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2021-12-26
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3 Bargain Stocks That Cathie Wood Loves
Jastrow
2021-12-23
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Wall St mints strong gains on rosy economic data, encouraging Omicron update
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2021-11-04
$Apple(AAPL)$
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2021-03-11
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2021-03-11
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Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple
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","listText":"[smile] ","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698439679","repostId":"2193178197","repostType":4,"repost":{"id":"2193178197","kind":"highlight","pubTimestamp":1640485804,"share":"https://www.laohu8.com/m/news/2193178197?lang=&edition=full","pubTime":"2021-12-26 10:30","market":"us","language":"en","title":"3 Bargain Stocks That Cathie Wood Loves","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178197","media":"Motley Fool","summary":"Is now the best time to buy these three Wood picks?","content":"<p>After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> (NYSEMKT:ARKK) is down 38% off its all-time high and down 22% year to date.</p>\n<p>ARK and Wood invest in lots of high-growth tech stocks that have been battered this year, which is what's causing the fund's poor performance. <b>Coinbase Global</b> (NASDAQ:COIN), <b>Shopify</b> (NYSE:SHOP), and <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b> (NYSE:PATH) are some of Cathie Wood's favorites, and all are between 20% and 50% off their all-time highs. However, the fact that millions of dollars of their stock are sitting in Wood's ETFs should be indicative of their long-term potential. These companies are trading at bargain prices today, so you might want to consider putting them on your watchlist.</p>\n<h2>Coinbase: A way to invest in crypto</h2>\n<p>Coinbase is ARK Invest's third-largest holding, clocking in at a market value of $1.25 billion. Shares of the world's largest cryptocurrency exchange have sunk like a stone recently, falling 32% off its all-time highs. However, this isn't fully indicative of business performance.</p>\n<p>With over $255 billion in assets across 100 different countries and 72 million users, Coinbase has become a cornerstone of the crypto economy as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading, most trusted cryptocurrency exchanges. The company takes a cut of every purchase of crypto on the platform, so the rise in popularity of cryptocurrency has resulted in impressive revenue success. The company's revenue increased by over 330% year over year in Q3. With this, the company has also achieved impressive profitability: Coinbase brought almost one-third of its revenue to the bottom line.</p>\n<p>While its reliance on cryptocurrencies like <b>Bitcoin</b> (CRYPTO:BTC) has led to amazing growth recently, it's really a double-edged sword. The company makes money only on purchases of crypto, so in large-scale crypto sell-offs, the company is left stranded. This leaves Coinbase largely vulnerable to the winds of the crypto markets.</p>\n<p>With the recent sell-off of crypto and Bitcoin, Coinbase has followed suit -- falling to a valuation of just 22 times earnings. Whether this is justified or not, Coinbase will likely mimic the crypto market, and its success largely depends on the widespread adoption of crypto. Therefore, if you think that cryptocurrencies will skyrocket over the next decade, Coinbase could be a smart investment.</p>\n<h2>UiPath: An AI pureplay</h2>\n<p>While not as large as Coinbase, ARK ETFs hold over $1 billion of UiPath stock -- making it the sixth-largest holding across all of Wood's funds. UiPath is disrupting the way companies operate and handle tedious, repetitive tasks by normalizing the use of artificial intelligence and bots. The company has the vision to deliver a fully automated enterprise so that workers can optimize their efficiency, and the way the company is doing this has attracted companies like <b>AutoDesk</b> (NASDAQ:ADSK) and NASA.</p>\n<p>While UiPath's product sounds like a pie-in-the-sky dream, the company is more than real. It has over 9,600 customers and $818 million in annual recurring revenue (ARR). With such dominance, UiPath has been named a market leader in the robotic process automation (RPA) market in <b>Gartner</b>'s Magic Quadrant. As the leader, it has gained the trust and confidence of companies that might be wary of bringing automation and robots into the workplace.</p>\n<p>UiPath has lots of potential to grow. The company sees a $30 billion addressable opportunity by 2024, which would be immense growth from its current $818 million in ARR. UiPath might get some pushback along the way from those wary of integrating robots into the workplace, but its robots can provide efficiency improvements. The company has saved its customers millions of hours and dollars without putting workers' jobs on the line. UiPath is meant to work alongside human employees, and it has been successful in doing so.</p>\n<p>Shares have fallen drastically since it came public earlier this year, and that has provided a valuation that an appealing valuation public at 60 times sales, but it now trades at 22 times sales. Cathie Wood has taken the opportunity to buy more shares this December, and you might want to consider doing the same.</p>\n<h2>Shopify: The rising e-commerce pick</h2>\n<p>Shopify is farther down at the 11th-largest ARK position, but still represents $950 million worth of shares -- and for good reason. The company has doubled its gross merchandise volume (GMV) over the past 16 months, reaching $400 billion in cumulative GMV on its merchants' platforms in Q3. This has been because of the company's relentless focus on its customers' growth and success. This is unrivaled by competitors like <b>Amazon</b> (NASDAQ:AMZN), which have often stifled SMBs by noticing their success and then offering and promoting a self-developed product that competes with them directly.</p>\n<p>The company recently announced a new feature that would make international sales easier for merchants. Shopify Markets would allow companies to streamline global expansion -- something many Shopify users might never have thought possible. The company also has plans to roll out additional features over the next few years, with one of my personal favorites being Shopify Fulfillment. With this, users could access the fulfillment network that Shopify is building out and let the company pack and ship orders for them.</p>\n<p>This focus on customer success is truly unique, which is why the company demands a very high premium. The company trades at roughly 40 times sales, which is the highest valuation out of these three stocks. However, I also believe that Shopify is the highest-quality stock on this list. While all three of these stocks are appealing, Shopify has proven itself the most, and the company's expansion efforts beyond SMB look very promising. While there is more risk that share prices could continue dropping, I think it is worth paying up for high-quality companies, and Shopify fits that bill. Given the number of shares that Cathie Wood owns, I think she is in agreement.