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2021-05-20

Definitely considering adding this to my portfolio considering its potential to grow in the next decade and beyond as Gen Z and the millennials who are more conscious about their environmental impact become the drivers of the economy

Oatly Prices IPO at Top of Range to Raise $1.4 Billion

2021-05-19

Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!

Shopify stock pops after Google announces online shopping expansion

2021-04-09

Yes cloud stocks are the way forward

Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.

2021-03-18

Heh great for me

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The Swedish company had offered the shares for $15 to $17 each.</p>\n<p>The listing gives Oatly a market value of about $10 billion based on the outstanding shares listed in its filings with the U.S. Securities and Exchange Commission.</p>\n<p>U.S. markets dropped for the third day in a row, with the S&amp;P 500 index falling 0.3% Wednesday.</p>\n<p>The IPO underscores plant-based products’ jump into the mainstream, as environmental and health concerns spur consumers to seek alternatives to traditional meat and dairy products. Investors have been looking for ways to replicate the public-market success of&nbsp;Beyond Meat Inc., whose shares have surged more than 300% since it went public in May 2019.</p>\n<p>Oatly was started in 1994 by brothers Rickard and Bjorn Oste. Using technology based on research from Sweden’s Lund University, the company turns fiber-rich oats into liquid food.</p>\n<p>In July, Oatly secured $200 million in new capital from investors led by&nbsp;Blackstone Group Inc.The group also included celebrities such as Oprah Winfrey and Jay-Z, as well as former Starbucks Corp. founder Howard Schultz. The company was valued at about $2 billion in the round.</p>\n<p>Oatly’s offering is being led by&nbsp;Morgan Stanley,JPMorgan Chase &amp; Co.&nbsp;and&nbsp;Credit Suisse Group AG. The shares are expected to begin trading Thursday on the Nasdaq Global Select Market under the symbol OTLY.</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>Oatly Prices IPO at Top of Range to Raise $1.4 Billion</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\">\nOatly Prices IPO at Top of Range to Raise $1.4 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-05-19/oatly-is-said-to-price-ipo-at-top-of-range-with-markets-slumping><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oatly Group AB, the vegan food and drink maker, priced its initial public offering at the top of a marketed range to raise more than $1.4 billion.\nThe company and its investors sold more than 84 ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-05-19/oatly-is-said-to-price-ipo-at-top-of-range-with-markets-slumping\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OTLY":"Oatly Group AB"},"source_url":"https://www.bloomberg.com/news/articles/2021-05-19/oatly-is-said-to-price-ipo-at-top-of-range-with-markets-slumping","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156346664","content_text":"Oatly Group AB, the vegan food and drink maker, priced its initial public offering at the top of a marketed range to raise more than $1.4 billion.\nThe company and its investors sold more than 84 million American depositary shares for $17 each on Wednesday, according to a statement. The Swedish company had offered the shares for $15 to $17 each.\nThe listing gives Oatly a market value of about $10 billion based on the outstanding shares listed in its filings with the U.S. Securities and Exchange Commission.\nU.S. markets dropped for the third day in a row, with the S&P 500 index falling 0.3% Wednesday.\nThe IPO underscores plant-based products’ jump into the mainstream, as environmental and health concerns spur consumers to seek alternatives to traditional meat and dairy products. Investors have been looking for ways to replicate the public-market success of Beyond Meat Inc., whose shares have surged more than 300% since it went public in May 2019.\nOatly was started in 1994 by brothers Rickard and Bjorn Oste. Using technology based on research from Sweden’s Lund University, the company turns fiber-rich oats into liquid food.\nIn July, Oatly secured $200 million in new capital from investors led by Blackstone Group Inc.The group also included celebrities such as Oprah Winfrey and Jay-Z, as well as former Starbucks Corp. founder Howard Schultz. The company was valued at about $2 billion in the round.\nOatly’s offering is being led by Morgan Stanley,JPMorgan Chase & Co. and Credit Suisse Group AG. The shares are expected to begin trading Thursday on the Nasdaq Global Select Market under the symbol OTLY.","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197142391,"gmtCreate":1621435836113,"gmtModify":1634189155978,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577431650913561","idStr":"3577431650913561"},"themes":[],"htmlText":"Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!","listText":"Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!","text":"Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197142391","repostId":"1102880856","repostType":2,"repost":{"id":"1102880856","pubTimestamp":1621384822,"share":"https://www.laohu8.com/m/news/1102880856?lang=&edition=full","pubTime":"2021-05-19 08:40","market":"us","language":"en","title":"Shopify stock pops after Google announces online shopping expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=1102880856","media":"cnbc","summary":"Google is deepening its partnership with Shopify by making it easier for the company's 1.7 million m","content":"<div>\n<p>Google is deepening its partnership with Shopify by making it easier for the company's 1.7 million merchants to reach shoppers in Google Search and across some of its other properties.The move comes ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/18/shopify-stock-pops-after-google-announces-online-shopping-expansion.