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2021-10-15

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Affirm: Guidance Is Even Better Than It Looks

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htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824875487","repostId":"1144702308","repostType":4,"repost":{"id":"1144702308","pubTimestamp":1634305256,"share":"https://www.laohu8.com/m/news/1144702308?lang=&edition=full","pubTime":"2021-10-15 21:40","market":"us","language":"en","title":"Affirm: Guidance Is Even Better Than It Looks","url":"https://stock-news.laohu8.com/highlight/detail?id=1144702308","media":"Seeking Alpha","summary":"Summary\n\nAffirm's shares continue to soar higher. But at the same time, this company's story continu","content":"<p><b>Summary</b></p>\n<ul>\n <li>Affirm's shares continue to soar higher. But at the same time, this company's story continues to improve.</li>\n <li>Discussing Affirm's profitability profile and whether lackluster profit margins matter.</li>\n <li>Affirm is priced at 22x forward revenues. For a leading BNPL player, this is a fair price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b74c01bdec967d1b16c9b0688e0aa8b5\" tg-width=\"1536\" tg-height=\"1262\" width=\"100%\" height=\"auto\"><span>solitude72/iStock via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Affirm (AFRM) has seen its sizzling hot stock soar lately. Yet, as investors look forward to its guidance, there are even more reasons to be bullish on this name.</p>\n<p>Yes, the stock is not cheaply valued at 22x next year's revenues. But keep in mind, this is the going price for high-growth names in general. But in the case of Affirm, it's anything but another me-too company, it's the leading Buy Now Pay Later player in the US.</p>\n<p><b>Revenue Growth Rates And Guidance Discussed</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48efc1efea8fde9b0ed9fafde5ccc4d\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"><span>Source: Author's calculations, **company guidance</span></p>\n<p>Affirm's guidance for fiscal 2022 presently points towards 39% revenue growth rates. This growth rate is clearly a step down from<i>69% y/y Affirm's top-line growth in fiscal 2021.</i></p>\n<p>What investors are hoping for is that management is being incredibly conservative with its guidance and that Affirm has left plenty of room to positively impress investors.</p>\n<p>Next, perhaps most critical to consider is from the graphic above we can see that Q1 2021 is Affirm's most difficult lapping quarter. If Q1 2021 is being guided to grow by 44% y/y relative to the same period a year ago, then the remainder of the year will be a breeze for Affirm.</p>\n<p>Indeed, Q1 2021 was up nearly triple digits while Q2 2021 saw a dramatic step down to just 57% y/y growth. That means that when Affirm reports its guidance for Q2, investors will have a lot to be content about.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5edaae8a0e7427c44278d47e2ee0d913\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>And to be absolutely clear, it's not like investors have not stood up and taken notice of Affirm. Investors have seriously taken notice, yet the biggest detractors from the stock simply laid their bearish thesis on Affirm's valuation. And while I note that stock is far from cheap, there's a lot more here at play to consider.</p>\n<p><b>Why Affirm? Why Now?</b></p>\n<p><img src=\"https://static.tigerbbs.com/12bc0892e82fd3c8245361f241058046\" tg-width=\"640\" tg-height=\"514\" width=\"100%\" height=\"auto\"></p>\n<p>Affirm's stock was going nowhere fast, up until it announced its non-exclusive deal with Amazon (AMZN). At that point, the stock popped and hasn't looked back. Why was the non-exclusive deal with Amazon such a big deal?</p>\n<p>Firstly, it provides Affirm with plenty of awesome marketing. It's basically saying that Amazon chose Affirm to delight its consumers, why isn't your company?</p>\n<p>Secondly, the contributions to GMV from Amazon aren't factored into Affirm's fiscal 2022 guidance. Presently, Affirm is testing stages with Amazon. This will be a game-changer for Affirm once it's rolled out.</p>\n<p>Thirdly, partnering non-exclusively with Affirm will improve mind share with consumers. For a company still in the early stages of its growth trajectory into disrupting the credit card industry, this is a huge win for Affirm. Affirm, like countless other BNPL platforms, is in land-grab mode.</p>\n<p><img src=\"https://static.tigerbbs.com/0a89ee5b5d98192147f96a975a065ba8\" tg-width=\"640\" tg-height=\"134\" width=\"100%\" height=\"auto\"></p>\n<p>In fact, as you can see above, at first, customers only average 2 transactions over the first 12 months of adopting Affirm, but after 12 months, customers become habitual users of the platform. And we know that habits become hard to break.</p>\n<p><b>Do Profits Actually Matter in a Bull Market?</b></p>\n<p><img src=\"https://static.tigerbbs.com/3f1c26eabc4e7854cda35e62a998a0d0\" tg-width=\"664\" tg-height=\"495\" width=\"100%\" height=\"auto\"></p>\n<p>As you can see above, Affirm's profitability profile had been improving, with<i>Q1 2021 reporting negative 5% of adjusted profitability,</i>and with the passage of the remainder quarters, there was a noticeable improvement in overall profitability, ending with<i>Q4 2021 at a positive 5%.</i></p>\n<p>However, its guidance for Q1 2021 now points to a huge reversal, with its adjusted operating margins expected to arrive at a<i>negative 25%</i>- hence, this is obviously far from satisfying.</p>\n<p>That being said, readers should keep in mind that its adjusted operating margins guidance for the rest of fiscal 2022 is pointing to a negative 11%. This implies that the remainder of fiscal 2022 should see a meaningful improvement in its bottom-line profitability.</p>\n<p>All this being noted, I doubt that investors are seriously considering Affirm's profitability profile. For now, Affirm is a growth story stock, through and through.</p>\n<p><b>Valuation - Not Cheaply Priced</b></p>\n<p>On most traditional metrics, Affirm is far from cheap. Presently, it's priced at 22x forward sales. Compared with Visa (V) and Mastercard (MA), both of these transaction processing companies are priced cheaper at approximately 16x forward sales (after normalizing for year-end periods).</p>\n<p>Furthermore, the two more established payment titans are insanely profitable, with higher than 50% GAAP profit margins.</p>\n<p>Affirm, on the other hand, isn't likely to sustainably recognize GAAP profitability for some time. And when Affirm finally does become sustainably profitable, its profit margins aren't likely to be particularly high for a considerable amount of time, perhaps not even within the next decade.</p>\n<p>On a positive note, if we consider its convertible notes and funded debt on its balance sheet, Affirm carries a net cash position of approximately $1.4 billion. This is a fair amount of cash for Affirm to go about its land-grabbing strategy.</p>\n<p><b>The Bottom Line</b></p>\n<p>Affirm continues its rapid growth rates and taking market share in a highly lucrative market. All considered, the stock is still attractively priced.</p>\n<p>Affirm is priced at $36 billion. Could it become a $70 billion market cap company? It's a difficult question to answer which squarely is contingent on Affirm's ability to solidify its leading position in the BNPL space. That being said, for what's at play, the leading BNPL, I believe that paying $36 billion is attractive.</p>\n<p>In a nutshell, this is ''a firm'' buy.</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>Affirm: Guidance Is Even Better Than It Looks</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\">\nAffirm: Guidance Is Even Better Than It Looks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459881-affirm-afrm-stock-guidance-better-than-it-looks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAffirm's shares continue to soar higher. But at the same time, this company's story continues to improve.\nDiscussing Affirm's profitability profile and whether lackluster profit margins ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459881-affirm-afrm-stock-guidance-better-than-it-looks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4459881-affirm-afrm-stock-guidance-better-than-it-looks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144702308","content_text":"Summary\n\nAffirm's shares continue to soar higher. But at the same time, this company's story continues to improve.\nDiscussing Affirm's profitability profile and whether lackluster profit margins matter.\nAffirm is priced at 22x forward revenues. For a leading BNPL player, this is a fair price.\n\nsolitude72/iStock via Getty Images\nInvestment Thesis\nAffirm (AFRM) has seen its sizzling hot stock soar lately. Yet, as investors look forward to its guidance, there are even more reasons to be bullish on this name.\nYes, the stock is not cheaply valued at 22x next year's revenues. But keep in mind, this is the going price for high-growth names in general. But in the case of Affirm, it's anything but another me-too company, it's the leading Buy Now Pay Later player in the US.\nRevenue Growth Rates And Guidance Discussed\nSource: Author's calculations, **company guidance\nAffirm's guidance for fiscal 2022 presently points towards 39% revenue growth rates. This growth rate is clearly a step down from69% y/y Affirm's top-line growth in fiscal 2021.\nWhat investors are hoping for is that management is being incredibly conservative with its guidance and that Affirm has left plenty of room to positively impress investors.\nNext, perhaps most critical to consider is from the graphic above we can see that Q1 2021 is Affirm's most difficult lapping quarter. If Q1 2021 is being guided to grow by 44% y/y relative to the same period a year ago, then the remainder of the year will be a breeze for Affirm.\nIndeed, Q1 2021 was up nearly triple digits while Q2 2021 saw a dramatic step down to just 57% y/y growth. That means that when Affirm reports its guidance for Q2, investors will have a lot to be content about.\nData by YCharts\nAnd to be absolutely clear, it's not like investors have not stood up and taken notice of Affirm. Investors have seriously taken notice, yet the biggest detractors from the stock simply laid their bearish thesis on Affirm's valuation. And while I note that stock is far from cheap, there's a lot more here at play to consider.\nWhy Affirm? Why Now?\n\nAffirm's stock was going nowhere fast, up until it announced its non-exclusive deal with Amazon (AMZN). At that point, the stock popped and hasn't looked back. Why was the non-exclusive deal with Amazon such a big deal?\nFirstly, it provides Affirm with plenty of awesome marketing. It's basically saying that Amazon chose Affirm to delight its consumers, why isn't your company?\nSecondly, the contributions to GMV from Amazon aren't factored into Affirm's fiscal 2022 guidance. Presently, Affirm is testing stages with Amazon. This will be a game-changer for Affirm once it's rolled out.\nThirdly, partnering non-exclusively with Affirm will improve mind share with consumers. For a company still in the early stages of its growth trajectory into disrupting the credit card industry, this is a huge win for Affirm. Affirm, like countless other BNPL platforms, is in land-grab mode.\n\nIn fact, as you can see above, at first, customers only average 2 transactions over the first 12 months of adopting Affirm, but after 12 months, customers become habitual users of the platform. And we know that habits become hard to break.\nDo Profits Actually Matter in a Bull Market?\n\nAs you can see above, Affirm's profitability profile had been improving, withQ1 2021 reporting negative 5% of adjusted profitability,and with the passage of the remainder quarters, there was a noticeable improvement in overall profitability, ending withQ4 2021 at a positive 5%.\nHowever, its guidance for Q1 2021 now points to a huge reversal, with its adjusted operating margins expected to arrive at anegative 25%- hence, this is obviously far from satisfying.\nThat being said, readers should keep in mind that its adjusted operating margins guidance for the rest of fiscal 2022 is pointing to a negative 11%. This implies that the remainder of fiscal 2022 should see a meaningful improvement in its bottom-line profitability.\nAll this being noted, I doubt that investors are seriously considering Affirm's profitability profile. For now, Affirm is a growth story stock, through and through.\nValuation - Not Cheaply Priced\nOn most traditional metrics, Affirm is far from cheap. Presently, it's priced at 22x forward sales. Compared with Visa (V) and Mastercard (MA), both of these transaction processing companies are priced cheaper at approximately 16x forward sales (after normalizing for year-end periods).\nFurthermore, the two more established payment titans are insanely profitable, with higher than 50% GAAP profit margins.\nAffirm, on the other hand, isn't likely to sustainably recognize GAAP profitability for some time. And when Affirm finally does become sustainably profitable, its profit margins aren't likely to be particularly high for a considerable amount of time, perhaps not even within the next decade.\nOn a positive note, if we consider its convertible notes and funded debt on its balance sheet, Affirm carries a net cash position of approximately $1.4 billion. This is a fair amount of cash for Affirm to go about its land-grabbing strategy.\nThe Bottom Line\nAffirm continues its rapid growth rates and taking market share in a highly lucrative market. All considered, the stock is still attractively priced.\nAffirm is priced at $36 billion. Could it become a $70 billion market cap company? It's a difficult question to answer which squarely is contingent on Affirm's ability to solidify its leading position in the BNPL space. That being said, for what's at play, the leading BNPL, I believe that paying $36 billion is attractive.\nIn a nutshell, this is ''a firm'' buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820417399,"gmtCreate":1633415334961,"gmtModify":1633415335363,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820417399","repostId":"2172968917","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820061751,"gmtCreate":1633326608204,"gmtModify":1633326753563,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WEBR\">$Weber Inc.(WEBR)$</a>Pheeww","listText":"<a href=\"https://laohu8.com/S/WEBR\">$Weber Inc.(WEBR)$</a>Pheeww","text":"$Weber Inc.(WEBR)$Pheeww","images":[{"img":"https://static.tigerbbs.com/a95ae6b46c453f58d062e21e2c4ddd6e","width":"1125","height":"4178"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820061751","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":820061642,"gmtCreate":1633326575765,"gmtModify":1633326576108,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820061642","repostId":"2172964814","repostType":4,"repost":{"id":"2172964814","pubTimestamp":1633319068,"share":"https://www.laohu8.com/m/news/2172964814?lang=&edition=full","pubTime":"2021-10-04 11:44","market":"us","language":"en","title":"Netflix Stock Is Making Record Highs; Could It Keep Going Higher?","url":"https://stock-news.laohu8.com/highlight/detail?id=2172964814","media":"Motley Fool","summary":"The stock benefited from the stay-at-home trend at the pandemic's onset and is maintaining that momentum.","content":"<span> <p><strong>Netflix</strong> <span>(NASDAQ:NFLX)</span> stock made another record high today, closing at $610 on Sept. 30.&nbsp;The company continues to sustain the momentum gained at the pandemic's onset when millions of people turned to Netflix to make the time cooped up at home more enjoyable.&nbsp;</p> <p>Investors were concerned that Netflix could shed some subscribers as economies reopened because people now have more options for spending their time and money on entertainment. That has not been the case thus far. Let's look at some causes for Netflix's stock rise to record highs, and whether it can continue or if it's due for a pullback.&nbsp;</p> \n <div> \n  <img src=\"https://static.tigerbbs.com/c1a5e2d62315ed7229df362a180a2a2e\"> \n  <p>Image source: Getty Images.</p> \n </div> <h2>Netflix is benefiting from the shift to streaming</h2> <p>Interestingly, Netflix is forecasting 3.5 million subscriber additions in its fiscal third quarter. If it hits that target, Netflix will have added a total of 54 million subscribers in the last 24 months. Overall, the company boasts 209 million members that pay to stream movies and shows to their TVs and mobile devices worldwide.</p> <p>The impressive subscriber growth is leading to impressive revenue growth. Indeed, from 2016 to 2020, revenue almost tripled, growing from $8.8 billion to $25 billion. In addition to providing quality service that attracts viewers, Netflix is the beneficiary or arguably the cause of a shift away from linear TV to streaming content. </p> <p>After all, signing up to Netflix is more convenient than a traditional cable subscription. The cable option comes with long-term contracts, a complex installation that requires a professional, and a higher price. In contrast, you can sign up for Netflix and start watching content in minutes, and for less than $1 per day. It's no surprise then that consumers are flocking to the service by the millions.&nbsp;</p> \n <div></div> <p>Still, there is a long runway for this growth to continue as Netflix currently consumes less overall attention from viewers than linear TV. </p> <h2>Netflix is growing efficiently&nbsp;</h2> <p>Moreover, Netflix is managing its growth efficiently. The company is not spending on content with reckless abandon. Management looks at how much revenue will come in for a given quarter or year and plans content spending based on that revenue total, making sure to leave room for steady operating profit expansion. Since January 2016, management has committed to a goal of increasing operating profit margin by 300 basis points per year, and so far, it is hitting the target (see chart).&nbsp;</p> \n <div> \n  <img src=\"https://static.tigerbbs.com/235bd6191e48fb938ef3f3835309e52b\"> \n  <p>Data by YCharts.</p> \n </div> <h2>Is Netflix stock expensive?&nbsp;</h2> <p>A common question arises whenever a stock rises to record highs: Is the stock too expensive to buy? The critical thing to note with Netflix is that its profits are rising along with its stock price. Over the last five years, earnings per share have increased substantially: starting with $0.43 in 2016, $1.25 in 2017, $2.68 in 2018, $4.13 in 2019, and $6.08 in 2020. </p> <p>That means even though Netflix stock is at record highs, it's trading for a price-to-earnings ratio (63) near the cheapest level in the last decade. To answer my question, Netflix is not expensive, and given its solid prospects, it can continue going even higher. </p> \n <div></div> \n <div></div> </span>","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>Netflix Stock Is Making Record Highs; Could It Keep Going Higher?</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\">\nNetflix Stock Is Making Record Highs; Could It Keep Going Higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/02/netflix-stock-makes-record-is-it-too-late-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) stock made another record high today, closing at $610 on Sept. 30. The company continues to sustain the momentum gained at the pandemic's onset when millions of people turned to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/02/netflix-stock-makes-record-is-it-too-late-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/10/02/netflix-stock-makes-record-is-it-too-late-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172964814","content_text":"Netflix (NASDAQ:NFLX) stock made another record high today, closing at $610 on Sept. 30. The company continues to sustain the momentum gained at the pandemic's onset when millions of people turned to Netflix to make the time cooped up at home more enjoyable.  Investors were concerned that Netflix could shed some subscribers as economies reopened because people now have more options for spending their time and money on entertainment. That has not been the case thus far. Let's look at some causes for Netflix's stock rise to record highs, and whether it can continue or if it's due for a pullback. \n\n\nImage source: Getty Images.\n Netflix is benefiting from the shift to streaming Interestingly, Netflix is forecasting 3.5 million subscriber additions in its fiscal third quarter. If it hits that target, Netflix will have added a total of 54 million subscribers in the last 24 months. Overall, the company boasts 209 million members that pay to stream movies and shows to their TVs and mobile devices worldwide. The impressive subscriber growth is leading to impressive revenue growth. Indeed, from 2016 to 2020, revenue almost tripled, growing from $8.8 billion to $25 billion. In addition to providing quality service that attracts viewers, Netflix is the beneficiary or arguably the cause of a shift away from linear TV to streaming content.  After all, signing up to Netflix is more convenient than a traditional cable subscription. The cable option comes with long-term contracts, a complex installation that requires a professional, and a higher price. In contrast, you can sign up for Netflix and start watching content in minutes, and for less than $1 per day. It's no surprise then that consumers are flocking to the service by the millions. \n Still, there is a long runway for this growth to continue as Netflix currently consumes less overall attention from viewers than linear TV.  Netflix is growing efficiently  Moreover, Netflix is managing its growth efficiently. The company is not spending on content with reckless abandon. Management looks at how much revenue will come in for a given quarter or year and plans content spending based on that revenue total, making sure to leave room for steady operating profit expansion. Since January 2016, management has committed to a goal of increasing operating profit margin by 300 basis points per year, and so far, it is hitting the target (see chart). \n\n\nData by YCharts.\n Is Netflix stock expensive?  A common question arises whenever a stock rises to record highs: Is the stock too expensive to buy? The critical thing to note with Netflix is that its profits are rising along with its stock price. Over the last five years, earnings per share have increased substantially: starting with $0.43 in 2016, $1.25 in 2017, $2.68 in 2018, $4.13 in 2019, and $6.08 in 2020.  That means even though Netflix stock is at record highs, it's trading for a price-to-earnings ratio (63) near the cheapest level in the last decade. To answer my question, Netflix is not expensive, and given its solid prospects, it can continue going even higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862764179,"gmtCreate":1632916266273,"gmtModify":1632916266654,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/862764179","repostId":"1198528044","repostType":4,"repost":{"id":"1198528044","pubTimestamp":1632882697,"share":"https://www.laohu8.com/m/news/1198528044?lang=&edition=full","pubTime":"2021-09-29 10:31","market":"us","language":"en","title":"Technically Speaking: Is The Market \"Melting-Up?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1198528044","media":"seekingalpha","summary":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protect","content":"<p><b>Summary</b></p>\n<ul>\n <li>Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</li>\n <li>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</li>\n <li>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.</li>\n</ul>\n<p>Is the<i>“market melting-up?”</i>Such was the question I received from my colleague at<i>Cut The Crap Investing.</i>It is an excellent question given the relentless increase in what investors believe is a<i>“no risk”</i>market.</p>\n<p>Of course, we need a definition of precisely what constitutes a melt-up.</p>\n<blockquote>\n <i>“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly</i>\n <i><b>by a stampede of investors who don’t want to miss out on its rise,</b></i>\n <i>rather than by fundamental improvements in the economy.“</i>–\n <i>Investopedia</i>\n</blockquote>\n<p>Currently, there is sufficient evidence to support the idea of an exuberant market.