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2021-12-30

Gogogo

Tech Megacaps Had a Big 2021. What’s Ahead for 2022.

2021-12-30

Great

Carnival Has Seen a Spike in Covid-19 Cases. But It Hasn’t Hurt the Stock.

2021-12-30

The good old brand will never die

Will Walt Disney Stock Recover in 2022?

2021-12-30

Good time to accumulate

These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022

2021-12-26

Even though xiaomi stock price is not doing great but i like how they ceo selling good story.

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With a year-to-date gain of about 36%, Apple has outperformed both the 27% return on the S&amp;P 500 and the 23% rally on the Nasdaq Composite.</p><p>Most of Apple’s performance was concentrated in the fourth quarter—the stock is up 27% since the end of October, a period in which the S&amp;P 500 rallied a more modest 11%. Several factors appear to be contributing to its strength: Apple continues to report robust growth for the iPhone, Macs, iPads, wearables, and services, all while aggressively repurchasing its own stock. And 2022 is shaping up to be a big year for new products, with growing buzz in particular about the potential launch of a headset for augmented- and virtual-reality applications.</p><p>This year’s rally follows gains of 82% last year and 89% in 2019, which means the stock has rallied 365% over the past three years. Barring a sharp slowdown in iPhone sales, the string should continue in 2022.</p><p>Microsoft (MSFT) had a fantastic year, with the stock up 54% year to date, driving its market cap to $2.56 trillion. The world’s largest software company is producing astonishing growth at scale, with the top line up 22% in the latest quarter. Underlying Microsoft’s strong growth is continued demand for cloud computing—the company’s Azure business expanded 50% in the September quarter.</p><p>Meanwhile, Microsoft is seeing strength in demand for Office, Windows, Xbox, and other parts of its business. With enterprise spending likely to accelerate in 2022, there seems no reason to think that Microsoft’s impressive growth will slow down next year.</p><p>Alphabet shares (GOOGL) have soared 68% so far in 2021, leaving its market cap just shy of $2 trillion. There’s simply no slowdown in demand for online advertising—and the company’s Google unit has largely dodged the pain inflicted on some ad-supported businesses by Apple’s shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spending is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.</p><p>Barring any new regulatory challenges, it seems likely that Alphabet will continue to produce strong growth in 2022—Street consensus estimates call for 17% growth.</p><p>Amazon.com (AMZN) is the clear laggard among the megacaps, with a year-to-date gain of just 5%, leaving the stock with a valuation of $1.74 billion. It’s behaving like an out-of-favor stay-at-home stock—growth in the company’s core e-commerce business has slowed as some shoppers began venturing to physical stores for some purchases. Other elements of the business remain strong, though, including the Amazon Web Services cloud business, logistics and advertising. Investors also factored in the decision by founder Jeff Bezos to step down as CEO, replaced by former AWS chief Andy Jassy.</p><p>One other wild card: New Federal Trade Commission chair Lina Khan has a long track record as an Amazon critic. The FTC has yet to rule on the company’s pending acquisition of the movie studio MGM—nor have they responded on an Amazon request for Khan to recuse herself on all Amazon matters given her previous writings about the company. Despite all of that, after a year of lackluster performance, the stock might be the most appealing of the tech giants for 2022.</p><p>Tesla (TSLA) is back in the 13-digit market-cap club, with a 57% gain for the year, all of that in the year’s second half, including a 16% gain since Dec. 21. Founder and CEO Elon Musk seems to have completed a recent flurry of stock sales, and Street analysts have been ratcheting up both their target prices and their earnings estimates for the electric vehicle leader. Wedbush analyst Dan Ives, who has a $1,400 target on the stock—a potential gain of more than 30%—thinks the key could be demand in China.</p><p>Meta Platforms (FB) is up 22% this year, lifting its market cap to $967 billion, impressive performance after a year in which the company received a blizzard of bad publicity, in particular a scathing Wall Street Journal series called “The Facebook Files,” which levered leaked material to raise myriad questions about the ill effects of the company’s platforms. Meanwhile, Apple’s efforts to prevent consumer activity tracking on iPhones hurt the company’s ability to target advertising, while regulatory pressures on the company continue to mount.</p><p>The company also changed its name and launched a $10 billion investment program focused on the metaverse, a bold call that might not pay off for years, or maybe ever. 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One caveat on Nvidia shares is that the stock trades at 28 times current year estimated revenues—a valuation more often awarded cloud-software stocks than chip makers.</p><p>And then there’s Taiwan Semiconductor (TSM), which has been a laggard, up just 12% for the year despite the huge global appetite for chips. The world’s largest contract chip maker, with a market cap of $635 billion, is building out new facilities in an attempt to catch up with demand, while other players like Samsung Electronics (005930.Korea) and GlobalFoundries (GFS) do the same, and Intel (INTC) likewise is moving into the market.</p></body></html>","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>Tech Megacaps Had a Big 2021. What’s Ahead for 2022.</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\">\nTech Megacaps Had a Big 2021. What’s Ahead for 2022.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tech-megacaps-apple-microsoft-alphabet-amazon-whats-ahead-51640716212?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech megacaps continue to grow in importance in the major stock averages, the market-cap giants have actually had wildly divergent performance in 2021—and their prospects vary considerably ...</p>\n\n<a href=\"https://www.barrons.com/articles/tech-megacaps-apple-microsoft-alphabet-amazon-whats-ahead-51640716212?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":{"GOOGL":"谷歌A","NVDA":"英伟达","TSLA":"特斯拉","TSM":"台积电","AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软","GOOG":"谷歌"},"source_url":"https://www.barrons.com/articles/tech-megacaps-apple-microsoft-alphabet-amazon-whats-ahead-51640716212?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190720053","content_text":"While the tech megacaps continue to grow in importance in the major stock averages, the market-cap giants have actually had wildly divergent performance in 2021—and their prospects vary considerably for 2022.Let’s take a closer look, in size order, at the eight tech stocks with valuations of more than $500 billion.Apple (ticker: AAPL) remains the world’s most highly valued company, with a market capitalization just a smidgen shy of $3 trillion. With a year-to-date gain of about 36%, Apple has outperformed both the 27% return on the S&P 500 and the 23% rally on the Nasdaq Composite.Most of Apple’s performance was concentrated in the fourth quarter—the stock is up 27% since the end of October, a period in which the S&P 500 rallied a more modest 11%. Several factors appear to be contributing to its strength: Apple continues to report robust growth for the iPhone, Macs, iPads, wearables, and services, all while aggressively repurchasing its own stock. And 2022 is shaping up to be a big year for new products, with growing buzz in particular about the potential launch of a headset for augmented- and virtual-reality applications.This year’s rally follows gains of 82% last year and 89% in 2019, which means the stock has rallied 365% over the past three years. Barring a sharp slowdown in iPhone sales, the string should continue in 2022.Microsoft (MSFT) had a fantastic year, with the stock up 54% year to date, driving its market cap to $2.56 trillion. The world’s largest software company is producing astonishing growth at scale, with the top line up 22% in the latest quarter. Underlying Microsoft’s strong growth is continued demand for cloud computing—the company’s Azure business expanded 50% in the September quarter.Meanwhile, Microsoft is seeing strength in demand for Office, Windows, Xbox, and other parts of its business. With enterprise spending likely to accelerate in 2022, there seems no reason to think that Microsoft’s impressive growth will slow down next year.Alphabet shares (GOOGL) have soared 68% so far in 2021, leaving its market cap just shy of $2 trillion. There’s simply no slowdown in demand for online advertising—and the company’s Google unit has largely dodged the pain inflicted on some ad-supported businesses by Apple’s shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spending is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.Barring