samfernando的个人主页 - 老虎社区

samfernando

samfernando

暂无个人介绍

IP属地：未知

5关注

5粉丝

0主题

0勋章

2021-10-20

Like and comment pls for good luck

抱歉，原内容已删除

2021-09-25

Ike and comment pls.. For good luck

7 Best Stocks To Buy for Investors Building a ‘Brands’ Portfolio

2021-11-01

Like and comment for Tesla good luck

抱歉，原内容已删除

2021-10-12

Like and comment pls

抱歉，原内容已删除

2021-09-28

Like and comment pls.. Pray for btc

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3577774343761638,"uuid":"3577774343761638","gmtCreate":1614681808216,"gmtModify":1617339782419,"name":"samfernando","pinyin":"samfernando","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":5,"tweetSize":121,"questionSize":0,"limitLevel":999,"accountStatus":4,"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":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"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":"hot","tweets":[{"id":849659736,"gmtCreate":1635754343732,"gmtModify":1635754343832,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment for Tesla good luck","listText":"Like and comment for Tesla good luck","text":"Like and comment for Tesla good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849659736","repostId":"1128958892","repostType":4,"repost":{"id":"1128958892","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":1635754043,"share":"https://www.laohu8.com/m/news/1128958892?lang=&edition=full","pubTime":"2021-11-01 16:07","market":"us","language":"en","title":"Tesla stock surged another 2.3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1128958892","media":"Tiger Newspress","summary":"Tesla stock surged another 2.3% in premarket trading.","content":"<p>Tesla stock surged another 2.3% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/34cb5122bf0e428d879d706755bcccbc\" tg-width=\"1416\" tg-height=\"637\" width=\"100%\" height=\"auto\"></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 stock surged another 2.3% 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\">\nTesla stock surged another 2.3% 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\">2021-11-01 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla stock surged another 2.3% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/34cb5122bf0e428d879d706755bcccbc\" tg-width=\"1416\" tg-height=\"637\" width=\"100%\" height=\"auto\"></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":"1128958892","content_text":"Tesla stock surged another 2.3% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859751397,"gmtCreate":1634737676138,"gmtModify":1634737912442,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls for good luck&nbsp;","listText":"Like and comment pls for good luck&nbsp;","text":"Like and comment pls for good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859751397","repostId":"1124411702","repostType":4,"repost":{"id":"1124411702","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":1634737096,"share":"https://www.laohu8.com/m/news/1124411702?lang=&edition=full","pubTime":"2021-10-20 21:38","market":"us","language":"en","title":"Most of China tech stocks jumped in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1124411702","media":"Tiger Newspress","summary":"(Oct 20) Most of China tech stocks jumped in early trading.","content":"<p>(Oct 20)&nbsp;Most of China tech stocks jumped in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/37d3dffc7b707efb56db05f11daa2434\" tg-width=\"340\" tg-height=\"833\" width=\"100%\" height=\"auto\"></p>\n<p></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>Most of China tech stocks jumped in early 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\">\nMost of China tech stocks jumped in early 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\">2021-10-20 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 20)&nbsp;Most of China tech stocks jumped in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/37d3dffc7b707efb56db05f11daa2434\" tg-width=\"340\" tg-height=\"833\" width=\"100%\" height=\"auto\"></p>\n<p></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":"1124411702","content_text":"(Oct 20) Most of China tech stocks jumped in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826477480,"gmtCreate":1634050477884,"gmtModify":1634050478061,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"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":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826477480","repostId":"1174197178","repostType":4,"repost":{"id":"1174197178","pubTimestamp":1634049962,"share":"https://www.laohu8.com/m/news/1174197178?lang=&edition=full","pubTime":"2021-10-12 22:46","market":"us","language":"en","title":"Nvidia Is Set To Turn Into A Cash Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=1174197178","media":"Seeking Alpha","summary":"Summary\n\nNvidia’s main businesses experience massive momentum as graphics cards sales surge and dema","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia’s main businesses experience massive momentum as graphics cards sales surge and demand for data centers strengthens.