+关注
Jameslky1
暂无个人介绍
IP属地：未知
105
关注
5
粉丝
0
主题
0
勋章
主贴
热门
Jameslky1
2021-10-01
Tell me about it
抱歉，原内容已删除
Jameslky1
2021-10-01
But the price is not reflecting it
抱歉，原内容已删除
Jameslky1
2021-10-01
Well done
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3576027952605838,"uuid":"3576027952605838","gmtCreate":1613293150879,"gmtModify":1627612385308,"name":"Jameslky1","pinyin":"jameslky1","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":105,"tweetSize":62,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":864103153,"gmtCreate":1633065381851,"gmtModify":1633065382060,"author":{"id":"3576027952605838","authorId":"3576027952605838","name":"Jameslky1","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tell me about it","listText":"Tell me about it","text":"Tell me about it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864103153","repostId":"1169857742","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864103303,"gmtCreate":1633065367652,"gmtModify":1633065367829,"author":{"id":"3576027952605838","authorId":"3576027952605838","name":"Jameslky1","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"But the price is not reflecting it","listText":"But the price is not reflecting it","text":"But the price is not reflecting it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864103303","repostId":"2172095220","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864109579,"gmtCreate":1633065344501,"gmtModify":1633065344686,"author":{"id":"3576027952605838","authorId":"3576027952605838","name":"Jameslky1","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864109579","repostId":"2172951249","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":864103303,"gmtCreate":1633065367652,"gmtModify":1633065367829,"author":{"id":"3576027952605838","authorId":"3576027952605838","name":"Jameslky1","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"But the price is not reflecting it","listText":"But the price is not reflecting it","text":"But the price is not reflecting it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864103303","repostId":"2172095220","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864109579,"gmtCreate":1633065344501,"gmtModify":1633065344686,"author":{"id":"3576027952605838","authorId":"3576027952605838","name":"Jameslky1","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864109579","repostId":"2172951249","repostType":4,"repost":{"id":"2172951249","pubTimestamp":1633063493,"share":"https://www.laohu8.com/m/news/2172951249?lang=&edition=full","pubTime":"2021-10-01 12:44","market":"us","language":"en","title":"Billionaire Bill Ackman is smoking 'mentor' Warren Buffett with these income stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2172951249","media":"MoneyWise","summary":"Dividend stocks might look boring, but they can provide exciting returns.\nJust ask famed activist in","content":"<p><img src=\"https://static.tigerbbs.com/968262da7f9e673173261c3b2753bbcd\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p>Dividend stocks might look boring, but they can provide exciting returns.</p>\n<p>Just ask famed activist investor and self-proclaimed Warren Buffett acolyte Bill Ackman.</p>\n<p>His hedge fund Pershing Square Holdings has delivered annualized total returns of more than 30% over the last three years, substantially outperforming the S&P 500 and even Buffett’s own Berkshire Hathaway.</p>\n<p>And he did it largely by owning dividend stocks.</p>\n<p>According to Pershing’s latest 13F filing with the Securities Exchange Commission, nearly 60% of its holdings by market value are invested in dividend stocks.</p>\n<p>Let’s take a look at three stocks in Ackman’s portfolio that regulary dish out cash to investors — <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them could be worth buying with your spare change.</p>\n<h2><a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> (QSR)</h2>\n<p><img src=\"https://static.tigerbbs.com/ab0e3bda7c2635779ea2e4385b71b4f5\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Tony Prato/Shutterstock</p>\n<p>Leading off the list is Restaurant Brands International, a fast-food holding company formed in 2014 by the merger between Burger King and Canadian coffee chain <a href=\"https://laohu8.com/S/THI\">Tim Hortons</a>.</p>\n<p>In 2017, the company added Popeyes Louisiana Kitchen to its portfolio.</p>\n<p>Like most restaurant stocks, Restaurant Brands shares tumbled during the pandemic-induced market sell-off in early 2020. But the stock has since made a strong recovery.</p>\n<p>That rebound is backed by substantial improvements in the company’s business. According to the latest earnings report, same-store sales — a key measure of a retailer’s health — increased 27.6%.</p>\n<p>Adjusted earnings came in at $0.77 per share for the quarter, more than double the $0.33 per share it earned in the year-ago period. The amount also covered the company’s quarterly dividend payment of $0.53 per share with ease.</p>\n<p>Restaurant Brands is offering a healthy annual dividend yield of 3.4%, which is a return investors can earn even if they're investing with spare nickels and dimes.</p>\n<p>For comparison, that’s a higher yield than fast-food restaurant giants McDonald’s (2.26%), Starbucks (1.6%), and Yum! Brands (1.6%).</p>\n<h2>Lowe’s Companies Inc (LOW)</h2>\n<p><img src=\"https://static.tigerbbs.com/9156dee5d6fe15d87a22b5b32ec030c4\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Ken Wolter/Shutterstock</p>\n<p>Lowe’s is Bill Ackman’s largest holding by market value, and the position has served the billionaire investor quite well.</p>\n<p>Shares of the home improvement retail giant are up 29% year to date. The S&P 500 has returned 16% over the same period.</p>\n<p>What’s more impressive than Lowe’s near-term stock price performance is how the company’s dividend has grown over the years.</p>\n<p>The economy moves in cycles, but Lowe’s payout has only gone up. In fact, the company has increased its payout to shareholders every year for the past 59 years.