<b><i>As noted previously:</i></b></p>\n<blockquote>\n <i>“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”</i>\n</blockquote>\n<blockquote>\n <i>‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’</i>\n</blockquote>\n<ul>\n <li><b><i>High optimism</i></b></li>\n <li><b><i>Easy credit (too easy, with loose terms)</i></b></li>\n <li><b><i>A rush of initial and secondary offerings</i></b></li>\n <li><b><i>Risky stocks outperforming</i></b></li>\n <li><b><i>Stretched valuations</i></b></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/ff8de3a84084162ca86b415584bbf793\" tg-width=\"731\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>However, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</p>\n<p><b>A Visualization Of A Market Melting-Up</b></p>\n<p>It is often easier to visualize something rather than explain it.<b>Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.</b>The chart below shows both periods in terms of price.</p>\n<p><img src=\"https://static.tigerbbs.com/a218c7efe2ebd874d05c9ff7dd564436\" tg-width=\"797\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9f193c9c32d55747bf7ff511c2f9fd53\" tg-width=\"793\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>However, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.<b>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</b></p>\n<p><img src=\"https://static.tigerbbs.com/c69e418d5a19d6fd03b305ab111e3be3\" tg-width=\"794\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/af03d3bbd071b8edfdf3a19e2c7b0bcd\" tg-width=\"796\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>We can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.</p>\n<p><img src=\"https://static.tigerbbs.com/f3562aea27b24ad4921d0f5cd497e072\" tg-width=\"804\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market<i>“melt-up,”</i>there is a rapid deviation from the growth trend matching the acceleration in valuations.</p>\n<p><img src=\"https://static.tigerbbs.com/1419cf4b2afdcdc0f61e0cad862f498d\" tg-width=\"836\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The problem with market<i>“melt-ups”</i>is not the melt-up itself but what always follows.</p>\n<p><b>Melting-Up Leads To Melting-Down</b></p>\n<p>A market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why<i>“this time is different.”</i>They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.</p>\n<p>Market melt-ups are all about<i>“psychology.”</i><b>Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.</b>The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous<i>‘melt-up”</i>periods should be easy to spot when compared with the advance currently.</p>\n<p><img src=\"https://static.tigerbbs.com/bc04cb25c0199dd17475a551a5dd7ec1\" tg-width=\"869\" tg-height=\"1024\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Given that current extensions match only a few rare periods in history, a couple of points should be readily apparent.</p>\n<ol>\n <li><b><i>Melt-ups can longer than logic would predict.</i></b></li>\n <li><b><i>The prevailing psychology is always “this time is different.”</i></b></li>\n <li><b><i>Valuations are dismissed in exchange for measures of momentum and forward expectations.</i></b></li>\n <li><b><i>Investors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.</i></b></li>\n <li><b><i>Lastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.</i></b></li>\n</ol>\n<p>It is essential to recognize the markets are in a<i>“melt-up,</i>” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual<i>“melting-down.”</i></p>\n<p><b>Surviving The Melt-Up</b></p>\n<p><b>As noted, none of this means the next</b><b><i>“bear market”</i></b><b>is lurking.</b>Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “<i>end”</i>a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.</p>\n<p>As such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.</p>\n<p>As portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.</p>\n<ol>\n <li><i><b>Tighten up stop-loss levels</b></i><i>to current support levels for each position.(Provides identifiable exit points when the market reverses.)</i></li>\n <li><i><b>Hedge portfolios</b></i><i>against major market declines.(Non-correlated assets, short-market positions, index put options)</i></li>\n <li><i><b>Take profits</b></i><i>in positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)</i></li>\n <li><i><b>Sell laggards</b></i><i>and losers</i>.<i>(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)</i></li>\n <li><i><b>Raise cash</b></i><i>and rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)</i></li>\n</ol>\n<p><b>Notice, nothing in there says,</b><b><i>“sell everything and go to cash.”</i></b></p>\n<p>There will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that<i>“stop-loss”</i>levels get triggered, exposure decreases, and cash levels rise when the selling begins.</p>\n<p>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent<i>“this time is different.”</i></p>\n<p>It likely isn’t.</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>Technically Speaking: Is The Market \"Melting-Up?\"</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\">\nTechnically Speaking: Is The Market \"Melting-Up?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nAs is always the case, the investing public believes future earnings will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198528044","content_text":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nAs is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.\n\nIs the“market melting-up?”Such was the question I received from my colleague atCut The Crap Investing.It is an excellent question given the relentless increase in what investors believe is a“no risk”market.\nOf course, we need a definition of precisely what constitutes a melt-up.\n\n“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly\nby a stampede of investors who don’t want to miss out on its rise,\nrather than by fundamental improvements in the economy.“–\n Investopedia\n\nCurrently, there is sufficient evidence to support the idea of an exuberant market.As noted previously:\n\n“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”\n\n\n‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’\n\n\nHigh optimism\nEasy credit (too easy, with loose terms)\nA rush of initial and secondary offerings\nRisky stocks outperforming\nStretched valuations\n\n\nHowever, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nA Visualization Of A Market Melting-Up\nIt is often easier to visualize something rather than explain it.Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.The chart below shows both periods in terms of price.\n\nHowever, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\n\nWe can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.\n\nThe following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market“melt-up,”there is a rapid deviation from the growth trend matching the acceleration in valuations.\n\nThe problem with market“melt-ups”is not the melt-up itself but what always follows.\nMelting-Up Leads To Melting-Down\nA market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why“this time is different.”They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.\nMarket melt-ups are all about“psychology.”Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous‘melt-up”periods should be easy to spot when compared with the advance currently.\n\nGiven that current extensions match only a few rare periods in history, a couple of points should be readily apparent.\n\nMelt-ups can longer than logic would predict.\nThe prevailing psychology is always “this time is different.”\nValuations are dismissed in exchange for measures of momentum and forward expectations.\nInvestors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.\nLastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.\n\nIt is essential to recognize the markets are in a“melt-up,” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual“melting-down.”\nSurviving The Melt-Up\nAs noted, none of this means the next“bear market”is lurking.Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “end”a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.\nAs such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.\nAs portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.\n\nTighten up stop-loss levelsto current support levels for each position.(Provides identifiable exit points when the market reverses.)\nHedge portfoliosagainst major market declines.(Non-correlated assets, short-market positions, index put options)\nTake profitsin positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)\nSell laggardsand losers.(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)\nRaise cashand rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)\n\nNotice, nothing in there says,“sell everything and go to cash.”\nThere will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that“stop-loss”levels get triggered, exposure decreases, and cash levels rise when the selling begins.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent“this time is different.”\nIt likely isn’t.","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868580629,"gmtCreate":1632671644661,"gmtModify":1632798662634,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868580629","repostId":"1142057327","repostType":4,"repost":{"id":"1142057327","pubTimestamp":1632643246,"share":"https://www.laohu8.com/m/news/1142057327?lang=&edition=full","pubTime":"2021-09-26 16:00","market":"hk","language":"en","title":"Intel Starts Construction of Two Arizona Computer Chip Factories","url":"https://stock-news.laohu8.com/highlight/detail?id=1142057327","media":"The street","summary":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to","content":"<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p>\n<p>Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p>\n<p>The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p>\n<p>Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p>\n<p>“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p>\n<p>\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p>\n<p>Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p>\n<p>Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p>\n<p>The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p>\n<p>Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p>","source":"lsy1610613172068","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>Intel Starts Construction of Two Arizona Computer Chip Factories</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\">\nIntel Starts Construction of Two Arizona Computer Chip Factories\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories><strong>The street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC)...</p>\n\n<a href=\"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142057327","content_text":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.\nThe Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.\nIntel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.\n“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.\n\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.\nShares of Intel on Friday traded 0.18% higher to $54.32 after hours.\nGelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.\nThe two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.\nIntel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868941715,"gmtCreate":1632582417937,"gmtModify":1632655232644,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868941715","repostId":"1149730497","repostType":4,"repost":{"id":"1149730497","pubTimestamp":1632538837,"share":"https://www.laohu8.com/m/news/1149730497?lang=&edition=full","pubTime":"2021-09-25 11:00","market":"sh","language":"en","title":"7 Best Stocks To Buy for Investors Building a ‘Brands’ Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1149730497","media":"investorplace","summary":"'Brands' are big and these seven stocks each bring investors a stake in recognized quality products ","content":"<p>'Brands' are big and these seven stocks each bring investors a stake in recognized quality products and services</p>\n<p>I saw a recent article from<i>Quartz at Work</i>about Reebok, other brand reboots, and what<b>Authentic Brands</b>plans to doto revitalize the once-dominant sneaker company. While the rise and fall of Reebok is a fascinating story, the article got me thinking about stocks to buy for the “Brands” portfolio.</p>\n<p>After all, Authentic Brands itself hasfiled to go public. My fellow<i>InvestorPlace</i>contributor Dana Blankenhorn calls it the most fascinating IPO of the year.</p>\n<p>“Authentic’s S-1has more pictures than<b>Pinterest</b>(NYSE:<b><u>PINS</u></b>), but tells little about the business. The numbers are for 2020, before a host of recent deals. It only identifies direct licensing revenue, $488 million of it in that year. But $211 million of that money, 43%, wound up as net income. This is said to justify a $10 billion enterprise valuation,” Dana wrote on Sep. 20.</p>\n<p>I agree with my colleague. It’s definitely up there. Heck, by the time I’ve written this, the company’s stock might be eligible for my newest portfolio.</p>\n<p>But, for now,<i>Finviz.com</i>tells me there are34 public companieswith the word “Brands” as part of their corporate name. So, I’ll recommend the seven best stocks to buy from the bunch.</p>\n<ul>\n <li><b>Restaurant Brands International</b>(NYSE:<b><u>QSR)</u></b></li>\n <li><b>Constellation Brands</b>(NYSE:<b><u>STZ)</u></b></li>\n <li><b>Fortune Brands Home &amp; Security</b>(NYSE:<b><u>FBHS</u></b>)</li>\n <li><b>Newell Brands</b>(NASDAQ:<b><u>NWL</u></b>)</li>\n <li><b>Acuity Brands</b>(NYSE:<b><u>AYI</u></b>)</li>\n <li><b>Cornerstone Building Brands</b>(NYSE:<b><u>CNR</u></b>)</li>\n <li><b>BellRing Brands</b>(NYSE:<b><u>BRBR</u></b>)</li>\n</ul>\n<p>Stocks to Buy: Restaurant Brands International (QSR)</p>\n<p>I begrudgingly put Restaurant Brands International, the owner of Tim Hortons, Burger King and Popeye’s, on my list of stocks to buy.</p>\n<p>Burger King acquired Tim Hortons in 2014 to form RBI. Ever since, I’ve had a hard time accepting the merger, given Burger King’s CEO made each Tim Horton’s head office employee justify their jobs in15-minute interviews.</p>\n<p>To date, I’d say I was right to be concerned about the poor treatment of employees. Over the past five years through Sept. 22, QSR stock has a total return of 9.0%, less than the Canadian market on the whole and nearly half the return of the entire U.S. market.</p>\n<p>In August, Tim Hortons China, a joint-venture between RBI and Hong Kong private equity firm<b>Cartesian Capital</b>, agreed to merge with<b>Silver Crest Acquisition Corp.</b>(NASDAQ:<b><u>SLCR</u></b>) in a transaction that valued the Chinese segment of Tim Hortons at$1.7 billion.</p>\n<p>As long as<b>3G Capital</b>continues to own almost 30% of RBI stock, I’ll remain cautious in my praise.</p>\n<p>However, with$1.35 billionin trailing 12-month (TTM) free cash flow (FCF) and a 7.0% FCF yield, now could be an opportune time to pick up some shares.</p>\n<p>Constellation Brands (STZ)<img src=\"https://static.tigerbbs.com/51af367100d1d75a5ca277a1a9675c31\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: ShinoStock / Shutterstock.com</p>\n<p>A telltale sign Constellation Brands has become a big deal in corporate America is therecent announcementthat it would move 400 of its employees from its offices in Canandaigua, New York, to downtown Rochester.</p>\n<p>“The company investment is estimated at $50 million, while Landers [Peter Landers, majority investor in group that owns the downtown property] says the owners/developers’ will spend close to $35 million on historic restoration, stripping paint from the barrel ceilings and brick walls, and building a 120-space parking structure,” The<i>Democrat &amp; Chronicle</i>reported.</p>\n<p>While Constellation is known for Corona and Modelo beer, Svedka vodka, and Woodbridge wine, amongst others, it isthe company’s investmentin<b>Canopy Growth</b>(NASDAQ:<b><u>CGC</u></b>) that gets most of the attention.</p>\n<p>That’s because it’s taking forever to see the benefits of its multi-billion-dollar investment in the Canadian cannabis company. Since it acquired9.9% in October 2017, STZ stock has gone sideways over nearly 48 months.</p>\n<p>As a glass-half-full kind of person, I see the potential upside of its Canopy investment as a big reason to buy at current prices.</p>\n<p>Constellation has a TTM FCF of$2.0 billion, good for an FCF yield of 4.9%. When you consider the value yet to be extracted by its investment, STZ’s valuation is more than reasonable.</p>\n<p>Stocks to Buy: Fortune Brands Home &amp; Security (FBHS)<img src=\"https://static.tigerbbs.com/c43d12689a9a34fc77425af4b7ac66d2\" tg-width=\"300\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Shutterstock</p>\n<p>Fortune Brands Home &amp; Security wasspun offfrom<b>Fortune Brands Inc</b>, part of the then-holding company’s plan to deliver additional value for its shareholders almost a decade ago.</p>\n<p>At the same time, it sold its Acushnet business for $1.225 billion and renamed Fortune Brands as<b>Beam Inc.</b>, the holding company’s spirits business. Beam was subsequently sold to<b>Suntory Holdings</b>in 2014 for $16 billion, including the assumption of debt.</p>\n<p>Fortune shareholders got one share of FBHS for each share in the parent. FBHS stock has generated a total return of 22.4% over the past decade, 548 basis points higher than the entire U.S. market.</p>\n<p>The company hasthree operating segments: Plumbing, Outdoors &amp; Security, and Cabinets. Its brands include Moen faucets, Larson doors, Master Lock locks, MasterBrand cabinets, and many more.</p>\n<p>Together, they have TTM sales of $7.02 billion, $1.03 billion in operating income, $650 million in FCF, and an FCF yield of 5.0%.</p>\n<p>It’s a great business to own for the long haul.</p>\n<p>Newell Brands (NWL)<img src=\"https://static.tigerbbs.com/b002bc9b30d4f4cc62b40222b912a1b0\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Casimiro PT / Shutterstock.com</p>\n<p>Newell CEO Ravi Saligram was recently named one ofAtlanta’s best CEOsby the<i>Atlanta Business Chronicle.</i>Saligram joined Newell as CEO inOctober 2019. Before that, he was CEO of<b>Ritchie Bros. Auctioneers</b>(NYSE:<b><u>RBA</u></b>) from July 2014 to July 2019 and OfficeMax from November 2010 to November 2013. In addition, he oversaw the merger between OfficeMax and Office Depot.</p>\n<p>He’s been an executive for many years working in several different industries. Since joining Newell, NWL stock has gained 32% over nearly 24 months. That compares to 50% for the<b>S&amp;P 500 index</b>over the same period.</p>\n<p>Over the years, Newell Brands became quite bloated, with too many businesses generating too few profits. Newell might have underperformed so far in Saligram’s tenure, but he’s doing his best to set the company up for sustainable growth.</p>\n<p>“Along our journey, we will add capabilities to build competitive advantage. For example, we are building on our eCommerce capabilities and Digital First mindset (over 21% of our global sales are sold online) to become truly omni channel,” Saligram told the<i>Atlanta Business Chronicle.</i></p>\n<p>“We are creating consistent and compelling brand experiences for consumers no matter where they shop, how they shop or when they shop be it buy online, deliver to home, buy online pick up at the store, buy online pick up at curbside or shop at a store.”</p>\n<p>In 2019, Newell had an FCF of$780 million. In the TTM, it was $1.1 billion, a 41% increase. I would expect this FCF growth to continue.</p>\n<p>The performance in the next 24 months ought to be much better than the last 24.</p>\n<p>Stocks to Buy: Acuity Brands (AYI)<img src=\"https://static.tigerbbs.com/d0fc99bca07cdb144fe2c7208776aed8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: JHVEPhoto / Shutterstock.com</p>\n<p>It’s great to see the provider of commercial and residential lighting solutions doing well in the markets after a long stretch of less-than-stellar Acuity Brands shareholder returns.</p>\n<p>For example, if you invested $10,000 in AYI stock in September 2020, today, you would have approximately $17,294. However, if you invested the same $10,000 in its stock three years ago, you’d have $10,609.</p>\n<p>While the company got lost in the woods for a time, it’s been able to find its way back, thanks in part to its hiring of CEO Neil Ashe inJanuary 2020. Ashe has held some high-powered jobs, including being in charge of<b>Walmart’s</b>(NYSE:<b><u>WMT</u></b>) eCommerce &amp; Technology unit from 2012 through 2016.</p>\n<p>Ashe replaced Vernon Nagel, who served as Acuity’s CEO for 16 years. Nagel moved into theexecutive chairman role. They ought to make an excellent pairing.</p>\n<p>In the company’s Q3 2021 results, Acuity had a 16% increase in sales to$899.7 million, with a 56% increase in earnings to $2.37 a share. In 2021, it expects growth to continue.</p>\n<p>InJanuary 2019, I suggested that Acuity needed a new CEO who could bring a fresh perspective. Less than a year later, it did just that. Kudos to Nagel for recognizing it was time to move aside.</p>\n<p>Cornerstone Building Brands (CNR)<img src=\"https://static.tigerbbs.com/60a34aa2f9805656c3d30d8bf03763eb\" tg-width=\"300\" tg-height=\"227\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: ©iStock.com/Sashick</p>\n<p>Of all the names on this list, Cornerstone Building Brands is the only one I didn’t recognize.</p>\n<p>The North Carolina-based provider of commercial, residential, and repair &amp; remodel building products is the largest manufacturer of exterior building products in North America.</p>\n<p>Although the Cornerstone name only came into existence inNovember 2018after the merger between NCI Building Systems and Ply Gem Parent LLC, the two companies have a history of more than 75 years.</p>\n<p>Since the merger’s completion, CNR stock has experienced its fair share of highs and lows, falling to less than $3 in the March 2020 correction, then recovering to almost $20 in June before settling back into the mid-teens in late September.</p>\n<p>A prominent owner of Cornerstone stock is<b>BlueTower Asset Management</b>, a Texas-based portfolio manager. The company’s Global Value Strategy owns17 stocks, CNR being the largest weighting at 18.6% of the portfolio.</p>\n<p>Here’s what BlueTower had to say about Cornerstone in itsQ2 2021 shareholder letter:</p>\n<p>“As the company realizes acquisition synergies, the housing boom continues, and Cornerstone pays down debt, the company’s value will become apparent to investors and share price will rise to meet its true fundamental value,” BlueTower portfolio manager Andrew Oskoui wrote.</p>\n<p>“Investors who were previously repelled by the high debt levels will invest at lower leverage levels. The share price has already tripled from the average price our long-term investors in the strategy composite paid, but we still believe the company has a high expected forward rate of return.”</p>\n<p>What’s not to like?</p>\n<p>Stocks to Buy: BellRing Brands (BRBR)<img src=\"https://static.tigerbbs.com/00df020d2a1a57e564587b5d95e0c571\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: rblfmr / Shutterstock.com</p>\n<p>If you’ve ever eaten a PowerBar, you’ve heard of and supported BellRing Brands.</p>\n<p>In October 2019,<b>Post Holdings</b>(NYSE:<b><u>POST</u></b>) spun off its former active nutrition business — PowerBar, Premier Protein, and Dymatize brands — selling 39.43 million shares at $14 per share. It raised approximately$516.4 millionfrom the IPO. It used the proceeds to pay down some debt owed to the parent and buy shares of the operating company, BellRing Brands LLC.</p>\n<p>After the IPO, Post owned 71% of BRBR stock. In August 2021, Post announced thatit plans to distributemost of this stake to shareholders. The move’s expected to include a special cash dividend for Post shareholders.</p>\n<p>At the same time, it announced the distribution; it also announced Q3 2021 results. Sales in the quarter jumped 68% over last year to $342.6 million, while its operating profit increased by 68% to $51.5 million.</p>\n<p>BellRing’s TTM FCF is$214.3 million. Based on a market cap of $1.3 billion, it has an FCF yield of 16.5%, well into value territory.</p>\n<p>If I’m a Post shareholder, I’d be hanging on to my BellRing shares for the long haul.</p>\n<p><i>On the date of publication, Will Ashworthdid not have (either directly or indirectly) any positions in the securities mentioned in this article.The opinions expressed in this article are those of the writer, subject to the</i>InvestorPlace.comPublishing Guidelines<i>.