</li>\n <li>Strong GPU pricing served to improve Nvidia’s margins in the first six months of the year.</li>\n <li>There is significant upside in Nvidia's free cash flow.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12a40bc61cdb4aabe35ac1e3ed9ae5ac\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>Nvidia(NASDAQ:NVDA)is one of the world’s best growth stocks to own as gaming and data center revenues continue to soar. I believe Nvidia will grow into a massive cash machine over the next five years with an estimated annual free cash flow of $14.0B or more!</p>\n<p><b>Why Nvidia is a long term buy</b></p>\n<p>Nvidia just produces incredible growth. The firm generated 68% top line growth in the second-quarter, with revenues touching $6.51B due to soaring demand in the gaming and the data center segments. Gaming revenues surged to a record of $3.06B in the second-quarter, showing a year over year increase of 85%, chiefly because of strengthening sales in a severely undersupplied graphics cards market. Data center revenues also surged to a record, $2.37B in Q2’22, showing a year over year growth rate of 35%. With total revenues up by 68% and higher gross margins (66.7% in Q2’22), Nvidia’s commercial performance is getting better and better...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af1b5d7b0be554a0ef5ed7d3b79435\" tg-width=\"742\" tg-height=\"192\" width=\"100%\" height=\"auto\"><span>Source: Nvidia</span></p>\n<p>But I don’t believe Nvidia’s business has peaked yet. I believe Nvidia will continue to grow rapidly because of increasing demand for high performance data centers that can handle incredible amounts of workloads and because Nvidia’s largest business by revenues, gaming, is seeing pricing support from end markets. Graphics cards have been flying off the shelf in 2020 and 2021, in part because cryptocurrency miners compete with gamers for GPUs. The result has been that&nbsp;graphics cards are in a shortage, leading to a significant increase in GPU pricing. AMD(NASDAQ:AMD)and Nvidia, the two largest suppliers of high performance graphics processing units, benefit from this trend the most.</p>\n<p>Top-tier graphics cards like AMD’s Radeon RX 6000 and Nvidia’s GeForce RTX 30 series have seen strong demand/pricing in 2021, and the steep decline in cryptocurrency prices in the second-quarter did not significantly lower demand. GPU prices peaked in May - at the top of the crypto boom - and have fallen since. However, pricing is still strong with the AMD Radeon RX series selling for 1.64x suggested retail price at the end of August. Nvidia’s GeForce 30 series sold for 1.59x MSRP in August, indicating consistently high demand for GPUs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e234f2daf83e24fdb585fce43d5b3236\" tg-width=\"1024\" tg-height=\"448\" width=\"100%\" height=\"auto\"><span>Source: FPS Reviews</span></p>\n<p>Because of excellent commercial performance in its main businesses,accelerating momentum in niche businesses&nbsp;and strength in GPU pricing, Nvidia is looking at a dramatic improvement in free cash flow over the next five years... supplying yet another reason to buy the shares!</p>\n<p>Nvidia is projecting revenues of $6.8B +/- 2 percent for the third-quarter. Including Q3’22 revenue projections, Nvidia should post revenues of around $19.0B for the first nine months of FY 2022. Adding $7.0B in revenues on top of that for the fourth-quarter, and Nvidia is looking at revenues of around $26.0B for FY 2022.</p>\n<p>The market projects revenues of $25.8B this year and $29.0B revenues next year (the assumption is for just 13% year over year growth in FY 2023). I believe revenues will be above $30.0B in FY 2023 due to strong business momentum and favorable GPU pricing. Nvidia’s revenues are projected to grow at an annual rate of 23% until FY 2026 (base year: FY 2021).