prime shipping benefits, but the video platform on its own costs $9.</p>\n<p><img src=\"https://static.tigerbbs.com/b235b4b1c77b27eaf53b229b63a27d6e\" tg-width=\"968\" tg-height=\"673\"></p>\n<p>Of course, few viewers want so many streaming services -- and fewer still could watch all that content -- but it shows the dilemma facing TV lovers. While the market is now crowded with quality programming, consumers who cut the cable cord risk building a streaming bundle that eclipses the cost of their old pay-TV bills.</p>\n<p>That’s unlikely to drive customers back into the arms of cable-TV providers, but it may send them searching for more budget-friendly options -- like advertising-supported services. AT&T plans to offer a cheaper version of HBO Max with ads in June.</p>\n<p>“People are stacking services on top of each other -- at this point, there isn’t any end in sight,” said Steve Nason, research director at Parks Associates, a market-research firm. “It was all about the bundle. Then the unbundling. Now, people are rebundling again, and it’s hitting their wallet directly.”</p>\n<p>For now, U.S. consumers seem to be reveling in the choices. A typical streaming household subscribed to about four services as of January, according to Ampere Analysis. That’s up from roughly two in 2017, the firm estimates.</p>\n<p>A Parks Associates survey of households last year found that about one-third have four or more, and fewer than a quarter have no streaming subscriptions.</p>\n<p></p>\n<p>And their bills are going up. Disney+, which amassed 100 million users within 16 months of launching, is raising its price by $1 to $8 a month on Friday. The company’s premiere streaming bundle, which includes ESPN+ and an ad-free version of Hulu, now costs $20.</p>\n<p>Netflix, meanwhile,bumped the price of its premium plan, which has higher-resolution video, to $18 from $16 late last year. Its standard offering increased by $1 to $14.</p>\n<p>Many of the TV industry’s most-talked-about new shows are appearing exclusively on streaming, such as Disney+’s “The Falcon and the Winter Soldier.” That makes it harder to say no.</p>\n<p>Still, a do-it-yourself bundle has some big gaps, for now at least: news and sports.</p>\n<p>Media giants are adding more sports to their streaming services, including Peacock, Paramount+, and, of course, Disney’s ESPN+. The companies’ blockbuster deal with the NFL this month involved getting more telecasts online.</p>\n<p>But the chance of finding the exact game you want remains low. For that, you may need to either sign up for a live-TV service like YouTube TV or get yourself a digital antenna and go back to watching local broadcast channels.</p>","source":"lsy1584095487587","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>Disney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92</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\">\nDisney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 20:01 GMT+8 <a href=http://bloomberg.com/news/articles/2021-03-26/disney-netflix-hikes-bring-cost-of-cord-cutter-package-to-92?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With recent increases, streaming bundle price equals cable TV\nNew services such as Paramount+ and Discovery+ vying for users\n\nThe financial incentives that have driven millions of Americans to dump ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-03-26/disney-netflix-hikes-bring-cost-of-cord-cutter-package-to-92?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","DIS":"迪士尼"},"source_url":"http://bloomberg.com/news/articles/2021-03-26/disney-netflix-hikes-bring-cost-of-cord-cutter-package-to-92?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135688585","content_text":"With recent increases, streaming bundle price equals cable TV\nNew services such as Paramount+ and Discovery+ vying for users\n\nThe financial incentives that have driven millions of Americans to dump cable TV for streaming services are disappearing fast.\nWith recent price increases at Disney+ and Netflix -- along with the debut of Paramount+ and Discovery+ -- the streaming landscape is evolving quickly. And it’s getting more expensive to assemble a top-notch streaming collection, with the cost rapidly approaching the level of a traditional cable bundle.\nIf you put together the flagship streaming services from the biggest media and tech companies, including Amazon.com Inc.,AT&T Inc.,Netflix Inc. and Walt Disney Co., it would now cost you $92 a month in the U.S. That’s almost as much as a typical cable-TV subscription, which S&P Global Market Intelligence puts at $93.50.\nThat doesn’t include services such as Fox Nation, which is aimed at die-hard Fox News fans, or AMC+, an outlet with movies and “The Walking Dead.” It also assumes you’re willing to pay full freight for Netflix,Comcast Corp.’s Peacock and ViacomCBS Inc.’s Paramount+, rather than the lower-end versions. Many consumers get Amazon’s service when they sign up for Prime shipping benefits, but the video platform on its own costs $9.\n\nOf course, few viewers want so many streaming services -- and fewer still could watch all that content -- but it shows the dilemma facing TV lovers. While the market is now crowded with quality programming, consumers who cut the cable cord risk building a streaming bundle that eclipses the cost of their old pay-TV bills.\nThat’s unlikely to drive customers back into the arms of cable-TV providers, but it may send them searching for more budget-friendly options -- like advertising-supported services. AT&T plans to offer a cheaper version of HBO Max with ads in June.\n“People are stacking services on top of each other -- at this point, there isn’t any end in sight,” said Steve Nason, research director at Parks Associates, a market-research firm. “It was all about the bundle. Then the unbundling. Now, people are rebundling again, and it’s hitting their wallet directly.”\nFor now, U.S. consumers seem to be reveling in the choices. A typical streaming household subscribed to about four services as of January, according to Ampere Analysis. That’s up from roughly two in 2017, the firm estimates.\nA Parks Associates survey of households last year found that about one-third have four or more, and fewer than a quarter have no streaming subscriptions.