any new regulatory challenges, it seems likely that Alphabet will continue to produce strong growth in 2022—Street consensus estimates call for 17% growth.Amazon.com (AMZN) is the clear laggard among the megacaps, with a year-to-date gain of just 5%, leaving the stock with a valuation of $1.74 billion. It’s behaving like an out-of-favor stay-at-home stock—growth in the company’s core e-commerce business has slowed as some shoppers began venturing to physical stores for some purchases. Other elements of the business remain strong, though, including the Amazon Web Services cloud business, logistics and advertising. Investors also factored in the decision by founder Jeff Bezos to step down as CEO, replaced by former AWS chief Andy Jassy.One other wild card: New Federal Trade Commission chair Lina Khan has a long track record as an Amazon critic. The FTC has yet to rule on the company’s pending acquisition of the movie studio MGM—nor have they responded on an Amazon request for Khan to recuse herself on all Amazon matters given her previous writings about the company. Despite all of that, after a year of lackluster performance, the stock might be the most appealing of the tech giants for 2022.Tesla (TSLA) is back in the 13-digit market-cap club, with a 57% gain for the year, all of that in the year’s second half, including a 16% gain since Dec. 21. Founder and CEO Elon Musk seems to have completed a recent flurry of stock sales, and Street analysts have been ratcheting up both their target prices and their earnings estimates for the electric vehicle leader. Wedbush analyst Dan Ives, who has a $1,400 target on the stock—a potential gain of more than 30%—thinks the key could be demand in China.Meta Platforms (FB) is up 22% this year, lifting its market cap to $967 billion, impressive performance after a year in which the company received a blizzard of bad publicity, in particular a scathing Wall Street Journal series called “The Facebook Files,” which levered leaked material to raise myriad questions about the ill effects of the company’s platforms. Meanwhile, Apple’s efforts to prevent consumer activity tracking on iPhones hurt the company’s ability to target advertising, while regulatory pressures on the company continue to mount.The company also changed its name and launched a $10 billion investment program focused on the metaverse, a bold call that might not pay off for years, or maybe ever. All that said, Facebook shares look relatively modestly valued compared with other Big Tech names, which makes them an intriguing option.Two chip plays have muscled into the megacap discussion.Nvidia shares (NVDA) have had a fantastic run, up 132% for the year to date, boosting the company’s valuation to $750 billion. Once viewed mostly as a provider of graphics cards used by gamers, Nvidia is now a key component provider to cloud-computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence and machine learning, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%. One caveat on Nvidia shares is that the stock trades at 28 times current year estimated revenues—a valuation more often awarded cloud-software stocks than chip makers.And then there’s Taiwan Semiconductor (TSM), which has been a laggard, up just 12% for the year despite the huge global appetite for chips. The world’s largest contract chip maker, with a market cap of $635 billion, is building out new facilities in an attempt to catch up with demand, while other players like Samsung Electronics (005930.Korea) and GlobalFoundries (GFS) do the same, and Intel (INTC) likewise is moving into the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067155,"gmtCreate":1640794207515,"gmtModify":1640794207515,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067155","repostId":"1187882427","repostType":4,"repost":{"id":"1187882427","pubTimestamp":1640787166,"share":"https://www.laohu8.com/m/news/1187882427?lang=&edition=full","pubTime":"2021-12-29 22:12","market":"us","language":"en","title":"Carnival Has Seen a Spike in Covid-19 Cases. But It Hasn’t Hurt the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187882427","media":"Barrons","summary":"Cruise lines are facing a wave of Covid-19 cases, with dozens of ships under investigation by the Ce","content":"<html><head></head><body><p>Cruise lines are facing a wave of Covid-19 cases, with dozens of ships under investigation by the Centers for Disease Control and Prevention amid onboard outbreaks. But it doesn’t seem to be hurting stocks.</p><p>With the more contagious Omicron variant of coronavirus spreading—causing the U.S. to notch a new daily record for Covid-19 infections—cruise ships operating in American waters haven’t been able to outsail the virus.</p><p>There are 86 ships with reported cases of Covid-19, which meets the threshold for a CDC investigation, according to a list published by the agency, up from just 53 ships last week.</p><p>The threshold for CDC investigation is cases reported in 0.1% or more of passengers; if a ship has 6,500 passengers, seven cases is enough to begin an investigation. In an investigation, cruise lines and the CDC work together to protect those on board and ensure that shipboard medical resources aren’t overwhelmed, the agency said.</p><p>Of the 86 ships being investigated or monitored by the CDC, 32 are owned by Carnival (ticker: CCL). Another 25 belong to Royal Caribbean (RCL), and 15 are Norwegian Cruise Line Holdings (NCLH) ships. But that hasn’t stopped a rise in cruise stocks.</p><p>Shares in Carnival are flirting with six-week highs and have climbed more than 27% in December. Royal Caribbean stock has risen nearly 22% over the same period and Norwegian shares lifted more than 23%. Yet all three stocks—like many in the travel sector—remain below levels seen before the beginning of the Covid-19 pandemic.</p><p>In the month before the Omicron variant became widely known, the cruise industry was returning to normal, after U.S. cruises resumed in June following almost two years of disruption. Norwegian’s CEO said in October that 21 of the line’s 28 vessels return to normal operations this year, up from the eight then on the water.</p><p>And with Omicron changing the landscape of Covid-19 in the U.S., some lawmakers are again turning their attention to cruises.</p><p>“Cruises are repeating recent history as petri dishes of COVID infection,” Sen. Richard Blumenthal of Connecticut said via Twitter Tuesday, calling on the CDC and cruise lines to dock their ships in an effort to protect consumers.</p><p>Many of the high-profile outbreaks of coronavirus early on in the pandemic occurred on cruise ships, where thousands of passengers live in proximity, and the CDC acknowledges that “cruising will always pose some risk of Covid-19 transmission.”</p><p>Major cruise lines including Carnival, Royal Caribbean, and Norwegian require passengers and crew to be vaccinated, with some select exemptions based on medical grounds.</p></body></html>","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>Carnival Has Seen a Spike in Covid-19 Cases. But It Hasn’t Hurt the Stock.</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\">\nCarnival Has Seen a Spike in Covid-19 Cases. But It Hasn’t Hurt the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/carnival-has-seen-a-spike-in-covid-cases-but-it-hasnt-hurt-the-stock-51640784835?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cruise lines are facing a wave of Covid-19 cases, with dozens of ships under investigation by the Centers for Disease Control and Prevention amid onboard outbreaks. But it doesn’t seem to be hurting ...</p>\n\n<a href=\"https://www.barrons.com/articles/carnival-has-seen-a-spike-in-covid-cases-but-it-hasnt-hurt-the-stock-51640784835?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":{"CCL":"嘉年华邮轮"},"source_url":"https://www.barrons.com/articles/carnival-has-seen-a-spike-in-covid-cases-but-it-hasnt-hurt-the-stock-51640784835?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187882427","content_text":"Cruise lines are facing a wave of Covid-19 cases, with dozens of ships under investigation by the Centers for Disease Control and Prevention amid onboard outbreaks. But it doesn’t seem to be hurting stocks.With the more contagious Omicron variant of coronavirus spreading—causing the U.S. to notch a new daily record for Covid-19 infections—cruise ships operating in American waters haven’t been able to outsail the virus.There are 86 ships with reported cases of Covid-19, which meets the threshold for a CDC investigation, according to a list published by the agency, up from just 53 ships last week.The threshold for CDC investigation is cases reported in 0.1% or more of passengers; if a ship has 6,500 passengers, seven cases is enough to begin an investigation. In an investigation, cruise lines and the CDC work together to protect those on board and ensure that shipboard medical resources aren’t overwhelmed, the agency said.Of the 86 ships being investigated or monitored by the CDC, 32 are owned by Carnival (ticker: CCL). Another 25 belong to Royal Caribbean (RCL), and 15 are Norwegian Cruise Line Holdings (NCLH) ships. But that hasn’t stopped a rise in cruise stocks.Shares in Carnival are flirting with six-week highs and have climbed more than 27% in December. Royal Caribbean stock has risen nearly 22% over the same period and Norwegian shares lifted more than 23%. Yet all three stocks—like many in the travel sector—remain below levels seen before the beginning of the Covid-19 pandemic.In the month before the Omicron variant became widely known, the cruise industry was returning to normal, after U.S. cruises resumed in June following almost two years of disruption. Norwegian’s CEO said in October that 21 of the line’s 28 vessels return to normal operations this year, up from the eight then on the water.And with Omicron changing the landscape of Covid-19 in the U.S., some lawmakers are again turning their attention to cruises.