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76c03f31d7f5924796294fe4ef344ff8\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Estimates</span></p>\n<p>Looking at Nvidia’s revenue to cash conversion, consistently high free cash flow margins can be found. The semiconductor firm generated annual free cash flow margins ranging between 28% and 39% from FY 2018 to FY 2021 with an average annual margin of 31%. I believe a free cash flow margin around 30% can be sustained going forward, especially if pricing in the graphics cards market stays strong. Because cryptocurrency prices started to recover in the third-quarter, GPUs could even see accelerating demand in the future. Rising digital currency prices benefit Nvidia in two ways: They boost the cryptocurrency mining business/CMP which sells dedicated processors, and higher demand for GPUs improves end market pricing, meaning Nvidia can sell the same graphics card for a higher price. Nvidia’s free cash flow margin in the first six months of FY 2022 was above 33%, due chiefly to strength in GPU demand and pricing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9e05cd7aa4844f19e4ba0899754633f\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>Turning back to revenue projections.</p>\n<p>The FY 2023 market expectation is for Nvidia to have revenues of $29.0B. Assuming a 30% free cash flow margin, Nvidia is looking at $8.7B in free cash flow next year... which is a 100% improvement over the firm's FY 2020 level of free cash flow. I believe the FY 2023 revenue estimate underestimates Nvidia’s growth potential next year as I see persistent strength in gaming and data centers, and a higher than 13% annual revenue growth rate. However, revenue estimates for Nvidia, for this year and next year, are rising...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d979b6088a67cf25c6993d40c574bb7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>If we were also to assume that Nvidia can generate 30% free cash flow margins in the future, Nvidia’s annual free cash flow is set to surpass $14B by FY 2026. In CAGR terms, this means that Nvidia will grow free cash flow at a 25% annual rate over the next five years. Nvidia may grow free cash flow at a faster rate if revenues also grow faster. I believe this will happen because the RTX upgrade cycle will lead to a higher volume of higher-priced GPUs being sold in the future, which is set to boost FCF margins.</p>\n<p>As Nvidia releases more top-tier, higher margin graphics cards and gamers upgrade their equipment, Nvidia's free cash flow margins could even expand beyond 30%. Assuming a, say, 35% revenue to free cash flow conversion, Nvidia could generate up to $16.4B in annual free cash flow by FY 2026… which would imply a FCF CAGR of not 25%, but 29%.</p>\n<p>For that reason, I believe Nvidia’s free cash flow potential is materially undervalued. Nvidia is set to generate a massive amount of cash flow in the next five years. Based off of FY 2023 revenue estimates, Nvidia is not cheap (P-S ratio: 17.9), but the potential for sales and free cash flow growth justifies the price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acfca86b9c32ab42da6edcea7b9046b0\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Risks with Nvidia</b></p>\n<p>Nvidia has a couple of commercial risks that need to be considered. The industry environment is favorable for Nvidia at the moment which explains strong revenue growth projections, but weaker pricing in graphics cards potentially indicates growing risks to Nvidia’s top line. Lower gross margins will also likely be seen as the canary in the coal mine, indicating that slowing revenue growth is on the horizon. Longer term, Nvidia has to keep its technological edge to defend its tech leadership in GPUs, data centers and AI. Failing to do so would give its rivals, AMD and Intel(NASDAQ:INTC), an opportunity to grow their market share at the expense of Nvidia.</p>\n<p><b>Final thoughts</b></p>\n<p>Nvidia, despite a high P-S ratio, may still be undervalued considering the massive ramp in free cash flow that can be expected in the next five years. Sales projections for FY 2023 imply a drop off in growth rates, which I just don’t see given the accelerating strength in Nvidia’s main and niche businesses. Nvidia is in a buy-the-dip situation and the risk profile remains heavily skewed to the upside!</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>Nvidia Is Set To Turn Into A Cash Machine</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\">\nNvidia Is Set To Turn Into A Cash Machine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459353-nvidia-set-to-turn-into-cash-machine><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia’s main businesses experience massive momentum as graphics cards sales surge and demand for data centers strengthens.