\n\nAnd their bills are going up. Disney+, which amassed 100 million users within 16 months of launching, is raising its price by $1 to $8 a month on Friday. The company’s premiere streaming bundle, which includes ESPN+ and an ad-free version of Hulu, now costs $20.\nNetflix, meanwhile,bumped the price of its premium plan, which has higher-resolution video, to $18 from $16 late last year. Its standard offering increased by $1 to $14.\nMany of the TV industry’s most-talked-about new shows are appearing exclusively on streaming, such as Disney+’s “The Falcon and the Winter Soldier.” That makes it harder to say no.\nStill, a do-it-yourself bundle has some big gaps, for now at least: news and sports.\nMedia giants are adding more sports to their streaming services, including Peacock, Paramount+, and, of course, Disney’s ESPN+. The companies’ blockbuster deal with the NFL this month involved getting more telecasts online.\nBut the chance of finding the exact game you want remains low. For that, you may need to either sign up for a live-TV service like YouTube TV or get yourself a digital antenna and go back to watching local broadcast channels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321805672,"gmtCreate":1615419384896,"gmtModify":1703488731825,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321805672","repostId":"2118067563","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321802192,"gmtCreate":1615419317516,"gmtModify":1703488730103,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321802192","repostId":"1176251994","repostType":4,"repost":{"id":"1176251994","kind":"news","pubTimestamp":1615385060,"share":"https://www.laohu8.com/m/news/1176251994?lang=&edition=full","pubTime":"2021-03-10 22:04","market":"us","language":"en","title":"Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1176251994","media":"Barrons","summary":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of the","content":"<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.</p>\n<p>“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.</p>\n<p>Fundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.</p>\n<p>Supplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.</p>\n<p>Southampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.</p>\n<p>Growth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.</p>\n<p>In addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.</p>\n<p>Though Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.</p>\n<p>Another way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.</p>\n<p>One example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.</p>\n<p>To help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.</p>\n<p>A firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.</p>\n<p>“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”</p>\n<p>Growth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.</p>\n<p>Digital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.</p>\n<p>O’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.</p>\n<p>To rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.</p>\n<p>Currently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.</p>\n<p>In a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”</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>Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 22:04 GMT+8 <a href=https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?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":{"ALGN":"艾利科技","DOCU":"Docusign","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176251994","content_text":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.\n“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.\nFundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.\nSupplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.\nSouthampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.\nGrowth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.\nIn addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.\nThough Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.\nAnother way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.\nOne example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.\nTo help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.\nA firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.\n“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”\nGrowth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.\nDigital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.\nO’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.\nTo rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.\nCurrently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.\nIn a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319088932,"gmtCreate":1611413693426,"gmtModify":1703750419842,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/319088932","repostId":"1106179554","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":319088932,"gmtCreate":1611413693426,"gmtModify":1703750419842,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/319088932","repostId":"1106179554","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188939812,"gmtCreate":1623418953736,"gmtModify":1634033469727,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188939812","repostId":"1195128984","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356469971,"gmtCreate":1616807517093,"gmtModify":1634523911596,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356469971","repostId":"1135688585","repostType":4,"repost":{"id":"1135688585","kind":"news","pubTimestamp":1616760078,"share":"https://www.laohu8.com/m/news/1135688585?lang=&edition=full","pubTime":"2021-03-26 20:01","market":"us","language":"en","title":"Disney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92","url":"https://stock-news.laohu8.com/highlight/detail?id=1135688585","media":"Bloomberg","summary":"With recent increases, streaming bundle price equals cable TV\nNew services such as Paramount+ and Di","content":"<ul>\n <li>With recent increases, streaming bundle price equals cable TV</li>\n <li>New services such as Paramount+ and Discovery+ vying for users</li>\n</ul>\n<p>The financial incentives that have driven millions of Americans to dump cable TV for streaming services are disappearing fast.