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bargain Stocks That Cathie Wood Loves</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bargain Stocks That Cathie Wood Loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 10:30 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The ARK Innovation ETF (NYSEMKT:ARKK) is down 38% off its all-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","SHOP":"Shopify Inc","PATH":"UiPath"},"source_url":"https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178197","content_text":"After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The ARK Innovation ETF (NYSEMKT:ARKK) is down 38% off its all-time high and down 22% year to date.\nARK and Wood invest in lots of high-growth tech stocks that have been battered this year, which is what's causing the fund's poor performance. Coinbase Global (NASDAQ:COIN), Shopify (NYSE:SHOP), and UiPath (NYSE:PATH) are some of Cathie Wood's favorites, and all are between 20% and 50% off their all-time highs. However, the fact that millions of dollars of their stock are sitting in Wood's ETFs should be indicative of their long-term potential. These companies are trading at bargain prices today, so you might want to consider putting them on your watchlist.\nCoinbase: A way to invest in crypto\nCoinbase is ARK Invest's third-largest holding, clocking in at a market value of $1.25 billion. Shares of the world's largest cryptocurrency exchange have sunk like a stone recently, falling 32% off its all-time highs. However, this isn't fully indicative of business performance.\nWith over $255 billion in assets across 100 different countries and 72 million users, Coinbase has become a cornerstone of the crypto economy as one of the leading, most trusted cryptocurrency exchanges. The company takes a cut of every purchase of crypto on the platform, so the rise in popularity of cryptocurrency has resulted in impressive revenue success. The company's revenue increased by over 330% year over year in Q3. With this, the company has also achieved impressive profitability: Coinbase brought almost one-third of its revenue to the bottom line.\nWhile its reliance on cryptocurrencies like Bitcoin (CRYPTO:BTC) has led to amazing growth recently, it's really a double-edged sword. The company makes money only on purchases of crypto, so in large-scale crypto sell-offs, the company is left stranded. This leaves Coinbase largely vulnerable to the winds of the crypto markets.\nWith the recent sell-off of crypto and Bitcoin, Coinbase has followed suit -- falling to a valuation of just 22 times earnings. Whether this is justified or not, Coinbase will likely mimic the crypto market, and its success largely depends on the widespread adoption of crypto. Therefore, if you think that cryptocurrencies will skyrocket over the next decade, Coinbase could be a smart investment.\nUiPath: An AI pureplay\nWhile not as large as Coinbase, ARK ETFs hold over $1 billion of UiPath stock -- making it the sixth-largest holding across all of Wood's funds. UiPath is disrupting the way companies operate and handle tedious, repetitive tasks by normalizing the use of artificial intelligence and bots. The company has the vision to deliver a fully automated enterprise so that workers can optimize their efficiency, and the way the company is doing this has attracted companies like AutoDesk (NASDAQ:ADSK) and NASA.\nWhile UiPath's product sounds like a pie-in-the-sky dream, the company is more than real. It has over 9,600 customers and $818 million in annual recurring revenue (ARR). With such dominance, UiPath has been named a market leader in the robotic process automation (RPA) market in Gartner's Magic Quadrant. As the leader, it has gained the trust and confidence of companies that might be wary of bringing automation and robots into the workplace.\nUiPath has lots of potential to grow. The company sees a $30 billion addressable opportunity by 2024, which would be immense growth from its current $818 million in ARR. UiPath might get some pushback along the way from those wary of integrating robots into the workplace, but its robots can provide efficiency improvements. The company has saved its customers millions of hours and dollars without putting workers' jobs on the line. UiPath is meant to work alongside human employees, and it has been successful in doing so.\nShares have fallen drastically since it came public earlier this year, and that has provided a valuation that an appealing valuation public at 60 times sales, but it now trades at 22 times sales. Cathie Wood has taken the opportunity to buy more shares this December, and you might want to consider doing the same.\nShopify: The rising e-commerce pick\nShopify is farther down at the 11th-largest ARK position, but still represents $950 million worth of shares -- and for good reason. The company has doubled its gross merchandise volume (GMV) over the past 16 months, reaching $400 billion in cumulative GMV on its merchants' platforms in Q3. This has been because of the company's relentless focus on its customers' growth and success. This is unrivaled by competitors like Amazon (NASDAQ:AMZN), which have often stifled SMBs by noticing their success and then offering and promoting a self-developed product that competes with them directly.\nThe company recently announced a new feature that would make international sales easier for merchants. Shopify Markets would allow companies to streamline global expansion -- something many Shopify users might never have thought possible. The company also has plans to roll out additional features over the next few years, with one of my personal favorites being Shopify Fulfillment. With this, users could access the fulfillment network that Shopify is building out and let the company pack and ship orders for them.\nThis focus on customer success is truly unique, which is why the company demands a very high premium. The company trades at roughly 40 times sales, which is the highest valuation out of these three stocks. However, I also believe that Shopify is the highest-quality stock on this list. While all three of these stocks are appealing, Shopify has proven itself the most, and the company's expansion efforts beyond SMB look very promising. While there is more risk that share prices could continue dropping, I think it is worth paying up for high-quality companies, and Shopify fits that bill. Given the number of shares that Cathie Wood owns, I think she is in agreement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691437605,"gmtCreate":1640226584915,"gmtModify":1640226584915,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691437605","repostId":"2193113147","repostType":4,"repost":{"id":"2193113147","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640213688,"share":"https://www.laohu8.com/m/news/2193113147?lang=&edition=full","pubTime":"2021-12-23 06:54","market":"us","language":"en","title":"Wall St mints strong gains on rosy economic data, encouraging Omicron update","url":"https://stock-news.laohu8.com/highlight/detail?id=2193113147","media":"Reuters","summary":"* Tesla jumps as CEO Musk says he has sold 'enough' stock. * Pfizer rises as oral COVID-19 pill wins approval. Dec 22 - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.The S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of","content":"<p>* Consumer confidence index increases in December</p>\n<p>* U.S. Q3 economic growth revised slightly higher</p>\n<p>* Tesla jumps as CEO Musk says he has sold 'enough' stock</p>\n<p>* Pfizer rises as oral COVID-19 pill wins approval</p>\n<p>* Indexes up: Dow 0.74%, S&P 1.02%, Nasdaq 1.18% </p>\n<p>Dec 22 (Reuters) - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.