\nStrong GPU pricing served to improve Nvidia’s margins in the first ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459353-nvidia-set-to-turn-into-cash-machine\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4459353-nvidia-set-to-turn-into-cash-machine","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174197178","content_text":"Summary\n\nNvidia’s main businesses experience massive momentum as graphics cards sales surge and demand for data centers strengthens.\nStrong GPU pricing served to improve Nvidia’s margins in the first six months of the year.\nThere is significant upside in Nvidia's free cash flow.\n\nJustin Sullivan/Getty Images News\nNvidia(NASDAQ:NVDA)is one of the world’s best growth stocks to own as gaming and data center revenues continue to soar. I believe Nvidia will grow into a massive cash machine over the next five years with an estimated annual free cash flow of $14.0B or more!\nWhy Nvidia is a long term buy\nNvidia just produces incredible growth. The firm generated 68% top line growth in the second-quarter, with revenues touching $6.51B due to soaring demand in the gaming and the data center segments. Gaming revenues surged to a record of $3.06B in the second-quarter, showing a year over year increase of 85%, chiefly because of strengthening sales in a severely undersupplied graphics cards market. Data center revenues also surged to a record, $2.37B in Q2’22, showing a year over year growth rate of 35%. With total revenues up by 68% and higher gross margins (66.7% in Q2’22), Nvidia’s commercial performance is getting better and better...\nSource: Nvidia\nBut I don’t believe Nvidia’s business has peaked yet. I believe Nvidia will continue to grow rapidly because of increasing demand for high performance data centers that can handle incredible amounts of workloads and because Nvidia’s largest business by revenues, gaming, is seeing pricing support from end markets. Graphics cards have been flying off the shelf in 2020 and 2021, in part because cryptocurrency miners compete with gamers for GPUs. The result has been that graphics cards are in a shortage, leading to a significant increase in GPU pricing. AMD(NASDAQ:AMD)and Nvidia, the two largest suppliers of high performance graphics processing units, benefit from this trend the most.\nTop-tier graphics cards like AMD’s Radeon RX 6000 and Nvidia’s GeForce RTX 30 series have seen strong demand/pricing in 2021, and the steep decline in cryptocurrency prices in the second-quarter did not significantly lower demand. GPU prices peaked in May - at the top of the crypto boom - and have fallen since. However, pricing is still strong with the AMD Radeon RX series selling for 1.64x suggested retail price at the end of August. Nvidia’s GeForce 30 series sold for 1.59x MSRP in August, indicating consistently high demand for GPUs.\nSource: FPS Reviews\nBecause of excellent commercial performance in its main businesses,accelerating momentum in niche businesses and strength in GPU pricing, Nvidia is looking at a dramatic improvement in free cash flow over the next five years... supplying yet another reason to buy the shares!\nNvidia is projecting revenues of $6.8B +/- 2 percent for the third-quarter. Including Q3’22 revenue projections, Nvidia should post revenues of around $19.0B for the first nine months of FY 2022. Adding $7.0B in revenues on top of that for the fourth-quarter, and Nvidia is looking at revenues of around $26.0B for FY 2022.\nThe market projects revenues of $25.8B this year and $29.0B revenues next year (the assumption is for just 13% year over year growth in FY 2023). I believe revenues will be above $30.0B in FY 2023 due to strong business momentum and favorable GPU pricing. Nvidia’s revenues are projected to grow at an annual rate of 23% until FY 2026 (base year: FY 2021).\nSource: Seeking Alpha Estimates\nLooking at Nvidia’s revenue to cash conversion, consistently high free cash flow margins can be found. The semiconductor firm generated annual free cash flow margins ranging between 28% and 39% from FY 2018 to FY 2021 with an average annual margin of 31%. I believe a free cash flow margin around 30% can be sustained going forward, especially if pricing in the graphics cards market stays strong. Because cryptocurrency prices started to recover in the third-quarter, GPUs could even see accelerating demand in the future. Rising digital currency prices benefit Nvidia in two ways: They boost the cryptocurrency mining business/CMP which sells dedicated processors, and higher demand for GPUs improves end market pricing, meaning Nvidia can sell the same graphics card for a higher price. Nvidia’s free cash flow margin in the first six months of FY 2022 was above 33%, due chiefly to strength in GPU demand and pricing.