“Cruises are repeating recent history as petri dishes of COVID infection,” Sen. Richard Blumenthal of Connecticut said via Twitter Tuesday, calling on the CDC and cruise lines to dock their ships in an effort to protect consumers.Many of the high-profile outbreaks of coronavirus early on in the pandemic occurred on cruise ships, where thousands of passengers live in proximity, and the CDC acknowledges that “cruising will always pose some risk of Covid-19 transmission.”Major cruise lines including Carnival, Royal Caribbean, and Norwegian require passengers and crew to be vaccinated, with some select exemptions based on medical grounds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692064023,"gmtCreate":1640794055897,"gmtModify":1640794055897,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"The good old brand will never die","listText":"The good old brand will never die","text":"The good old brand will never die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692064023","repostId":"2195501154","repostType":4,"repost":{"id":"2195501154","pubTimestamp":1640789273,"share":"https://www.laohu8.com/m/news/2195501154?lang=&edition=full","pubTime":"2021-12-29 22:47","market":"us","language":"en","title":"Will Walt Disney Stock Recover in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195501154","media":"Motley Fool","summary":"Disney is not short of growth opportunities heading into 2022.","content":"<html><head></head><body><p>The reopening of <b>Walt Disney</b>&#39;s (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn&#39;t enough to push the stock higher in 2021. The stock price is currently down 14.5% year to date, trailing the 27% return of the <b>S&amp;P 500</b> index.</p><p>The parks segment has recovered well, with revenue nearly doubling year over year in the fiscal fourth quarter. But slowing growth from Disney&#39;s marquee streaming service, Disney+, caused the shares to slump toward the end of the year. Here&#39;s why the stock should bounce back in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75dbf893e4c70f710040c073a328cce3\" tg-width=\"700\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>The new &#34;Star Wars&#34; original series releases Dec. 29 on Disney+. Image source: Walt Disney.</span></p><h2>Where Disney+ stands heading into 2022</h2><p>The investment case for Disney hinges on the growth of Disney+, so it&#39;s understandable for the stock to trade in line with the rate of subscriber growth, but the market overreacted to Disney&#39;s results last quarter.</p><p>As <b>Netflix</b> (NASDAQ:NFLX) has demonstrated over the last 10 years, content releases lead to subscriber growth. Disney started off the year strong with the release of Marvel&#39;s <i>Wanda Vision</i>, <i>The Falcon and the Winter Soldier</i>, and <i>Loki</i> -- all original series released as Disney+ exclusives. Growth followed, with Disney adding 12.4 million subscribers in the third quarter ending July 3.</p><p>The fourth quarter was quiet for new releases, and as a result, subscriber growth slowed to 2.1 million subscriber additions. Like clockwork, the stock slid.</p><p>Market participants seem to have extrapolated <a href=\"https://laohu8.com/S/AONE.U\">one</a> quarter&#39;s growth out into the future, which doesn&#39;t make any sense. Of course, analysts are measuring the company&#39;s performance against management&#39;s guidance that Disney+ will reach between 230 million to 260 million subscriptions by fiscal 2024. Disney has three years to double its subscribers, but that should be an easy layup given that Disney has gotten this far without having deeply tapped the rich content pipeline it unveiled a year ago.</p><p>Disney just began to tap into this pipeline in the last month. Remember, Disney previously announced 10 original series each from Marvel and <i>Star Wars</i>, along with 30 live-action shows from Disney animation and Pixar over the next few years. In November, Disney released Peter Jackson&#39;s Beatles documentary and Marvel&#39;s <i>Hawkeye</i>. But the big one was released on Dec. 29, a new <i>Star Wars</i> original series called <i>The Book of Boba Fett</i>.</p><p>Disney is ending calendar 2021 with a bang, but there is much more on the way that could be explosive for subscriber growth.</p><h2>Disney&#39;s international plans</h2><p>During the Q4 earnings call in November, Disney CFO Christine McCarthy reminded investors that they don&#39;t expect &#34;[subscriber] growth will necessarily be linear from quarter-to-quarter.&#34; McCarthy is implying that subscription growth should follow the timing of new content releases.</p><p>On this note, Disney is nearly doubling the amount of original content from its top brands in fiscal 2022. Much of this content will come later in the year, as McCarthy said, &#34;We expect Disney+ subscriber net adds in the second half of fiscal 2022 will be meaningfully higher than the first half of the year.&#34;</p><p>Disney&#39;s previous guidance for spending on content production was between $8 billion to $9 billion by fiscal 2024. Management said that range will now be higher, as they ramp up spending on local and regional content.</p><p>Disney is taking a page out of Netflix&#39;s playbook. The latter has expanded very successfully across international markets based on its focus on producing local language content. It&#39;s a bonus that some of these shows, such as <i>La Casa de Papel</i> (aka <i>Money Heist</i>) and <i>Squid Game</i>, have translated to high viewership in the U.S. and Canada too. Localized content can drive worldwide subscriber growth.</p><p>Disney CEO Bob Chapek mentioned that the company has over 340 local original titles in various stages of development and production across its direct-to-consumer platforms, which would include Hulu and ESPN+. These are planned for release over the next few years.</p><h2>Streaming will add tremendous value to Disney</h2><p>Adding all this up, the Disney+ service is clearly being undervalued by the market right now. The stock currently trades at just over 20 times Disney&#39;s peak earnings in fiscal 2018. But given Netflix&#39;s operating margin of 23.5%, Disney+ should be a major contributor to Disney&#39;s bottom line. Guidance still points to the service reaching profitability by fiscal 2024.</p><p>Moreover, Chapek&#39;s background at Disney suggests investors should look forward to margin increases across the business over time. This top entertainment stock should bounce back in 2022.</p></body></html>","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>Will Walt Disney Stock Recover in 2022?</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\">\nWill Walt Disney Stock Recover in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BK4524":"宅经济概念","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓","DIS":"迪士尼","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195501154","content_text":"The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently down 14.5% year to date, trailing the 27% return of the S&P 500 index.The parks segment has recovered well, with revenue nearly doubling year over year in the fiscal fourth quarter. But slowing growth from Disney's marquee streaming service, Disney+, caused the shares to slump toward the end of the year. Here's why the stock should bounce back in 2022.The new \"Star Wars\" original series releases Dec. 29 on Disney+. Image source: Walt Disney.Where Disney+ stands heading into 2022The investment case for Disney hinges on the growth of Disney+, so it's understandable for the stock to trade in line with the rate of subscriber growth, but the market overreacted to Disney's results last quarter.As Netflix (NASDAQ:NFLX) has demonstrated over the last 10 years, content releases lead to subscriber growth. Disney started off the year strong with the release of Marvel's Wanda Vision, The Falcon and the Winter Soldier, and Loki -- all original series released as Disney+ exclusives. Growth followed, with Disney adding 12.4 million subscribers in the third quarter ending July 3.The fourth quarter was quiet for new releases, and as a result, subscriber growth slowed to 2.1 million subscriber additions. Like clockwork, the stock slid.Market participants seem to have extrapolated one quarter's growth out into the future, which doesn't make any sense. Of course, analysts are measuring the company's performance against management's guidance that Disney+ will reach between 230 million to 260 million subscriptions by fiscal 2024. Disney has three years to double its subscribers, but that should be an easy layup given that Disney has gotten this far without having deeply tapped the rich content pipeline it unveiled a year ago.Disney just began to tap into this pipeline in the last month. Remember, Disney previously announced 10 original series each from Marvel and Star Wars, along with 30 live-action shows from Disney animation and Pixar over the next few years. In November, Disney released Peter Jackson's Beatles documentary and Marvel's Hawkeye. But the big one was released on Dec. 29, a new Star Wars original series called The Book of Boba Fett.Disney is ending calendar 2021 with a bang, but there is much more on the way that could be explosive for subscriber growth.Disney's international plansDuring the Q4 earnings call in November, Disney CFO Christine McCarthy reminded investors that they don't expect \"[subscriber] growth will necessarily be linear from quarter-to-quarter.