</i></p>\n<p><i>Will Ashworth has written about investments full-time since 2008. Publications where he’s appeared include InvestorPlace, The Motley Fool Canada, Investopedia, Kiplinger, and several others in both the U.S. and Canada. He particularly enjoys creating model portfolios that stand the test of time. He lives in Halifax, Nova Scotia. At the time of this writing Will Ashworth did not hold a position in any of the aforementioned securities.</i></p>","source":"lsy1606302653667","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>7 Best Stocks To Buy for Investors Building a ‘Brands’ Portfolio</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\">\n7 Best Stocks To Buy for Investors Building a ‘Brands’ Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-25 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/7-best-stocks-to-buy-for-investors-building-a-brands-portfolio/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'Brands' are big and these seven stocks each bring investors a stake in recognized quality products and services\nI saw a recent article fromQuartz at Workabout Reebok, other brand reboots, and ...</p>\n\n<a href=\"https://investorplace.com/2021/09/7-best-stocks-to-buy-for-investors-building-a-brands-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISBC":"投资者银行"},"source_url":"https://investorplace.com/2021/09/7-best-stocks-to-buy-for-investors-building-a-brands-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149730497","content_text":"'Brands' are big and these seven stocks each bring investors a stake in recognized quality products and services\nI saw a recent article fromQuartz at Workabout Reebok, other brand reboots, and whatAuthentic Brandsplans to doto revitalize the once-dominant sneaker company. While the rise and fall of Reebok is a fascinating story, the article got me thinking about stocks to buy for the “Brands” portfolio.\nAfter all, Authentic Brands itself hasfiled to go public. My fellowInvestorPlacecontributor Dana Blankenhorn calls it the most fascinating IPO of the year.\n“Authentic’s S-1has more pictures thanPinterest(NYSE:PINS), but tells little about the business. The numbers are for 2020, before a host of recent deals. It only identifies direct licensing revenue, $488 million of it in that year. But $211 million of that money, 43%, wound up as net income. This is said to justify a $10 billion enterprise valuation,” Dana wrote on Sep. 20.\nI agree with my colleague. It’s definitely up there. Heck, by the time I’ve written this, the company’s stock might be eligible for my newest portfolio.\nBut, for now,Finviz.comtells me there are34 public companieswith the word “Brands” as part of their corporate name. So, I’ll recommend the seven best stocks to buy from the bunch.\n\nRestaurant Brands International(NYSE:QSR)\nConstellation Brands(NYSE:STZ)\nFortune Brands Home & Security(NYSE:FBHS)\nNewell Brands(NASDAQ:NWL)\nAcuity Brands(NYSE:AYI)\nCornerstone Building Brands(NYSE:CNR)\nBellRing Brands(NYSE:BRBR)\n\nStocks to Buy: Restaurant Brands International (QSR)\nI begrudgingly put Restaurant Brands International, the owner of Tim Hortons, Burger King and Popeye’s, on my list of stocks to buy.\nBurger King acquired Tim Hortons in 2014 to form RBI. Ever since, I’ve had a hard time accepting the merger, given Burger King’s CEO made each Tim Horton’s head office employee justify their jobs in15-minute interviews.\nTo date, I’d say I was right to be concerned about the poor treatment of employees. Over the past five years through Sept. 22, QSR stock has a total return of 9.0%, less than the Canadian market on the whole and nearly half the return of the entire U.S. market.\nIn August, Tim Hortons China, a joint-venture between RBI and Hong Kong private equity firmCartesian Capital, agreed to merge withSilver Crest Acquisition Corp.(NASDAQ:SLCR) in a transaction that valued the Chinese segment of Tim Hortons at$1.7 billion.\nAs long as3G Capitalcontinues to own almost 30% of RBI stock, I’ll remain cautious in my praise.\nHowever, with$1.35 billionin trailing 12-month (TTM) free cash flow (FCF) and a 7.0% FCF yield, now could be an opportune time to pick up some shares.\nConstellation Brands (STZ)Source: ShinoStock / Shutterstock.com\nA telltale sign Constellation Brands has become a big deal in corporate America is therecent announcementthat it would move 400 of its employees from its offices in Canandaigua, New York, to downtown Rochester.\n“The company investment is estimated at $50 million, while Landers [Peter Landers, majority investor in group that owns the downtown property] says the owners/developers’ will spend close to $35 million on historic restoration, stripping paint from the barrel ceilings and brick walls, and building a 120-space parking structure,” TheDemocrat & Chroniclereported.\nWhile Constellation is known for Corona and Modelo beer, Svedka vodka, and Woodbridge wine, amongst others, it isthe company’s investmentinCanopy Growth(NASDAQ:CGC) that gets most of the attention.\nThat’s because it’s taking forever to see the benefits of its multi-billion-dollar investment in the Canadian cannabis company. Since it acquired9.9% in October 2017, STZ stock has gone sideways over nearly 48 months.\nAs a glass-half-full kind of person, I see the potential upside of its Canopy investment as a big reason to buy at current prices.\nConstellation has a TTM FCF of$2.0 billion, good for an FCF yield of 4.9%. When you consider the value yet to be extracted by its investment, STZ’s valuation is more than reasonable.\nStocks to Buy: Fortune Brands Home & Security (FBHS)Source: Shutterstock\nFortune Brands Home & Security wasspun offfromFortune Brands Inc, part of the then-holding company’s plan to deliver additional value for its shareholders almost a decade ago.\nAt the same time, it sold its Acushnet business for $1.225 billion and renamed Fortune Brands asBeam Inc., the holding company’s spirits business. Beam was subsequently sold toSuntory Holdingsin 2014 for $16 billion, including the assumption of debt.\nFortune shareholders got one share of FBHS for each share in the parent. FBHS stock has generated a total return of 22.4% over the past decade, 548 basis points higher than the entire U.S. market.\nThe company hasthree operating segments: Plumbing, Outdoors & Security, and Cabinets. Its brands include Moen faucets, Larson doors, Master Lock locks, MasterBrand cabinets, and many more.\nTogether, they have TTM sales of $7.02 billion, $1.03 billion in operating income, $650 million in FCF, and an FCF yield of 5.0%.\nIt’s a great business to own for the long haul.\nNewell Brands (NWL)Source: Casimiro PT / Shutterstock.com\nNewell CEO Ravi Saligram was recently named one ofAtlanta’s best CEOsby theAtlanta Business Chronicle.Saligram joined Newell as CEO inOctober 2019. Before that, he was CEO ofRitchie Bros. Auctioneers(NYSE:RBA) from July 2014 to July 2019 and OfficeMax from November 2010 to November 2013. In addition, he oversaw the merger between OfficeMax and Office Depot.\nHe’s been an executive for many years working in several different industries. Since joining Newell, NWL stock has gained 32% over nearly 24 months. That compares to 50% for theS&P 500 indexover the same period.\nOver the years, Newell Brands became quite bloated, with too many businesses generating too few profits. Newell might have underperformed so far in Saligram’s tenure, but he’s doing his best to set the company up for sustainable growth.\n“Along our journey, we will add capabilities to build competitive advantage. For example, we are building on our eCommerce capabilities and Digital First mindset (over 21% of our global sales are sold online) to become truly omni channel,” Saligram told theAtlanta Business Chronicle.\n“We are creating consistent and compelling brand experiences for consumers no matter where they shop, how they shop or when they shop be it buy online, deliver to home, buy online pick up at the store, buy online pick up at curbside or shop at a store.”\nIn 2019, Newell had an FCF of$780 million. In the TTM, it was $1.1 billion, a 41% increase. I would expect this FCF growth to continue.\nThe performance in the next 24 months ought to be much better than the last 24.\nStocks to Buy: Acuity Brands (AYI)Source: JHVEPhoto / Shutterstock.com\nIt’s great to see the provider of commercial and residential lighting solutions doing well in the markets after a long stretch of less-than-stellar Acuity Brands shareholder returns.\nFor example, if you invested $10,000 in AYI stock in September 2020, today, you would have approximately $17,294. However, if you invested the same $10,000 in its stock three years ago, you’d have $10,609.\nWhile the company got lost in the woods for a time, it’s been able to find its way back, thanks in part to its hiring of CEO Neil Ashe inJanuary 2020. Ashe has held some high-powered jobs, including being in charge ofWalmart’s(NYSE:WMT) eCommerce & Technology unit from 2012 through 2016.\nAshe replaced Vernon Nagel, who served as Acuity’s CEO for 16 years. Nagel moved into theexecutive chairman role. They ought to make an excellent pairing.\nIn the company’s Q3 2021 results, Acuity had a 16% increase in sales to$899.7 million, with a 56% increase in earnings to $2.37 a share. In 2021, it expects growth to continue.\nInJanuary 2019, I suggested that Acuity needed a new CEO who could bring a fresh perspective. Less than a year later, it did just that. Kudos to Nagel for recognizing it was time to move aside.\nCornerstone Building Brands (CNR)Source: ©iStock.com/Sashick\nOf all the names on this list, Cornerstone Building Brands is the only one I didn’t recognize.\nThe North Carolina-based provider of commercial, residential, and repair & remodel building products is the largest manufacturer of exterior building products in North America.\nAlthough the Cornerstone name only came into existence inNovember 2018after the merger between NCI Building Systems and Ply Gem Parent LLC, the two companies have a history of more than 75 years.\nSince the merger’s completion, CNR stock has experienced its fair share of highs and lows, falling to less than $3 in the March 2020 correction, then recovering to almost $20 in June before settling back into the mid-teens in late September.\nA prominent owner of Cornerstone stock isBlueTower Asset Management, a Texas-based portfolio manager. The company’s Global Value Strategy owns17 stocks, CNR being the largest weighting at 18.6% of the portfolio.\nHere’s what BlueTower had to say about Cornerstone in itsQ2 2021 shareholder letter:\n“As the company realizes acquisition synergies, the housing boom continues, and Cornerstone pays down debt, the company’s value will become apparent to investors and share price will rise to meet its true fundamental value,” BlueTower portfolio manager Andrew Oskoui wrote.\n“Investors who were previously repelled by the high debt levels will invest at lower leverage levels. The share price has already tripled from the average price our long-term investors in the strategy composite paid, but we still believe the company has a high expected forward rate of return.”\nWhat’s not to like?\nStocks to Buy: BellRing Brands (BRBR)Source: rblfmr / Shutterstock.com\nIf you’ve ever eaten a PowerBar, you’ve heard of and supported BellRing Brands.\nIn October 2019,Post Holdings(NYSE:POST) spun off its former active nutrition business — PowerBar, Premier Protein, and Dymatize brands — selling 39.43 million shares at $14 per share. It raised approximately$516.4 millionfrom the IPO. It used the proceeds to pay down some debt owed to the parent and buy shares of the operating company, BellRing Brands LLC.\nAfter the IPO, Post owned 71% of BRBR stock. In August 2021, Post announced thatit plans to distributemost of this stake to shareholders. The move’s expected to include a special cash dividend for Post shareholders.\nAt the same time, it announced the distribution; it also announced Q3 2021 results. Sales in the quarter jumped 68% over last year to $342.6 million, while its operating profit increased by 68% to $51.5 million.\nBellRing’s TTM FCF is$214.3 million. Based on a market cap of $1.3 billion, it has an FCF yield of 16.5%, well into value territory.\nIf I’m a Post shareholder, I’d be hanging on to my BellRing shares for the long haul.\nOn the date of publication, Will Ashworthdid not have (either directly or indirectly) any positions in the securities mentioned in this article.The opinions expressed in this article are those of the writer, subject to theInvestorPlace.comPublishing Guidelines.\nWill Ashworth has written about investments full-time since 2008. Publications where he’s appeared include InvestorPlace, The Motley Fool Canada, Investopedia, Kiplinger, and several others in both the U.S. and Canada. He particularly enjoys creating model portfolios that stand the test of time. He lives in Halifax, Nova Scotia. At the time of this writing Will Ashworth did not hold a position in any of the aforementioned securities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861239402,"gmtCreate":1632496592806,"gmtModify":1632716053073,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/861239402","repostId":"2169153886","repostType":4,"repost":{"id":"2169153886","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632494459,"share":"https://www.laohu8.com/m/news/2169153886?lang=&edition=full","pubTime":"2021-09-24 22:40","market":"us","language":"en","title":"Friday's Market Minute: Takeaways From Another Volatile Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2169153886","media":"Benzinga","summary":"For many, Nike’s (NYSE: NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting.","content":"<blockquote>\n <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b>\n</blockquote>\n<p>For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p>\n<p>The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p>\n<p>For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</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>Friday's Market Minute: Takeaways From Another Volatile Earnings Season</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\">\nFriday's Market Minute: Takeaways From Another Volatile Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-24 22:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b>\n</blockquote>\n<p>For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p>\n<p>The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p>\n<p>For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169153886","content_text":"Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...\n\nFor many, Nike’s (NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.\nThe average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAANG stocks, Amazon (NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.\nFor many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869062697,"gmtCreate":1632229673319,"gmtModify":1632801938486,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"LOL BABA","listText":"LOL BABA","text":"LOL BABA","images":[{"img":"https://static.tigerbbs.com/938215d13672ea6b1873725402eb95cf","width":"1125","height":"4265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869062697","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":869066767,"gmtCreate":1632229638359,"gmtModify":1632801939448,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869066767","repostId":"1152381132","repostType":4,"repost":{"id":"1152381132","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632223927,"share":"https://www.laohu8.com/m/news/1152381132?lang=&edition=full","pubTime":"2021-09-21 19:32","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1152381132","media":"Tiger Newspress","summary":"U.S. stock futures are up.\nOil ends days of losses.\nKey central bank meetings this week in US, Brita","content":"<ul>\n <li>U.S. stock futures are up.</li>\n <li>Oil ends days of losses.</li>\n <li>Key central bank meetings this week in US, Britain, Japan.</li>\n</ul>\n<p>(Sept 21)&nbsp;U.S. stock futures are up,&nbsp;suggesting markets are poised to rebound&nbsp;a day after concerns about China’s property sector helped fuel a global selloff in stocks and commodities.</p>\n<p>At 7:37 a.m. ET, Dow e-minis were up 259 points, or 0.77%, S&amp;P 500 e-minis gained 31.25 points, or 0.72%, and Nasdaq 100 e-minis jumped 109&nbsp;points, or 0.73%.</p>\n<p><img src=\"https://static.tigerbbs.com/7fffdf1b0c371cce64957069d1ca4fc9\" tg-width=\"1235\" tg-height=\"515\" referrerpolicy=\"no-referrer\">Vix's decline has narrowed, and VIX is currently down by 9.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/0b75218effa7b005d0ef2ecef92e270e\" tg-width=\"1110\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><b>What to Watch When the Stock Market Opens Today:</b></p>\n<ul>\n <li>U.S.-listed Chinese stocks start to recover from Monday’s slump in&nbsp;premarket&nbsp;trading as the global selloff moderates. Alibaba (BABA US), Baidu (BIDU US), Nio (NIO US), Tencent Music (TME US)and Bilibili (BILI US) are among the gainers.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies&nbsp;rose 3.9% before the bell. The ride-hailing firm said it expects toreach a measure of profitability in the current quarter, months earlier than previously expected.</li>\n <li>Uber’s riva&nbsp;lLyft&nbsp;added 1.9% in premarket trading.</li>\n <li><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a>&nbsp;shares edged up 0.9% after the lender said it had agreed to buy MUFG Union Bank, which operates about 300 branches mainly on the <a href=\"https://laohu8.com/S/WSTC\">West</a> Coast, for about $8 billion.</li>\n <li><a href=\"https://laohu8.com/S/LEN\">Lennar</a> .&nbsp;fell more than 3% in premarket trading. The homebuilder said its third-quarter earnings were hurt by supply-chain challenges that show no sign of easing.</li>\n <li><a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>&nbsp;ticked up 1% after the oil-and-gas company said it hadagreed to buy all of <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Dutch Shell’s assets in the Permian Basinfor about $9.5 billion in cash. Shell investors cheered the deal: U.S.-listed shares jumped almost 5%.</li>\n <li><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum,&nbsp;<a href=\"https://laohu8.com/S/DVN\">Devon</a> EnergyDVN-5.40%andPhillips 66PSX-2.65%rose in premarket trading as oil prices rallied and theenergy sector looked set to rebound from a broad selloff.</li>\n <li><a href=\"https://laohu8.com/S/DOW\">Dow Chemical</a> gained more than 3%. Shares of the chemicals giant have been on a downtrend since June. Chief Executive Jim Fitterling told The Wall Street Journal last month he wants to knowhow Congress plans to pay for a proposed move to zero-carbon emission electricity.</li>\n <li><a href=\"https://laohu8.com/S/VRCA\">Verrica Pharmaceuticals Inc.</a> plunges 30% in&nbsp;premarket&nbsp;trading after failing to get FDA approval for VP-102 for the treatment of molluscum contagiosum</li>\n <li><a href=\"https://laohu8.com/S/RWLK\">ReWalk Robotics</a> shares jump 43% in U.S.&nbsp;premarket&nbsp;trading amid a spike in volume in the stock. Being discussed on StockTwits.</li>\n <li><a href=\"https://laohu8.com/S/APRE\">Aprea Therapeutics, Inc.</a> gains 21% in U.S.&nbsp;premarket&nbsp;trading after the company reported complete remission in a bladder cancer patient in Phase 1/2 clinical trial of eprenetapopt in combination with pembrolizumab.</li>\n <li><a href=\"https://laohu8.com/S/SDC\">SmileDirectClub, Inc.</a> slightly higher in&nbsp;premarket&nbsp;trading after it said on Monday that it plans to enter France with an initial location in Paris.</li>\n <li><a href=\"https://laohu8.com/S/KAR\">KAR Auction</a> shares fell 4.6% in post-market trading on Monday after the company withdrew is full-year financial outlook citing disruption caused by chip shortage.</li>\n <li><a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a> shares jumped 4.5% in Monday postmarket trading, after the company said basketball legend Michael Jordan will serve as a special adviser to its board and also increase his investment in the sports betting and entertainment services provider, effective immediately.</li>\n <li><a href=\"https://laohu8.com/S/OEG\">Orbital Energy Group</a> gained 6% postmarket Monday after a unit won a contract &nbsp;to construct 1,910 miles of rural broadband network in Virginia. Terms were not disclosed.</li>\n</ul>\n<p><b>Bitcoin</b> prices stabilized after tumbling on Monday,when investors ditched riskier and speculative assets.</p>\n<p><b>In FX, </b>the Bloomberg Dollar Spot Index inched lower and the greenback fell versus most of its Group-of-10 peers as a selloff in global stocks over the past two sessions abated; the euro hovered while commodity currencies led by the Norwegian krone were the best performers amid an advance in crude oil prices. Sweden’s krona was little changed after the Riksbank steered clear of signaling any post-pandemic tightening, as it remains unconvinced that a recent surge in inflation will last. The pound bucked a three-day losing streak as global risk appetite revived, while investors look to Thursday’s Bank of England meeting for policy clues. The yen erased earlier gains as signs that risk appetite is stabilizing damped demand for haven assets. At the same time, losses were capped due to uncertainty over China’s handling of the Evergrande debt crisis.</p>\n<p><b>In rates, </b>Treasuries were lower, although off worst levels of the day as U.S. stock futures recover around half of Monday’s losses while European equities trade with a strong bid tone. Yields are cheaper by up to 2.5bp across long-end of the curve, steepening 5s30s spread by 1.2bp;<b>10-year yields around 1.3226%,</b>cheaper by 1.5bp on the day, lagging bunds and gilts by 1bp-2bp. The long-end of the curve lags ahead of $24b 20-year bond reopening. Treasury will auction $24b 20-year bonds in first reopening at 1pm ET; WI yield ~1.82% is below auction stops since January and ~3bp richer than last month’s new-issue result</p>\n<p><b>In commodities, </b>crude futures rose, with the front month WTI up 1.5% near $71.50. Brent stalls near $75. Spot gold trades a narrow range near $1,765/oz. Base metals are mostly in the green with LME aluminum the best performer</p>\n<p>Looking at the day ahead now, and data releases include US housing starts and building permits for August, along with the UK public finances for September. From central banks, we’ll hear from ECB Vice President de Guindos. Otherwise, the General Debate will begin at the UN General Assembly, and the OECD publishes their Interim Economic Outlook.</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>Toplines Before US Market Open on Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-21 19:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. stock futures are up.</li>\n <li>Oil ends days of losses.</li>\n <li>Key central bank meetings this week in US, Britain, Japan.</li>\n</ul>\n<p>(Sept 21)&nbsp;U.S. stock futures are up,&nbsp;suggesting markets are poised to rebound&nbsp;a day after concerns about China’s property sector helped fuel a global selloff in stocks and commodities.</p>\n<p>At 7:37 a.m. ET, Dow e-minis were up 259 points, or 0.77%, S&amp;P 500 e-minis gained 31.25 points, or 0.72%, and Nasdaq 100 e-minis jumped 109&nbsp;points, or 0.73%.</p>\n<p><img src=\"https://static.tigerbbs.com/7fffdf1b0c371cce64957069d1ca4fc9\" tg-width=\"1235\" tg-height=\"515\" referrerpolicy=\"no-referrer\">Vix's decline has narrowed, and VIX is currently down by 9.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/0b75218effa7b005d0ef2ecef92e270e\" tg-width=\"1110\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><b>What to Watch When the Stock Market Opens Today:</b></p>\n<ul>\n <li>U.S.-listed Chinese stocks start to recover from Monday’s slump in&nbsp;premarket&nbsp;trading as the global selloff moderates. Alibaba (BABA US), Baidu (BIDU US), Nio (NIO US), Tencent Music (TME US)and Bilibili (BILI US) are among the gainers.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies&nbsp;rose 3.9% before the bell. The ride-hailing firm said it expects toreach a measure of profitability in the current quarter, months earlier than previously expected.</li>\n <li>Uber’s riva&nbsp;lLyft&nbsp;added 1.9% in premarket trading.</li>\n <li><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a>&nbsp;shares edged up 0.9% after the lender said it had agreed to buy MUFG Union Bank, which operates about 300 branches mainly on the <a href=\"https://laohu8.com/S/WSTC\">West</a> Coast, for about $8 billion.