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caius
2021-10-14
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Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge
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2021-10-14
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13:55","market":"us","language":"en","title":"Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2175616000","media":"StreetInsider","summary":"TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, b","content":"<p>TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-19 pandemic amid a supply shortage.</p>\n<p>Net profit for July-September at Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, rose to T$156.3 billion ($5.56 billion) from T$137.3 billion a year earlier.</p>\n<p>Advanced chips made by TSMC, formally known as Taiwan Semiconductor Manufacturing Co , are used in everything from high-end smartphones like Apple's newly unveiled 5G iPhone 13, to artificial intelligence, cars and a wide variety of lower-end consumer goods.</p>\n<p>TSMC and Taiwan in general have also become central in efforts to resolve a pandemic-induced global chip shortage that has forced automakers to cut production, and hurt manufacturers of smartphones, laptops and even consumer appliances.</p>\n<p>TSMC's revenue for the quarter climbed 22.6% to $14.88 billion, in line with the company's prior estimated range of $14.6 billion to $14.9 billion.</p>\n<p>Shares of TSMC have risen about 8.5% so far this year, giving it a market value of $526.3 billion, more than double that of competitor and client Intel Corp(INTC.O).</p>","source":"highlight_streetinsider","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>Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge</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\">\nTaiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 13:55 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19058330><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19058330\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19058330","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175616000","content_text":"TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-19 pandemic amid a supply shortage.\nNet profit for July-September at Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, rose to T$156.3 billion ($5.56 billion) from T$137.3 billion a year earlier.\nAdvanced chips made by TSMC, formally known as Taiwan Semiconductor Manufacturing Co , are used in everything from high-end smartphones like Apple's newly unveiled 5G iPhone 13, to artificial intelligence, cars and a wide variety of lower-end consumer goods.\nTSMC and Taiwan in general have also become central in efforts to resolve a pandemic-induced global chip shortage that has forced automakers to cut production, and hurt manufacturers of smartphones, laptops and even consumer appliances.\nTSMC's revenue for the quarter climbed 22.6% to $14.88 billion, in line with the company's prior estimated range of $14.6 billion to $14.9 billion.\nShares of TSMC have risen about 8.5% so far this year, giving it a market value of $526.3 billion, more than double that of competitor and client Intel Corp(INTC.O).","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822513262,"gmtCreate":1634141158636,"gmtModify":1634141158636,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822513262","repostId":"2175157695","repostType":4,"repost":{"id":"2175157695","pubTimestamp":1634127300,"share":"https://www.laohu8.com/m/news/2175157695?lang=&edition=full","pubTime":"2021-10-13 20:15","market":"us","language":"en","title":"5 Top Tech Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2175157695","media":"Motley Fool","summary":"If you're looking for long-term winning tech stocks to diversify your portfolio, start here.","content":"<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.</p>\n<p>But tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645614%2Fgettyimages-1302475655.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p>\n<h2>1. Square</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>31%</td>\n </tr>\n </tbody>\n</table>\n<p>Digital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company <b>Square</b> (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money. Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via <b>Afterpay</b>.</p>\n<p>The Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.</p>\n<h2>2. Tesla</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>37%</td>\n </tr>\n </tbody>\n</table>\n<p><b>Tesla</b>'s (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.</p>\n<p>Tesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.</p>\n<h2>3. Netflix</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>30%</td>\n </tr>\n </tbody>\n</table>\n<p>Young investors might have a hard time believing that there was no such thing as streaming just over a decade ago. <b>Netflix</b> (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.</p>\n<p>The company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.</p>\n<h2>4. <a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>22%</td>\n </tr>\n </tbody>\n</table>\n<p>Social media is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the primary ways people interact, maintain relationships, and make friends. <b>Facebook</b> (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.</p>\n<p>Facebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.</p>\n<h2>5. Shopify</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>27%</td>\n </tr>\n </tbody>\n</table>\n<p>Small businesses need to compete in e-commerce to thrive in today's environment, and <b>Shopify</b> (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.