</p>\n<p>With recent price increases at Disney+ and Netflix -- along with the debut of Paramount+ and Discovery+ -- the streaming landscape is evolving quickly. And it’s getting more expensive to assemble a top-notch streaming collection, with the cost rapidly approaching the level of a traditional cable bundle.</p>\n<p>If you put together the flagship streaming services from the biggest media and tech companies, including Amazon.com Inc.,AT&T Inc.,Netflix Inc. and Walt Disney Co., it would now cost you $92 a month in the U.S. That’s almost as much as a typical cable-TV subscription, which S&P Global Market Intelligence puts at $93.50.</p>\n<p>That doesn’t include services such as Fox Nation, which is aimed at die-hard Fox News fans, or AMC+, an outlet with movies and “The Walking Dead.” It also assumes you’re willing to pay full freight for Netflix,Comcast Corp.’s Peacock and ViacomCBS Inc.’s Paramount+, rather than the lower-end versions. Many consumers get Amazon’s service when they sign up for Prime shipping benefits, but the video platform on its own costs $9.</p>\n<p><img src=\"https://static.tigerbbs.com/b235b4b1c77b27eaf53b229b63a27d6e\" tg-width=\"968\" tg-height=\"673\"></p>\n<p>Of course, few viewers want so many streaming services -- and fewer still could watch all that content -- but it shows the dilemma facing TV lovers. While the market is now crowded with quality programming, consumers who cut the cable cord risk building a streaming bundle that eclipses the cost of their old pay-TV bills.</p>\n<p>That’s unlikely to drive customers back into the arms of cable-TV providers, but it may send them searching for more budget-friendly options -- like advertising-supported services. AT&T plans to offer a cheaper version of HBO Max with ads in June.</p>\n<p>“People are stacking services on top of each other -- at this point, there isn’t any end in sight,” said Steve Nason, research director at Parks Associates, a market-research firm. “It was all about the bundle. Then the unbundling. Now, people are rebundling again, and it’s hitting their wallet directly.”</p>\n<p>For now, U.S. consumers seem to be reveling in the choices. A typical streaming household subscribed to about four services as of January, according to Ampere Analysis. That’s up from roughly two in 2017, the firm estimates.</p>\n<p>A Parks Associates survey of households last year found that about one-third have four or more, and fewer than a quarter have no streaming subscriptions.</p>\n<p></p>\n<p>And their bills are going up. Disney+, which amassed 100 million users within 16 months of launching, is raising its price by $1 to $8 a month on Friday. The company’s premiere streaming bundle, which includes ESPN+ and an ad-free version of Hulu, now costs $20.</p>\n<p>Netflix, meanwhile,bumped the price of its premium plan, which has higher-resolution video, to $18 from $16 late last year. Its standard offering increased by $1 to $14.</p>\n<p>Many of the TV industry’s most-talked-about new shows are appearing exclusively on streaming, such as Disney+’s “The Falcon and the Winter Soldier.” That makes it harder to say no.</p>\n<p>Still, a do-it-yourself bundle has some big gaps, for now at least: news and sports.</p>\n<p>Media giants are adding more sports to their streaming services, including Peacock, Paramount+, and, of course, Disney’s ESPN+. The companies’ blockbuster deal with the NFL this month involved getting more telecasts online.</p>\n<p>But the chance of finding the exact game you want remains low. For that, you may need to either sign up for a live-TV service like YouTube TV or get yourself a digital antenna and go back to watching local broadcast channels.</p>","source":"lsy1584095487587","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>Disney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92</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\">\nDisney+, Netflix Hikes Bring Cost of Cord-Cutter Package to $92\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 20:01 GMT+8 <a href=http://bloomberg.com/news/articles/2021-03-26/disney-netflix-hikes-bring-cost-of-cord-cutter-package-to-92?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With recent increases, streaming bundle price equals cable TV\nNew services such as Paramount+ and Discovery+ vying for users\n\nThe financial incentives that have driven millions of Americans to dump ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-03-26/disney-netflix-hikes-bring-cost-of-cord-cutter-package-to-92?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","DIS":"迪士尼"},"source_url":"http://bloomberg.com/news/articles/2021-03-26/disney-netflix-hikes-bring-cost-of-cord-cutter-package-to-92?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135688585","content_text":"With recent increases, streaming bundle price equals cable TV\nNew services such as Paramount+ and Discovery+ vying for users\n\nThe financial incentives that have driven millions of Americans to dump cable TV for streaming services are disappearing fast.\nWith recent price increases at Disney+ and Netflix -- along with the debut of Paramount+ and Discovery+ -- the streaming landscape is evolving quickly. And it’s getting more expensive to assemble a top-notch streaming collection, with the cost rapidly approaching the level of a traditional cable bundle.\nIf you put together the flagship streaming services from the biggest media and tech companies, including Amazon.com Inc.,AT&T Inc.,Netflix Inc. and Walt Disney Co., it would now cost you $92 a month in the U.S. That’s almost as much as a typical cable-TV subscription, which S&P Global Market Intelligence puts at $93.50.\nThat doesn’t include services such as Fox Nation, which is aimed at die-hard Fox News fans, or AMC+, an outlet with movies and “The Walking Dead.” It also assumes you’re willing to pay full freight for Netflix,Comcast Corp.’s Peacock and ViacomCBS Inc.’s Paramount+, rather than the lower-end versions. Many consumers get Amazon’s service when they sign up for Prime shipping benefits, but the video platform on its own costs $9.