\" McCarthy is implying that subscription growth should follow the timing of new content releases.On this note, Disney is nearly doubling the amount of original content from its top brands in fiscal 2022. Much of this content will come later in the year, as McCarthy said, \"We expect Disney+ subscriber net adds in the second half of fiscal 2022 will be meaningfully higher than the first half of the year.\"Disney's previous guidance for spending on content production was between $8 billion to $9 billion by fiscal 2024. Management said that range will now be higher, as they ramp up spending on local and regional content.Disney is taking a page out of Netflix's playbook. The latter has expanded very successfully across international markets based on its focus on producing local language content. It's a bonus that some of these shows, such as La Casa de Papel (aka Money Heist) and Squid Game, have translated to high viewership in the U.S. and Canada too. Localized content can drive worldwide subscriber growth.Disney CEO Bob Chapek mentioned that the company has over 340 local original titles in various stages of development and production across its direct-to-consumer platforms, which would include Hulu and ESPN+. These are planned for release over the next few years.Streaming will add tremendous value to DisneyAdding all this up, the Disney+ service is clearly being undervalued by the market right now. The stock currently trades at just over 20 times Disney's peak earnings in fiscal 2018. But given Netflix's operating margin of 23.5%, Disney+ should be a major contributor to Disney's bottom line. Guidance still points to the service reaching profitability by fiscal 2024.Moreover, Chapek's background at Disney suggests investors should look forward to margin increases across the business over time. This top entertainment stock should bounce back in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692066704,"gmtCreate":1640793822107,"gmtModify":1640793822107,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Good time to accumulate","listText":"Good time to accumulate","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692066704","repostId":"2195450556","repostType":4,"repost":{"id":"2195450556","pubTimestamp":1640792153,"share":"https://www.laohu8.com/m/news/2195450556?lang=&edition=full","pubTime":"2021-12-29 23:35","market":"us","language":"en","title":"These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2195450556","media":"MarketWatch","summary":"More than 90 large-cap stocks are down at least 20% from their 2021 highs, but analysts love many of","content":"<html><head></head><body><p>More than 90 large-cap stocks are down at least 20% from their 2021 highs, but analysts love many of them, including JD.com, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and Disney</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aebc95cbe7dbebe32f5045c9fa2f994\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Analysts polled by FactSet expect shares of Alaska Air Group to rise 47% over the next 12 months.Getty Images</span></p><p>This has been a remarkable year for stocks, but it may surprise you how many are in bear-market territory, usually defined as a decline of at least 20%.</p><p>Among a large group of beaten-down stocks, analysts working for brokerage firms expect dozens to soar in 2022. See them below.</p><p><b>A solid 2021, but look at  the cap-weighting</b></p><p>The benchmark S&amp;P 500 index  has risen 27.4% during 2021, following a 16.3% in 2020 -- two years of pandemic and two years of double-digit gains. (All price changed in this article exclude dividends.)</p><p>You probably know the S&amp;P 500 is weighted by market capitalization, but you might not be aware of how extreme the weighting can be. Take a look at the weighting and performance of the top five companies held by the SPDR S&amp;P 500 ETF Trust, which tracks the S&amp;P 500. Together, they make up 23% of the fund&#39;s portfolio and the index:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Price change -- 2021</td><td>Share of SPY</td></tr><tr><td>Apple Inc.</td><td>AAPL</td><td>35.1%</td><td>6.9%</td></tr><tr><td>Microsoft Corp.</td><td>MSFT</td><td>53.4%</td><td>6.3%</td></tr><tr><td>Amazon.com Inc.</td><td>AMZN</td><td>4.8%</td><td>3.7%</td></tr><tr><td>Alphabet Inc. Class A</td><td>GOOGL</td><td>67.4%</td><td>2.2%</td></tr><tr><td>Tesla Inc.</td><td>TSLA</td><td>54.2%</td><td>2.2%</td></tr><tr><td>Alphabet Inc. Class C</td><td>GOOG</td><td>67.2%</td><td>2.1%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p><p>SPY and the S&amp;P 500 include two common-share classes for Alphabet Inc. (GOOGL) and two apiece for four other companies, for a total of 505 stocks.</p><p><b>Stocks in bear markets that analysts love</b></p><p>For a broader list of large-cap stocks listed in the U.S., including those of some of China&#39;s biggest internet players, we added the components of the Nasdaq-100 Index , comprised of the 100 largest Nasdaq-listed companies by market capitalization and tracked by the Invesco QQQ Trust.</p><p>After removing duplicates, this left a list of 529 stocks.</p><p>Within in the group, 94 are in a bear market -- that is, they were down at least 20% from their 2021 intraday highs through Dec. 28, according to data provided by FactSet.</p><p>Among the 94, there are 30 with &#34;buy&#34; or equivalent ratings from at least two-thirds of analysts polled by FactSet. Here they are, sorted by the 12-month upside potential implied by the consensus price targets:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Decline from 2021 high</td><td>Closing price -- Dec. 28</td><td>2021 high</td><td>Date of 2021 high</td><td>Share &#34;buy&#34; ratings</td><td>Consensus price target</td><td>Implied 12-month upside potential</td></tr><tr><td>Pinduoduo Inc. ADR Class A</td><td>PDD</td><td>-73.6%</td><td>$56.04</td><td>$212.60</td><td>02/16/2021</td><td>76%</td><td>$104.54</td><td>87%</td></tr><tr><td>Baidu Inc. ADR Class A</td><td>BIDU</td><td>-60.3%</td><td>$140.88</td><td>$354.82</td><td>02/22/2021</td><td>83%</td><td>$232.32</td><td>65%</td></tr><tr><td>JD.com Inc. ADR Class A</td><td>JD</td><td>-39.2%</td><td>$65.87</td><td>$108.29</td><td>02/17/2021</td><td>94%</td><td>$106.30</td><td>61%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc.</td><td>MELI</td><td>-34.8%</td><td>$1,316.28</td><td>$2,020.00</td><td>01/21/2021</td><td>87%</td><td>$2,011.00</td><td>53%</td></tr><tr><td>Caesars Entertainment Inc.</td><td>CZR</td><td>-22.6%</td><td>$92.78</td><td>$119.81</td><td>10/01/2021</td><td>94%</td><td>$137.36</td><td>48%</td></tr><tr><td>Generac Holdings Inc.</td><td>GNRC</td><td>-33.6%</td><td>$348.18</td><td>$524.31</td><td>11/02/2021</td><td>77%</td><td>$514.11</td><td>48%</td></tr><tr><td>Alaska Air Group Inc.</td><td>ALK</td><td>-28.8%</td><td>$52.90</td><td>$74.25</td><td>04/07/2021</td><td>93%</td><td>$77.71</td><td>47%</td></tr><tr><td>PayPal Holdings Inc.</td><td>PYPL</td><td>-38.7%</td><td>$190.10</td><td>$310.16</td><td>07/26/2021</td><td>84%</td><td>$273.65</td><td>44%</td></tr><tr><td>CrowdStrike Holdings Inc. Class A</td><td>CRWD</td><td>-30.6%</td><td>$207.23</td><td>$298.48</td><td>11/10/2021</td><td>86%</td><td>$291.88</td><td>41%</td></tr><tr><td>Trip.com Group Ltd. ADR</td><td>TCOM</td><td>-48.5%</td><td>$23.29</td><td>$45.19</td><td>03/17/2021</td><td>79%</td><td>$32.78</td><td>41%</td></tr><tr><td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>.</td><td>TMUS</td><td>-21.3%</td><td>$118.16</td><td>$150.20</td><td>07/16/2021</td><td>81%</td><td>$165.51</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc.</td><td>ENPH</td><td>-33.9%</td><td>$186.79</td><td>$282.46</td><td>11/22/2021</td><td>67%</td><td>$260.92</td><td>40%</td></tr><tr><td>Global Payments Inc.</td><td>GPN</td><td>-38.8%</td><td>$135.15</td><td>$220.81</td><td>04/26/2021</td><td>85%</td><td>$188.41</td><td>39%</td></tr><tr><td>NetEase Inc. ADR</td><td>NTES</td><td>-27.7%</td><td>$97.15</td><td>$134.33</td><td>02/11/2021</td><td>97%</td><td>$134.53</td><td>38%</td></tr><tr><td>Activision Blizzard Inc.