</p>\n<p>As of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Tech Stocks to Buy for the Long Haul</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\">\n5 Top Tech Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 20:15 GMT+8 <a href=https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","SQ":"Block","TSLA":"特斯拉","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175157695","content_text":"The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.\nBut tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.\nImage Source: Getty Images.\n1. Square\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n31%\n\n\n\nDigital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company Square (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money. Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via Afterpay.\nThe Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.\n2. Tesla\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n37%\n\n\n\nTesla's (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.\nTesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.\n3. Netflix\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n30%\n\n\n\nYoung investors might have a hard time believing that there was no such thing as streaming just over a decade ago. Netflix (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.\nThe company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.\n4. Facebook\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n22%\n\n\n\nSocial media is now one of the primary ways people interact, maintain relationships, and make friends. Facebook (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.\nFacebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.\n5. Shopify\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n27%\n\n\n\nSmall businesses need to compete in e-commerce to thrive in today's environment, and Shopify (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.\nAs of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822139581,"gmtCreate":1634099197003,"gmtModify":1634099316434,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822139581","repostId":"2174135507","repostType":4,"repost":{"id":"2174135507","pubTimestamp":1634048761,"share":"https://www.laohu8.com/m/news/2174135507?lang=&edition=full","pubTime":"2021-10-12 22:26","market":"us","language":"en","title":"3 Growth Stocks That Could Turn $100,000 Into $1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2174135507","media":"Motley Fool","summary":"These industry disruptors have the potential to deliver 1,000% gains -- or more.","content":"<p>Whether they admit it or not, every investor is looking for a life-changing investment that will grow many-fold, paving the way to financial independence. The rarest of these game-changers is the 10-bagger, an investment that increases to 10 times its original value.</p>\n<p>Finding stocks that can grow many times over isn't for the faint of heart, as investors must be prepared to withstand the inevitable peaks and valleys that come as a stock travels the road to greatness. For those with a cast-iron constitution, however, finding 10-baggers isn't as difficult as you might imagine.</p>\n<p>With that in mind, here are three disruptive growth stocks that have the potential to turn $100,000 into $1 million.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646122%2Ftwo-family-members-sitting-on-a-couch-watching-television.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>1. Roku: A digital advertising powerhouse</h2>\n<p>When investors consider <b>Roku</b> (NASDAQ:ROKU), they no doubt conjure up images of streaming video dominance, and with good reason. The company surpassed <b>Amazon</b>'s (NASDAQ:AMZN) Fire TV in 2020 as the streaming platform with the most users. More importantly, Roku's viewer base has been growing more quickly, even as Fire TV's growth was decelerating. Roku's active accounts accelerated by 39% year over year, while Amazon's growth slowed to 25%.</p>\n<p>Yet Roku's streaming platform is just a small part of the equation and a means to an end. The company uses its platform to serve up digital advertising, which is by far the largest part of its business.</p>\n<p>Roku's platform segment uses a three-pronged attack to continue to expand its ecosystem. The Roku Channel serves up fan-favorite content and the company keeps all the advertising that appears on its home-grown channel.</p>\n<p>It also developed a state-of-the-art connected TV (CTV) operating system (OS) from the ground up that it licenses to smart TV manufacturers so they don't have to reinvent the wheel. As a result, roughly 38% of all smart TVs sold in the U.S. last year contained the Roku OS, while it had a 31% market share in Canada. This strategy was so successful that Roku is expanding into new international markets, including the U.K., Germany, and Latin America, among others.</p>\n<p>Finally, the company controls 30% of the advertising space for the streaming apps and channels that show ads on its platform, while also getting a cut from streaming services when customers sign up via its platform.</p>\n<p>The platform segment and the resulting digital advertising account for the bulk of Roku's revenue, and business is booming. Last year, platform revenue grew 81% year over year, helping push gross profit up 63%.</p>\n<p>Yet that could be just the beginning. Roku has a total addressable market that's projected to grow to $769 billion by 2024. When viewed through the lens of the company's revenue of $1.78 billion last year, the magnitude of the opportunity comes clearly into focus.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646122%2Ftwo-young-professional-looking-at-a-laptop-in-a-data-center.