</li>\n <li><a href=\"https://laohu8.com/S/LEN\">Lennar</a> .&nbsp;fell more than 3% in premarket trading. The homebuilder said its third-quarter earnings were hurt by supply-chain challenges that show no sign of easing.</li>\n <li><a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>&nbsp;ticked up 1% after the oil-and-gas company said it hadagreed to buy all of <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Dutch Shell’s assets in the Permian Basinfor about $9.5 billion in cash. Shell investors cheered the deal: U.S.-listed shares jumped almost 5%.</li>\n <li><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum,&nbsp;<a href=\"https://laohu8.com/S/DVN\">Devon</a> EnergyDVN-5.40%andPhillips 66PSX-2.65%rose in premarket trading as oil prices rallied and theenergy sector looked set to rebound from a broad selloff.</li>\n <li><a href=\"https://laohu8.com/S/DOW\">Dow Chemical</a> gained more than 3%. Shares of the chemicals giant have been on a downtrend since June. Chief Executive Jim Fitterling told The Wall Street Journal last month he wants to knowhow Congress plans to pay for a proposed move to zero-carbon emission electricity.</li>\n <li><a href=\"https://laohu8.com/S/VRCA\">Verrica Pharmaceuticals Inc.</a> plunges 30% in&nbsp;premarket&nbsp;trading after failing to get FDA approval for VP-102 for the treatment of molluscum contagiosum</li>\n <li><a href=\"https://laohu8.com/S/RWLK\">ReWalk Robotics</a> shares jump 43% in U.S.&nbsp;premarket&nbsp;trading amid a spike in volume in the stock. Being discussed on StockTwits.</li>\n <li><a href=\"https://laohu8.com/S/APRE\">Aprea Therapeutics, Inc.</a> gains 21% in U.S.&nbsp;premarket&nbsp;trading after the company reported complete remission in a bladder cancer patient in Phase 1/2 clinical trial of eprenetapopt in combination with pembrolizumab.</li>\n <li><a href=\"https://laohu8.com/S/SDC\">SmileDirectClub, Inc.</a> slightly higher in&nbsp;premarket&nbsp;trading after it said on Monday that it plans to enter France with an initial location in Paris.</li>\n <li><a href=\"https://laohu8.com/S/KAR\">KAR Auction</a> shares fell 4.6% in post-market trading on Monday after the company withdrew is full-year financial outlook citing disruption caused by chip shortage.</li>\n <li><a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a> shares jumped 4.5% in Monday postmarket trading, after the company said basketball legend Michael Jordan will serve as a special adviser to its board and also increase his investment in the sports betting and entertainment services provider, effective immediately.</li>\n <li><a href=\"https://laohu8.com/S/OEG\">Orbital Energy Group</a> gained 6% postmarket Monday after a unit won a contract &nbsp;to construct 1,910 miles of rural broadband network in Virginia. Terms were not disclosed.</li>\n</ul>\n<p><b>Bitcoin</b> prices stabilized after tumbling on Monday,when investors ditched riskier and speculative assets.</p>\n<p><b>In FX, </b>the Bloomberg Dollar Spot Index inched lower and the greenback fell versus most of its Group-of-10 peers as a selloff in global stocks over the past two sessions abated; the euro hovered while commodity currencies led by the Norwegian krone were the best performers amid an advance in crude oil prices. Sweden’s krona was little changed after the Riksbank steered clear of signaling any post-pandemic tightening, as it remains unconvinced that a recent surge in inflation will last. The pound bucked a three-day losing streak as global risk appetite revived, while investors look to Thursday’s Bank of England meeting for policy clues. The yen erased earlier gains as signs that risk appetite is stabilizing damped demand for haven assets. At the same time, losses were capped due to uncertainty over China’s handling of the Evergrande debt crisis.</p>\n<p><b>In rates, </b>Treasuries were lower, although off worst levels of the day as U.S. stock futures recover around half of Monday’s losses while European equities trade with a strong bid tone. Yields are cheaper by up to 2.5bp across long-end of the curve, steepening 5s30s spread by 1.2bp;<b>10-year yields around 1.3226%,</b>cheaper by 1.5bp on the day, lagging bunds and gilts by 1bp-2bp. The long-end of the curve lags ahead of $24b 20-year bond reopening. Treasury will auction $24b 20-year bonds in first reopening at 1pm ET; WI yield ~1.82% is below auction stops since January and ~3bp richer than last month’s new-issue result</p>\n<p><b>In commodities, </b>crude futures rose, with the front month WTI up 1.5% near $71.50. Brent stalls near $75. Spot gold trades a narrow range near $1,765/oz. Base metals are mostly in the green with LME aluminum the best performer</p>\n<p>Looking at the day ahead now, and data releases include US housing starts and building permits for August, along with the UK public finances for September. From central banks, we’ll hear from ECB Vice President de Guindos. Otherwise, the General Debate will begin at the UN General Assembly, and the OECD publishes their Interim Economic Outlook.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","USB":"美国合众银行",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152381132","content_text":"U.S. stock futures are up.\nOil ends days of losses.\nKey central bank meetings this week in US, Britain, Japan.\n\n(Sept 21) U.S. stock futures are up, suggesting markets are poised to rebound a day after concerns about China’s property sector helped fuel a global selloff in stocks and commodities.\nAt 7:37 a.m. ET, Dow e-minis were up 259 points, or 0.77%, S&P 500 e-minis gained 31.25 points, or 0.72%, and Nasdaq 100 e-minis jumped 109 points, or 0.73%.\nVix's decline has narrowed, and VIX is currently down by 9.33%.\nWhat to Watch When the Stock Market Opens Today:\n\nU.S.-listed Chinese stocks start to recover from Monday’s slump in premarket trading as the global selloff moderates. Alibaba (BABA US), Baidu (BIDU US), Nio (NIO US), Tencent Music (TME US)and Bilibili (BILI US) are among the gainers.\nUber Technologies rose 3.9% before the bell. The ride-hailing firm said it expects toreach a measure of profitability in the current quarter, months earlier than previously expected.\nUber’s riva lLyft added 1.9% in premarket trading.\nU.S. Bancorp shares edged up 0.9% after the lender said it had agreed to buy MUFG Union Bank, which operates about 300 branches mainly on the West Coast, for about $8 billion.\nLennar . fell more than 3% in premarket trading. The homebuilder said its third-quarter earnings were hurt by supply-chain challenges that show no sign of easing.\nConocoPhillips ticked up 1% after the oil-and-gas company said it hadagreed to buy all of Royal Dutch Shell’s assets in the Permian Basinfor about $9.5 billion in cash. Shell investors cheered the deal: U.S.-listed shares jumped almost 5%.\nOccidental Petroleum, Devon EnergyDVN-5.40%andPhillips 66PSX-2.65%rose in premarket trading as oil prices rallied and theenergy sector looked set to rebound from a broad selloff.\nDow Chemical gained more than 3%. Shares of the chemicals giant have been on a downtrend since June. Chief Executive Jim Fitterling told The Wall Street Journal last month he wants to knowhow Congress plans to pay for a proposed move to zero-carbon emission electricity.\nVerrica Pharmaceuticals Inc. plunges 30% in premarket trading after failing to get FDA approval for VP-102 for the treatment of molluscum contagiosum\nReWalk Robotics shares jump 43% in U.S. premarket trading amid a spike in volume in the stock. Being discussed on StockTwits.\nAprea Therapeutics, Inc. gains 21% in U.S. premarket trading after the company reported complete remission in a bladder cancer patient in Phase 1/2 clinical trial of eprenetapopt in combination with pembrolizumab.\nSmileDirectClub, Inc. slightly higher in premarket trading after it said on Monday that it plans to enter France with an initial location in Paris.\nKAR Auction shares fell 4.6% in post-market trading on Monday after the company withdrew is full-year financial outlook citing disruption caused by chip shortage.\nSportradar Group AG shares jumped 4.5% in Monday postmarket trading, after the company said basketball legend Michael Jordan will serve as a special adviser to its board and also increase his investment in the sports betting and entertainment services provider, effective immediately.\nOrbital Energy Group gained 6% postmarket Monday after a unit won a contract  to construct 1,910 miles of rural broadband network in Virginia. Terms were not disclosed.\n\nBitcoin prices stabilized after tumbling on Monday,when investors ditched riskier and speculative assets.\nIn FX, the Bloomberg Dollar Spot Index inched lower and the greenback fell versus most of its Group-of-10 peers as a selloff in global stocks over the past two sessions abated; the euro hovered while commodity currencies led by the Norwegian krone were the best performers amid an advance in crude oil prices. Sweden’s krona was little changed after the Riksbank steered clear of signaling any post-pandemic tightening, as it remains unconvinced that a recent surge in inflation will last. The pound bucked a three-day losing streak as global risk appetite revived, while investors look to Thursday’s Bank of England meeting for policy clues. The yen erased earlier gains as signs that risk appetite is stabilizing damped demand for haven assets. At the same time, losses were capped due to uncertainty over China’s handling of the Evergrande debt crisis.\nIn rates, Treasuries were lower, although off worst levels of the day as U.S. stock futures recover around half of Monday’s losses while European equities trade with a strong bid tone. Yields are cheaper by up to 2.5bp across long-end of the curve, steepening 5s30s spread by 1.2bp;10-year yields around 1.3226%,cheaper by 1.5bp on the day, lagging bunds and gilts by 1bp-2bp. The long-end of the curve lags ahead of $24b 20-year bond reopening. Treasury will auction $24b 20-year bonds in first reopening at 1pm ET; WI yield ~1.82% is below auction stops since January and ~3bp richer than last month’s new-issue result\nIn commodities, crude futures rose, with the front month WTI up 1.5% near $71.50. Brent stalls near $75. Spot gold trades a narrow range near $1,765/oz. Base metals are mostly in the green with LME aluminum the best performer\nLooking at the day ahead now, and data releases include US housing starts and building permits for August, along with the UK public finances for September. From central banks, we’ll hear from ECB Vice President de Guindos. Otherwise, the General Debate will begin at the UN General Assembly, and the OECD publishes their Interim Economic Outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885657933,"gmtCreate":1631790404122,"gmtModify":1631888526698,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Wowwww","listText":"Wowwww","text":"Wowwww","images":[{"img":"https://static.tigerbbs.com/2ad95a04adaf70817a9de996affa24ba","width":"1125","height":"4265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885657933","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":885654705,"gmtCreate":1631790367807,"gmtModify":1631888526721,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/885654705","repostId":"1126607843","repostType":4,"repost":{"id":"1126607843","pubTimestamp":1631785252,"share":"https://www.laohu8.com/m/news/1126607843?lang=&edition=full","pubTime":"2021-09-16 17:40","market":"us","language":"en","title":"Apple Vs. Microsoft: Who Is Inclined To Fall Harder In Case Of Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1126607843","media":"seekingalpha","summary":"Summary\n\nObjectively, the likelihood of a significant correction in the stock market now deserves at","content":"<p><b>Summary</b></p>\n<ul>\n <li>Objectively, the likelihood of a significant correction in the stock market now deserves attention.</li>\n <li>In the recent past, Apple and Microsoft have responded differently to a significant decline in the stock market.</li>\n <li>Apple and&nbsp;Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.</li>\n <li>In the event of a hypothetical correction, Microsoft's potential for falling is lower than Apple's.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a07b4e98bb726c0044932fc29b3089b3\" tg-width=\"1536\" tg-height=\"1208\" width=\"100%\" height=\"auto\"><span>vicnt/iStock via Getty Images</span></p>\n<p><b>As an introduction...</b></p>\n<p>Since the last major correction in the US stock market ended in March 2020, the Nasdaq index has risen nearly 170%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a849f8e9ddf15f484770a5f0227fcd\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>For a year and a half, this is a very strong result, considering that the average annual total price return of the index over the past decade does not exceed 20%.<i>This fact alone makes us estimate the likelihood of a new significant correction in the stock market higher.</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37eb0178d9d463c7419b99632a6ec614\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p>\n<p>In addition, there are other factors that make us wary of the current price level of the market.</p>\n<p>First, this year there is a record inflow of liquidity to the stock market. I'm not talking about the reasons now, they are obvious. But this fact alone makes the market extremely volatile:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10623d7cecd8dec70bb229b809458b68\" tg-width=\"1242\" tg-height=\"918\" width=\"100%\" height=\"auto\"><span>Source: Bank of America</span></p>\n<p>Second, the relative size of the US stock market has exceeded 200% of nominal GDP. In principle, this is not a fundamental limit. But it was the ultra-soft monetary policy that allowed the US stock market to reach its current record level. And most likely, in this context, a reversal is&nbsp;already outlined.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69cd6450737ddf3e5fcbd6406c793ba\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p>\n<p>And finally the third. The macrocycle also allows us to expect the market to enter a phase of increased volatility and tightening of monetary policy:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6a6a794dde6f4e1d3e6e9149b55060\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p>\n<p>So, objectively, the likelihood of the next correction of the stock market at least deserves attention. And in this context, I propose to answer the question:<i>in case of a correction, which company is inclined to fall harder - Apple (AAPL) or Microsoft (MSFT)?</i></p>\n<p><b>Why Apple vs. Microsoft?</b></p>\n<p>The decision to compare exactly these two companies was dictated by two factors.</p>\n<p>Firstly, these are the two largest companies in the tech sector, together accounting for more than 10% of the total capitalization of the US stock market. These companies are so large that, in principle, their dynamics alone can cause a new wave of correction:</p>\n<p><img src=\"https://static.tigerbbs.com/cf3ef401b67c298ecbd9d56d31fc6927\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31417d34d6eacb724c20b3a274068467\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p>\n<p>Secondly, both companies pay dividends. In matters of fundamental valuation, this factor plays a significant role.</p>\n<p><b>Some Statistics</b></p>\n<p>To begin with, let's take a look at what price dynamics both companies have shown during strong market fluctuations in the recent past.</p>\n<p>To do this, I have broken the three-year span into eight periods of market movement:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edfd9dec91d94990cf5217aa649758ac\" tg-width=\"947\" tg-height=\"578\" width=\"100%\" height=\"auto\"><span>Source: TradingView, Author</span></p>\n<p>Here are the results that companies have shown in each of the periods:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/868067f19c2251bfdb0658a251596fcc\" tg-width=\"640\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>At first glance, the statistics are unambiguous:<i>during periods of correction, the price of Microsoft tends to decrease less than that of Apple.</i>But on the other hand, Apple has consistently performed better during periods of market growth. And in this case, the result obtained can simply be explained by the technical factors of the market behavior.</p>\n<p>But in the current period of growth, both companies demonstrate approximately the same return. And therefore, here we do not find a clue to our question...</p>\n<p><b>Fundamentals</b></p>\n<p>Exclusively in an investment context, the price of a company's share can be viewed from two points of view.</p>\n<p>On the one hand, the price reflects the present value of the company's&nbsp;<b>future cash flow</b>. On the other hand, the price is the present value of the sum of&nbsp;<b>all potential dividends</b>that the company will pay in the future. Let's model these prices for Apple and Microsoft. And for this I will build, respectively, the Discounted Cash Flow Model and the Dividend Discount Model.</p>\n<p>In order for the models to be less subjective, I will take as a basis the average expectations of analysts regarding the revenue and EPS of the companies in the next decade.</p>\n<p>Let's start with&nbsp;<b>Apple</b>. Here is the calculation of the Weighted Average Cost of Capital:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8fc4e5dc7025dd1227ea5279073aa5\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>Notes:</p>\n<ul>\n <li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.33%).</li>\n <li>I used the current&nbsp;value&nbsp;of the three-year beta coefficient. For a terminal year, I used Beta equal to 1.</li>\n <li>To calculate the Cost of Debt, I used the interest expense for 2020 divided by the average debt in 2019 and 2018.</li>\n</ul>\n<p>Here is the DCF model:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfb45a9125bb1f465cd34a6a8a6d06a\" tg-width=\"640\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p><b>The DCF-based target price for Apple's shares is about $181 (+22%).</b></p>\n<p>In the case of Apple, when building the Dividend Discount Model it is also necessary to take into account the fact that the company continues to actively buy back:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d84076d0fc1bb5dbec8c1e6e19434153\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Continuing the current dynamics, the model assumes that by the terminal year the number of diluted shares will be reduced to 13.5 billion.</p>\n<p>Apple spends an average of 25% of its net income on dividends. I assume that the payout ratio will remain at this level.</p>\n<p>Here is the Dividend Discount Model itself:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8990a8299cc0652d77815710f0ab427\" tg-width=\"640\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p><b><i>The DDM-based target price for Apple's shares is $69 (-54%).</i></b></p>\n<p>Now let's take a look at Microsoft.</p>\n<p>Here is the calculation of the WACC:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15889e90904c69497b749f28bd64190f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>And here is the DCF model:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dca7339e43f534807bf043b1931e1db\" tg-width=\"640\" tg-height=\"506\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p><b>The DCF-based target price for Microsoft's shares is about $353 (+18%).</b></p>\n<p>Microsoft is also actively buying back shares:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1deec463f584b5eb7913d72938d3e1ca\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>I proceed from the assumption that the dynamics of the last two years will continue, and by the terminal year, the number of diluted shares will be reduced to 7.2 billion.</p>\n<p>Here is the Dividend Discount Model:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c863b92e948f78e518d5619b44647d\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p><b><i>The DDM-based target price for Microsoft's shares is $203 (-32%).</i></b></p>\n<p>Let's summarize:</p>\n<p><img src=\"https://static.tigerbbs.com/84b527d82270843e021a89a9ecdf68e6\" tg-width=\"906\" tg-height=\"212\" width=\"100%\" height=\"auto\"></p>\n<p>It is worth noting that I have already been observing similar results in the case of these companies for a long time. I mean, Apple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.</p>\n<p>This suggests that during periods of market growth, investors are not particularly inclined to pay attention to dividends. Moreover, most likely dividends are perceived simply as a bonus.</p>\n<p>But during periods of market correction, the present value of potential dividends is the minimum level below which it is difficult for the price to fall. And in this context, I think Microsoft is in a better position than Apple.</p>\n<p><b>Bottom line</b></p>\n<p>At the current stage of the market cycle, when the likelihood of a correction has gone beyond formal, in my opinion, investing in Microsoft is less risky compared to Apple.</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>Apple Vs. Microsoft: Who Is Inclined To Fall Harder In Case Of Correction</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\">\nApple Vs. Microsoft: Who Is Inclined To Fall Harder In Case Of Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4455478-apple-stock-vs-microsoft-stock-who-is-inclined-to-fall-harder-in-case-of-correction><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nObjectively, the likelihood of a significant correction in the stock market now deserves attention.\nIn the recent past, Apple and Microsoft have responded differently to a significant decline...</p>\n\n<a href=\"https://seekingalpha.com/article/4455478-apple-stock-vs-microsoft-stock-who-is-inclined-to-fall-harder-in-case-of-correction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4455478-apple-stock-vs-microsoft-stock-who-is-inclined-to-fall-harder-in-case-of-correction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126607843","content_text":"Summary\n\nObjectively, the likelihood of a significant correction in the stock market now deserves attention.\nIn the recent past, Apple and Microsoft have responded differently to a significant decline in the stock market.\nApple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.\nIn the event of a hypothetical correction, Microsoft's potential for falling is lower than Apple's.\n\nvicnt/iStock via Getty Images\nAs an introduction...\nSince the last major correction in the US stock market ended in March 2020, the Nasdaq index has risen nearly 170%:\nData by YCharts\nFor a year and a half, this is a very strong result, considering that the average annual total price return of the index over the past decade does not exceed 20%.This fact alone makes us estimate the likelihood of a new significant correction in the stock market higher.\nSource: VisualizedAnalytics\nIn addition, there are other factors that make us wary of the current price level of the market.\nFirst, this year there is a record inflow of liquidity to the stock market. I'm not talking about the reasons now, they are obvious. But this fact alone makes the market extremely volatile:\nSource: Bank of America\nSecond, the relative size of the US stock market has exceeded 200% of nominal GDP. In principle, this is not a fundamental limit. But it was the ultra-soft monetary policy that allowed the US stock market to reach its current record level. And most likely, in this context, a reversal is already outlined.\nSource: VisualizedAnalytics\nAnd finally the third. The macrocycle also allows us to expect the market to enter a phase of increased volatility and tightening of monetary policy:\nSource: VisualizedAnalytics\nSo, objectively, the likelihood of the next correction of the stock market at least deserves attention. And in this context, I propose to answer the question:in case of a correction, which company is inclined to fall harder - Apple (AAPL) or Microsoft (MSFT)?\nWhy Apple vs. Microsoft?\nThe decision to compare exactly these two companies was dictated by two factors.\nFirstly, these are the two largest companies in the tech sector, together accounting for more than 10% of the total capitalization of the US stock market. These companies are so large that, in principle, their dynamics alone can cause a new wave of correction:\n\nSource: VisualizedAnalytics\nSecondly, both companies pay dividends. In matters of fundamental valuation, this factor plays a significant role.