</p>\n<p>Decades of dividend hikes has brought Lowe’s quarterly dividend to $0.80 per share, translating to an annual yield of 1.5%.</p>\n<p>Note that its competitors are also dividend-paying companies: Home Depot yields 2.0%, Target pays 1.5%, while Walmart offers an annual yield of 1.6%.</p>\n<p>Due to Lowe’s rally over the past year, its shares now trade at over $200. But you can get a piece of the company using a popular stock trading app that allows you to buy fractions of shares with as much money as you’re willing to spend.</p>\n<h2>Agilent Technologies Inc (A)</h2>\n<p><img src=\"https://static.tigerbbs.com/bb79764fc5df837d32b32e674c6d4ec9\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Elnur/Shutterstock</p>\n<p>Agilent isn’t a household name, but within its own industry, the company is a force to be reckoned with.</p>\n<p>Agilent provides bio-analyitical and electronic measurement solutions to a wide variety of industries including communications, life sciences, and chemical analysis.</p>\n<p>Headquartered in Santa Clara, Calif., the company’s products are used by 265,000 labs around the world. In Agilent’s fiscal 2020, it brought in $5.34 billion of total revenue.</p>\n<p>And in the most recent quarter, revenue grew 26% year-over-year to $1.59 billion.</p>\n<p>Given this kind of performance, you’d think Agilent shares would be soaring. But while the stock has returned a solid 60% over the past year, it has pulled back about 10% since the peak in early September.</p>\n<p>On the dividend front, Agilent offers an annual yield of 0.5%, which may not seem like much. But the company has an excellent track record when it comes to returning cash to investors: Since 2014, Agilent’s per share quarterly payout has increased by 106%.</p>\n<h2>Rental income stream?</h2>\n<p>The neat thing with dividend stocks is that they provide a way for investors to earn a steady income stream regardless of what the economy is doing.</p>\n<p>Of course, you don’t have to limit yourself to the stock market to do that.</p>\n<p>For instance, one investing service makes it possible to lock in a steady rental income stream by investing in premium real estate properties — from commercial developments in LA to residential buildings in NYC.</p>\n<p>You’ll gain exposure to high-end properties that big-time real estate moguls usually have access to, and you’ll receive regular payouts in the form of quarterly dividend distributions.</p>\n<p><i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p>","source":"yahoofinance","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>Billionaire Bill Ackman is smoking 'mentor' Warren Buffett with these income stocks</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\">\nBillionaire Bill Ackman is smoking 'mentor' Warren Buffett with these income stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 12:44 GMT+8 <a href=https://finance.yahoo.com/news/billionaire-bill-ackman-smoking-mentor-201900070.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks might look boring, but they can provide exciting returns.\nJust ask famed activist investor and self-proclaimed Warren Buffett acolyte Bill Ackman.\nHis hedge fund Pershing Square ...</p>\n\n<a href=\"https://finance.yahoo.com/news/billionaire-bill-ackman-smoking-mentor-201900070.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳","HD":"家得宝","TGT":"塔吉特","A":"安捷伦科技","QSR":"餐饮品牌国际","LOW":"劳氏","SBUX":"星巴克","WMT":"沃尔玛","YUM":"百胜餐饮集团"},"source_url":"https://finance.yahoo.com/news/billionaire-bill-ackman-smoking-mentor-201900070.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172951249","content_text":"Dividend stocks might look boring, but they can provide exciting returns.\nJust ask famed activist investor and self-proclaimed Warren Buffett acolyte Bill Ackman.\nHis hedge fund Pershing Square Holdings has delivered annualized total returns of more than 30% over the last three years, substantially outperforming the S&P 500 and even Buffett’s own Berkshire Hathaway.\nAnd he did it largely by owning dividend stocks.\nAccording to Pershing’s latest 13F filing with the Securities Exchange Commission, nearly 60% of its holdings by market value are invested in dividend stocks.\nLet’s take a look at three stocks in Ackman’s portfolio that regulary dish out cash to investors — one of them could be worth buying with your spare change.\nRestaurant Brands International Inc (QSR)\nTony Prato/Shutterstock\nLeading off the list is Restaurant Brands International, a fast-food holding company formed in 2014 by the merger between Burger King and Canadian coffee chain Tim Hortons.\nIn 2017, the company added Popeyes Louisiana Kitchen to its portfolio.\nLike most restaurant stocks, Restaurant Brands shares tumbled during the pandemic-induced market sell-off in early 2020. But the stock has since made a strong recovery.\nThat rebound is backed by substantial improvements in the company’s business. According to the latest earnings report, same-store sales — a key measure of a retailer’s health — increased 27.6%.\nAdjusted earnings came in at $0.77 per share for the quarter, more than double the $0.33 per share it earned in the year-ago period. The amount also covered the company’s quarterly dividend payment of $0.53 per share with ease.\nRestaurant Brands is offering a healthy annual dividend yield of 3.4%, which is a return investors can earn even if they're investing with spare nickels and dimes.\nFor comparison, that’s a higher yield than fast-food restaurant giants McDonald’s (2.26%), Starbucks (1.6%), and Yum! Brands (1.6%).\nLowe’s Companies Inc (LOW)\nKen Wolter/Shutterstock\nLowe’s is Bill Ackman’s largest holding by market value, and the position has served the billionaire investor quite well.\nShares of the home improvement retail giant are up 29% year to date. The S&P 500 has returned 16% over the same period.\nWhat’s more impressive than Lowe’s near-term stock price performance is how the company’s dividend has grown over the years.\nThe economy moves in cycles, but Lowe’s payout has only gone up. In fact, the company has increased its payout to shareholders every year for the past 59 years.