</td><td>ATVI</td><td>-36.2%</td><td>$66.67</td><td>$104.53</td><td>02/16/2021</td><td>71%</td><td>$90.86</td><td>36%</td></tr><tr><td>Southwest Airlines Co.</td><td>LUV</td><td>-34.7%</td><td>$42.29</td><td>$64.75</td><td>04/14/2021</td><td>78%</td><td>$57.32</td><td>36%</td></tr><tr><td>Fidelity National Information Services Inc.</td><td>FIS</td><td>-29.9%</td><td>$109.29</td><td>$155.96</td><td>04/29/2021</td><td>74%</td><td>$146.86</td><td>34%</td></tr><tr><td>Match Group Inc.</td><td>MTCH</td><td>-27.0%</td><td>$132.94</td><td>$182.00</td><td>10/21/2021</td><td>68%</td><td>$175.11</td><td>32%</td></tr><tr><td><a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a>.</td><td>LDOS</td><td>-22.4%</td><td>$88.26</td><td>$113.75</td><td>01/25/2021</td><td>71%</td><td>$115.00</td><td>30%</td></tr><tr><td>WestRock Co.</td><td>WRK</td><td>-28.8%</td><td>$44.19</td><td>$62.03</td><td>05/17/2021</td><td>67%</td><td>$56.92</td><td>29%</td></tr><tr><td>Medtronic <a href=\"https://laohu8.com/S/PLC\">PLC</a></td><td>MDT</td><td>-23.1%</td><td>$104.53</td><td>$135.89</td><td>09/09/2021</td><td>85%</td><td>$134.52</td><td>29%</td></tr><tr><td>Teleflex Inc.</td><td>TFX</td><td>-26.6%</td><td>$330.03</td><td>$449.38</td><td>04/28/2021</td><td>75%</td><td>$424.11</td><td>29%</td></tr><tr><td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>.</td><td>ZBH</td><td>-28.9%</td><td>$128.21</td><td>$180.36</td><td>04/29/2021</td><td>68%</td><td>$163.71</td><td>28%</td></tr><tr><td><a href=\"https://laohu8.com/S/PTC\">PTC Inc.</a></td><td>PTC</td><td>-20.4%</td><td>$122.34</td><td>$153.73</td><td>07/23/2021</td><td>71%</td><td>$156.15</td><td>28%</td></tr><tr><td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td><td>PSX</td><td>-21.6%</td><td>$73.93</td><td>$94.34</td><td>06/10/2021</td><td>79%</td><td>$93.50</td><td>26%</td></tr><tr><td>Boeing Co.</td><td>BA</td><td>-26.0%</td><td>$206.13</td><td>$278.57</td><td>03/15/2021</td><td>73%</td><td>$259.61</td><td>26%</td></tr><tr><td><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a> Class A</td><td>OKTA</td><td>-23.6%</td><td>$224.47</td><td>$294.00</td><td>02/12/2021</td><td>82%</td><td>$279.88</td><td>25%</td></tr><tr><td>Walt Disney Co.</td><td>DIS</td><td>-23.6%</td><td>$155.20</td><td>$203.02</td><td>03/08/2021</td><td>70%</td><td>$193.29</td><td>25%</td></tr><tr><td>Corning Inc.</td><td>GLW</td><td>-20.2%</td><td>$37.35</td><td>$46.82</td><td>04/26/2021</td><td>69%</td><td>$44.38</td><td>19%</td></tr><tr><td>Lamb Weston Holdings Inc.</td><td>LW</td><td>-28.0%</td><td>$62.22</td><td>$86.41</td><td>03/08/2021</td><td>78%</td><td>$73.29</td><td>18%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p></body></html>","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>These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022</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; 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See them below.A solid 2021, but look at  the cap-weightingThe benchmark S&P 500 index  has risen 27.4% during 2021, following a 16.3% in 2020 -- two years of pandemic and two years of double-digit gains. (All price changed in this article exclude dividends.)You probably know the S&P 500 is weighted by market capitalization, but you might not be aware of how extreme the weighting can be. Take a look at the weighting and performance of the top five companies held by the SPDR S&P 500 ETF Trust, which tracks the S&P 500. Together, they make up 23% of the fund's portfolio and the index:CompanyTickerPrice change -- 2021Share of SPYApple Inc.AAPL35.1%6.9%Microsoft Corp.MSFT53.4%6.3%Amazon.com Inc.AMZN4.8%3.7%Alphabet Inc. Class AGOOGL67.4%2.2%Tesla Inc.TSLA54.2%2.2%Alphabet Inc. Class CGOOG67.2%2.1%Source: FactSetSPY and the S&P 500 include two common-share classes for Alphabet Inc. (GOOGL) and two apiece for four other companies, for a total of 505 stocks.Stocks in bear markets that analysts loveFor a broader list of large-cap stocks listed in the U.S., including those of some of China's biggest internet players, we added the components of the Nasdaq-100 Index , comprised of the 100 largest Nasdaq-listed companies by market capitalization and tracked by the Invesco QQQ Trust.After removing duplicates, this left a list of 529 stocks.Within in the group, 94 are in a bear market -- that is, they were down at least 20% from their 2021 intraday highs through Dec. 28, according to data provided by FactSet.Among the 94, there are 30 with \"buy\" or equivalent ratings from at least two-thirds of analysts polled by FactSet. Here they are, sorted by the 12-month upside potential implied by the consensus price targets:CompanyTickerDecline from 2021 highClosing price -- Dec. 282021 highDate of 2021 highShare \"buy\" ratingsConsensus price targetImplied 12-month upside potentialPinduoduo Inc. ADR Class APDD-73.6%$56.04$212.6002/16/202176%$104.5487%Baidu Inc. ADR Class ABIDU-60.3%$140.88$354.8202/22/202183%$232.3265%JD.com Inc. ADR Class AJD-39.2%$65.87$108.2902/17/202194%$106.3061%MercadoLibre Inc.MELI-34.8%$1,316.28$2,020.0001/21/202187%$2,011.0053%Caesars Entertainment Inc.CZR-22.6%$92.78$119.8110/01/202194%$137.3648%Generac Holdings Inc.GNRC-33.6%$348.18$524.3111/02/202177%$514.1148%Alaska Air Group Inc.ALK-28.8%$52.90$74.2504/07/202193%$77.7147%PayPal Holdings Inc.PYPL-38.7%$190.10$310.1607/26/202184%$273.6544%CrowdStrike Holdings Inc. Class ACRWD-30.6%$207.23$298.4811/10/202186%$291.8841%Trip.com Group Ltd. ADRTCOM-48.5%$23.29$45.1903/17/202179%$32.7841%T-Mobile US Inc.TMUS-21.3%$118.16$150.2007/16/202181%$165.5140%Enphase Energy Inc.ENPH-33.9%$186.79$282.4611/22/202167%$260.9240%Global Payments Inc.GPN-38.8%$135.15$220.8104/26/202185%$188.4139%NetEase Inc. ADRNTES-27.7%$97.15$134.3302/11/202197%$134.5338%Activision Blizzard Inc.ATVI-36.2%$66.67$104.5302/16/202171%$90.8636%Southwest Airlines Co.LUV-34.7%$42.29$64.7504/14/202178%$57.3236%Fidelity National Information Services Inc.FIS-29.9%$109.29$155.9604/29/202174%$146.8634%Match Group Inc.MTCH-27.0%$132.94$182.0010/21/202168%$175.1132%Leidos Holdings Inc.LDOS-22.4%$88.26$113.7501/25/202171%$115.0030%WestRock Co.WRK-28.8%$44.19$62.0305/17/202167%$56.9229%Medtronic PLCMDT-23.1%$104.53$135.8909/09/202185%$134.5229%Teleflex Inc.TFX-26.6%$330.03$449.3804/28/202175%$424.1129%Zimmer Biomet Holdings Inc.ZBH-28.9%$128.21$180.3604/29/202168%$163.7128%PTC Inc.PTC-20.4%$122.34$153.7307/23/202171%$156.1528%Phillips 66PSX-21.6%$73.93$94.3406/10/202179%$93.5026%Boeing Co.BA-26.0%$206.13$278.5703/15/202173%$259.6126%Okta Inc. Class AOKTA-23.6%$224.47$294.0002/12/202182%$279.8825%Walt Disney Co.DIS-23.6%$155.20$203.0203/08/202170%$193.2925%Corning Inc.GLW-20.2%$37.35$46.8204/26/202169%$44.3819%Lamb Weston Holdings Inc.LW-28.0%$62.22$86.4103/08/202178%$73.2918%Source: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698733133,"gmtCreate":1640531702091,"gmtModify":1640531702091,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Even though xiaomi stock price is not doing great but i like how they ceo selling good story.","listText":"Even though xiaomi stock price is not doing great but i like how they ceo selling good story.","text":"Even though xiaomi stock price is not doing great but i like how they ceo selling good story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/698733133","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274781436276","authorId":"3479274781436276","name":"BecauseOfYou","avatar":"https://static.laohu8.com/picture117","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274781436276","idStr":"3479274781436276"},"content":"What's so good about Xiaomi? There is no leading technology, but it just catches the development trend of smart phones. I believe that after several years, Xiaomi mobile phones will disappear in the market like Nokia, Blackberry and Motorola mobile phones in those days. Today's Xiaomi is just like the development of Lenovo Group in the PC market 20 years ago. Without core technologies such as operating system and chip, Xiaomi can't make a difference.","text":"What's so good about Xiaomi? There is no leading technology, but it just catches the development trend of smart phones. I believe that after several years, Xiaomi mobile phones will disappear in the market like Nokia, Blackberry and Motorola mobile phones in those days. Today's Xiaomi is just like the development of Lenovo Group in the PC market 20 years ago. Without core technologies such as operating system and chip, Xiaomi can't make a difference.","html":"What's so good about Xiaomi? There is no leading technology, but it just catches the development trend of smart phones. I believe that after several years, Xiaomi mobile phones will disappear in the market like Nokia, Blackberry and Motorola mobile phones in those days. Today's Xiaomi is just like the development of Lenovo Group in the PC market 20 years ago. Without core technologies such as operating system and chip, Xiaomi can't make a difference."