\nSome Statistics\nTo begin with, let's take a look at what price dynamics both companies have shown during strong market fluctuations in the recent past.\nTo do this, I have broken the three-year span into eight periods of market movement:\nSource: TradingView, Author\nHere are the results that companies have shown in each of the periods:\nSource: Author\nAt first glance, the statistics are unambiguous:during periods of correction, the price of Microsoft tends to decrease less than that of Apple.But on the other hand, Apple has consistently performed better during periods of market growth. And in this case, the result obtained can simply be explained by the technical factors of the market behavior.\nBut in the current period of growth, both companies demonstrate approximately the same return. And therefore, here we do not find a clue to our question...\nFundamentals\nExclusively in an investment context, the price of a company's share can be viewed from two points of view.\nOn the one hand, the price reflects the present value of the company's future cash flow. On the other hand, the price is the present value of the sum of all potential dividendsthat the company will pay in the future. Let's model these prices for Apple and Microsoft. And for this I will build, respectively, the Discounted Cash Flow Model and the Dividend Discount Model.\nIn order for the models to be less subjective, I will take as a basis the average expectations of analysts regarding the revenue and EPS of the companies in the next decade.\nLet's start with Apple. Here is the calculation of the Weighted Average Cost of Capital:\nSource: Author\nNotes:\n\nIn order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.33%).\nI used the current value of the three-year beta coefficient. For a terminal year, I used Beta equal to 1.\nTo calculate the Cost of Debt, I used the interest expense for 2020 divided by the average debt in 2019 and 2018.\n\nHere is the DCF model:\nSource: Author\nThe DCF-based target price for Apple's shares is about $181 (+22%).\nIn the case of Apple, when building the Dividend Discount Model it is also necessary to take into account the fact that the company continues to actively buy back:\nData by YCharts\nContinuing the current dynamics, the model assumes that by the terminal year the number of diluted shares will be reduced to 13.5 billion.\nApple spends an average of 25% of its net income on dividends. I assume that the payout ratio will remain at this level.\nHere is the Dividend Discount Model itself:\nSource: Author\nThe DDM-based target price for Apple's shares is $69 (-54%).\nNow let's take a look at Microsoft.\nHere is the calculation of the WACC:\nSource: Author\nAnd here is the DCF model:\nSource: Author\nThe DCF-based target price for Microsoft's shares is about $353 (+18%).\nMicrosoft is also actively buying back shares:\nData by YCharts\nI proceed from the assumption that the dynamics of the last two years will continue, and by the terminal year, the number of diluted shares will be reduced to 7.2 billion.\nHere is the Dividend Discount Model:\nSource: Author\nThe DDM-based target price for Microsoft's shares is $203 (-32%).\nLet's summarize:\n\nIt is worth noting that I have already been observing similar results in the case of these companies for a long time. I mean, Apple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.\nThis suggests that during periods of market growth, investors are not particularly inclined to pay attention to dividends. Moreover, most likely dividends are perceived simply as a bonus.\nBut during periods of market correction, the present value of potential dividends is the minimum level below which it is difficult for the price to fall. And in this context, I think Microsoft is in a better position than Apple.\nBottom line\nAt the current stage of the market cycle, when the likelihood of a correction has gone beyond formal, in my opinion, investing in Microsoft is less risky compared to Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882230947,"gmtCreate":1631694005389,"gmtModify":1631888526733,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882230947","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks close lower on worries over recovery, corporate tax hikes</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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882938576,"gmtCreate":1631638836095,"gmtModify":1631888526735,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882938576","repostId":"1132829556","repostType":4,"repost":{"id":"1132829556","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631633374,"share":"https://www.laohu8.com/m/news/1132829556?lang=&edition=full","pubTime":"2021-09-14 23:29","market":"us","language":"en","title":"ASML shares rose more than 2% to a record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1132829556","media":"Tiger Newspress","summary":"ASML shares rose more than 2% to a record high.\n\nASML Holding is a Dutch multinational company speci","content":"<p>ASML shares rose more than 2% to a record high.</p>\n<p><img src=\"https://static.tigerbbs.com/cd6348a23222a85407f86801d5c1403f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>ASML Holding&nbsp;is a Dutch multinational company specializing in developing, producing, and maintaining photolithography machines. ASML is a major supplier to the semiconductor industry. The firm offers chipmakers with hardware, software, and services for mass-producing microchips. ASML works to develop more affordable, more powerful, and more energy-efficient microchips. ASML contributes to ground-breaking science that solves some of humanity's most pressing issues, such as healthcare, energy use and conservation, mobility, and agriculture. The semiconductor industry has been on a tear lately due to the shortage, lifting ASML to elevated levels.</p>\n<p>ASML has benefited greatly from an increased emphasis on digitization among developed nations.</p>\n<p>The recent repurchase creates an asymmetric risk-reward opportunity.</p>\n<p>The valuation is quite high but the company's impressive growth prospects justify the premium.</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>ASML shares rose more than 2% to a record high</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\">\nASML shares rose more than 2% to a record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-14 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>ASML shares rose more than 2% to a record high.</p>\n<p><img src=\"https://static.tigerbbs.com/cd6348a23222a85407f86801d5c1403f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>ASML Holding&nbsp;is a Dutch multinational company specializing in developing, producing, and maintaining photolithography machines. ASML is a major supplier to the semiconductor industry. The firm offers chipmakers with hardware, software, and services for mass-producing microchips. ASML works to develop more affordable, more powerful, and more energy-efficient microchips. ASML contributes to ground-breaking science that solves some of humanity's most pressing issues, such as healthcare, energy use and conservation, mobility, and agriculture. The semiconductor industry has been on a tear lately due to the shortage, lifting ASML to elevated levels.</p>\n<p>ASML has benefited greatly from an increased emphasis on digitization among developed nations.</p>\n<p>The recent repurchase creates an asymmetric risk-reward opportunity.</p>\n<p>The valuation is quite high but the company's impressive growth prospects justify the premium.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132829556","content_text":"ASML shares rose more than 2% to a record high.\n\nASML Holding is a Dutch multinational company specializing in developing, producing, and maintaining photolithography machines. ASML is a major supplier to the semiconductor industry. The firm offers chipmakers with hardware, software, and services for mass-producing microchips. ASML works to develop more affordable, more powerful, and more energy-efficient microchips. ASML contributes to ground-breaking science that solves some of humanity's most pressing issues, such as healthcare, energy use and conservation, mobility, and agriculture. The semiconductor industry has been on a tear lately due to the shortage, lifting ASML to elevated levels.\nASML has benefited greatly from an increased emphasis on digitization among developed nations.\nThe recent repurchase creates an asymmetric risk-reward opportunity.\nThe valuation is quite high but the company's impressive growth prospects justify the premium.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888700573,"gmtCreate":1631524456092,"gmtModify":1631888526746,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Omg nvda","listText":"Omg nvda","text":"Omg nvda","images":[{"img":"https://static.tigerbbs.com/d4d5a13526a99e3df08bded986ecb8a6","width":"1125","height":"4092"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888700573","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888700365,"gmtCreate":1631524422857,"gmtModify":1631888526757,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888700365","repostId":"2166303094","repostType":4,"repost":{"id":"2166303094","pubTimestamp":1631488015,"share":"https://www.laohu8.com/m/news/2166303094?lang=&edition=full","pubTime":"2021-09-13 07:06","market":"us","language":"en","title":"Retail sales, Consumer Price Index: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2166303094","media":"Yahoo Finance","summary":"Traders this week will be focused on new data on inflation and spending. Each are likely to have mod","content":"<p>Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.</p>\n<p>On the inflation front, the Labor Department's August Consumer Price Index (CPI) is set for release on Tuesday. The print is expected to decelerate on both a monthly and annual basis, suggesting the peak growth rates in prices for consumer goods and service may already have passed during this economic recovery.</p>\n<p>Consensus economists expect the broadest measure of CPI will grow 0.4% in August compared to July, and by 5.3% compared to August 2020. In July, the headline CPI grew 0.5% month-on-month and by 5.4% year-on-year, with the latter representing the fastest annual growth rate since 2008.</p>\n<p>Excluding more volatile food and energy prices, the CPI likely grew 0.3% month-on-month in August to match July's pace. However, on a year-over-year basis, the CPI excluding food and energy prices likely ticked down to a 4.2% rate, or a hair below July's 4.3% rate. That had, in turn, moderated from a 4.5% annual rate in June, which had marked the fastest rise since 1991.</p>\n<p>The multi-year highs in consumer price increases so far this year have coincided with the broadening economic recovery, as more Americans became vaccinated and were more inclined to spend. This especially drove up prices in goods and services closely tied to renewed consumer mobility.</p>\n<p>Used car and truck prices, for instances, rose at least 7.3% in each of April, May and June before decelerating sharply to an only 0.2% rise in July — suggesting an initial wave of demand was finally being unwound as consumers reacclimatized to going back out and companies' supply chains began to catch up with demand. Similar trends have been seen in prices for airline tickets, motor vehicle insurance and apparel prices, which pulled back in July after spiking earlier in late spring and early summer.</p>\n<p>Other categories of consumer prices have seen more sustained increases, especially in food and energy prices. Other services-related areas of consumption have also seen sustained rises, with consumers returning to in-person activities like dining out at bars and restaurants and leisure traveling. The CPI's \"services less energy services\" category has on a monthly basis in every month so far in 2021 except January, mostly recently at a 0.3% clip.</p>\n<p><img src=\"https://static.tigerbbs.com/b3ba3dcdb70c21ee0f288bf7cd56e371\" tg-width=\"4949\" tg-height=\"3345\" referrerpolicy=\"no-referrer\">Muhlenberg, PA - March 18: Redner's Quick Shoppe employee Julie Zezenski and Manager Pete Ostrowski work behind the counter at the Redner's Quick Shoppe on Tuckerton Road in Muhlenberg township Thursday afternoon March 18, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)MediaNews Group/Reading Eagle via Getty Images via Getty Images</p>\n<p>\"Although the rise in global CPI inflation earlier this year was concentrated in energy and a narrow set of goods prices linked to supply constraints, the acceleration in food prices, alongside a recent pickup in services price inflation, sends a signal that pandemic-related pressures on prices are broadening,\" JPMorgan economists Nora Szentivanyi and Bruce Kasman wrote in a note last week.</p>\n<p>\"While we believe much of this pressure will prove transitory, inflation should remain elevated through early next year, as rising food and services price inflation offsets a moderation in energy and core goods price gains,\" they added.</p>\n<p>The CPI also serves as another metric pointing to the relative stickiness or transience of inflationary pressures in the recovering economy. Its outsized increases earlier this year — along with increases in the Federal Reserve's preferred inflationary gauge, core personal consumption expenditures — have suggested to some economists that the central bank might be prudent to alter its monetary policies to stave off a sustained overheating of the economy.</p>\n<p>Federal Reserve policymakers, however, have largely stuck to the conviction that inflation will prove transitory in this economy. Central bank officials like Fed Chair Jerome Powell further suggested that a premature policy move could actually backfire by cutting short the recovery in the labor market.</p>\n<p>\"The spike in inflation is so far largely the product of a relatively narrow group of goods and services that have been directly affected by the pandemic and the reopening of the economy,\" Powell said during his speech at the central bank's Jackson Hole symposium in late August.</p>\n<p>\"Some prices — for example, for hotel rooms and airplane tickets — declined sharply during the recession and have now moved back up close to pre-pandemic levels,\" he said. \"The 12-month window we use in computing inflation now captures the rebound in prices but not the initial decline, temporarily elevating reported inflation. These effects, which are adding a few tenths to measured inflation, should wash out over time.\"</p>\n<h2>Retail sales</h2>\n<p>Another closely watched economic data report out this week will be Thursday's retail sales print from the U.S. Commerce Department.</p>\n<p>Consumer spending has retreated in recent months as a boost from stimulus checks and other government support faded compared to earlier this year. In July, retail sales fell by a worse-than-expected 1.1%, which was more than three times greater than the drop expected.</p>\n<p>The August retail sales report will capture more of the impact on spending from the latest jump in coronavirus cases, with infections related to the Delta variant's spread having picked up mid-summer. Consensus economists expect to see sales fall for a back-to-back month, dropping by 0.8% for the month.</p>\n<p>Some service-related spending already slowed in July, suggesting consumers were already going out somewhat less frequently as infections mounted. Food services and drinking places sales increase by 1.7% in July, following a 2.4% monthly gain in June.</p>\n<p>The August retail sales report, however, will not capture any impact on spending related to the national expiration of enhanced unemployment benefits. Throughout the summer, about half of U.S. states had ended pandemic-era federal jobless benefits to try and incentivize unemployed individuals to return to work. The other half of states ended these benefits by Sept. 6.</p>\n<p>Future retail sales reports for September and onward may reflect slowing sales as a result of the expiration of this aid, some economists suggested.</p>\n<p>\"Spending by the unemployed, especially low-income households, has been supported by enhanced unemployment benefits,\" Rubeela Farooqi, chief economist at High Frequency Economics, wrote in a note. \"Absent this support, spending outcomes will surely be different, especially if households are less secure about job prospects going forward.\"</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Monthly budget statement, August (-$302.1 billion during prior month)</p></li>\n <li><p><b>Tuesday: </b>NFIB Small Business Optimism, August (99.7 during prior month); Real Average Weekly Earnings, year-over-year, August (-0.9% during prior month); Consumer Price Index, month-over-month, August (0.4% expected, 0.5% in July); Consumer Price Index excluding food and energy, month-over-month, August (0.3% expected, 0.3% in July); Consumer Price Index, year-over-year, August (5.3% expected, 5.4% in July); Consumer Price Index excluding food and energy, year-over-year (August (4.2% expected, 4.3% in August)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended September 10 (-1.9% during prior week); Empire Manufacturing, September (20.0 expected, 18.3 during prior month); Import Price Index, month-over-month, August (0.3% expected, 0.3% in July); Industrial Production, month-over-month, August (0.6% expected, 0.9% in July); Capacity Utilization, August (76.4% in August, 76.1% in July); Manufacturing Production, August (0.4% expected, 1.4% in July)</p></li>\n <li><p><b>Thursday: </b>Retail Sales Advance, month-over-month, August (-0.8% expected, -1.1% in July); Retail Sales excluding autos and gas, August (-0.5% expected, -0.7% in July); Initial jobless claims, week ended September 11; Continuing Claims, week ended September 4; Philadelphia Fed Business Outlook Index, September (20.0 expected, 19.4 in August); Business inventories, July (0.5% expected, 0.8% in June); Total Net TIC Flows, July ($31.5 billion in June); Total Long-term TIC Flows, July ($110.9 billion in June)</p></li>\n <li><p><b>Friday: </b>University of Michigan Sentiment, September preliminary (72.7 expected, 70.3 in August)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Oracle (ORCL) after market close</p></li>\n <li><p><b>Tuesday:</b> Lennar (LEN), FuelCell Energy (FCEL) before market open <b>&nbsp;</b></p></li>\n <li><p><b>Wednesday: </b>Weber (WEBR) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Retail sales, Consumer Price Index: What to know this week</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\">\nRetail sales, Consumer Price Index: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.\nOn...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEBR":"Weber Inc.","FCEL":"燃料电池能源","ORCL":"甲骨文","LEN":"莱纳建筑公司"},"source_url":"https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166303094","content_text":"Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.\nOn the inflation front, the Labor Department's August Consumer Price Index (CPI) is set for release on Tuesday. The print is expected to decelerate on both a monthly and annual basis, suggesting the peak growth rates in prices for consumer goods and service may already have passed during this economic recovery.\nConsensus economists expect the broadest measure of CPI will grow 0.4% in August compared to July, and by 5.3% compared to August 2020. In July, the headline CPI grew 0.5% month-on-month and by 5.4% year-on-year, with the latter representing the fastest annual growth rate since 2008.\nExcluding more volatile food and energy prices, the CPI likely grew 0.3% month-on-month in August to match July's pace. However, on a year-over-year basis, the CPI excluding food and energy prices likely ticked down to a 4.2% rate, or a hair below July's 4.3% rate. That had, in turn, moderated from a 4.5% annual rate in June, which had marked the fastest rise since 1991.\nThe multi-year highs in consumer price increases so far this year have coincided with the broadening economic recovery, as more Americans became vaccinated and were more inclined to spend. This especially drove up prices in goods and services closely tied to renewed consumer mobility.\nUsed car and truck prices, for instances, rose at least 7.3% in each of April, May and June before decelerating sharply to an only 0.2% rise in July — suggesting an initial wave of demand was finally being unwound as consumers reacclimatized to going back out and companies' supply chains began to catch up with demand. Similar trends have been seen in prices for airline tickets, motor vehicle insurance and apparel prices, which pulled back in July after spiking earlier in late spring and early summer.\nOther categories of consumer prices have seen more sustained increases, especially in food and energy prices. Other services-related areas of consumption have also seen sustained rises, with consumers returning to in-person activities like dining out at bars and restaurants and leisure traveling. The CPI's \"services less energy services\" category has on a monthly basis in every month so far in 2021 except January, mostly recently at a 0.3% clip.\nMuhlenberg, PA - March 18: Redner's Quick Shoppe employee Julie Zezenski and Manager Pete Ostrowski work behind the counter at the Redner's Quick Shoppe on Tuckerton Road in Muhlenberg township Thursday afternoon March 18, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)MediaNews Group/Reading Eagle via Getty Images via Getty Images\n\"Although the rise in global CPI inflation earlier this year was concentrated in energy and a narrow set of goods prices linked to supply constraints, the acceleration in food prices, alongside a recent pickup in services price inflation, sends a signal that pandemic-related pressures on prices are broadening,\" JPMorgan economists Nora Szentivanyi and Bruce Kasman wrote in a note last week.\n\"While we believe much of this pressure will prove transitory, inflation should remain elevated through early next year, as rising food and services price inflation offsets a moderation in energy and core goods price gains,\" they added.\nThe CPI also serves as another metric pointing to the relative stickiness or transience of inflationary pressures in the recovering economy. Its outsized increases earlier this year — along with increases in the Federal Reserve's preferred inflationary gauge, core personal consumption expenditures — have suggested to some economists that the central bank might be prudent to alter its monetary policies to stave off a sustained overheating of the economy.\nFederal Reserve policymakers, however, have largely stuck to the conviction that inflation will prove transitory in this economy. Central bank officials like Fed Chair Jerome Powell further suggested that a premature policy move could actually backfire by cutting short the recovery in the labor market.\n\"The spike in inflation is so far largely the product of a relatively narrow group of goods and services that have been directly affected by the pandemic and the reopening of the economy,\" Powell said during his speech at the central bank's Jackson Hole symposium in late August.\n\"Some prices — for example, for hotel rooms and airplane tickets — declined sharply during the recession and have now moved back up close to pre-pandemic levels,\" he said. \"The 12-month window we use in computing inflation now captures the rebound in prices but not the initial decline, temporarily elevating reported inflation. These effects, which are adding a few tenths to measured inflation, should wash out over time.\"\nRetail sales\nAnother closely watched economic data report out this week will be Thursday's retail sales print from the U.S. Commerce Department.\nConsumer spending has retreated in recent months as a boost from stimulus checks and other government support faded compared to earlier this year. In July, retail sales fell by a worse-than-expected 1.1%, which was more than three times greater than the drop expected.\nThe August retail sales report will capture more of the impact on spending from the latest jump in coronavirus cases, with infections related to the Delta variant's spread having picked up mid-summer. Consensus economists expect to see sales fall for a back-to-back month, dropping by 0.8% for the month.\nSome service-related spending already slowed in July, suggesting consumers were already going out somewhat less frequently as infections mounted. Food services and drinking places sales increase by 1.7% in July, following a 2.4% monthly gain in June.