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>Shopify stock pops after Google announces online shopping expansion</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\">\nShopify stock pops after Google announces online shopping expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/18/shopify-stock-pops-after-google-announces-online-shopping-expansion.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google is deepening its partnership with Shopify by making it easier for the company's 1.7 million merchants to reach shoppers in Google Search and across some of its other properties.The move comes ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/18/shopify-stock-pops-after-google-announces-online-shopping-expansion.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/05/18/shopify-stock-pops-after-google-announces-online-shopping-expansion.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1102880856","content_text":"Google is deepening its partnership with Shopify by making it easier for the company's 1.7 million merchants to reach shoppers in Google Search and across some of its other properties.The move comes as Google and Shopify are ramping up their efforts to compete againstAmazonin e-commerce. Amazon isalso increasingly competingwith Google on search ads for commercial queries, which typically mean a consumer is actively considering a purchase, and is expected to earn 19% of allsearch ad revenue this year, compared with about 57% for Google, according to eMarketer.Shares of Shopify popped as much as 4% on the news, closing up more than 3% on the day.Google made the announcement during its conference for software developers, Google I/O, which kicked off on Tuesday. The company didn't offer many details about the integration, but it said it will allow Shopify businesses to appear across Google Search, Maps, Lens, Images and YouTube \"with just a few clicks.\"In a blog post, Google said this will make Shopify merchants' products more discoverable across its various properties.\"We believe you deserve the most choice available and we'll continue to innovate on shopping every step of the way,\" said Bill Ready, president of commerce and payments at Google, during a presentation at I/O.Separately, the companyannouncedother enhancements to its e-commerce functionality: For instance, Google's Chrome browser will persistently display shopping carts when people open new tabs, so they can return to shopping after doing other tasks.At the start of the pandemic, Google said it was waiving commission fees for merchants that participate in its \"Buy\" program, which allows consumers to search for and check out retailers' products directly on its platform without being directed to retailers' sites. The company also said it would be opening its platform to third-party providers, including PayPal and Shopify, to allow retailers more buying options outside of its own platform.Google is trying again to ramp up its e-commerce efforts, as the pandemic has created long-lasting demand for online buying, which Google's competitors have cashed in on.In a blog post, the company said, \"As we eliminate barriers like fees and improve our technology, we've seen a 70% increase in the size of our product catalog and an 80% increase in merchants on our platform.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346992060,"gmtCreate":1617978441150,"gmtModify":1634295403103,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577431650913561","idStr":"3577431650913561"},"themes":[],"htmlText":"Yes cloud stocks are the way forward","listText":"Yes cloud stocks are the way forward","text":"Yes cloud stocks are the way forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346992060","repostId":"1130696404","repostType":4,"repost":{"id":"1130696404","pubTimestamp":1617972783,"share":"https://www.laohu8.com/m/news/1130696404?lang=&edition=full","pubTime":"2021-04-09 20:53","market":"us","language":"en","title":"Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1130696404","media":"Barrons","summary":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley S","content":"<p>Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of them.</p>\n<p>Sills, who had previously been covering small- and mid-cap enterprise software stocks, moves up a notch and adds large-cap names to the mix. His top picks include Coupa Software (COUP), Salesforce.com (CRM), HubSpot (HUBS), Splunk (SPLK), ServiceNow (NOW), and Workday (WDAY).</p>\n<p>In a lengthy research note, Sills lays out what he calls his “4M framework” for evaluating software companies—market opportunity, moat, margin, and management.