</p>\n<p>The S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of Omicron and an otherwise strong year for equities.</p>\n<p>A South African study suggested reduced risks of hospitalization and severe disease in people infected with the Omicron variant versus the Delta one, but World Health Organization officials cautioned that it was too soon to draw firm conclusions.</p>\n<p>“We are still struggling for direction in the face of the Omicron outbreak, but in the past few days ... more and more evidence is building that the strain is potentially less severe than prior strains, specifically Delta, which bodes well for economic momentum in 2022,” said Mike Stritch, chief investment officer at BMO Wealth Management.</p>\n<p>The Dow Jones Industrial Average rose 261.19 points, or 0.74%, to 35,753.89, the S&P 500 gained 47.33 points, or 1.02%, to 4,696.56 and the Nasdaq Composite added 180.81 points, or 1.18%, to 15,521.89.</p>\n<p>All major S&P 500 sectors gained, with the consumer discretionary group up 1.7% and technology up 1.3%.</p>\n<p>Tesla Inc shares rose 7.5%, boosting the S&P 500 and Nasdaq. Tesla Chief Executive Elon Musk said in an interview he has sold \"enough stock\" following several weeks of share sales by the billionaire.</p>\n<p>U.S. consumer confidence improved further in December, suggesting the economy would continue to expand in 2022. The survey from the Conference Board showed more consumers planned to buy a house and big-ticket items such as motor vehicles and major household appliances as well as go on vacation over the next six months.</p>\n<p>Other reports showed U.S. home sales increased for a third straight month in November, and that gross domestic product increased at a 2.3% annualized rate in the July-September quarter, revised up from the 2.1% rate estimated last month.</p>\n<p>In another encouraging development against the pandemic, the United States authorized Pfizer Inc's oral antiviral COVID-19 pill for at-risk people aged 12 and above, making it the first at-home treatment for the coronavirus. Pfizer shares rose 1%.</p>\n<p>The benchmark S&P 500 is now up 25% so far in 2021. Still, the environment for equities could be changing heading into next year as the Federal Reserve is expected to begin raising interest rates in 2022 to rein in inflation.</p>\n<p>The market is \"certainly at an extended level of valuation,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey. “Next year is a more difficult picture, but if inflation is going to be part of the problem, I think investors will certainly choose stocks over bonds.”</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.17-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 35 new highs and 99 new lows.</p>\n<p>About 8.6 billion shares changed hands in U.S. exchanges, below the 11.8 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St mints strong gains on rosy economic data, encouraging Omicron update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St mints strong gains on rosy economic data, encouraging Omicron update\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-23 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Consumer confidence index increases in December</p>\n<p>* U.S. Q3 economic growth revised slightly higher</p>\n<p>* Tesla jumps as CEO Musk says he has sold 'enough' stock</p>\n<p>* Pfizer rises as oral COVID-19 pill wins approval</p>\n<p>* Indexes up: Dow 0.74%, S&P 1.02%, Nasdaq 1.18% </p>\n<p>Dec 22 (Reuters) - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.</p>\n<p>The S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of Omicron and an otherwise strong year for equities.</p>\n<p>A South African study suggested reduced risks of hospitalization and severe disease in people infected with the Omicron variant versus the Delta one, but World Health Organization officials cautioned that it was too soon to draw firm conclusions.</p>\n<p>“We are still struggling for direction in the face of the Omicron outbreak, but in the past few days ... more and more evidence is building that the strain is potentially less severe than prior strains, specifically Delta, which bodes well for economic momentum in 2022,” said Mike Stritch, chief investment officer at BMO Wealth Management.</p>\n<p>The Dow Jones Industrial Average rose 261.19 points, or 0.74%, to 35,753.89, the S&P 500 gained 47.33 points, or 1.02%, to 4,696.56 and the Nasdaq Composite added 180.81 points, or 1.18%, to 15,521.89.</p>\n<p>All major S&P 500 sectors gained, with the consumer discretionary group up 1.7% and technology up 1.3%.</p>\n<p>Tesla Inc shares rose 7.5%, boosting the S&P 500 and Nasdaq. Tesla Chief Executive Elon Musk said in an interview he has sold \"enough stock\" following several weeks of share sales by the billionaire.</p>\n<p>U.S. consumer confidence improved further in December, suggesting the economy would continue to expand in 2022. The survey from the Conference Board showed more consumers planned to buy a house and big-ticket items such as motor vehicles and major household appliances as well as go on vacation over the next six months.</p>\n<p>Other reports showed U.S. home sales increased for a third straight month in November, and that gross domestic product increased at a 2.3% annualized rate in the July-September quarter, revised up from the 2.1% rate estimated last month.</p>\n<p>In another encouraging development against the pandemic, the United States authorized Pfizer Inc's oral antiviral COVID-19 pill for at-risk people aged 12 and above, making it the first at-home treatment for the coronavirus. Pfizer shares rose 1%.</p>\n<p>The benchmark S&P 500 is now up 25% so far in 2021. Still, the environment for equities could be changing heading into next year as the Federal Reserve is expected to begin raising interest rates in 2022 to rein in inflation.</p>\n<p>The market is \"certainly at an extended level of valuation,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey. “Next year is a more difficult picture, but if inflation is going to be part of the problem, I think investors will certainly choose stocks over bonds.”</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.17-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 35 new highs and 99 new lows.