\nThe August retail sales report, however, will not capture any impact on spending related to the national expiration of enhanced unemployment benefits. Throughout the summer, about half of U.S. states had ended pandemic-era federal jobless benefits to try and incentivize unemployed individuals to return to work. The other half of states ended these benefits by Sept. 6.\nFuture retail sales reports for September and onward may reflect slowing sales as a result of the expiration of this aid, some economists suggested.\n\"Spending by the unemployed, especially low-income households, has been supported by enhanced unemployment benefits,\" Rubeela Farooqi, chief economist at High Frequency Economics, wrote in a note. \"Absent this support, spending outcomes will surely be different, especially if households are less secure about job prospects going forward.\"\nEconomic calendar\n\nMonday: Monthly budget statement, August (-$302.1 billion during prior month)\nTuesday: NFIB Small Business Optimism, August (99.7 during prior month); Real Average Weekly Earnings, year-over-year, August (-0.9% during prior month); Consumer Price Index, month-over-month, August (0.4% expected, 0.5% in July); Consumer Price Index excluding food and energy, month-over-month, August (0.3% expected, 0.3% in July); Consumer Price Index, year-over-year, August (5.3% expected, 5.4% in July); Consumer Price Index excluding food and energy, year-over-year (August (4.2% expected, 4.3% in August)\nWednesday: MBA Mortgage Applications, week ended September 10 (-1.9% during prior week); Empire Manufacturing, September (20.0 expected, 18.3 during prior month); Import Price Index, month-over-month, August (0.3% expected, 0.3% in July); Industrial Production, month-over-month, August (0.6% expected, 0.9% in July); Capacity Utilization, August (76.4% in August, 76.1% in July); Manufacturing Production, August (0.4% expected, 1.4% in July)\nThursday: Retail Sales Advance, month-over-month, August (-0.8% expected, -1.1% in July); Retail Sales excluding autos and gas, August (-0.5% expected, -0.7% in July); Initial jobless claims, week ended September 11; Continuing Claims, week ended September 4; Philadelphia Fed Business Outlook Index, September (20.0 expected, 19.4 in August); Business inventories, July (0.5% expected, 0.8% in June); Total Net TIC Flows, July ($31.5 billion in June); Total Long-term TIC Flows, July ($110.9 billion in June)\nFriday: University of Michigan Sentiment, September preliminary (72.7 expected, 70.3 in August)\n\nEarnings calendar\n\nMonday: Oracle (ORCL) after market close\nTuesday: Lennar (LEN), FuelCell Energy (FCEL) before market open  \nWednesday: Weber (WEBR) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888111346,"gmtCreate":1631454845785,"gmtModify":1631888526768,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888111346","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p>\n<p>Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p>\n<p>After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p>\n<p>Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p>\n<p>Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p>\n<p>Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p>\n<p>Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p>\n<p>Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p>\n<p>Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p>\n<p>Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p>\n<p><img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","DH":"Definitive Healthcare Corp.","DICE":"DICE Therapeutics, Inc.","FORG":"ForgeRock, Inc.",".SPX":"S&P 500 Index","PRCT":"PROCEPT BioRobotics","ONON":"On Holding AG","SRAD":"Sportradar Group AG","TYRA":"Tyra Biosciences, Inc.","EZFL":"EzFill Holdings Inc","TWKS":"Thoughtworks Holding Inc.",".DJI":"道琼斯","BROS":"Dutch Bros Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881461658,"gmtCreate":1631377384574,"gmtModify":1631888526789,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APT\">$APT 20220121 10.0 CALL(APT)$</a>🥲🥲🥲","listText":"<a href=\"https://laohu8.com/S/APT\">$APT 20220121 10.0 CALL(APT)$</a>🥲🥲🥲","text":"$APT 20220121 10.0 CALL(APT)$🥲🥲🥲","images":[{"img":"https://static.tigerbbs.com/83558b0ee0869c8786dd889ce84055a8","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881461658","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881463407,"gmtCreate":1631377299809,"gmtModify":1631888526796,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881463407","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","pubTimestamp":1631321547,"share":"https://www.laohu8.com/m/news/1147045390?lang=&edition=full","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</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 Apple’s Risk Is Limited</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 Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883727747,"gmtCreate":1631275937489,"gmtModify":1631888526803,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883727747","repostId":"2166532071","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":127657189,"gmtCreate":1624847703541,"gmtModify":1631892507504,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/127657189","repostId":"2146007118","repostType":4,"repost":{"id":"2146007118","pubTimestamp":1624826996,"share":"https://www.laohu8.com/m/news/2146007118?lang=&edition=full","pubTime":"2021-06-28 04:49","market":"us","language":"en","title":"June jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2146007118","media":"Yahoo Finance","summary":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.However, a confluence of ","content":"<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.</p>\n<p>On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.</p>\n<p>Non-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.</p>\n<p>\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"</p>\n<p>Even with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.</p>\n<p>But both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b881fe96eccc72cff61bf35b0dfa72fa\" tg-width=\"5210\" tg-height=\"3404\" referrerpolicy=\"no-referrer\"><span>SAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</span></p>\n<p>\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"</p>\n<p>However, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.</p>\n<p>\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"</p>\n<p>\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"</p>\n<h2>Consumer confidence</h2>\n<h2></h2>\n<p>Another closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.</p>\n<p>The headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.</p>\n<p>Like investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.</p>\n<p>Not only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.</p>\n<p>\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"</p>\n<p>Still, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.</p>\n<h2>Economic Calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&amp;P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)</p></li>\n</ul>\n<h2>Earnings Calendar</h2>\n<ul>\n <li><p><b>Monday:</b> N/A</p></li>\n <li><p><b>Tuesday: </b>N/A</p></li>\n <li><p><b>Wednesday: </b>Constellation Brands (STZ), Bed Bath &amp; Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close</p></li>\n <li><p><b>Thursday: </b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market open</p></li>\n <li><p><b>Friday:</b> N/A</p></li>\n</ul>","source":"yahoofinance_au","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>June jobs report, Consumer confidence: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJune jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 04:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146007118","content_text":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.\nOn Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.\nNon-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.\n\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"\nEven with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.\nBut both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.\nSAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\n\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"\nHowever, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.\n\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"\n\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"\nConsumer confidence\n\nAnother closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.\nThe headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.\nLike investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.\nNot only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.\n\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"\nStill, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.\nEconomic Calendar\n\nMonday: Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)\nTuesday: FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&P CoreLogic Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)\nWednesday: MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);\nThursday: Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); Markit US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)\nFriday: Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)\n\nEarnings Calendar\n\nMonday: N/A\nTuesday: N/A\nWednesday: Constellation Brands (STZ), Bed Bath & Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close\nThursday: Walgreens Boots Alliance (WBA) before market open\nFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861239402,"gmtCreate":1632496592806,"gmtModify":1632716053073,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/861239402","repostId":"2169153886","repostType":4,"repost":{"id":"2169153886","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632494459,"share":"https://www.laohu8.com/m/news/2169153886?lang=&edition=full","pubTime":"2021-09-24 22:40","market":"us","language":"en","title":"Friday's Market Minute: Takeaways From Another Volatile Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2169153886","media":"Benzinga","summary":"For many, Nike’s (NYSE: NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting.","content":"<blockquote>\n <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b>\n</blockquote>\n<p>For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p>\n<p>The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p>\n<p>For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</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>Friday's Market Minute: Takeaways From Another Volatile Earnings Season</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\">\nFriday's Market Minute: Takeaways From Another Volatile Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-24 22:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b>\n</blockquote>\n<p>For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p>\n<p>The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p>\n<p>For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p>\n<p>Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p>\n<p>Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p>\n<p>While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169153886","content_text":"Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...\n\nFor many, Nike’s (NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.\nThe average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAANG stocks, Amazon (NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.\nFor many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185692468,"gmtCreate":1623644975854,"gmtModify":1631892507569,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like and comment pls!","listText":"Like and comment pls!","text":"Like and comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/185692468","repostId":"1105297799","repostType":4,"repost":{"id":"1105297799","pubTimestamp":1623626792,"share":"https://www.laohu8.com/m/news/1105297799?lang=&edition=full","pubTime":"2021-06-14 07:26","market":"us","language":"en","title":"A Meme Stock Is Born: How to Spot the Next Reddit Favorite","url":"https://stock-news.laohu8.com/highlight/detail?id=1105297799","media":"Bloomberg","summary":"Heavily shorted shares are a common theme among the group. The big stock-price gains often come alongside big drops. While there’s no steadfast definition of what constitutes a meme stock, one common thread across the many names being pitched on social media is a focus on heavily shorted companies. Shares of Reddit iconGameStop Corp.jumped as much as 2,500% in January after day traders noticed its short interest had ballooned to record levels.“I can’t imagine this is going to continue in the sam","content":"<ul>\n <li>Heavily shorted shares are a common theme among the group</li>\n <li>The big stock-price gains often come alongside big drops</li>\n</ul>\n<p>Trying to keep up with the frenzied rise of so-called meme stocks mightfeela bit like playing a game of whack-a-mole, bewildering analysts and investors alike.</p>\n<p>While there’s no steadfast definition of what constitutes a meme stock, one common thread across the many names being pitched on social media is a focus on heavily shorted companies. Shares of Reddit iconGameStop Corp.jumped as much as 2,500% in January after day traders noticed its short interest had ballooned to record levels.</p>\n<p>Investors looking for other stocks that might fit that mold will find nearly 230 firms with a market capitalization of at least $100 million and short interest of 15% or more, according to S3 Partners data compiled by Bloomberg. More than 80% of those names have managed positive returns over the last month with the average gain sitting at about 18%, while the S&amp;P 500 Index rose 2.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/3cc5569937ba7f5b5c78898800cdfdfc\" tg-width=\"773\" tg-height=\"717\"></p>\n<p>Among the most heavily shorted stocks are names like&nbsp;Clover Health Investments Corp.,Workhorse Group Inc.&nbsp;and&nbsp;Geo Group Inc., which have already caught the attention of retail traders in recent days.</p>\n<p>Meanwhile,Bumble Inc.&nbsp;and&nbsp;Petco Health and Wellness Co., both fresh off initial public offerings this year, find themselves on the outside looking in as part of the few companies on the list that haven’t seen outsized gains over the last month. Joining them is ad-tech firmPubMatic Inc., which boasts the highest short interest at 54%, recreational boat retailer MarineMax Inc. and biotech companyBlack Diamond Therapeutics Inc., which has plunged more than 50% over the last month.</p>\n<p><img src=\"https://static.tigerbbs.com/dd6a19a4330894a2f8dfe602f1f76c6a\" tg-width=\"773\" tg-height=\"737\"></p>\n<p>While these sudden rallies can create lucrative returns for investors in the blink of an eye, the extreme volatility that accompanies them can quickly catch traders offside, leaving them holding the bag as shares plunge back to earth.</p>\n<p>After opening the week with a 32% gain, Clover Health’s shares jumped by as much as 142% over the next two days. But, by the close of trading Thursday, anyone who had bought and held shares after Monday’s pop was now underwater.</p>\n<p><img src=\"https://static.tigerbbs.com/bb51208dc3df58cd52f6d1a876bdf594\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>“I can’t imagine this is going to continue in the same form or fashion for much longer,” said Barry Schwartz, chief investment officer at Baskin Wealth Management. “Just because something is shorted doesn’t mean buying it is going to work out for you,” he added. “You’re playing with fire.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Meme Stock Is Born: How to Spot the Next Reddit Favorite</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Meme Stock Is Born: How to Spot the Next Reddit Favorite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-13/a-meme-stock-is-born-how-to-spot-the-next-reddit-favorite?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heavily shorted shares are a common theme among the group\nThe big stock-price gains often come alongside big drops\n\nTrying to keep up with the frenzied rise of so-called meme stocks mightfeela bit ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-13/a-meme-stock-is-born-how-to-spot-the-next-reddit-favorite?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KWITD":"Wellness Matrix Group, Inc.","WKHS":"Workhorse Group, Inc.","CLOV":"Clover Health Corp",".SPX":"S&P 500 Index","WOOF":"Petco Health and Wellness Company, Inc.","GEO":"GEO惩教集团","BMBL":"Bumble Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-13/a-meme-stock-is-born-how-to-spot-the-next-reddit-favorite?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105297799","content_text":"Heavily shorted shares are a common theme among the group\nThe big stock-price gains often come alongside big drops\n\nTrying to keep up with the frenzied rise of so-called meme stocks mightfeela bit like playing a game of whack-a-mole, bewildering analysts and investors alike.\nWhile there’s no steadfast definition of what constitutes a meme stock, one common thread across the many names being pitched on social media is a focus on heavily shorted companies. Shares of Reddit iconGameStop Corp.jumped as much as 2,500% in January after day traders noticed its short interest had ballooned to record levels.\nInvestors looking for other stocks that might fit that mold will find nearly 230 firms with a market capitalization of at least $100 million and short interest of 15% or more, according to S3 Partners data compiled by Bloomberg. More than 80% of those names have managed positive returns over the last month with the average gain sitting at about 18%, while the S&P 500 Index rose 2.3%.\n\nAmong the most heavily shorted stocks are names like Clover Health Investments Corp.,Workhorse Group Inc. and Geo Group Inc., which have already caught the attention of retail traders in recent days.\nMeanwhile,Bumble Inc. and Petco Health and Wellness Co., both fresh off initial public offerings this year, find themselves on the outside looking in as part of the few companies on the list that haven’t seen outsized gains over the last month. Joining them is ad-tech firmPubMatic Inc., which boasts the highest short interest at 54%, recreational boat retailer MarineMax Inc. and biotech companyBlack Diamond Therapeutics Inc., which has plunged more than 50% over the last month.\n\nWhile these sudden rallies can create lucrative returns for investors in the blink of an eye, the extreme volatility that accompanies them can quickly catch traders offside, leaving them holding the bag as shares plunge back to earth.\nAfter opening the week with a 32% gain, Clover Health’s shares jumped by as much as 142% over the next two days. But, by the close of trading Thursday, anyone who had bought and held shares after Monday’s pop was now underwater.\n\n“I can’t imagine this is going to continue in the same form or fashion for much longer,” said Barry Schwartz, chief investment officer at Baskin Wealth Management. “Just because something is shorted doesn’t mean buying it is going to work out for you,” he added. “You’re playing with fire.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377978561,"gmtCreate":1619492809053,"gmtModify":1631892507584,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like and comment pls!&nbsp;","listText":"Like and comment pls!&nbsp;","text":"Like and comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/377978561","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohu8.com/m/news/1190086074?lang=&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</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>Tesla posts record net income of $438 million, revenue surges by 74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-27 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194096248,"gmtCreate":1621323898284,"gmtModify":1631885616649,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>Target price 80","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>Target price 80","text":"$Roblox Corporation(RBLX)$Target price 80","images":[{"img":"https://static.tigerbbs.com/bc5eb8e56a9e2c414bce2a802cf4d1a7","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/194096248","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896239399,"gmtCreate":1628583663911,"gmtModify":1631892507479,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896239399","repostId":"1116005404","repostType":4,"repost":{"id":"1116005404","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628582673,"share":"https://www.laohu8.com/m/news/1116005404?lang=&edition=full","pubTime":"2021-08-10 16:04","market":"us","language":"en","title":"AMC shares rose 7% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1116005404","media":"Tiger Newspress","summary":"AMC shares rose 7% in premarket trading.\nAMC Entertainment reported a narrower than expected loss fo","content":"<p>AMC&nbsp;shares rose 7% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/692b6fc550595ea189d7b6697732bdac\" tg-width=\"854\" tg-height=\"608\" referrerpolicy=\"no-referrer\">AMC Entertainment&nbsp;reported&nbsp;a narrower than expected loss for the second quarter while revenue topped estimates.</p>\n<p>AMC&nbsp;will begin accepting apex cryptocurrency&nbsp;<b>Bitcoin</b>&nbsp;as payment for move tickets and concessions by the end of this&nbsp;year.</p>\n<p>“By year end, we will have the information technology system in place to accept Bitcoin as payment for movie tickets and concessions if purchased online at all of our U.S. theatres,” AMC Entertainment CEO&nbsp;<b>Adam Aron</b>&nbsp;said on&nbsp;the Q2 earnings call on Monday.</p>\n<p>Aron added that AMC Entertainment is in the preliminary stages of exploring how else the company can participate in the new “burgeoning cryptocurrency universe.”</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>AMC shares rose 7% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC shares rose 7% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-10 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMC&nbsp;shares rose 7% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/692b6fc550595ea189d7b6697732bdac\" tg-width=\"854\" tg-height=\"608\" referrerpolicy=\"no-referrer\">AMC Entertainment&nbsp;reported&nbsp;a narrower than expected loss for the second quarter while revenue topped estimates.</p>\n<p>AMC&nbsp;will begin accepting apex cryptocurrency&nbsp;<b>Bitcoin</b>&nbsp;as payment for move tickets and concessions by the end of this&nbsp;year.</p>\n<p>“By year end, we will have the information technology system in place to accept Bitcoin as payment for movie tickets and concessions if purchased online at all of our U.S. theatres,” AMC Entertainment CEO&nbsp;<b>Adam Aron</b>&nbsp;said on&nbsp;the Q2 earnings call on Monday.</p>\n<p>Aron added that AMC Entertainment is in the preliminary stages of exploring how else the company can participate in the new “burgeoning cryptocurrency universe.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116005404","content_text":"AMC shares rose 7% in premarket trading.\nAMC Entertainment reported a narrower than expected loss for the second quarter while revenue topped estimates.\nAMC will begin accepting apex cryptocurrency Bitcoin as payment for move tickets and concessions by the end of this year.\n“By year end, we will have the information technology system in place to accept Bitcoin as payment for movie tickets and concessions if purchased online at all of our U.S. theatres,” AMC Entertainment CEO Adam Aron said on the Q2 earnings call on Monday.\nAron added that AMC Entertainment is in the preliminary stages of exploring how else the company can participate in the new “burgeoning cryptocurrency universe.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804555617,"gmtCreate":1627967233639,"gmtModify":1631892507464,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/804555617","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805278563,"gmtCreate":1627887826652,"gmtModify":1631892507614,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/805278563","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140123685,"gmtCreate":1625639165847,"gmtModify":1631892507626,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/140123685","repostId":"1163143630","repostType":4,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":862764179,"gmtCreate":1632916266273,"gmtModify":1632916266654,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/862764179","repostId":"1198528044","repostType":4,"repost":{"id":"1198528044","pubTimestamp":1632882697,"share":"https://www.laohu8.com/m/news/1198528044?lang=&edition=full","pubTime":"2021-09-29 10:31","market":"us","language":"en","title":"Technically Speaking: Is The Market \"Melting-Up?