</p>\n<p>He asserts that the value of a software company is based on a combination of the size of the addressable market, the defensibility of the company’s competitive position, the company’s customer economics, and the “strength and vision” of management. He sees the overall software addressable market as $957 billion in 2020, or about 1% of worldwide gross domestic product.</p>\n<p>Here’s his basic view on his top picks:</p>\n<ul>\n <li>Coupa, price target $400: Sills writes that the company has “best in class customer economics and early traction in underpenetrated B2B payments.”</li>\n <li>Salesforce, target $275: “A long runway still exists for 17%-plus organic revenue growth, led by front office digital transformation in the enterprise.”</li>\n <li>HubSpot, target $600. Sills sees “sustained 25%-plus long term growth” led by consolidation of the “vast” small and medium business front-office applications market.</li>\n <li>ServiceNow, target $650. Sills sees a “long runway for 25%-plus revenue growth driven by employee workflow automation efforts.”</li>\n <li>Splunk, target $180: Sills sees a “large” opportunity in the growing observability market.</li>\n <li>Workday, target $300: The analyst says the company is “well-positioned” to consolidate the large enterprise back-office applications market with a leading cloud platform.</li>\n</ul>\n<p>Sills also has Buy ratings on&nbsp;Adobe(ADBE),DocuSign(DOCU),Intuit(INTU),Microsoft(MSFT), and&nbsp;Veeva Systems(VEEV). He has Neutral ratings on&nbsp;Oracle(ORCL) and&nbsp;VMware(VMW), and he rates&nbsp;Shopify&nbsp;(SHOP) as Underperform, citing “lackluster customer economics.”</p>\n<p>All six of Sills’ top picks are trading higher on Thursday.</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>Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.</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\">\nCloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of ...</p>\n\n<a href=\"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPLK":"Splunk Inc","NOW":"ServiceNow","COUP":"Coupa Software Inc","CRM":"赛富时","HUBS":"HubSpot","WDAY":"Workday"},"source_url":"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130696404","content_text":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of them.\nSills, who had previously been covering small- and mid-cap enterprise software stocks, moves up a notch and adds large-cap names to the mix. His top picks include Coupa Software (COUP), Salesforce.com (CRM), HubSpot (HUBS), Splunk (SPLK), ServiceNow (NOW), and Workday (WDAY).\nIn a lengthy research note, Sills lays out what he calls his “4M framework” for evaluating software companies—market opportunity, moat, margin, and management.\nHe asserts that the value of a software company is based on a combination of the size of the addressable market, the defensibility of the company’s competitive position, the company’s customer economics, and the “strength and vision” of management. He sees the overall software addressable market as $957 billion in 2020, or about 1% of worldwide gross domestic product.\nHere’s his basic view on his top picks:\n\nCoupa, price target $400: Sills writes that the company has “best in class customer economics and early traction in underpenetrated B2B payments.”\nSalesforce, target $275: “A long runway still exists for 17%-plus organic revenue growth, led by front office digital transformation in the enterprise.”\nHubSpot, target $600. Sills sees “sustained 25%-plus long term growth” led by consolidation of the “vast” small and medium business front-office applications market.\nServiceNow, target $650. Sills sees a “long runway for 25%-plus revenue growth driven by employee workflow automation efforts.”\nSplunk, target $180: Sills sees a “large” opportunity in the growing observability market.\nWorkday, target $300: The analyst says the company is “well-positioned” to consolidate the large enterprise back-office applications market with a leading cloud platform.\n\nSills also has Buy ratings on Adobe(ADBE),DocuSign(DOCU),Intuit(INTU),Microsoft(MSFT), and Veeva Systems(VEEV). He has Neutral ratings on Oracle(ORCL) and VMware(VMW), and he rates Shopify (SHOP) as Underperform, citing “lackluster customer economics.”\nAll six of Sills’ top picks are trading higher on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327694675,"gmtCreate":1616078935997,"gmtModify":1634527335276,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577431650913561","idStr":"3577431650913561"},"themes":[],"htmlText":"Heh great for me","listText":"Heh great for me","text":"Heh great for me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327694675","repostId":"1172934216","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":346992060,"gmtCreate":1617978441150,"gmtModify":1634295403103,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577431650913561","authorIdStr":"3577431650913561"},"themes":[],"htmlText":"Yes cloud stocks are the way forward","listText":"Yes cloud stocks are the way forward","text":"Yes cloud stocks are the way forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346992060","repostId":"1130696404","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327694675,"gmtCreate":1616078935997,"gmtModify":1634527335276,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577431650913561","authorIdStr":"3577431650913561"},"themes":[],"htmlText":"Heh