}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":698733133,"gmtCreate":1640531702091,"gmtModify":1640531702091,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Even though xiaomi stock price is not doing great but i like how they ceo selling good story.","listText":"Even though xiaomi stock price is not doing great but i like how they ceo selling good story.","text":"Even though xiaomi stock price is not doing great but i like how they ceo selling good story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/698733133","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274781436276","authorId":"3479274781436276","name":"BecauseOfYou","avatar":"https://static.laohu8.com/picture117","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274781436276","idStr":"3479274781436276"},"content":"What's so good about Xiaomi? There is no leading technology, but it just catches the development trend of smart phones. I believe that after several years, Xiaomi mobile phones will disappear in the market like Nokia, Blackberry and Motorola mobile phones in those days. Today's Xiaomi is just like the development of Lenovo Group in the PC market 20 years ago. Without core technologies such as operating system and chip, Xiaomi can't make a difference.","text":"What's so good about Xiaomi? There is no leading technology, but it just catches the development trend of smart phones. I believe that after several years, Xiaomi mobile phones will disappear in the market like Nokia, Blackberry and Motorola mobile phones in those days. Today's Xiaomi is just like the development of Lenovo Group in the PC market 20 years ago. Without core technologies such as operating system and chip, Xiaomi can't make a difference.","html":"What's so good about Xiaomi? There is no leading technology, but it just catches the development trend of smart phones. I believe that after several years, Xiaomi mobile phones will disappear in the market like Nokia, Blackberry and Motorola mobile phones in those days. Today's Xiaomi is just like the development of Lenovo Group in the PC market 20 years ago. Without core technologies such as operating system and chip, Xiaomi can't make a difference."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692064023,"gmtCreate":1640794055897,"gmtModify":1640794055897,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"The good old brand will never die","listText":"The good old brand will never die","text":"The good old brand will never die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692064023","repostId":"2195501154","repostType":4,"repost":{"id":"2195501154","pubTimestamp":1640789273,"share":"https://www.laohu8.com/m/news/2195501154?lang=&edition=full","pubTime":"2021-12-29 22:47","market":"us","language":"en","title":"Will Walt Disney Stock Recover in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195501154","media":"Motley Fool","summary":"Disney is not short of growth opportunities heading into 2022.","content":"<html><head></head><body><p>The reopening of <b>Walt Disney</b>&#39;s (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn&#39;t enough to push the stock higher in 2021. The stock price is currently down 14.5% year to date, trailing the 27% return of the <b>S&amp;P 500</b> index.</p><p>The parks segment has recovered well, with revenue nearly doubling year over year in the fiscal fourth quarter. But slowing growth from Disney&#39;s marquee streaming service, Disney+, caused the shares to slump toward the end of the year. Here&#39;s why the stock should bounce back in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75dbf893e4c70f710040c073a328cce3\" tg-width=\"700\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>The new &#34;Star Wars&#34; original series releases Dec. 29 on Disney+. Image source: Walt Disney.</span></p><h2>Where Disney+ stands heading into 2022</h2><p>The investment case for Disney hinges on the growth of Disney+, so it&#39;s understandable for the stock to trade in line with the rate of subscriber growth, but the market overreacted to Disney&#39;s results last quarter.</p><p>As <b>Netflix</b> (NASDAQ:NFLX) has demonstrated over the last 10 years, content releases lead to subscriber growth. Disney started off the year strong with the release of Marvel&#39;s <i>Wanda Vision</i>, <i>The Falcon and the Winter Soldier</i>, and <i>Loki</i> -- all original series released as Disney+ exclusives. Growth followed, with Disney adding 12.4 million subscribers in the third quarter ending July 3.</p><p>The fourth quarter was quiet for new releases, and as a result, subscriber growth slowed to 2.1 million subscriber additions. Like clockwork, the stock slid.</p><p>Market participants seem to have extrapolated <a href=\"https://laohu8.com/S/AONE.U\">one</a> quarter&#39;s growth out into the future, which doesn&#39;t make any sense. Of course, analysts are measuring the company&#39;s performance against management&#39;s guidance that Disney+ will reach between 230 million to 260 million subscriptions by fiscal 2024. Disney has three years to double its subscribers, but that should be an easy layup given that Disney has gotten this far without having deeply tapped the rich content pipeline it unveiled a year ago.</p><p>Disney just began to tap into this pipeline in the last month. Remember, Disney previously announced 10 original series each from Marvel and <i>Star Wars</i>, along with 30 live-action shows from Disney animation and Pixar over the next few years. In November, Disney released Peter Jackson&#39;s Beatles documentary and Marvel&#39;s <i>Hawkeye</i>. But the big one was released on Dec. 29, a new <i>Star Wars</i> original series called <i>The Book of Boba Fett</i>.</p><p>Disney is ending calendar 2021 with a bang, but there is much more on the way that could be explosive for subscriber growth.</p><h2>Disney&#39;s international plans</h2><p>During the Q4 earnings call in November, Disney CFO Christine McCarthy reminded investors that they don&#39;t expect &#34;[subscriber] growth will necessarily be linear from quarter-to-quarter.&#34; McCarthy is implying that subscription growth should follow the timing of new content releases.</p><p>On this note, Disney is nearly doubling the amount of original content from its top brands in fiscal 2022. Much of this content will come later in the year, as McCarthy said, &#34;We expect Disney+ subscriber net adds in the second half of fiscal 2022 will be meaningfully higher than the first half of the year.&#34;</p><p>Disney&#39;s previous guidance for spending on content production was between $8 billion to $9 billion by fiscal 2024. Management said that range will now be higher, as they ramp up spending on local and regional content.</p><p>Disney is taking a page out of Netflix&#39;s playbook. The latter has expanded very successfully across international markets based on its focus on producing local language content. It&#39;s a bonus that some of these shows, such as <i>La Casa de Papel</i> (aka <i>Money Heist</i>) and <i>Squid Game</i>, have translated to high viewership in the U.S. and Canada too. Localized content can drive worldwide subscriber growth.</p><p>Disney CEO Bob Chapek mentioned that the company has over 340 local original titles in various stages of development and production across its direct-to-consumer platforms, which would include Hulu and ESPN+. These are planned for release over the next few years.</p><h2>Streaming will add tremendous value to Disney</h2><p>Adding all this up, the Disney+ service is clearly being undervalued by the market right now. The stock currently trades at just over 20 times Disney&#39;s peak earnings in fiscal 2018. But given Netflix&#39;s operating margin of 23.5%, Disney+ should be a major contributor to Disney&#39;s bottom line. Guidance still points to the service reaching profitability by fiscal 2024.</p><p>Moreover, Chapek&#39;s background at Disney suggests investors should look forward to margin increases across the business over time. This top entertainment stock should bounce back in 2022.</p></body></html>","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>Will Walt Disney Stock Recover in 2022?