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1198528044","media":"seekingalpha","summary":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protect","content":"<p><b>Summary</b></p>\n<ul>\n <li>Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</li>\n <li>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</li>\n <li>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.</li>\n</ul>\n<p>Is the<i>“market melting-up?”</i>Such was the question I received from my colleague at<i>Cut The Crap Investing.</i>It is an excellent question given the relentless increase in what investors believe is a<i>“no risk”</i>market.</p>\n<p>Of course, we need a definition of precisely what constitutes a melt-up.</p>\n<blockquote>\n <i>“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly</i>\n <i><b>by a stampede of investors who don’t want to miss out on its rise,</b></i>\n <i>rather than by fundamental improvements in the economy.“</i>–\n <i>Investopedia</i>\n</blockquote>\n<p>Currently, there is sufficient evidence to support the idea of an exuberant market.<b><i>As noted previously:</i></b></p>\n<blockquote>\n <i>“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”</i>\n</blockquote>\n<blockquote>\n <i>‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’</i>\n</blockquote>\n<ul>\n <li><b><i>High optimism</i></b></li>\n <li><b><i>Easy credit (too easy, with loose terms)</i></b></li>\n <li><b><i>A rush of initial and secondary offerings</i></b></li>\n <li><b><i>Risky stocks outperforming</i></b></li>\n <li><b><i>Stretched valuations</i></b></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/ff8de3a84084162ca86b415584bbf793\" tg-width=\"731\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>However, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</p>\n<p><b>A Visualization Of A Market Melting-Up</b></p>\n<p>It is often easier to visualize something rather than explain it.<b>Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.</b>The chart below shows both periods in terms of price.</p>\n<p><img src=\"https://static.tigerbbs.com/a218c7efe2ebd874d05c9ff7dd564436\" tg-width=\"797\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9f193c9c32d55747bf7ff511c2f9fd53\" tg-width=\"793\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>However, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.<b>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</b></p>\n<p><img src=\"https://static.tigerbbs.com/c69e418d5a19d6fd03b305ab111e3be3\" tg-width=\"794\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/af03d3bbd071b8edfdf3a19e2c7b0bcd\" tg-width=\"796\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>We can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.</p>\n<p><img src=\"https://static.tigerbbs.com/f3562aea27b24ad4921d0f5cd497e072\" tg-width=\"804\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market<i>“melt-up,”</i>there is a rapid deviation from the growth trend matching the acceleration in valuations.</p>\n<p><img src=\"https://static.tigerbbs.com/1419cf4b2afdcdc0f61e0cad862f498d\" tg-width=\"836\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The problem with market<i>“melt-ups”</i>is not the melt-up itself but what always follows.</p>\n<p><b>Melting-Up Leads To Melting-Down</b></p>\n<p>A market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why<i>“this time is different.”</i>They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.</p>\n<p>Market melt-ups are all about<i>“psychology.”</i><b>Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.</b>The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous<i>‘melt-up”</i>periods should be easy to spot when compared with the advance currently.</p>\n<p><img src=\"https://static.tigerbbs.com/bc04cb25c0199dd17475a551a5dd7ec1\" tg-width=\"869\" tg-height=\"1024\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Given that current extensions match only a few rare periods in history, a couple of points should be readily apparent.</p>\n<ol>\n <li><b><i>Melt-ups can longer than logic would predict.</i></b></li>\n <li><b><i>The prevailing psychology is always “this time is different.”</i></b></li>\n <li><b><i>Valuations are dismissed in exchange for measures of momentum and forward expectations.</i></b></li>\n <li><b><i>Investors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.</i></b></li>\n <li><b><i>Lastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.</i></b></li>\n</ol>\n<p>It is essential to recognize the markets are in a<i>“melt-up,</i>” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual<i>“melting-down.”</i></p>\n<p><b>Surviving The Melt-Up</b></p>\n<p><b>As noted, none of this means the next</b><b><i>“bear market”</i></b><b>is lurking.</b>Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “<i>end”</i>a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.</p>\n<p>As such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.</p>\n<p>As portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.</p>\n<ol>\n <li><i><b>Tighten up stop-loss levels</b></i><i>to current support levels for each position.(Provides identifiable exit points when the market reverses.)</i></li>\n <li><i><b>Hedge portfolios</b></i><i>against major market declines.(Non-correlated assets, short-market positions, index put options)</i></li>\n <li><i><b>Take profits</b></i><i>in positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)</i></li>\n <li><i><b>Sell laggards</b></i><i>and losers</i>.<i>(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)</i></li>\n <li><i><b>Raise cash</b></i><i>and rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)</i></li>\n</ol>\n<p><b>Notice, nothing in there says,</b><b><i>“sell everything and go to cash.”</i></b></p>\n<p>There will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that<i>“stop-loss”</i>levels get triggered, exposure decreases, and cash levels rise when the selling begins.</p>\n<p>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent<i>“this time is different.”</i></p>\n<p>It likely isn’t.</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>Technically Speaking: Is The Market \"Melting-Up?\"</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\">\nTechnically Speaking: Is The Market \"Melting-Up?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nAs is always the case, the investing public believes future earnings will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198528044","content_text":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nAs is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.\n\nIs the“market melting-up?”Such was the question I received from my colleague atCut The Crap Investing.It is an excellent question given the relentless increase in what investors believe is a“no risk”market.\nOf course, we need a definition of precisely what constitutes a melt-up.\n\n“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly\nby a stampede of investors who don’t want to miss out on its rise,\nrather than by fundamental improvements in the economy.“–\n Investopedia\n\nCurrently, there is sufficient evidence to support the idea of an exuberant market.As noted previously:\n\n“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”\n\n\n‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’\n\n\nHigh optimism\nEasy credit (too easy, with loose terms)\nA rush of initial and secondary offerings\nRisky stocks outperforming\nStretched valuations\n\n\nHowever, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nA Visualization Of A Market Melting-Up\nIt is often easier to visualize something rather than explain it.Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.The chart below shows both periods in terms of price.\n\nHowever, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\n\nWe can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.\n\nThe following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market“melt-up,”there is a rapid deviation from the growth trend matching the acceleration in valuations.\n\nThe problem with market“melt-ups”is not the melt-up itself but what always follows.\nMelting-Up Leads To Melting-Down\nA market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why“this time is different.”They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.\nMarket melt-ups are all about“psychology.”Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous‘melt-up”periods should be easy to spot when compared with the advance currently.\n\nGiven that current extensions match only a few rare periods in history, a couple of points should be readily apparent.\n\nMelt-ups can longer than logic would predict.\nThe prevailing psychology is always “this time is different.”\nValuations are dismissed in exchange for measures of momentum and forward expectations.\nInvestors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.\nLastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.\n\nIt is essential to recognize the markets are in a“melt-up,” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual“melting-down.”\nSurviving The Melt-Up\nAs noted, none of this means the next“bear market”is lurking.Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “end”a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.\nAs such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.\nAs portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.\n\nTighten up stop-loss levelsto current support levels for each position.(Provides identifiable exit points when the market reverses.)\nHedge portfoliosagainst major market declines.(Non-correlated assets, short-market positions, index put options)\nTake profitsin positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)\nSell laggardsand losers.(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)\nRaise cashand rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)\n\nNotice, nothing in there says,“sell everything and go to cash.”\nThere will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that“stop-loss”levels get triggered, exposure decreases, and cash levels rise when the selling begins.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent“this time is different.”\nIt likely isn’t.","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885654705,"gmtCreate":1631790367807,"gmtModify":1631888526721,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/885654705","repostId":"1126607843","repostType":4,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882230947,"gmtCreate":1631694005389,"gmtModify":1631888526733,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882230947","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks close lower on worries over recovery, corporate tax hikes</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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882938576,"gmtCreate":1631638836095,"gmtModify":1631888526735,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882938576","repostId":"1132829556","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100972923,"gmtCreate":1619577342562,"gmtModify":1634211610197,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Comment and like pls!","listText":"Comment and like pls!","text":"Comment and like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/100972923","repostId":"1124091974","repostType":4,"repost":{"id":"1124091974","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619567579,"share":"https://www.laohu8.com/m/news/1124091974?lang=&edition=full","pubTime":"2021-04-28 07:52","market":"us","language":"en","title":"S&P 500 closes flat near a record high ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1124091974","media":"Tiger Newspress","summary":"The S&P 500 closed little changed near its record level on Tuesday as investors braced for a big bat","content":"<p>The S&amp;P 500 closed little changed near its record level on Tuesday as investors braced for a big batch of tech earnings.</p><p>The broad equity benchmark ended the day less than 0.1% lower at 4,186.72 after hitting a record high in the previous session. The Dow Jones Industrial Average also closed flat at 33,984.93. The tech-heavy Nasdaq Composite slid 0.3% to 14,090.22.</p><p>Shares of&nbsp;Tesla&nbsp;fell 4.5% even after the electric carmaker posted&nbsp;record net income of $438 million.Tesla also beat Wall Street’s earnings and revenue expectations handily, boosted by sales of bitcoin and regulatory credits. The shares have struggled this year, off by more than 20% from their record. The stock is still up more than 300% over the last 12 months.</p><p>UPS shares soared more than 10% after earnings blew past Wall Street estimates. The company said first-quarter revenue was up 27%.</p><p>The first-quarter earnings season kicked into high gear this week with key megacap tech companies such as Alphabet, Microsoft and AMD reporting after the bell Tuesday. Apple and Facebook earnings follow on Wednesday after the bell.</p><p>“Despite the fact that expectations are high, I believe that we are going to see the FANG stocks deliver and I think that’s the catalyst to continue the trajectory of the S&amp;P 500 to new all-time highs,” said Jeff Kilburg, chief investment officer at Sanctuary Wealth. “That’s the paramount focus of the week.”</p><p>So far, with about a third of the S&amp;P 500 having reported numbers, 84% of companies have turned in a positive earnings surprise, according to FactSet. However, stock moves have been relatively muted following the strong results with the market standing at record levels with high valuations.</p><p>On the data front, home prices in February registered&nbsp;the biggest gain in 15 years,rising 12% year over year and up from 11.2% in January, according to the S&amp;P CoreLogic Case-Shiller home price index.</p><p>Meanwhile, consumer confidence climbed sharply to hit a pandemic high with The Conference Board’s index jumping to 121.7, the highest since February 2020.</p><p>GameStop’s&nbsp;stock jumped more than 5% after the video game retailer&nbsp;said&nbsp;it sold 3.5 million additional shares, raising $551 million to speed up the company’s e-commerce transformation.</p><p>“Strong breadth measures suggest stocks still may have more upside,” said Jeff Buchbinder, equity strategist at LPL Financial. “While valuations are elevated, they still appear reasonable when factoring in interest rates and inflation.”</p><p>The Federal Reserve kicked off its two-day policy meeting Tuesday. The central bank is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.</p><p>The latest CNBC Fed Survey&nbsp;sees the central bank staying on hold and keeping its asset-buying program in place at the same levels&nbsp;for the rest of 2021, despite growing concerns about an overheating economy.</p><p><b>Big Tech earnings</b></p><p><a href=\"https://laohu8.com/NW/1157918353\" target=\"_blank\">Microsoft sales grow on cloud strength, shares dip on heightened valuation</a></p><p><a href=\"https://laohu8.com/NW/2130373930\" target=\"_blank\">Google Shares Rise On Revenue And Earnings Beat, $50B Buyback</a></p><p><a href=\"https://laohu8.com/NW/1187199105\" target=\"_blank\">AMD stock rises after earnings show data-center sales more than doubling</a></p><p><a href=\"https://laohu8.com/NW/2130731473\" target=\"_blank\">Pinterest shares sink as easing of pandemic restrictions weighs on user growth</a></p><p><a href=\"https://laohu8.com/NW/2130137370\" target=\"_blank\">Texas Instruments Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/2130769373\" target=\"_blank\">Starbucks sales miss estimates, shares drop despite rosier forecast</a></p><p><a href=\"https://laohu8.com/NW/2130606373\" target=\"_blank\">Visa stock gains after earnings beat, return to growth for credit transactions</a></p><p><a href=\"https://laohu8.com/NW/2130733443\" target=\"_blank\">Illumina Q1 EPS $1.89 Beats $1.38 Estimate, Sales $1.09B Beat $995.85M Estimate</a></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>S&P 500 closes flat near a record high ahead</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\">\nS&P 500 closes flat near a record high ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-28 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The S&amp;P 500 closed little changed near its record level on Tuesday as investors braced for a big batch of tech earnings.</p><p>The broad equity benchmark ended the day less than 0.1% lower at 4,186.72 after hitting a record high in the previous session. The Dow Jones Industrial Average also closed flat at 33,984.93. The tech-heavy Nasdaq Composite slid 0.3% to 14,090.22.</p><p>Shares of&nbsp;Tesla&nbsp;fell 4.5% even after the electric carmaker posted&nbsp;record net income of $438 million.Tesla also beat Wall Street’s earnings and revenue expectations handily, boosted by sales of bitcoin and regulatory credits. The shares have struggled this year, off by more than 20% from their record. The stock is still up more than 300% over the last 12 months.</p><p>UPS shares soared more than 10% after earnings blew past Wall Street estimates. The company said first-quarter revenue was up 27%.</p><p>The first-quarter earnings season kicked into high gear this week with key megacap tech companies such as Alphabet, Microsoft and AMD reporting after the bell Tuesday. Apple and Facebook earnings follow on Wednesday after the bell.</p><p>“Despite the fact that expectations are high, I believe that we are going to see the FANG stocks deliver and I think that’s the catalyst to continue the trajectory of the S&amp;P 500 to new all-time highs,” said Jeff Kilburg, chief investment officer at Sanctuary Wealth. “That’s the paramount focus of the week.”</p><p>So far, with about a third of the S&amp;P 500 having reported numbers, 84% of companies have turned in a positive earnings surprise, according to FactSet. However, stock moves have been relatively muted following the strong results with the market standing at record levels with high valuations.</p><p>On the data front, home prices in February registered&nbsp;the biggest gain in 15 years,rising 12% year over year and up from 11.2% in January, according to the S&amp;P CoreLogic Case-Shiller home price index.</p><p>Meanwhile, consumer confidence climbed sharply to hit a pandemic high with The Conference Board’s index jumping to 121.7, the highest since February 2020.</p><p>GameStop’s&nbsp;stock jumped more than 5% after the video game retailer&nbsp;said&nbsp;it sold 3.5 million additional shares, raising $551 million to speed up the company’s e-commerce transformation.</p><p>“Strong breadth measures suggest stocks still may have more upside,” said Jeff Buchbinder, equity strategist at LPL Financial. “While valuations are elevated, they still appear reasonable when factoring in interest rates and inflation.”</p><p>The Federal Reserve kicked off its two-day policy meeting Tuesday. The central bank is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.</p><p>The latest CNBC Fed Survey&nbsp;sees the central bank staying on hold and keeping its asset-buying program in place at the same levels&nbsp;for the rest of 2021, despite growing concerns about an overheating economy.</p><p><b>Big Tech earnings</b></p><p><a href=\"https://laohu8.com/NW/1157918353\" target=\"_blank\">Microsoft sales grow on cloud strength, shares dip on heightened valuation</a></p><p><a href=\"https://laohu8.com/NW/2130373930\" target=\"_blank\">Google Shares Rise On Revenue And Earnings Beat, $50B Buyback</a></p><p><a href=\"https://laohu8.com/NW/1187199105\" target=\"_blank\">AMD stock rises after earnings show data-center sales more than doubling</a></p><p><a href=\"https://laohu8.com/NW/2130731473\" target=\"_blank\">Pinterest shares sink as easing of pandemic restrictions weighs on user growth</a></p><p><a href=\"https://laohu8.com/NW/2130137370\" target=\"_blank\">Texas Instruments Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/2130769373\" target=\"_blank\">Starbucks sales miss estimates, shares drop despite rosier forecast</a></p><p><a href=\"https://laohu8.com/NW/2130606373\" target=\"_blank\">Visa stock gains after earnings beat, return to growth for credit transactions</a></p><p><a href=\"https://laohu8.com/NW/2130733443\" target=\"_blank\">Illumina Q1 EPS $1.89 Beats $1.38 Estimate, Sales $1.09B Beat $995.85M Estimate</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软",".DJI":"道琼斯","UPS":"联合包裹","PINS":"Pinterest, Inc.",".IXIC":"NASDAQ Composite","GOOG":"谷歌","AMD":"美国超微公司","TSLA":"特斯拉","GOOGL":"谷歌A",".SPX":"S&P 500 Index","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124091974","content_text":"The S&P 500 closed little changed near its record level on Tuesday as investors braced for a big batch of tech earnings.The broad equity benchmark ended the day less than 0.1% lower at 4,186.72 after hitting a record high in the previous session. The Dow Jones Industrial Average also closed flat at 33,984.93. The tech-heavy Nasdaq Composite slid 0.3% to 14,090.22.Shares of Tesla fell 4.5% even after the electric carmaker posted record net income of $438 million.Tesla also beat Wall Street’s earnings and revenue expectations handily, boosted by sales of bitcoin and regulatory credits. The shares have struggled this year, off by more than 20% from their record. The stock is still up more than 300% over the last 12 months.UPS shares soared more than 10% after earnings blew past Wall Street estimates. The company said first-quarter revenue was up 27%.The first-quarter earnings season kicked into high gear this week with key megacap tech companies such as Alphabet, Microsoft and AMD reporting after the bell Tuesday. Apple and Facebook earnings follow on Wednesday after the bell.“Despite the fact that expectations are high, I believe that we are going to see the FANG stocks deliver and I think that’s the catalyst to continue the trajectory of the S&P 500 to new all-time highs,” said Jeff Kilburg, chief investment officer at Sanctuary Wealth. “That’s the paramount focus of the week.”So far, with about a third of the S&P 500 having reported numbers, 84% of companies have turned in a positive earnings surprise, according to FactSet. However, stock moves have been relatively muted following the strong results with the market standing at record levels with high valuations.On the data front, home prices in February registered the biggest gain in 15 years,rising 12% year over year and up from 11.2% in January, according to the S&P CoreLogic Case-Shiller home price index.Meanwhile, consumer confidence climbed sharply to hit a pandemic high with The Conference Board’s index jumping to 121.7, the highest since February 2020.GameStop’s stock jumped more than 5% after the video game retailer said it sold 3.5 million additional shares, raising $551 million to speed up the company’s e-commerce transformation.“Strong breadth measures suggest stocks still may have more upside,” said Jeff Buchbinder, equity strategist at LPL Financial. “While valuations are elevated, they still appear reasonable when factoring in interest rates and inflation.”The Federal Reserve kicked off its two-day policy meeting Tuesday. The central bank is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.The latest CNBC Fed Survey sees the central bank staying on hold and keeping its asset-buying program in place at the same levels for the rest of 2021, despite growing concerns about an overheating economy.Big Tech earningsMicrosoft sales grow on cloud strength, shares dip on heightened valuationGoogle Shares Rise On Revenue And Earnings Beat, $50B BuybackAMD stock rises after earnings show data-center sales more than doublingPinterest shares sink as easing of pandemic restrictions weighs on user growthTexas Instruments Surpasses Q1 Earnings and Revenue EstimatesStarbucks sales miss estimates, shares drop despite rosier forecastVisa stock gains after earnings beat, return to growth for credit transactionsIllumina Q1 EPS $1.89 Beats $1.38 Estimate, Sales $1.09B Beat $995.85M Estimate","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375826806,"gmtCreate":1619325019705,"gmtModify":1634274219557,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375826806","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","pubTimestamp":1619319329,"share":"https://www.laohu8.com/m/news/1184404050?lang=&edition=full","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</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; 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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\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","GOOG":"谷歌","TSLA":"特斯拉","AMZN":"亚马逊",".DJI":"道琼斯","GOOGL":"谷歌A","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341704241,"gmtCreate":1617852932683,"gmtModify":1634296139849,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like and comment!