\n\nOf course, few viewers want so many streaming services -- and fewer still could watch all that content -- but it shows the dilemma facing TV lovers. While the market is now crowded with quality programming, consumers who cut the cable cord risk building a streaming bundle that eclipses the cost of their old pay-TV bills.\nThat’s unlikely to drive customers back into the arms of cable-TV providers, but it may send them searching for more budget-friendly options -- like advertising-supported services. AT&T plans to offer a cheaper version of HBO Max with ads in June.\n“People are stacking services on top of each other -- at this point, there isn’t any end in sight,” said Steve Nason, research director at Parks Associates, a market-research firm. “It was all about the bundle. Then the unbundling. Now, people are rebundling again, and it’s hitting their wallet directly.”\nFor now, U.S. consumers seem to be reveling in the choices. A typical streaming household subscribed to about four services as of January, according to Ampere Analysis. That’s up from roughly two in 2017, the firm estimates.\nA Parks Associates survey of households last year found that about one-third have four or more, and fewer than a quarter have no streaming subscriptions.\n\nAnd their bills are going up. Disney+, which amassed 100 million users within 16 months of launching, is raising its price by $1 to $8 a month on Friday. The company’s premiere streaming bundle, which includes ESPN+ and an ad-free version of Hulu, now costs $20.\nNetflix, meanwhile,bumped the price of its premium plan, which has higher-resolution video, to $18 from $16 late last year. Its standard offering increased by $1 to $14.\nMany of the TV industry’s most-talked-about new shows are appearing exclusively on streaming, such as Disney+’s “The Falcon and the Winter Soldier.” That makes it harder to say no.\nStill, a do-it-yourself bundle has some big gaps, for now at least: news and sports.\nMedia giants are adding more sports to their streaming services, including Peacock, Paramount+, and, of course, Disney’s ESPN+. The companies’ blockbuster deal with the NFL this month involved getting more telecasts online.\nBut the chance of finding the exact game you want remains low. For that, you may need to either sign up for a live-TV service like YouTube TV or get yourself a digital antenna and go back to watching local broadcast channels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321805672,"gmtCreate":1615419384896,"gmtModify":1703488731825,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321805672","repostId":"2118067563","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321802192,"gmtCreate":1615419317516,"gmtModify":1703488730103,"author":{"id":"3563098470976246","authorId":"3563098470976246","name":"teest","avatar":"https://static.tigerbbs.com/2536c4ab98a5677e34669482a66595ce","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563098470976246","authorIdStr":"3563098470976246"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321802192","repostId":"1176251994","repostType":4,"repost":{"id":"1176251994","kind":"news","pubTimestamp":1615385060,"share":"https://www.laohu8.com/m/news/1176251994?lang=&edition=full","pubTime":"2021-03-10 22:04","market":"us","language":"en","title":"Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1176251994","media":"Barrons","summary":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of the","content":"<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.</p>\n<p>“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.</p>\n<p>Fundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.</p>\n<p>Supplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.</p>\n<p>Southampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.</p>\n<p>Growth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.</p>\n<p>In addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.</p>\n<p>Though Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.</p>\n<p>Another way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.</p>\n<p>One example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.</p>\n<p>To help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.</p>\n<p>A firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.</p>\n<p>“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”</p>\n<p>Growth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.</p>\n<p>Digital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.</p>\n<p>O’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.</p>\n<p>To rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.</p>\n<p>Currently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.</p>\n<p>In a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”</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>Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 22:04 GMT+8 <a href=https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?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":{"ALGN":"艾利科技","DOCU":"Docusign","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176251994","content_text":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.\n“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.\nFundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.\nSupplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.\nSouthampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.\nGrowth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.\nIn addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.\nThough Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.\nAnother way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.\nOne example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.\nTo help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.\nA firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.\n“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”\nGrowth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.\nDigital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.\nO’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.\nTo rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.\nCurrently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.\nIn a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