</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\">\nWill Walt Disney Stock Recover in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BK4524":"宅经济概念","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓","DIS":"迪士尼","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195501154","content_text":"The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently down 14.5% year to date, trailing the 27% return of the S&P 500 index.The parks segment has recovered well, with revenue nearly doubling year over year in the fiscal fourth quarter. But slowing growth from Disney's marquee streaming service, Disney+, caused the shares to slump toward the end of the year. Here's why the stock should bounce back in 2022.The new \"Star Wars\" original series releases Dec. 29 on Disney+. Image source: Walt Disney.Where Disney+ stands heading into 2022The investment case for Disney hinges on the growth of Disney+, so it's understandable for the stock to trade in line with the rate of subscriber growth, but the market overreacted to Disney's results last quarter.As Netflix (NASDAQ:NFLX) has demonstrated over the last 10 years, content releases lead to subscriber growth. Disney started off the year strong with the release of Marvel's Wanda Vision, The Falcon and the Winter Soldier, and Loki -- all original series released as Disney+ exclusives. Growth followed, with Disney adding 12.4 million subscribers in the third quarter ending July 3.The fourth quarter was quiet for new releases, and as a result, subscriber growth slowed to 2.1 million subscriber additions. Like clockwork, the stock slid.Market participants seem to have extrapolated one quarter's growth out into the future, which doesn't make any sense. Of course, analysts are measuring the company's performance against management's guidance that Disney+ will reach between 230 million to 260 million subscriptions by fiscal 2024. Disney has three years to double its subscribers, but that should be an easy layup given that Disney has gotten this far without having deeply tapped the rich content pipeline it unveiled a year ago.Disney just began to tap into this pipeline in the last month. Remember, Disney previously announced 10 original series each from Marvel and Star Wars, along with 30 live-action shows from Disney animation and Pixar over the next few years. In November, Disney released Peter Jackson's Beatles documentary and Marvel's Hawkeye. But the big one was released on Dec. 29, a new Star Wars original series called The Book of Boba Fett.Disney is ending calendar 2021 with a bang, but there is much more on the way that could be explosive for subscriber growth.Disney's international plansDuring the Q4 earnings call in November, Disney CFO Christine McCarthy reminded investors that they don't expect \"[subscriber] growth will necessarily be linear from quarter-to-quarter.\" McCarthy is implying that subscription growth should follow the timing of new content releases.On this note, Disney is nearly doubling the amount of original content from its top brands in fiscal 2022. Much of this content will come later in the year, as McCarthy said, \"We expect Disney+ subscriber net adds in the second half of fiscal 2022 will be meaningfully higher than the first half of the year.\"Disney's previous guidance for spending on content production was between $8 billion to $9 billion by fiscal 2024. Management said that range will now be higher, as they ramp up spending on local and regional content.Disney is taking a page out of Netflix's playbook. The latter has expanded very successfully across international markets based on its focus on producing local language content. It's a bonus that some of these shows, such as La Casa de Papel (aka Money Heist) and Squid Game, have translated to high viewership in the U.S. and Canada too. Localized content can drive worldwide subscriber growth.Disney CEO Bob Chapek mentioned that the company has over 340 local original titles in various stages of development and production across its direct-to-consumer platforms, which would include Hulu and ESPN+. These are planned for release over the next few years.Streaming will add tremendous value to DisneyAdding all this up, the Disney+ service is clearly being undervalued by the market right now. The stock currently trades at just over 20 times Disney's peak earnings in fiscal 2018. But given Netflix's operating margin of 23.5%, Disney+ should be a major contributor to Disney's bottom line. Guidance still points to the service reaching profitability by fiscal 2024.Moreover, Chapek's background at Disney suggests investors should look forward to margin increases across the business over time. This top entertainment stock should bounce back in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692066704,"gmtCreate":1640793822107,"gmtModify":1640793822107,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Good time to accumulate","listText":"Good time to accumulate","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692066704","repostId":"2195450556","repostType":4,"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067757,"gmtCreate":1640794263845,"gmtModify":1640794263845,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067757","repostId":"1190720053","repostType":4,"repost":{"id":"1190720053","pubTimestamp":1640787793,"share":"https://www.laohu8.com/m/news/1190720053?lang=&edition=full","pubTime":"2021-12-29 22:23","market":"us","language":"en","title":"Tech Megacaps Had a Big 2021. What’s Ahead for 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190720053","media":"Barrons","summary":"While the tech megacaps continue to grow in importance in the major stock averages, the market-cap g","content":"<html><head></head><body><p>While the tech megacaps continue to grow in importance in the major stock averages, the market-cap giants have actually had wildly divergent performance in 2021—and their prospects vary considerably for 2022.</p><p>Let’s take a closer look, in size order, at the eight tech stocks with valuations of more than $500 billion.</p><p>Apple (ticker: AAPL) remains the world’s most highly valued company, with a market capitalization just a smidgen shy of $3 trillion. With a year-to-date gain of about 36%, Apple has outperformed both the 27% return on the S&amp;P 500 and the 23% rally on the Nasdaq Composite.</p><p>Most of Apple’s performance was concentrated in the fourth quarter—the stock is up 27% since the end of October, a period in which the S&amp;P 500 rallied a more modest 11%. Several factors appear to be contributing to its strength: Apple continues to report robust growth for the iPhone, Macs, iPads, wearables, and services, all while aggressively repurchasing its own stock. And 2022 is shaping up to be a big year for new products, with growing buzz in particular about the potential launch of a headset for augmented- and virtual-reality applications.</p><p>This year’s rally follows gains of 82% last year and 89% in 2019, which means the stock has rallied 365% over the past three years. Barring a sharp slowdown in iPhone sales, the string should continue in 2022.</p><p>Microsoft (MSFT) had a fantastic year, with the stock up 54% year to date, driving its market cap to $2.56 trillion. The world’s largest software company is producing astonishing growth at scale, with the top line up 22% in the latest quarter. Underlying Microsoft’s strong growth is continued demand for cloud computing—the company’s Azure business expanded 50% in the September quarter.</p><p>Meanwhile, Microsoft is seeing strength in demand for Office, Windows, Xbox, and other parts of its business. With enterprise spending likely to accelerate in 2022, there seems no reason to think that Microsoft’s impressive growth will slow down next year.</p><p>Alphabet shares (GOOGL) have soared 68% so far in 2021, leaving its market cap just shy of $2 trillion. There’s simply no slowdown in demand for online advertising—and the company’s Google unit has largely dodged the pain inflicted on some ad-supported businesses by Apple’s shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spending is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.</p><p>Barring any new regulatory challenges, it seems likely that Alphabet will continue to produce strong growth in 2022—Street consensus estimates call for 17% growth.</p><p>Amazon.com (AMZN) is the clear laggard among the megacaps, with a year-to-date gain of just 5%, leaving the stock with a valuation of $1.74 billion. It’s behaving like an out-of-favor stay-at-home stock—growth in the company’s core e-commerce business has slowed as some shoppers began venturing to physical stores for some purchases. Other elements of the business remain strong, though, including the Amazon Web Services cloud business, logistics and advertising. Investors also factored in the decision by founder Jeff Bezos to step down as CEO, replaced by former AWS chief Andy Jassy.</p><p>One other wild card: New Federal Trade Commission chair Lina Khan has a long track record as an Amazon critic. The FTC has yet to rule on the company’s pending acquisition of the movie studio MGM—nor have they responded on an Amazon request for Khan to recuse herself on all Amazon matters given her previous writings about the company. Despite all of that, after a year of lackluster performance, the stock might be the most appealing of the tech giants for 2022.</p><p>Tesla (TSLA) is back in the 13-digit market-cap club, with a 57% gain for the year, all of that in the year’s second half, including a 16% gain since Dec. 21. Founder and CEO Elon Musk seems to have completed a recent flurry of stock sales, and Street analysts have been ratcheting up both their target prices and their earnings estimates for the electric vehicle leader. Wedbush analyst Dan Ives, who has a $1,400 target on the stock—a potential gain of more than 30%—thinks the key could be demand in China.</p><p>Meta Platforms (FB) is up 22% this year, lifting its market cap to $967 billion, impressive performance after a year in which the company received a blizzard of bad publicity, in particular a scathing Wall Street Journal series called “The Facebook Files,” which levered leaked material to raise myriad questions about the ill effects of the company’s platforms. Meanwhile, Apple’s efforts to prevent consumer activity tracking on iPhones hurt the company’s ability to target advertising, while regulatory pressures on the company continue to mount.