</p>\n<p>About 8.6 billion shares changed hands in U.S. exchanges, below the 11.8 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4568":"美国抗疫概念",".DJI":"道琼斯","TSLA":"特斯拉","BK4007":"制药",".IXIC":"NASDAQ Composite","PFE":"辉瑞","COMP":"Compass, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193113147","content_text":"* Consumer confidence index increases in December\n* U.S. Q3 economic growth revised slightly higher\n* Tesla jumps as CEO Musk says he has sold 'enough' stock\n* Pfizer rises as oral COVID-19 pill wins approval\n* Indexes up: Dow 0.74%, S&P 1.02%, Nasdaq 1.18% \nDec 22 (Reuters) - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.\nThe S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of Omicron and an otherwise strong year for equities.\nA South African study suggested reduced risks of hospitalization and severe disease in people infected with the Omicron variant versus the Delta one, but World Health Organization officials cautioned that it was too soon to draw firm conclusions.\n“We are still struggling for direction in the face of the Omicron outbreak, but in the past few days ... more and more evidence is building that the strain is potentially less severe than prior strains, specifically Delta, which bodes well for economic momentum in 2022,” said Mike Stritch, chief investment officer at BMO Wealth Management.\nThe Dow Jones Industrial Average rose 261.19 points, or 0.74%, to 35,753.89, the S&P 500 gained 47.33 points, or 1.02%, to 4,696.56 and the Nasdaq Composite added 180.81 points, or 1.18%, to 15,521.89.\nAll major S&P 500 sectors gained, with the consumer discretionary group up 1.7% and technology up 1.3%.\nTesla Inc shares rose 7.5%, boosting the S&P 500 and Nasdaq. Tesla Chief Executive Elon Musk said in an interview he has sold \"enough stock\" following several weeks of share sales by the billionaire.\nU.S. consumer confidence improved further in December, suggesting the economy would continue to expand in 2022. The survey from the Conference Board showed more consumers planned to buy a house and big-ticket items such as motor vehicles and major household appliances as well as go on vacation over the next six months.\nOther reports showed U.S. home sales increased for a third straight month in November, and that gross domestic product increased at a 2.3% annualized rate in the July-September quarter, revised up from the 2.1% rate estimated last month.\nIn another encouraging development against the pandemic, the United States authorized Pfizer Inc's oral antiviral COVID-19 pill for at-risk people aged 12 and above, making it the first at-home treatment for the coronavirus. Pfizer shares rose 1%.\nThe benchmark S&P 500 is now up 25% so far in 2021. Still, the environment for equities could be changing heading into next year as the Federal Reserve is expected to begin raising interest rates in 2022 to rein in inflation.\nThe market is \"certainly at an extended level of valuation,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey. “Next year is a more difficult picture, but if inflation is going to be part of the problem, I think investors will certainly choose stocks over bonds.”\nAdvancing issues outnumbered declining ones on the NYSE by a 3.17-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored advancers.\nThe S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 35 new highs and 99 new lows.\nAbout 8.6 billion shares changed hands in U.S. exchanges, below the 11.8 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848338587,"gmtCreate":1635963452373,"gmtModify":1635963452480,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>👍","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>👍","text":"$Apple(AAPL)$👍","images":[{"img":"https://static.tigerbbs.com/a59a870646bc0167d9d7e2223cf4e56b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848338587","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321886019,"gmtCreate":1615422135031,"gmtModify":1703488784910,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321886019","repostId":"1126403133","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321881217,"gmtCreate":1615422034939,"gmtModify":1703488783010,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"For comment","listText":"For comment","text":"For comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321881217","repostId":"1176251994","repostType":4,"repost":{"id":"1176251994","kind":"news","pubTimestamp":1615385060,"share":"https://www.laohu8.com/m/news/1176251994?lang=&edition=full","pubTime":"2021-03-10 22:04","market":"us","language":"en","title":"Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1176251994","media":"Barrons","summary":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of the","content":"<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.</p>\n<p>“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.</p>\n<p>Fundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.</p>\n<p>Supplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.</p>\n<p>Southampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.</p>\n<p>Growth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.</p>\n<p>In addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.</p>\n<p>Though Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.</p>\n<p>Another way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.</p>\n<p>One example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.</p>\n<p>To help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.</p>\n<p>A firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.</p>\n<p>“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”</p>\n<p>Growth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.</p>\n<p>Digital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.</p>\n<p>O’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.</p>\n<p>To rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.</p>\n<p>Currently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.</p>\n<p>In a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 22:04 GMT+8 <a href=https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALGN":"艾利科技","AAPL":"苹果","DOCU":"Docusign"},"source_url":"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176251994","content_text":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.\n“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.\nFundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.\nSupplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.\nSouthampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.\nGrowth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.\nIn addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.\nThough Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.\nAnother way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.\nOne example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.\nTo help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.\nA firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.\n“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”\nGrowth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.\nDigital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.\nO’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.\nTo rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.