\nSource: Author\nTurning back to revenue projections.\nThe FY 2023 market expectation is for Nvidia to have revenues of $29.0B. Assuming a 30% free cash flow margin, Nvidia is looking at $8.7B in free cash flow next year... which is a 100% improvement over the firm's FY 2020 level of free cash flow. I believe the FY 2023 revenue estimate underestimates Nvidia’s growth potential next year as I see persistent strength in gaming and data centers, and a higher than 13% annual revenue growth rate. However, revenue estimates for Nvidia, for this year and next year, are rising...\nData by YCharts\nIf we were also to assume that Nvidia can generate 30% free cash flow margins in the future, Nvidia’s annual free cash flow is set to surpass $14B by FY 2026. In CAGR terms, this means that Nvidia will grow free cash flow at a 25% annual rate over the next five years. Nvidia may grow free cash flow at a faster rate if revenues also grow faster. I believe this will happen because the RTX upgrade cycle will lead to a higher volume of higher-priced GPUs being sold in the future, which is set to boost FCF margins.\nAs Nvidia releases more top-tier, higher margin graphics cards and gamers upgrade their equipment, Nvidia's free cash flow margins could even expand beyond 30%. Assuming a, say, 35% revenue to free cash flow conversion, Nvidia could generate up to $16.4B in annual free cash flow by FY 2026… which would imply a FCF CAGR of not 25%, but 29%.\nFor that reason, I believe Nvidia’s free cash flow potential is materially undervalued. Nvidia is set to generate a massive amount of cash flow in the next five years. Based off of FY 2023 revenue estimates, Nvidia is not cheap (P-S ratio: 17.9), but the potential for sales and free cash flow growth justifies the price.\nData by YCharts\nRisks with Nvidia\nNvidia has a couple of commercial risks that need to be considered. The industry environment is favorable for Nvidia at the moment which explains strong revenue growth projections, but weaker pricing in graphics cards potentially indicates growing risks to Nvidia’s top line. Lower gross margins will also likely be seen as the canary in the coal mine, indicating that slowing revenue growth is on the horizon. Longer term, Nvidia has to keep its technological edge to defend its tech leadership in GPUs, data centers and AI. Failing to do so would give its rivals, AMD and Intel(NASDAQ:INTC), an opportunity to grow their market share at the expense of Nvidia.\nFinal thoughts\nNvidia, despite a high P-S ratio, may still be undervalued considering the massive ramp in free cash flow that can be expected in the next five years. Sales projections for FY 2023 imply a drop off in growth rates, which I just don’t see given the accelerating strength in Nvidia’s main and niche businesses. Nvidia is in a buy-the-dip situation and the risk profile remains heavily skewed to the upside!","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866782614,"gmtCreate":1632806910938,"gmtModify":1632806910995,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls.. Pray for btc","listText":"Like and comment pls.. Pray for btc","text":"Like and comment pls.. Pray for btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866782614","repostId":"1141752032","repostType":4,"repost":{"id":"1141752032","pubTimestamp":1632806661,"share":"https://www.laohu8.com/m/news/1141752032?lang=&edition=full","pubTime":"2021-09-28 13:24","market":"us","language":"en","title":"Why Bitcoin Isn’t a Good Market Hedge","url":"https://stock-news.laohu8.com/highlight/detail?id=1141752032","media":"Institutional Investor","summary":"The cryptocurrency is more volatile than equities — but investors shouldn’t write it off completely,","content":"<blockquote>\n <b>The cryptocurrency is more volatile than equities — but investors shouldn’t write it off completely, researchers say.</b>\n</blockquote>\n<p>Bitcoin is not the equities hedge that some investors want it to be, but that doesn’t mean it’s not worth including in a portfolio, new research shows.</p>\n<p>A paper published in mid-September reveals that while Bitcoin doesn’t hedge against equity portfolio risk, it can act as a hedge against assets with a similar or higher risk profile than its own.</p>\n<p>The cryptocurrency’s introduction into the market in the early 2010s was marked by the promise of its low correlation to other assets — and thus, high potential to act as a hedge against asset classes like equities.