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>2. MongoDB: The changing face of the database</h2>\n<p>When the original database was first designed, most information fit easily into rows and columns. Nowadays, however, data has evolved and consists of entire documents, video and audio files, photos, social media posts, and much more. Those working with legacy databases struggle to make it all work.</p>\n<p>That's where <b>MongoDB</b> (NASDAQ:MDB) comes in. The company hosts a state-of-the-art cloud-based platform that empowers users to pull and store data from a variety of non-traditional sources. This also provides new flexibility to developers, giving them greater leeway than ever before to design the next great app.</p>\n<p>MongoDB provides a free-to-use offering that lets customers get a feel for the ease of use and utility of its product, encouraging them to upgrade to its fully managed database-as-a-service (DBaaS) product, Atlas, which will propel the company to its next phase of growth.</p>\n<p>The company's financial results illustrate its success. Second-quarter revenue grew 44% year over year, but revenue from Atlas grew 83%, and accounted for 56% of MongoDB's total sales. That's impressive performance for a product that didn't exist five years ago. It's important to note that the company has yet to swing to profitability as it continues to invest heavily to ensure future growth.</p>\n<p>MongoDB's customer acquisition continues to propel its financial results. The company's customer base grew and surpassed 29,000, up 44% year over year. Perhaps more importantly, existing customers are spending more with each passing year, as evidenced by MongoDB's net AR expansion rate of 120%. Put another way, existing customers spent 20% more this year than they did the year before. The company now has 1,126 customers that spend $100,000 or more, an increase of 37%.</p>\n<p>Finally, MongoDB has a massive addressable market. CEO Dev Ittycheria cites data from IDC that the company operates in \"one of the largest and fastest-growing markets in all of software,\" with a total addressable market that's expected to top $97 billion by 2023. Considering MongoDB posted fiscal 2021 revenue of just $590 million, it has a long runway of growth ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646122%2Fperson-electronically-signing-a-document-esignature.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>3. DocuSign: (E) sign here</h2>\n<p>Fairly often, an investing opportunity is the result of a disconnect between what a company does and what investors \"think\" it does. Such is the case with <b>DocuSign</b> (NASDAQ:DOCU)</p>\n<p>When it comes to electronic signature (e-signature) technology, DocuSign is the industry leader. The company has a dominant 70% share in the large and growing digital signature market. What investors may not know, however, is that e-signature is just the <i>beginning</i> of DocuSign's opportunity, as CEO Dan Springer is quick to point out.</p>\n<p>\"Typically, e-signature is the first step that many customers take on their broader digital transformation journey with us,\" Springer said on a recent earnings call. \"So from a financial point of view, we believe this surge in e-signature adoption bodes well for future Agreement Cloud expansion.\" The digital signature acts as a funnel to introduce businesses to DocuSign's other services.</p>\n<p>The Agreement Cloud debuted in 2019, offering a laundry list of products and integrations that helps organizations digitally transform the archaic systems surrounding contracts and agreements. It provides cloud-based tools to prepare, sign, act on, and manage agreements. Users use the one-click consent feature online, automate the process to authenticate government-issued IDs, and manage the life cycle of agreements from concept to implementation.</p>\n<p>The company's financial results show that this strategy is bearing fruit. Last year, DocuSign's revenue grew 49% year over year and its adjusted earnings per share (EPS) grew 208%.</p>\n<p>Perhaps the most exciting aspect of the Agreement Cloud is its effect on DocuSign's total addressable market, which management estimates has doubled to more than $50 billion. Given that DocuSign generated revenue of just $1.5 billion last year, this illustrates the tremendous opportunity that remains.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ecc743d4bde2da42c0f1536df8fa50\" tg-width=\"720\" tg-height=\"499\" referrerpolicy=\"no-referrer\"><span>Data by YCharts.</span></p>\n<h2>Worth paying up for</h2>\n<p>Each of these growth stocks has been a long-term winner, but still has a market cap of between $30 billion and $50 billion -- giving them room to grow 10-fold in the coming years, as long as they continue along their current trajectory.</p>\n<p>There's another thing these companies have in common: Each has something of a hefty price tag when measured using traditional valuation metrics. MongoDB, DocuSign, and Roku are selling for 39, 28, and 19 times sales, respectively -- when a good price-to-sales ratio is generally between 1 and 2.</p>\n<p>That said, the killer combination of industry leadership, impressive, ongoing execution, and large addressable markets has convinced investors that these stocks are worth paying up for. Considering the breadth and length of the opportunities ahead for each company, <i>now</i> is the time to buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks That Could Turn $100,000 Into $1 Million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks That Could Turn $100,000 Into $1 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 22:26 GMT+8 <a href=https://www.fool.com/investing/2021/10/12/growth-stocks-could-turn-100000-into-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether they admit it or not, every investor is looking for a life-changing investment that will grow many-fold, paving the way to financial independence. The rarest of these game-changers is the 10-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/12/growth-stocks-could-turn-100000-into-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MDB":"MongoDB Inc.","ROKU":"Roku Inc","DOCU":"Docusign"},"source_url":"https://www.fool.com/investing/2021/10/12/growth-stocks-could-turn-100000-into-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174135507","content_text":"Whether they admit it or not, every investor is looking for a life-changing investment that will grow many-fold, paving the way to financial independence. The rarest of these game-changers is the 10-bagger, an investment that increases to 10 times its original value.