&nbsp;","listText":"Like and comment!&nbsp;","text":"Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/341704241","repostId":"1175293107","repostType":4,"repost":{"id":"1175293107","pubTimestamp":1617851767,"share":"https://www.laohu8.com/m/news/1175293107?lang=&edition=full","pubTime":"2021-04-08 11:16","market":"us","language":"en","title":"7 Hot Stocks To Buy for an Explosion in Consumerism","url":"https://stock-news.laohu8.com/highlight/detail?id=1175293107","media":"InvestorPlace","summary":"The U.S. economy is expected to boom in Q2, with these hot stocks benefiting as consumers open their wallets.The coronavirus pandemic had a chilling effect on the economy in 2020. Millions of Americans were out of work, stores were physically shut down and there was a growing list of retail bankruptcies. Last June, the World Bank predicted Covid-19 would gut the global economy, triggering the “worst recession since World War II.”Economists are far more optimistic these days. With vaccines making","content":"<blockquote><b>The U.S. economy is expected to boom in Q2, with these hot stocks benefiting as consumers open their wallets.</b></blockquote><p>The coronavirus pandemic had a chilling effect on the economy in 2020. Millions of Americans were out of work, stores were physically shut down and there was a growing list of retail bankruptcies. Last June, the World Bank predicted Covid-19 would gut the global economy, triggering the “worst recession since World War II.”</p><p>Economists are far more optimistic these days. With vaccines making their way into arms and life beginning to return to a sense of normalcy,the U.S. economy is projected to boomin the second quarter. Consumer spending is expected to lead the way in making the economy “sizzle.” These seven hot stocks are<i>Portfolio Grader</i>“A-rated” picks.</p><p>Each is set to reward investors as an explosion of consumerism fuels growth:</p><ul><li><b>Boston Beer Company</b>&nbsp;(NYSE:<b><u>SAM</u></b>)</li><li><b>BRP Group</b>&nbsp;(NASDAQ:<b><u>DOOO</u></b>)</li><li><b>Hain Celestial</b>&nbsp;(NASDAQ:<b><u>HAIN</u></b>)</li><li><b>Nio</b>&nbsp;(NYSE:<b><u>NIO</u></b>)</li><li><b>Nu Skin Enterprises</b>&nbsp;(NYSE:<b><u>NUS</u></b>)</li><li><b>Simply Good Foods</b>&nbsp;(NASDAQ:<b><u>SMPL</u></b>)</li><li><b>Sony</b>&nbsp;(NYSE:<b><u>SONY</u></b>)</li></ul><p>If you’re eyeing any of these hot stocks, don’t wait too long. While previously untouchabletech stocks have struggled in 2021, some of these have already kicked off impressive growth trajectories this year.</p><p><b>1、Hot Stocks: Boston Beer Company (SAM)</b></p><p>2020 was a year marked by restaurant closures, cancelled vacations, requests for people to self-isolate and frowned-upon social gatherings. Not great news for a beer company, you would think.</p><p>However, despite the challenging circumstances, Boston Beer Company continued its streak ofquarterly double-digit volume growth throughout the year.In its fourth quarter, the company reported shipments up 54% year-over-year, while revenue was up 53%. The company is starting out 2021 by adding Truly Iced Tea hard seltzer to its established brands, including Samuel Adams, Twisted Tea and Dogfish Head.</p><p>SAM stock posted an impressive gain of 163% in 2020. It has followed that up with a gain of 30% so far in 2021. With restaurants and bars re-opening, backyard BBQs back on and summer vacations looking like a possibility, look for that growth to continue.</p><p><b>2、BRP Group (DOOO)</b></p><p>BRP Group owns a long list of brands that are very well-known among outdoor activities enthusiasts. The company makes Ski-Doo snowmobiles, Evinrude outboard boat engines, Can-Am three-wheel motorcycles, Sea-Doo watercraft and others.</p><p>All of these products have one things in common: their market is primarily recreational. When the economy is sputtering and people are laid off, big-ticket recreational purchases suffer. Temporarily shuttered showrooms don’t help. Neither does having to shut down manufacturing facilities during Covid-19 outbreaks.</p><p>The impact of the pandemic was felt by BRP Group, which saw itsQ2 revenue drop 15.5% YoY.</p><p>DOOO stock took a big hit early last year, but rallied as the summer approached. It closed at a new high of $32.58 last November, marking 121% growth over six months. With the economy heating up along with the weather andstimulus checks arriving in the mail, DOOO stock is positioned for another hot summer of growth. In fact it may be one of the top hot stocks on the list.</p><p><b>3、Hain Celestial(HAIN)</b></p><p>When we were in lockdown, trying to save money because of layoffs, and/or avoiding crowds in grocery stores in 2020, food was about getting in the essentials. People were fighting overbasics like flour!</p><p>Now that we’re in recovery, consumers can afford to be pickier. In addition, after a year of the pandemic,many people have gained weightand are concerned about their health.</p><p>That sets the stage for Hain Celestial to make big gains in the supermarket. The company offers a wide range of food brands, many of them aimed at healthy eaters. You’ll find names like Avalon Organics, Celestial Seasonings, Earth’s Best Organic, Health Valley and Yves Veggie Cuisine under the Hain Celestial umbrella.</p><p>After a four-year slide that saw HAIN stock shed three quarters of its value, the company’s fortunes turned around in 2019. In 2020, that accelerated. So far in 2021, shares are up 12% and that trend is only going to expand as health-conscious consumers open their wallets.</p><p><b>4、Nio (NIO)</b></p><p>Don’t make the mistake of leaving China out of the equation. Yes, the company makes many of the products that American consumers are expecting to be shelling out for. But Chinese consumers are also a force to be reckoned with. That country was the first to recover from the pandemic, and it’s the first to be experiencing a big economic rebound.</p><p>Chinese consumers aren’t just buying clothes and electronics. They’re buying big-ticket items, including cars. EV sales are on fire in the U.S. and they are also surging in popularity in China. Chinese EV pioneer Nio wasstruggling to survive in 2019. In 2020, it fixed its quality control issues, released new models, and introduced a popular Battery-as-a-Service model.</p><p>Nio EVs are an aspirational purchase for affluent Chinese consumers, and they have been snapping up the cars. In March, that amounted to an all-time record 7,257 EVs delivered for the company — up 373% YoY.</p><p>NIO stock neared $63 in February (it closed off 2019 below $2.50), before being caught up in the tech stock selloff. With shares now around $40, NIO stock is a big opportunity. It’s not only one of the hot stocks to take advantage of the explosion in consumer spending, it’s also a great pick to ride the EV wave.</p><p><b>5、Nu Skin (NUS)</b></p><p>After a year of avoiding crowds, wearing masks and often working from home, the beauty industry was upended by the pandemic. Products like lipstick saw sales plummet. However, skin care was in. The market was already on the rise, but concerns like “maskne” — that’s acne caused by wearing a mask for hours at a time — really helped to push skin care to the forefront.</p><p>NuSkin primarily specializes in skin care and anti-aging regimes including cleansers, toners, peels, creams and even $300+ powered devices for home spa treatments. Much of that is sold directly by the company, online. In the fourth quarter,Nu Skin sold $748.2 million worth of these home skin care treatments. That’s a 28% YoY increase. Q4 earnings of $1.40 per share were up 94% and smashed Wall Street estimates.</p><p>Over the past 12 months, NUS stock is up 138%. It’s on a trajectory that shows no sign of levelling out any time soon.</p><p><b>6、Simply Good Foods (SMPL)</b></p><p>After a year of snacking and eating comfort food, Americans have paid the price. According to a survey published on<i>WebMD</i>,76% of Americans packed on the pounds during the pandemic. The so-called “the quarantine 15” is real. Being able to dress casual isn’t the only reason why sweatpants have been so popular.</p><p>Simply Good Foods brands owns two popular weight loss and nutritional snacking brands: Atkins and Quest. These saw softer sales during the pandemic.The company noted the effect of&nbsp;“temporary softer consumer interest in weight management during COVID-19 era along with lower on-the-go usage occasions.”</p><p>However, consumers have proven they’re willing to spend money to get rid of extra weight — especially if they can do so without having to spend hours at the gym or give up on snacking altogether. In addition, as the country re-opens and workers start moving back to the office, on-the-go snacking will begin again. That’s a recipe for growth for Simply Good Foods. SMPL stock has posted a gain of 88% over the past 12 months. As sales ramp back up, it’s in a great position to continue that growth.</p><p><b>7、Sony (SONY)</b></p><p>Sony still makes many of the gadgets the company used to be known for, including TVs and audio equipment. It still has a thriving image sensor and camera business. Believe it or not, the company isstill in the smartphone business. It has valuable movie and music businesses as well. But all of these pale in comparison to video games.</p><p>Video game consoles, Sony video games and membership fees for gaming servicesaccounted for over 40% of the company’s profit last year.</p><p>One of 2020’s must-have purchases was the Sony PlayStation 5 next-gen game console. Despite only being launched in November, the company sold 4.5 million of them last year. Four months into 2021, PS5 consoles remain difficult to find on store shelves. An industry-wide processor shortage isn’t helping, but the fact is the PS5 is hot. With the console just starting its life-cycle, look for Sony to be enjoying years of benefits, including sales of games, accessories and gaming memberships.</p><p>After a rough 12 years, from 2000 to 2012 (during which shares lost over 90% of their value), SONY stock has been posting solid growth. That includes a 82% gain over the past 12 months. With gamers snapping up new PlayStation consoles at $399 and $499 a pop, look for this hot stock to be a big performer for the foreseeable future.</p>","source":"lsy1606302653667","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>7 Hot Stocks To Buy for an Explosion in Consumerism</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\">\n7 Hot Stocks To Buy for an Explosion in Consumerism\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/7-hot-stocks-to-buy-for-an-explosion-in-consumerism/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. economy is expected to boom in Q2, with these hot stocks benefiting as consumers open their wallets.The coronavirus pandemic had a chilling effect on the economy in 2020. Millions of ...</p>\n\n<a href=\"https://investorplace.com/2021/04/7-hot-stocks-to-buy-for-an-explosion-in-consumerism/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼","HAIN":"海恩时富","NUS":"如新集团","DOOO":"BRP Inc.","NIO":"蔚来","SMPL":"Simply Good Foods Company","SAM":"波斯顿啤酒"},"source_url":"https://investorplace.com/2021/04/7-hot-stocks-to-buy-for-an-explosion-in-consumerism/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175293107","content_text":"The U.S. economy is expected to boom in Q2, with these hot stocks benefiting as consumers open their wallets.The coronavirus pandemic had a chilling effect on the economy in 2020. Millions of Americans were out of work, stores were physically shut down and there was a growing list of retail bankruptcies. Last June, the World Bank predicted Covid-19 would gut the global economy, triggering the “worst recession since World War II.”Economists are far more optimistic these days. With vaccines making their way into arms and life beginning to return to a sense of normalcy,the U.S. economy is projected to boomin the second quarter. Consumer spending is expected to lead the way in making the economy “sizzle.” These seven hot stocks arePortfolio Grader“A-rated” picks.Each is set to reward investors as an explosion of consumerism fuels growth:Boston Beer Company (NYSE:SAM)BRP Group (NASDAQ:DOOO)Hain Celestial (NASDAQ:HAIN)Nio (NYSE:NIO)Nu Skin Enterprises (NYSE:NUS)Simply Good Foods (NASDAQ:SMPL)Sony (NYSE:SONY)If you’re eyeing any of these hot stocks, don’t wait too long. While previously untouchabletech stocks have struggled in 2021, some of these have already kicked off impressive growth trajectories this year.1、Hot Stocks: Boston Beer Company (SAM)2020 was a year marked by restaurant closures, cancelled vacations, requests for people to self-isolate and frowned-upon social gatherings. Not great news for a beer company, you would think.However, despite the challenging circumstances, Boston Beer Company continued its streak ofquarterly double-digit volume growth throughout the year.In its fourth quarter, the company reported shipments up 54% year-over-year, while revenue was up 53%. The company is starting out 2021 by adding Truly Iced Tea hard seltzer to its established brands, including Samuel Adams, Twisted Tea and Dogfish Head.SAM stock posted an impressive gain of 163% in 2020. It has followed that up with a gain of 30% so far in 2021. With restaurants and bars re-opening, backyard BBQs back on and summer vacations looking like a possibility, look for that growth to continue.2、BRP Group (DOOO)BRP Group owns a long list of brands that are very well-known among outdoor activities enthusiasts. The company makes Ski-Doo snowmobiles, Evinrude outboard boat engines, Can-Am three-wheel motorcycles, Sea-Doo watercraft and others.All of these products have one things in common: their market is primarily recreational. When the economy is sputtering and people are laid off, big-ticket recreational purchases suffer. Temporarily shuttered showrooms don’t help. Neither does having to shut down manufacturing facilities during Covid-19 outbreaks.The impact of the pandemic was felt by BRP Group, which saw itsQ2 revenue drop 15.5% YoY.DOOO stock took a big hit early last year, but rallied as the summer approached. It closed at a new high of $32.58 last November, marking 121% growth over six months. With the economy heating up along with the weather andstimulus checks arriving in the mail, DOOO stock is positioned for another hot summer of growth. In fact it may be one of the top hot stocks on the list.3、Hain Celestial(HAIN)When we were in lockdown, trying to save money because of layoffs, and/or avoiding crowds in grocery stores in 2020, food was about getting in the essentials. People were fighting overbasics like flour!Now that we’re in recovery, consumers can afford to be pickier. In addition, after a year of the pandemic,many people have gained weightand are concerned about their health.That sets the stage for Hain Celestial to make big gains in the supermarket. The company offers a wide range of food brands, many of them aimed at healthy eaters. You’ll find names like Avalon Organics, Celestial Seasonings, Earth’s Best Organic, Health Valley and Yves Veggie Cuisine under the Hain Celestial umbrella.After a four-year slide that saw HAIN stock shed three quarters of its value, the company’s fortunes turned around in 2019. In 2020, that accelerated. So far in 2021, shares are up 12% and that trend is only going to expand as health-conscious consumers open their wallets.4、Nio (NIO)Don’t make the mistake of leaving China out of the equation. Yes, the company makes many of the products that American consumers are expecting to be shelling out for. But Chinese consumers are also a force to be reckoned with. That country was the first to recover from the pandemic, and it’s the first to be experiencing a big economic rebound.Chinese consumers aren’t just buying clothes and electronics. They’re buying big-ticket items, including cars. EV sales are on fire in the U.S. and they are also surging in popularity in China. Chinese EV pioneer Nio wasstruggling to survive in 2019. In 2020, it fixed its quality control issues, released new models, and introduced a popular Battery-as-a-Service model.Nio EVs are an aspirational purchase for affluent Chinese consumers, and they have been snapping up the cars. In March, that amounted to an all-time record 7,257 EVs delivered for the company — up 373% YoY.NIO stock neared $63 in February (it closed off 2019 below $2.50), before being caught up in the tech stock selloff. With shares now around $40, NIO stock is a big opportunity. It’s not only one of the hot stocks to take advantage of the explosion in consumer spending, it’s also a great pick to ride the EV wave.5、Nu Skin (NUS)After a year of avoiding crowds, wearing masks and often working from home, the beauty industry was upended by the pandemic. Products like lipstick saw sales plummet. However, skin care was in. The market was already on the rise, but concerns like “maskne” — that’s acne caused by wearing a mask for hours at a time — really helped to push skin care to the forefront.NuSkin primarily specializes in skin care and anti-aging regimes including cleansers, toners, peels, creams and even $300+ powered devices for home spa treatments. Much of that is sold directly by the company, online. In the fourth quarter,Nu Skin sold $748.2 million worth of these home skin care treatments. That’s a 28% YoY increase. Q4 earnings of $1.40 per share were up 94% and smashed Wall Street estimates.Over the past 12 months, NUS stock is up 138%. It’s on a trajectory that shows no sign of levelling out any time soon.6、Simply Good Foods (SMPL)After a year of snacking and eating comfort food, Americans have paid the price. According to a survey published onWebMD,76% of Americans packed on the pounds during the pandemic. The so-called “the quarantine 15” is real. Being able to dress casual isn’t the only reason why sweatpants have been so popular.Simply Good Foods brands owns two popular weight loss and nutritional snacking brands: Atkins and Quest. These saw softer sales during the pandemic.The company noted the effect of “temporary softer consumer interest in weight management during COVID-19 era along with lower on-the-go usage occasions.”However, consumers have proven they’re willing to spend money to get rid of extra weight — especially if they can do so without having to spend hours at the gym or give up on snacking altogether. In addition, as the country re-opens and workers start moving back to the office, on-the-go snacking will begin again. That’s a recipe for growth for Simply Good Foods. SMPL stock has posted a gain of 88% over the past 12 months. As sales ramp back up, it’s in a great position to continue that growth.7、Sony (SONY)Sony still makes many of the gadgets the company used to be known for, including TVs and audio equipment. It still has a thriving image sensor and camera business. Believe it or not, the company isstill in the smartphone business. It has valuable movie and music businesses as well. But all of these pale in comparison to video games.Video game consoles, Sony video games and membership fees for gaming servicesaccounted for over 40% of the company’s profit last year.One of 2020’s must-have purchases was the Sony PlayStation 5 next-gen game console. Despite only being launched in November, the company sold 4.5 million of them last year. Four months into 2021, PS5 consoles remain difficult to find on store shelves. An industry-wide processor shortage isn’t helping, but the fact is the PS5 is hot. With the console just starting its life-cycle, look for Sony to be enjoying years of benefits, including sales of games, accessories and gaming memberships.After a rough 12 years, from 2000 to 2012 (during which shares lost over 90% of their value), SONY stock has been posting solid growth. That includes a 82% gain over the past 12 months. With gamers snapping up new PlayStation consoles at $399 and $499 a pop, look for this hot stock to be a big performer for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881463407,"gmtCreate":1631377299809,"gmtModify":1631888526796,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881463407","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","pubTimestamp":1631321547,"share":"https://www.laohu8.com/m/news/1147045390?lang=&edition=full","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</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 Apple’s Risk Is Limited</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 Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883727747,"gmtCreate":1631275937489,"gmtModify":1631888526803,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883727747","repostId":"2166532071","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830819165,"gmtCreate":1629042747157,"gmtModify":1631892507451,"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575936957429593","authorIdStr":"3575936957429593"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830819165","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p>\n<p><i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n  <tr>\n   <th>Company / Ticker</th>\n   <th>Recent Price</th>\n   <th>YTD Change</th>\n   <th>2021E P/E</th>\n   <th>2021E Price/Sales</th>\n   <th>2022E P/E</th>\n   <th>2022E Price/Sales</th>\n   <th>LT Growth Rate*</th>\n   <th>Market Value (bil)</th>\n   <th>Comment</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Amedysis / AMED</td>\n   <td>$185.15</td>\n   <td>-37%</td>\n   <td>30.2</td>\n   <td>2.7</td>\n   <td>27.7</td>\n   <td>2.4</td>\n   <td>10.5%</td>\n   <td>$6.3</td>\n   <td>Leader in home health care</td>\n  </tr>\n  <tr>\n   <td>Amyris / AMRS</td>\n   <td>13.64</td>\n   <td>121</td>\n   <td>NM</td>\n   <td>10.4</td>\n   <td>NM</td>\n   <td>9.7</td>\n   <td>NA</td>\n   <td>4.1</td>\n   <td>Leading company in synthetic biology</td>\n  </tr>\n  <tr>\n   <td>Booz Allen Hamilton Holding / BAH</td>\n   <td>81.73</td>\n   <td>-6</td>\n   <td>19.4</td>\n   <td>1.3</td>\n   <td>17.7</td>\n   <td>1.2</td>\n   <td>8.6</td>\n   <td>11.0</td>\n   <td>Defense-department consultant</td>\n  </tr>\n  <tr>\n   <td>J.B. Hunt Transport Services / JBHT</td>\n   <td>172.76</td>\n   <td>26</td>\n   <td>25.8</td>\n   <td>1.5</td>\n   <td>22.2</td>\n   <td>1.4</td>\n   <td>18.4</td>\n   <td>18.2</td>\n   <td>Strong in intermodal freight</td>\n  </tr>\n  <tr>\n   <td>Marriott Vacations Worldwide / VAC</td>\n   <td>147.15</td>\n   <td>7</td>\n   <td>40.9</td>\n   <td>1.6</td>\n   <td>15.7</td>\n   <td>1.4</td>\n   <td>NA</td>\n   <td>6.3</td>\n   <td>Top company in vacation timeshares</td>\n  </tr>\n  <tr>\n   <td>SiteOne Landscape Supply / SITE</td>\n   <td>197.10</td>\n   <td>24</td>\n   <td>45.7</td>\n   <td>2.6</td>\n   <td>43.5</td>\n   <td>2.5</td>\n   <td>19.3</td>\n   <td>8.8</td>\n   <td>Big supplier of landscaping supplies</td>\n  </tr>\n  <tr>\n   <td>Staar Surgical / STAA</td>\n   <td>138.19</td>\n   <td>74</td>\n   <td>192.3</td>\n   <td>28.6</td>\n   <td>140.8</td>\n   <td>22.5</td>\n   <td>30.0</td>\n   <td>6.6</td>\n   <td>Maker of implantable lens for myopia</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix / SFIX</td>\n   <td>44.38</td>\n   <td>-24</td>\n   <td>NM</td>\n   <td>1.9</td>\n   <td>1890.3</td>\n   <td>1.7</td>\n   <td>30.0</td>\n   <td>4.8</td>\n   <td>Data-driven subscription clothing firm</td>\n  </tr>\n  <tr>\n   <td>Trex / TREX</td>\n   <td>105.94</td>\n   <td>27</td>\n   <td>51.9</td>\n   <td>10.5</td>\n   <td>43.6</td>\n   <td>9.3</td>\n   <td>18.8</td>\n   <td>12.2</td>\n   <td>Top maker of synthetic wood decking</td>\n  </tr>\n  <tr>\n   <td>Upwork / UPWK</td>\n   <td>44.31</td>\n   <td>28</td>\n   <td>NM</td>\n   <td>11.4</td>\n   <td>556.8</td>\n   <td>9.2</td>\n   <td>NA</td>\n   <td>5.7</td>\n   <td>Online clearinghouse for free-lancers</td>\n  </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</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>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMED":"阿米斯医疗","TREX":"Trex Co Inc","VAC":"万豪度假环球","UPWK":"Upwork Inc.","BAH":"博思艾伦咨询公司","STAA":"STAAR Surgical Company","SITE":"SiteOne Landscape Supply, Inc.","AMRS":"阿米瑞斯","SFIX":"Stitch Fix Inc.","JBHT":"JB Hunt运输服务"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}