</p>\n<p>Since then, a growing body of work — including at least 19 scholarly articles — has explored whether Bitcoin is a hedge or can reduce portfolio risk. The latest piece, entitled<i>Is Bitcoin A Hedge?</i>waspublished on September 18by a trio from the University of Western Australia: Dirk Baur, Lai Hoang, and Md Zakir Hossain.</p>\n<p>“The question [of] how excess volatility of Bitcoin affects its hedge and diversifier properties is generally not analyzed,” they wrote in the paper’s introduction.</p>\n<p>So they attempted to analyze which weight of Bitcoin in a portfolio alongside the S&amp;P 500 index could reduce portfolio risk — in other words, act as a hedge. Their work suggests that Bitcoin is a “rather poor risk diversifier and hedge for the S&amp;P 500,” the paper said.</p>\n<p>The authors created model portfolios using monthly and daily return data from 2011 through 2021 for both the S&amp;P 500 and Bitcoin. The model portfolios included zero, low, and high Bitcoin weights, then analyzed whether the inclusion of Bitcoin reduced the risk relative to a standalone S&amp;P 500 portfolio.</p>\n<p>They found that the inclusion of Bitcoin increased portfolio risk, even for allocations as low as 1 percent, the paper said. According to the research, Bitcoin’s risk-diversifying or risk-hedging capabilities are undermined by its extreme volatility.</p>\n<p>“Since Bitcoin is very volatile, it hardly reduces any risk,” Baur said via email. “However, this does not imply that it cannot improve the risk-return relationship or Sharpe ratio of a portfolio; Bitcoin often improves the Sharpe ratio of a portfolio because the (historical) returns are much higher than the risk relative to other assets such as the S&amp;P 500.”</p>\n<p>According to Baur, the findings also apply to other asset classes.</p>\n<p>“The higher the volatility of an asset relative to Bitcoin, the better the risk hedging potential of Bitcoin,” he said via email. He added that because the volatility of the S&amp;P 500 is much lower than that of Bitcoin, adding the cryptocurrency to a simple public equities portfolio is less effective at reducing risk than it may be for other, riskier assets.</p>\n<p>And that’s not the only benefit of including Bitcoin in a portfolio. According toresearch publishedin August, including certain cryptocurrencies in a portfolio can offer diversification benefits to investors,<i>Institutional Investor</i>previously reported.</p>\n<p>In other words, while Bitcoin isn’t a hedge, it still can be a tool for investors — as long as they know how to use it.</p>","source":"lsy1632806693597","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 Bitcoin Isn’t a Good Market Hedge</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 Bitcoin Isn’t a Good Market Hedge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.institutionalinvestor.com/article/b1ts0s52n8wztf/Why-Bitcoin-Isn-t-a-Good-Market-Hedge><strong>Institutional Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The cryptocurrency is more volatile than equities — but investors shouldn’t write it off completely, researchers say.\n\nBitcoin is not the equities hedge that some investors want it to be, but that ...</p>\n\n<a href=\"https://www.institutionalinvestor.com/article/b1ts0s52n8wztf/Why-Bitcoin-Isn-t-a-Good-Market-Hedge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.institutionalinvestor.com/article/b1ts0s52n8wztf/Why-Bitcoin-Isn-t-a-Good-Market-Hedge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141752032","content_text":"The cryptocurrency is more volatile than equities — but investors shouldn’t write it off completely, researchers say.\n\nBitcoin is not the equities hedge that some investors want it to be, but that doesn’t mean it’s not worth including in a portfolio, new research shows.\nA paper published in mid-September reveals that while Bitcoin doesn’t hedge against equity portfolio risk, it can act as a hedge against assets with a similar or higher risk profile than its own.\nThe cryptocurrency’s introduction into the market in the early 2010s was marked by the promise of its low correlation to other assets — and thus, high potential to act as a hedge against asset classes like equities.\nSince then, a growing body of work — including at least 19 scholarly articles — has explored whether Bitcoin is a hedge or can reduce portfolio risk. The latest piece, entitledIs Bitcoin A Hedge?waspublished on September 18by a trio from the University of Western Australia: Dirk Baur, Lai Hoang, and Md Zakir Hossain.