great for me","listText":"Heh great for me","text":"Heh great for me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327694675","repostId":"1172934216","repostType":4,"repost":{"id":"1172934216","pubTimestamp":1616077569,"share":"https://www.laohu8.com/m/news/1172934216?lang=&edition=full","pubTime":"2021-03-18 22:26","market":"us","language":"en","title":"Investors really hate tech stocks right now— but should they?","url":"https://stock-news.laohu8.com/highlight/detail?id=1172934216","media":"yahoo","summary":"There is no love for hot tech stocks right now, but strategists say eventually that will change because commonsense says it should change.Nevertheless, the lack of love for tech is growing palpable as positions areslashed amid the rise in 10-year yields and a rotation into value stocks.Fund managers cut their tech weighting to the lowest overweight position since January 2009,according to a new survey out this week from Bank of America. The survey found that while 34% of fund managers view being","content":"<p>There is no love for hot tech stocks right now, but strategists say eventually that will change because commonsense says it&nbsp;should&nbsp;change.</p><p>Nevertheless, the lack of love for tech is growing palpable as positions areslashed amid the rise in 10-year yields and a rotation into value stocks.</p><p>Fund managers cut their tech weighting to the lowest overweight position since January 2009,according to a new survey out this week from Bank of America. The survey found that while 34% of fund managers view being long tech as a crowded trade, the figure is sharp decline from the 80% polled in Sept. 20.</p><p>The somewhat bearish assessment of tech on the Street reflects noticeable sell-offs in proven tech winners this past month.</p><p>TheNYSE FANG+ Index— which tracks the performance of household name tech stocks such as Facebook, Apple and Tesla —has dropped 8% since hitting a record closing high on Feb. 17. Some individual tech sell-offs have been more jarring. Tesla shares are down 13% inside of a month, Salesforce is off 14% andZoom has shed 24%.</p><p>\"At the core of the lingering tech bear thesis, high flying tech stocks are crowded names with broken technicals and no traditional valuation support,\" opinesWedbush tech analyst Dan Ives, who adds what traders are witnessing is a \"painful, brutal valuation digestion period.\"</p><p>Painful indeed.</p><p><b>Bullish bias in tech</b></p><p>But there are longer term positive catalysts in play for tech stocks that could return to focus soon given cheaper valuations, strategists point out. The most obvious is the ongoing shift to the cloud. It's a transition that is only likely to intensify with corporate budgets loosening up post-pandemic and a pivot to hybrid workforces.</p><p>\"Today we estimate 35% of workloads are on the cloud with a doubling of workloads on the cloud expected by 2023 across the enterprise landscape on an eye popping trajectory. While valuations will continue to be an emotional bull/bear debate, the fundamental growth on the horizon for these next generation technologies is unprecedented as this 4th Industrial Revolution begins to take hold,\" Ives contends.</p><p><img src=\"https://static.tigerbbs.com/bf4099732f827d2f4b66023f2091ced4\" tg-width=\"705\" tg-height=\"343\" referrerpolicy=\"no-referrer\">The bears are out on tech stocks.</p><p>Ives is particularly bullish on DocuSign, ZScaler, Microsoft, Salesforce and Nuance as plays on the move to the cloud.</p><p>Meanwhile, a historical look at tech valuations and economic growth support a bullish bias in tech names over a longer period of time.</p><p>\"Since 1947, the annualized excess outperformance of the technology sector has been 2.7% greater (i.e., 3.4% versus 0.7%) when real GDP growth was above average compared to when it was below average,\" points outThe Leuthold Group chief investment officer Jim Paulsen.</p><p>Paulsen — a long-time market historian — doesn't stop there in trying to make his case for tech.</p><p>He adds, \"Since 1950, tech stocks have thrived when the 10-year bond yield has been lower than 5%, beating the overall market by a 5.8% annualized pace and outpacing 61% of the time. For all quarters since 1947 when bond yields have increased, Tech stocks outperformed on average at a 4.9% annualized clip while trailing the overall stock market by an average annualized 1.8% during quarters when yields declined.\"</p><p>So hang in there tech investors — time and fundamentals are on your side.</p>","source":"lsy1584348713084","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>Investors really hate tech stocks right now— but should they?</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\">\nInvestors really hate tech stocks right now— but should they?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/investors-really-hate-tech-stocks-right-now-but-should-they-194148090.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There is no love for hot tech stocks right now, but strategists say eventually that will change because commonsense says it should change.Nevertheless, the lack of love for tech is growing palpable as...