\nCurrently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.\nIn a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":698439679,"gmtCreate":1640487001844,"gmtModify":1640487001899,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"[smile] ","listText":"[smile] ","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698439679","repostId":"2193178197","repostType":4,"repost":{"id":"2193178197","kind":"highlight","pubTimestamp":1640485804,"share":"https://www.laohu8.com/m/news/2193178197?lang=&edition=full","pubTime":"2021-12-26 10:30","market":"us","language":"en","title":"3 Bargain Stocks That Cathie Wood Loves","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178197","media":"Motley Fool","summary":"Is now the best time to buy these three Wood picks?","content":"<p>After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> (NYSEMKT:ARKK) is down 38% off its all-time high and down 22% year to date.</p>\n<p>ARK and Wood invest in lots of high-growth tech stocks that have been battered this year, which is what's causing the fund's poor performance. <b>Coinbase Global</b> (NASDAQ:COIN), <b>Shopify</b> (NYSE:SHOP), and <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b> (NYSE:PATH) are some of Cathie Wood's favorites, and all are between 20% and 50% off their all-time highs. However, the fact that millions of dollars of their stock are sitting in Wood's ETFs should be indicative of their long-term potential. These companies are trading at bargain prices today, so you might want to consider putting them on your watchlist.</p>\n<h2>Coinbase: A way to invest in crypto</h2>\n<p>Coinbase is ARK Invest's third-largest holding, clocking in at a market value of $1.25 billion. Shares of the world's largest cryptocurrency exchange have sunk like a stone recently, falling 32% off its all-time highs. However, this isn't fully indicative of business performance.</p>\n<p>With over $255 billion in assets across 100 different countries and 72 million users, Coinbase has become a cornerstone of the crypto economy as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading, most trusted cryptocurrency exchanges. The company takes a cut of every purchase of crypto on the platform, so the rise in popularity of cryptocurrency has resulted in impressive revenue success. The company's revenue increased by over 330% year over year in Q3. With this, the company has also achieved impressive profitability: Coinbase brought almost one-third of its revenue to the bottom line.</p>\n<p>While its reliance on cryptocurrencies like <b>Bitcoin</b> (CRYPTO:BTC) has led to amazing growth recently, it's really a double-edged sword. The company makes money only on purchases of crypto, so in large-scale crypto sell-offs, the company is left stranded. This leaves Coinbase largely vulnerable to the winds of the crypto markets.</p>\n<p>With the recent sell-off of crypto and Bitcoin, Coinbase has followed suit -- falling to a valuation of just 22 times earnings. Whether this is justified or not, Coinbase will likely mimic the crypto market, and its success largely depends on the widespread adoption of crypto. Therefore, if you think that cryptocurrencies will skyrocket over the next decade, Coinbase could be a smart investment.</p>\n<h2>UiPath: An AI pureplay</h2>\n<p>While not as large as Coinbase, ARK ETFs hold over $1 billion of UiPath stock -- making it the sixth-largest holding across all of Wood's funds. UiPath is disrupting the way companies operate and handle tedious, repetitive tasks by normalizing the use of artificial intelligence and bots. The company has the vision to deliver a fully automated enterprise so that workers can optimize their efficiency, and the way the company is doing this has attracted companies like <b>AutoDesk</b> (NASDAQ:ADSK) and NASA.</p>\n<p>While UiPath's product sounds like a pie-in-the-sky dream, the company is more than real. It has over 9,600 customers and $818 million in annual recurring revenue (ARR). With such dominance, UiPath has been named a market leader in the robotic process automation (RPA) market in <b>Gartner</b>'s Magic Quadrant. As the leader, it has gained the trust and confidence of companies that might be wary of bringing automation and robots into the workplace.</p>\n<p>UiPath has lots of potential to grow. The company sees a $30 billion addressable opportunity by 2024, which would be immense growth from its current $818 million in ARR. UiPath might get some pushback along the way from those wary of integrating robots into the workplace, but its robots can provide efficiency improvements. The company has saved its customers millions of hours and dollars without putting workers' jobs on the line. UiPath is meant to work alongside human employees, and it has been successful in doing so.</p>\n<p>Shares have fallen drastically since it came public earlier this year, and that has provided a valuation that an appealing valuation public at 60 times sales, but it now trades at 22 times sales. Cathie Wood has taken the opportunity to buy more shares this December, and you might want to consider doing the same.</p>\n<h2>Shopify: The rising e-commerce pick</h2>\n<p>Shopify is farther down at the 11th-largest ARK position, but still represents $950 million worth of shares -- and for good reason. The company has doubled its gross merchandise volume (GMV) over the past 16 months, reaching $400 billion in cumulative GMV on its merchants' platforms in Q3. This has been because of the company's relentless focus on its customers' growth and success. This is unrivaled by competitors like <b>Amazon</b> (NASDAQ:AMZN), which have often stifled SMBs by noticing their success and then offering and promoting a self-developed product that competes with them directly.</p>\n<p>The company recently announced a new feature that would make international sales easier for merchants. Shopify Markets would allow companies to streamline global expansion -- something many Shopify users might never have thought possible. The company also has plans to roll out additional features over the next few years, with one of my personal favorites being Shopify Fulfillment. With this, users could access the fulfillment network that Shopify is building out and let the company pack and ship orders for them.</p>\n<p>This focus on customer success is truly unique, which is why the company demands a very high premium. The company trades at roughly 40 times sales, which is the highest valuation out of these three stocks. However, I also believe that Shopify is the highest-quality stock on this list. While all three of these stocks are appealing, Shopify has proven itself the most, and the company's expansion efforts beyond SMB look very promising. While there is more risk that share prices could continue dropping, I think it is worth paying up for high-quality companies, and Shopify fits that bill. Given the number of shares that Cathie Wood owns, I think she is in agreement.