</p><p>The company also changed its name and launched a $10 billion investment program focused on the metaverse, a bold call that might not pay off for years, or maybe ever. All that said, Facebook shares look relatively modestly valued compared with other Big Tech names, which makes them an intriguing option.</p><p>Two chip plays have muscled into the megacap discussion.</p><p>Nvidia shares (NVDA) have had a fantastic run, up 132% for the year to date, boosting the company’s valuation to $750 billion. Once viewed mostly as a provider of graphics cards used by gamers, Nvidia is now a key component provider to cloud-computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence and machine learning, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%. One caveat on Nvidia shares is that the stock trades at 28 times current year estimated revenues—a valuation more often awarded cloud-software stocks than chip makers.</p><p>And then there’s Taiwan Semiconductor (TSM), which has been a laggard, up just 12% for the year despite the huge global appetite for chips. The world’s largest contract chip maker, with a market cap of $635 billion, is building out new facilities in an attempt to catch up with demand, while other players like Samsung Electronics (005930.Korea) and GlobalFoundries (GFS) do the same, and Intel (INTC) likewise is moving into the market.</p></body></html>","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>Tech Megacaps Had a Big 2021. What’s Ahead for 2022.</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\">\nTech Megacaps Had a Big 2021. What’s Ahead for 2022.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tech-megacaps-apple-microsoft-alphabet-amazon-whats-ahead-51640716212?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech megacaps continue to grow in importance in the major stock averages, the market-cap giants have actually had wildly divergent performance in 2021—and their prospects vary considerably ...</p>\n\n<a href=\"https://www.barrons.com/articles/tech-megacaps-apple-microsoft-alphabet-amazon-whats-ahead-51640716212?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":{"GOOGL":"谷歌A","NVDA":"英伟达","TSLA":"特斯拉","TSM":"台积电","AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软","GOOG":"谷歌"},"source_url":"https://www.barrons.com/articles/tech-megacaps-apple-microsoft-alphabet-amazon-whats-ahead-51640716212?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190720053","content_text":"While the tech megacaps continue to grow in importance in the major stock averages, the market-cap giants have actually had wildly divergent performance in 2021—and their prospects vary considerably for 2022.Let’s take a closer look, in size order, at the eight tech stocks with valuations of more than $500 billion.Apple (ticker: AAPL) remains the world’s most highly valued company, with a market capitalization just a smidgen shy of $3 trillion. With a year-to-date gain of about 36%, Apple has outperformed both the 27% return on the S&P 500 and the 23% rally on the Nasdaq Composite.Most of Apple’s performance was concentrated in the fourth quarter—the stock is up 27% since the end of October, a period in which the S&P 500 rallied a more modest 11%. Several factors appear to be contributing to its strength: Apple continues to report robust growth for the iPhone, Macs, iPads, wearables, and services, all while aggressively repurchasing its own stock. And 2022 is shaping up to be a big year for new products, with growing buzz in particular about the potential launch of a headset for augmented- and virtual-reality applications.This year’s rally follows gains of 82% last year and 89% in 2019, which means the stock has rallied 365% over the past three years. Barring a sharp slowdown in iPhone sales, the string should continue in 2022.Microsoft (MSFT) had a fantastic year, with the stock up 54% year to date, driving its market cap to $2.56 trillion. The world’s largest software company is producing astonishing growth at scale, with the top line up 22% in the latest quarter. Underlying Microsoft’s strong growth is continued demand for cloud computing—the company’s Azure business expanded 50% in the September quarter.Meanwhile, Microsoft is seeing strength in demand for Office, Windows, Xbox, and other parts of its business. With enterprise spending likely to accelerate in 2022, there seems no reason to think that Microsoft’s impressive growth will slow down next year.Alphabet shares (GOOGL) have soared 68% so far in 2021, leaving its market cap just shy of $2 trillion. There’s simply no slowdown in demand for online advertising—and the company’s Google unit has largely dodged the pain inflicted on some ad-supported businesses by Apple’s shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spending is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.Barring any new regulatory challenges, it seems likely that Alphabet will continue to produce strong growth in 2022—Street consensus estimates call for 17% growth.Amazon.com (AMZN) is the clear laggard among the megacaps, with a year-to-date gain of just 5%, leaving the stock with a valuation of $1.74 billion. It’s behaving like an out-of-favor stay-at-home stock—growth in the company’s core e-commerce business has slowed as some shoppers began venturing to physical stores for some purchases. Other elements of the business remain strong, though, including the Amazon Web Services cloud business, logistics and advertising. Investors also factored in the decision by founder Jeff Bezos to step down as CEO, replaced by former AWS chief Andy Jassy.One other wild card: New Federal Trade Commission chair Lina Khan has a long track record as an Amazon critic. The FTC has yet to rule on the company’s pending acquisition of the movie studio MGM—nor have they responded on an Amazon request for Khan to recuse herself on all Amazon matters given her previous writings about the company. Despite all of that, after a year of lackluster performance, the stock might be the most appealing of the tech giants for 2022.Tesla (TSLA) is back in the 13-digit market-cap club, with a 57% gain for the year, all of that in the year’s second half, including a 16% gain since Dec. 21. Founder and CEO Elon Musk seems to have completed a recent flurry of stock sales, and Street analysts have been ratcheting up both their target prices and their earnings estimates for the electric vehicle leader. Wedbush analyst Dan Ives, who has a $1,400 target on the stock—a potential gain of more than 30%—thinks the key could be demand in China.Meta Platforms (FB) is up 22% this year, lifting its market cap to $967 billion, impressive performance after a year in which the company received a blizzard of bad publicity, in particular a scathing Wall Street Journal series called “The Facebook Files,” which levered leaked material to raise myriad questions about the ill effects of the company’s platforms. Meanwhile, Apple’s efforts to prevent consumer activity tracking on iPhones hurt the company’s ability to target advertising, while regulatory pressures on the company continue to mount.The company also changed its name and launched a $10 billion investment program focused on the metaverse, a bold call that might not pay off for years, or maybe ever. All that said, Facebook shares look relatively modestly valued compared with other Big Tech names, which makes them an intriguing option.Two chip plays have muscled into the megacap discussion.Nvidia shares (NVDA) have had a fantastic run, up 132% for the year to date, boosting the company’s valuation to $750 billion. Once viewed mostly as a provider of graphics cards used by gamers, Nvidia is now a key component provider to cloud-computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence and machine learning, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%. One caveat on Nvidia shares is that the stock trades at 28 times current year estimated revenues—a valuation more often awarded cloud-software stocks than chip makers.And then there’s Taiwan Semiconductor (TSM), which has been a laggard, up just 12% for the year despite the huge global appetite for chips. The world’s largest contract chip maker, with a market cap of $635 billion, is building out new facilities in an attempt to catch up with demand, while other players like Samsung Electronics (005930.Korea) and GlobalFoundries (GFS) do the same, and Intel (INTC) likewise is moving into the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067155,"gmtCreate":1640794207515,"gmtModify":1640794207515,"author":{"id":"3571659645196501","authorId":"3571659645196501","name":"Zantie","avatar":"https://static.tigerbbs.com/b746783e469988ca0ed8d4fb2418e9f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571659645196501","idStr":"3571659645196501"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067155","repostId":"1187882427","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}