</p>\n\n<a href=\"https://finance.yahoo.com/news/investors-really-hate-tech-stocks-right-now-but-should-they-194148090.html\">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"},"source_url":"https://finance.yahoo.com/news/investors-really-hate-tech-stocks-right-now-but-should-they-194148090.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172934216","content_text":"There is no love for hot tech stocks right now, but strategists say eventually that will change because commonsense says it should change.Nevertheless, the lack of love for tech is growing palpable as positions areslashed amid the rise in 10-year yields and a rotation into value stocks.Fund managers cut their tech weighting to the lowest overweight position since January 2009,according to a new survey out this week from Bank of America. The survey found that while 34% of fund managers view being long tech as a crowded trade, the figure is sharp decline from the 80% polled in Sept. 20.The somewhat bearish assessment of tech on the Street reflects noticeable sell-offs in proven tech winners this past month.TheNYSE FANG+ Index— which tracks the performance of household name tech stocks such as Facebook, Apple and Tesla —has dropped 8% since hitting a record closing high on Feb. 17. Some individual tech sell-offs have been more jarring. Tesla shares are down 13% inside of a month, Salesforce is off 14% andZoom has shed 24%.\"At the core of the lingering tech bear thesis, high flying tech stocks are crowded names with broken technicals and no traditional valuation support,\" opinesWedbush tech analyst Dan Ives, who adds what traders are witnessing is a \"painful, brutal valuation digestion period.\"Painful indeed.Bullish bias in techBut there are longer term positive catalysts in play for tech stocks that could return to focus soon given cheaper valuations, strategists point out. The most obvious is the ongoing shift to the cloud. It's a transition that is only likely to intensify with corporate budgets loosening up post-pandemic and a pivot to hybrid workforces.\"Today we estimate 35% of workloads are on the cloud with a doubling of workloads on the cloud expected by 2023 across the enterprise landscape on an eye popping trajectory. While valuations will continue to be an emotional bull/bear debate, the fundamental growth on the horizon for these next generation technologies is unprecedented as this 4th Industrial Revolution begins to take hold,\" Ives contends.The bears are out on tech stocks.Ives is particularly bullish on DocuSign, ZScaler, Microsoft, Salesforce and Nuance as plays on the move to the cloud.Meanwhile, a historical look at tech valuations and economic growth support a bullish bias in tech names over a longer period of time.\"Since 1947, the annualized excess outperformance of the technology sector has been 2.7% greater (i.e., 3.4% versus 0.7%) when real GDP growth was above average compared to when it was below average,\" points outThe Leuthold Group chief investment officer Jim Paulsen.Paulsen — a long-time market historian — doesn't stop there in trying to make his case for tech.He adds, \"Since 1950, tech stocks have thrived when the 10-year bond yield has been lower than 5%, beating the overall market by a 5.8% annualized pace and outpacing 61% of the time. For all quarters since 1947 when bond yields have increased, Tech stocks outperformed on average at a 4.9% annualized clip while trailing the overall stock market by an average annualized 1.8% during quarters when yields declined.\"So hang in there tech investors — time and fundamentals are on your side.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130360760,"gmtCreate":1621513570650,"gmtModify":1634188540390,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577431650913561","authorIdStr":"3577431650913561"},"themes":[],"htmlText":"Definitely considering adding this to my portfolio considering its potential to grow in the next decade and beyond&nbsp;as Gen Z and the millennials who are more conscious about their environmental impact become the drivers of the economy&nbsp;","listText":"Definitely considering adding this to my portfolio considering its potential to grow in the next decade and beyond&nbsp;as Gen Z and the millennials who are more conscious about their environmental impact become the drivers of the economy&nbsp;","text":"Definitely considering adding this to my portfolio considering its potential to grow in the next decade and beyond as Gen Z and the millennials who are more conscious about their environmental impact become the drivers of the economy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130360760","repostId":"1156346664","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197142391,"gmtCreate":1621435836113,"gmtModify":1634189155978,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577431650913561","authorIdStr":"3577431650913561"},"themes":[],"htmlText":"Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!","listText":"Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!","text":"Really excited about this new collaboration and its effect on shopify’s stock. It’s gonna have such a positive impact on shopify merchants as well!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197142391","repostId":"1102880856","repostType":2,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}