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bargain Stocks That Cathie Wood Loves</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bargain Stocks That Cathie Wood Loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 10:30 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The ARK Innovation ETF (NYSEMKT:ARKK) is down 38% off its all-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","SHOP":"Shopify Inc","PATH":"UiPath"},"source_url":"https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178197","content_text":"After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The ARK Innovation ETF (NYSEMKT:ARKK) is down 38% off its all-time high and down 22% year to date.\nARK and Wood invest in lots of high-growth tech stocks that have been battered this year, which is what's causing the fund's poor performance. Coinbase Global (NASDAQ:COIN), Shopify (NYSE:SHOP), and UiPath (NYSE:PATH) are some of Cathie Wood's favorites, and all are between 20% and 50% off their all-time highs. However, the fact that millions of dollars of their stock are sitting in Wood's ETFs should be indicative of their long-term potential. These companies are trading at bargain prices today, so you might want to consider putting them on your watchlist.\nCoinbase: A way to invest in crypto\nCoinbase is ARK Invest's third-largest holding, clocking in at a market value of $1.25 billion. Shares of the world's largest cryptocurrency exchange have sunk like a stone recently, falling 32% off its all-time highs. However, this isn't fully indicative of business performance.\nWith over $255 billion in assets across 100 different countries and 72 million users, Coinbase has become a cornerstone of the crypto economy as one of the leading, most trusted cryptocurrency exchanges. The company takes a cut of every purchase of crypto on the platform, so the rise in popularity of cryptocurrency has resulted in impressive revenue success. The company's revenue increased by over 330% year over year in Q3. With this, the company has also achieved impressive profitability: Coinbase brought almost one-third of its revenue to the bottom line.\nWhile its reliance on cryptocurrencies like Bitcoin (CRYPTO:BTC) has led to amazing growth recently, it's really a double-edged sword. The company makes money only on purchases of crypto, so in large-scale crypto sell-offs, the company is left stranded. This leaves Coinbase largely vulnerable to the winds of the crypto markets.\nWith the recent sell-off of crypto and Bitcoin, Coinbase has followed suit -- falling to a valuation of just 22 times earnings. Whether this is justified or not, Coinbase will likely mimic the crypto market, and its success largely depends on the widespread adoption of crypto. Therefore, if you think that cryptocurrencies will skyrocket over the next decade, Coinbase could be a smart investment.\nUiPath: An AI pureplay\nWhile not as large as Coinbase, ARK ETFs hold over $1 billion of UiPath stock -- making it the sixth-largest holding across all of Wood's funds. UiPath is disrupting the way companies operate and handle tedious, repetitive tasks by normalizing the use of artificial intelligence and bots. The company has the vision to deliver a fully automated enterprise so that workers can optimize their efficiency, and the way the company is doing this has attracted companies like AutoDesk (NASDAQ:ADSK) and NASA.\nWhile UiPath's product sounds like a pie-in-the-sky dream, the company is more than real. It has over 9,600 customers and $818 million in annual recurring revenue (ARR). With such dominance, UiPath has been named a market leader in the robotic process automation (RPA) market in Gartner's Magic Quadrant. As the leader, it has gained the trust and confidence of companies that might be wary of bringing automation and robots into the workplace.\nUiPath has lots of potential to grow. The company sees a $30 billion addressable opportunity by 2024, which would be immense growth from its current $818 million in ARR. UiPath might get some pushback along the way from those wary of integrating robots into the workplace, but its robots can provide efficiency improvements. The company has saved its customers millions of hours and dollars without putting workers' jobs on the line. UiPath is meant to work alongside human employees, and it has been successful in doing so.\nShares have fallen drastically since it came public earlier this year, and that has provided a valuation that an appealing valuation public at 60 times sales, but it now trades at 22 times sales. Cathie Wood has taken the opportunity to buy more shares this December, and you might want to consider doing the same.\nShopify: The rising e-commerce pick\nShopify is farther down at the 11th-largest ARK position, but still represents $950 million worth of shares -- and for good reason. The company has doubled its gross merchandise volume (GMV) over the past 16 months, reaching $400 billion in cumulative GMV on its merchants' platforms in Q3. This has been because of the company's relentless focus on its customers' growth and success. This is unrivaled by competitors like Amazon (NASDAQ:AMZN), which have often stifled SMBs by noticing their success and then offering and promoting a self-developed product that competes with them directly.\nThe company recently announced a new feature that would make international sales easier for merchants. Shopify Markets would allow companies to streamline global expansion -- something many Shopify users might never have thought possible. The company also has plans to roll out additional features over the next few years, with one of my personal favorites being Shopify Fulfillment. With this, users could access the fulfillment network that Shopify is building out and let the company pack and ship orders for them.\nThis focus on customer success is truly unique, which is why the company demands a very high premium. The company trades at roughly 40 times sales, which is the highest valuation out of these three stocks. However, I also believe that Shopify is the highest-quality stock on this list. While all three of these stocks are appealing, Shopify has proven itself the most, and the company's expansion efforts beyond SMB look very promising. While there is more risk that share prices could continue dropping, I think it is worth paying up for high-quality companies, and Shopify fits that bill. Given the number of shares that Cathie Wood owns, I think she is in agreement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321886019,"gmtCreate":1615422135031,"gmtModify":1703488784910,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321886019","repostId":"1126403133","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691437605,"gmtCreate":1640226584915,"gmtModify":1640226584915,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691437605","repostId":"2193113147","repostType":4,"repost":{"id":"2193113147","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640213688,"share":"https://www.laohu8.com/m/news/2193113147?lang=&edition=full","pubTime":"2021-12-23 06:54","market":"us","language":"en","title":"Wall St mints strong gains on rosy economic data, encouraging Omicron update","url":"https://stock-news.laohu8.com/highlight/detail?id=2193113147","media":"Reuters","summary":"* Tesla jumps as CEO Musk says he has sold 'enough' stock. * Pfizer rises as oral COVID-19 pill wins approval. Dec 22 - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.The S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of","content":"<p>* Consumer confidence index increases in December</p>\n<p>* U.S. Q3 economic growth revised slightly higher</p>\n<p>* Tesla jumps as CEO Musk says he has sold 'enough' stock</p>\n<p>* Pfizer rises as oral COVID-19 pill wins approval</p>\n<p>* Indexes up: Dow 0.74%, S&P 1.02%, Nasdaq 1.18% </p>\n<p>Dec 22 (Reuters) - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.