\n“The question [of] how excess volatility of Bitcoin affects its hedge and diversifier properties is generally not analyzed,” they wrote in the paper’s introduction.\nSo they attempted to analyze which weight of Bitcoin in a portfolio alongside the S&P 500 index could reduce portfolio risk — in other words, act as a hedge. Their work suggests that Bitcoin is a “rather poor risk diversifier and hedge for the S&P 500,” the paper said.\nThe authors created model portfolios using monthly and daily return data from 2011 through 2021 for both the S&P 500 and Bitcoin. The model portfolios included zero, low, and high Bitcoin weights, then analyzed whether the inclusion of Bitcoin reduced the risk relative to a standalone S&P 500 portfolio.\nThey found that the inclusion of Bitcoin increased portfolio risk, even for allocations as low as 1 percent, the paper said. According to the research, Bitcoin’s risk-diversifying or risk-hedging capabilities are undermined by its extreme volatility.\n“Since Bitcoin is very volatile, it hardly reduces any risk,” Baur said via email. “However, this does not imply that it cannot improve the risk-return relationship or Sharpe ratio of a portfolio; Bitcoin often improves the Sharpe ratio of a portfolio because the (historical) returns are much higher than the risk relative to other assets such as the S&P 500.”\nAccording to Baur, the findings also apply to other asset classes.\n“The higher the volatility of an asset relative to Bitcoin, the better the risk hedging potential of Bitcoin,” he said via email. He added that because the volatility of the S&P 500 is much lower than that of Bitcoin, adding the cryptocurrency to a simple public equities portfolio is less effective at reducing risk than it may be for other, riskier assets.\nAnd that’s not the only benefit of including Bitcoin in a portfolio. According toresearch publishedin August, including certain cryptocurrencies in a portfolio can offer diversification benefits to investors,Institutional Investorpreviously reported.\nIn other words, while Bitcoin isn’t a hedge, it still can be a tool for investors — as long as they know how to use it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868071714,"gmtCreate":1632562395138,"gmtModify":1632657189386,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ike and comment pls.. For good luck&nbsp;","listText":"Ike and comment pls.. For good luck&nbsp;","text":"Ike and comment pls.. For good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868071714","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":"hk","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":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":859751397,"gmtCreate":1634737676138,"gmtModify":1634737912442,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls for good luck&nbsp;","listText":"Like and comment pls for good luck&nbsp;","text":"Like and comment pls for good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859751397","repostId":"1124411702","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868071714,"gmtCreate":1632562395138,"gmtModify":1632657189386,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ike and comment pls.. For good luck&nbsp;","listText":"Ike and comment pls.. For good luck&nbsp;","text":"Ike and comment pls.. For good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868071714","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":"hk","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":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849659736,"gmtCreate":1635754343732,"gmtModify":1635754343832,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment for Tesla good luck","listText":"Like and comment for Tesla good luck","text":"Like and comment for Tesla good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849659736","repostId":"1128958892","repostType":4,"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826477480,"gmtCreate":1634050477884,"gmtModify":1634050478061,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"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":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826477480","repostId":"1174197178","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866782614,"gmtCreate":1632806910938,"gmtModify":1632806910995,"author":{"id":"3577774343761638","authorId":"3577774343761638","name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls.. Pray for btc","listText":"Like and comment pls.. Pray for btc","text":"Like and comment pls.. Pray for btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866782614","repostId":"1141752032","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}