\nDecades of dividend hikes has brought Lowe’s quarterly dividend to $0.80 per share, translating to an annual yield of 1.5%.\nNote that its competitors are also dividend-paying companies: Home Depot yields 2.0%, Target pays 1.5%, while Walmart offers an annual yield of 1.6%.\nDue to Lowe’s rally over the past year, its shares now trade at over $200. But you can get a piece of the company using a popular stock trading app that allows you to buy fractions of shares with as much money as you’re willing to spend.\nAgilent Technologies Inc (A)\nElnur/Shutterstock\nAgilent isn’t a household name, but within its own industry, the company is a force to be reckoned with.\nAgilent provides bio-analyitical and electronic measurement solutions to a wide variety of industries including communications, life sciences, and chemical analysis.\nHeadquartered in Santa Clara, Calif., the company’s products are used by 265,000 labs around the world. In Agilent’s fiscal 2020, it brought in $5.34 billion of total revenue.\nAnd in the most recent quarter, revenue grew 26% year-over-year to $1.59 billion.\nGiven this kind of performance, you’d think Agilent shares would be soaring. But while the stock has returned a solid 60% over the past year, it has pulled back about 10% since the peak in early September.\nOn the dividend front, Agilent offers an annual yield of 0.5%, which may not seem like much. But the company has an excellent track record when it comes to returning cash to investors: Since 2014, Agilent’s per share quarterly payout has increased by 106%.\nRental income stream?\nThe neat thing with dividend stocks is that they provide a way for investors to earn a steady income stream regardless of what the economy is doing.\nOf course, you don’t have to limit yourself to the stock market to do that.\nFor instance, one investing service makes it possible to lock in a steady rental income stream by investing in premium real estate properties — from commercial developments in LA to residential buildings in NYC.\nYou’ll gain exposure to high-end properties that big-time real estate moguls usually have access to, and you’ll receive regular payouts in the form of quarterly dividend distributions.\nThis article provides information only and should not be construed as advice. It is provided without warranty of any kind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864103153,"gmtCreate":1633065381851,"gmtModify":1633065382060,"author":{"id":"3576027952605838","authorId":"3576027952605838","name":"Jameslky1","avatar":"https://static.tigerbbs.com/3cbe4d8cb2765489cecf6ce00fb3235d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tell me about it","listText":"Tell me about it","text":"Tell me about it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864103153","repostId":"1169857742","repostType":4,"repost":{"id":"1169857742","pubTimestamp":1633047857,"share":"https://www.laohu8.com/m/news/1169857742?lang=&edition=full","pubTime":"2021-10-01 08:24","market":"us","language":"en","title":"Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169857742","media":"MarketWatch","summary":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the ","content":"<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.</p>\n<p>But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Our<b>call of the day</b>from Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.</p>\n<p>“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.</p>\n<p>But not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.</p>\n<p>While the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.</p>\n<p>“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.</p>\n<p>He also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.</p>\n<p>Citi also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.</p>\n<p>Citi’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.</p>\n<p>Citi also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.</p>\n<p>Elsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”</p>\n<p>Other picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.</p>\n<p>The buzz</p>\n<p>The Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.</p>\n<p>Federal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.</p>\n<p>On the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.</p>\n<p>Pharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.</p>\n<p>AstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.</p>\n<p>Virgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.</p>\n<p>Longtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.</p>\n<p>Rapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.</p>\n<p>Broadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.</p>\n<p>The markets<img src=\"https://static.tigerbbs.com/a007ad02e9dc378c9eba2bfddf3c7d24\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Major stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.</p>\n<p>The chart</p>\n<p>Are U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.</p>\n<p>“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.</p>\n<p><img src=\"https://static.tigerbbs.com/bfbc14cc53cb25fce617a8062cc627db\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\">Random reads</p>\n<p>Army vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.</p>\n<p>A fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.</p>\n<p><b>Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</b></p>\n<p><b>Want more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.</b></p>","source":"market_watch","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>Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.</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\">\nFacebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:24 GMT+8 <a href=https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage ...</p>\n\n<a href=\"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1169857742","content_text":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\nRandom reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