</p>\n<p>The S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of Omicron and an otherwise strong year for equities.</p>\n<p>A South African study suggested reduced risks of hospitalization and severe disease in people infected with the Omicron variant versus the Delta one, but World Health Organization officials cautioned that it was too soon to draw firm conclusions.</p>\n<p>“We are still struggling for direction in the face of the Omicron outbreak, but in the past few days ... more and more evidence is building that the strain is potentially less severe than prior strains, specifically Delta, which bodes well for economic momentum in 2022,” said Mike Stritch, chief investment officer at BMO Wealth Management.</p>\n<p>The Dow Jones Industrial Average rose 261.19 points, or 0.74%, to 35,753.89, the S&P 500 gained 47.33 points, or 1.02%, to 4,696.56 and the Nasdaq Composite added 180.81 points, or 1.18%, to 15,521.89.</p>\n<p>All major S&P 500 sectors gained, with the consumer discretionary group up 1.7% and technology up 1.3%.</p>\n<p>Tesla Inc shares rose 7.5%, boosting the S&P 500 and Nasdaq. Tesla Chief Executive Elon Musk said in an interview he has sold \"enough stock\" following several weeks of share sales by the billionaire.</p>\n<p>U.S. consumer confidence improved further in December, suggesting the economy would continue to expand in 2022. The survey from the Conference Board showed more consumers planned to buy a house and big-ticket items such as motor vehicles and major household appliances as well as go on vacation over the next six months.</p>\n<p>Other reports showed U.S. home sales increased for a third straight month in November, and that gross domestic product increased at a 2.3% annualized rate in the July-September quarter, revised up from the 2.1% rate estimated last month.</p>\n<p>In another encouraging development against the pandemic, the United States authorized Pfizer Inc's oral antiviral COVID-19 pill for at-risk people aged 12 and above, making it the first at-home treatment for the coronavirus. Pfizer shares rose 1%.</p>\n<p>The benchmark S&P 500 is now up 25% so far in 2021. Still, the environment for equities could be changing heading into next year as the Federal Reserve is expected to begin raising interest rates in 2022 to rein in inflation.</p>\n<p>The market is \"certainly at an extended level of valuation,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey. “Next year is a more difficult picture, but if inflation is going to be part of the problem, I think investors will certainly choose stocks over bonds.”</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.17-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 35 new highs and 99 new lows.</p>\n<p>About 8.6 billion shares changed hands in U.S. exchanges, below the 11.8 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St mints strong gains on rosy economic data, encouraging Omicron update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St mints strong gains on rosy economic data, encouraging Omicron update\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-23 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Consumer confidence index increases in December</p>\n<p>* U.S. Q3 economic growth revised slightly higher</p>\n<p>* Tesla jumps as CEO Musk says he has sold 'enough' stock</p>\n<p>* Pfizer rises as oral COVID-19 pill wins approval</p>\n<p>* Indexes up: Dow 0.74%, S&P 1.02%, Nasdaq 1.18% </p>\n<p>Dec 22 (Reuters) - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.</p>\n<p>The S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of Omicron and an otherwise strong year for equities.</p>\n<p>A South African study suggested reduced risks of hospitalization and severe disease in people infected with the Omicron variant versus the Delta one, but World Health Organization officials cautioned that it was too soon to draw firm conclusions.</p>\n<p>“We are still struggling for direction in the face of the Omicron outbreak, but in the past few days ... more and more evidence is building that the strain is potentially less severe than prior strains, specifically Delta, which bodes well for economic momentum in 2022,” said Mike Stritch, chief investment officer at BMO Wealth Management.</p>\n<p>The Dow Jones Industrial Average rose 261.19 points, or 0.74%, to 35,753.89, the S&P 500 gained 47.33 points, or 1.02%, to 4,696.56 and the Nasdaq Composite added 180.81 points, or 1.18%, to 15,521.89.</p>\n<p>All major S&P 500 sectors gained, with the consumer discretionary group up 1.7% and technology up 1.3%.</p>\n<p>Tesla Inc shares rose 7.5%, boosting the S&P 500 and Nasdaq. Tesla Chief Executive Elon Musk said in an interview he has sold \"enough stock\" following several weeks of share sales by the billionaire.</p>\n<p>U.S. consumer confidence improved further in December, suggesting the economy would continue to expand in 2022. The survey from the Conference Board showed more consumers planned to buy a house and big-ticket items such as motor vehicles and major household appliances as well as go on vacation over the next six months.</p>\n<p>Other reports showed U.S. home sales increased for a third straight month in November, and that gross domestic product increased at a 2.3% annualized rate in the July-September quarter, revised up from the 2.1% rate estimated last month.</p>\n<p>In another encouraging development against the pandemic, the United States authorized Pfizer Inc's oral antiviral COVID-19 pill for at-risk people aged 12 and above, making it the first at-home treatment for the coronavirus. Pfizer shares rose 1%.</p>\n<p>The benchmark S&P 500 is now up 25% so far in 2021. Still, the environment for equities could be changing heading into next year as the Federal Reserve is expected to begin raising interest rates in 2022 to rein in inflation.</p>\n<p>The market is \"certainly at an extended level of valuation,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey. “Next year is a more difficult picture, but if inflation is going to be part of the problem, I think investors will certainly choose stocks over bonds.”</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.17-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 35 new highs and 99 new lows.</p>\n<p>About 8.6 billion shares changed hands in U.S. exchanges, below the 11.8 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4568":"美国抗疫概念",".DJI":"道琼斯","TSLA":"特斯拉","BK4007":"制药",".IXIC":"NASDAQ Composite","PFE":"辉瑞","COMP":"Compass, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193113147","content_text":"* Consumer confidence index increases in December\n* U.S. Q3 economic growth revised slightly higher\n* Tesla jumps as CEO Musk says he has sold 'enough' stock\n* Pfizer rises as oral COVID-19 pill wins approval\n* Indexes up: Dow 0.74%, S&P 1.02%, Nasdaq 1.18% \nDec 22 (Reuters) - Wall Street's main indexes powered higher on Wednesday in a broad rally after upbeat economic data and hopeful developments about the severity of the Omicron coronavirus variant that is sweeping the world.\nThe S&P 500 gained at least 1% for a second straight session, putting it near record levels, as volatility has ratcheted up in the last month of 2021 following the arrival of Omicron and an otherwise strong year for equities.\nA South African study suggested reduced risks of hospitalization and severe disease in people infected with the Omicron variant versus the Delta one, but World Health Organization officials cautioned that it was too soon to draw firm conclusions.\n“We are still struggling for direction in the face of the Omicron outbreak, but in the past few days ... more and more evidence is building that the strain is potentially less severe than prior strains, specifically Delta, which bodes well for economic momentum in 2022,” said Mike Stritch, chief investment officer at BMO Wealth Management.\nThe Dow Jones Industrial Average rose 261.19 points, or 0.74%, to 35,753.89, the S&P 500 gained 47.33 points, or 1.02%, to 4,696.56 and the Nasdaq Composite added 180.81 points, or 1.18%, to 15,521.89.\nAll major S&P 500 sectors gained, with the consumer discretionary group up 1.7% and technology up 1.3%.\nTesla Inc shares rose 7.5%, boosting the S&P 500 and Nasdaq. Tesla Chief Executive Elon Musk said in an interview he has sold \"enough stock\" following several weeks of share sales by the billionaire.\nU.S. consumer confidence improved further in December, suggesting the economy would continue to expand in 2022. The survey from the Conference Board showed more consumers planned to buy a house and big-ticket items such as motor vehicles and major household appliances as well as go on vacation over the next six months.\nOther reports showed U.S. home sales increased for a third straight month in November, and that gross domestic product increased at a 2.3% annualized rate in the July-September quarter, revised up from the 2.1% rate estimated last month.\nIn another encouraging development against the pandemic, the United States authorized Pfizer Inc's oral antiviral COVID-19 pill for at-risk people aged 12 and above, making it the first at-home treatment for the coronavirus. Pfizer shares rose 1%.\nThe benchmark S&P 500 is now up 25% so far in 2021. Still, the environment for equities could be changing heading into next year as the Federal Reserve is expected to begin raising interest rates in 2022 to rein in inflation.\nThe market is \"certainly at an extended level of valuation,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey. “Next year is a more difficult picture, but if inflation is going to be part of the problem, I think investors will certainly choose stocks over bonds.”\nAdvancing issues outnumbered declining ones on the NYSE by a 3.17-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored advancers.\nThe S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 35 new highs and 99 new lows.\nAbout 8.6 billion shares changed hands in U.S. exchanges, below the 11.8 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848338587,"gmtCreate":1635963452373,"gmtModify":1635963452480,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>👍","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>👍","text":"$Apple(AAPL)$👍","images":[{"img":"https://static.tigerbbs.com/a59a870646bc0167d9d7e2223cf4e56b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848338587","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321881217,"gmtCreate":1615422034939,"gmtModify":1703488783010,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399316145808","idStr":"3572399316145808"},"themes":[],"htmlText":"For comment","listText":"For comment","text":"For comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321881217","repostId":"1176251994","repostType":4,"repost":{"id":"1176251994","kind":"news","pubTimestamp":1615385060,"share":"https://www.laohu8.com/m/news/1176251994?lang=&edition=full","pubTime":"2021-03-10 22:04","market":"us","language":"en","title":"Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1176251994","media":"Barrons","summary":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of the","content":"<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.</p>\n<p>“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.</p>\n<p>Fundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.</p>\n<p>Supplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.</p>\n<p>Southampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.</p>\n<p>Growth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.</p>\n<p>In addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.</p>\n<p>Though Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.</p>\n<p>Another way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.</p>\n<p>One example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.</p>\n<p>To help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.</p>\n<p>A firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.</p>\n<p>“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”</p>\n<p>Growth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.</p>\n<p>Digital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.</p>\n<p>O’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.</p>\n<p>To rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.</p>\n<p>Currently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.</p>\n<p>In a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 22:04 GMT+8 <a href=https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALGN":"艾利科技","AAPL":"苹果","DOCU":"Docusign"},"source_url":"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176251994","content_text":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.\n“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.\nFundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.\nSupplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.\nSouthampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.\nGrowth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.\nIn addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.\nThough Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.\nAnother way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.\nOne example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.\nTo help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.\nA firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.\n“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”\nGrowth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.\nDigital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.\nO’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.\nTo rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.\nCurrently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.\nIn a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