\nFinding stocks that can grow many times over isn't for the faint of heart, as investors must be prepared to withstand the inevitable peaks and valleys that come as a stock travels the road to greatness. For those with a cast-iron constitution, however, finding 10-baggers isn't as difficult as you might imagine.\nWith that in mind, here are three disruptive growth stocks that have the potential to turn $100,000 into $1 million.\nImage source: Getty Images.\n1. Roku: A digital advertising powerhouse\nWhen investors consider Roku (NASDAQ:ROKU), they no doubt conjure up images of streaming video dominance, and with good reason. The company surpassed Amazon's (NASDAQ:AMZN) Fire TV in 2020 as the streaming platform with the most users. More importantly, Roku's viewer base has been growing more quickly, even as Fire TV's growth was decelerating. Roku's active accounts accelerated by 39% year over year, while Amazon's growth slowed to 25%.\nYet Roku's streaming platform is just a small part of the equation and a means to an end. The company uses its platform to serve up digital advertising, which is by far the largest part of its business.\nRoku's platform segment uses a three-pronged attack to continue to expand its ecosystem. The Roku Channel serves up fan-favorite content and the company keeps all the advertising that appears on its home-grown channel.\nIt also developed a state-of-the-art connected TV (CTV) operating system (OS) from the ground up that it licenses to smart TV manufacturers so they don't have to reinvent the wheel. As a result, roughly 38% of all smart TVs sold in the U.S. last year contained the Roku OS, while it had a 31% market share in Canada. This strategy was so successful that Roku is expanding into new international markets, including the U.K., Germany, and Latin America, among others.\nFinally, the company controls 30% of the advertising space for the streaming apps and channels that show ads on its platform, while also getting a cut from streaming services when customers sign up via its platform.\nThe platform segment and the resulting digital advertising account for the bulk of Roku's revenue, and business is booming. Last year, platform revenue grew 81% year over year, helping push gross profit up 63%.\nYet that could be just the beginning. Roku has a total addressable market that's projected to grow to $769 billion by 2024. When viewed through the lens of the company's revenue of $1.78 billion last year, the magnitude of the opportunity comes clearly into focus.\nImage source: Getty Images.\n2. MongoDB: The changing face of the database\nWhen the original database was first designed, most information fit easily into rows and columns. Nowadays, however, data has evolved and consists of entire documents, video and audio files, photos, social media posts, and much more. Those working with legacy databases struggle to make it all work.\nThat's where MongoDB (NASDAQ:MDB) comes in. The company hosts a state-of-the-art cloud-based platform that empowers users to pull and store data from a variety of non-traditional sources. This also provides new flexibility to developers, giving them greater leeway than ever before to design the next great app.\nMongoDB provides a free-to-use offering that lets customers get a feel for the ease of use and utility of its product, encouraging them to upgrade to its fully managed database-as-a-service (DBaaS) product, Atlas, which will propel the company to its next phase of growth.\nThe company's financial results illustrate its success. Second-quarter revenue grew 44% year over year, but revenue from Atlas grew 83%, and accounted for 56% of MongoDB's total sales. That's impressive performance for a product that didn't exist five years ago. It's important to note that the company has yet to swing to profitability as it continues to invest heavily to ensure future growth.\nMongoDB's customer acquisition continues to propel its financial results. The company's customer base grew and surpassed 29,000, up 44% year over year. Perhaps more importantly, existing customers are spending more with each passing year, as evidenced by MongoDB's net AR expansion rate of 120%. Put another way, existing customers spent 20% more this year than they did the year before. The company now has 1,126 customers that spend $100,000 or more, an increase of 37%.\nFinally, MongoDB has a massive addressable market. CEO Dev Ittycheria cites data from IDC that the company operates in \"one of the largest and fastest-growing markets in all of software,\" with a total addressable market that's expected to top $97 billion by 2023. Considering MongoDB posted fiscal 2021 revenue of just $590 million, it has a long runway of growth ahead.\nImage source: Getty Images.\n3. DocuSign: (E) sign here\nFairly often, an investing opportunity is the result of a disconnect between what a company does and what investors \"think\" it does. Such is the case with DocuSign (NASDAQ:DOCU)\nWhen it comes to electronic signature (e-signature) technology, DocuSign is the industry leader. The company has a dominant 70% share in the large and growing digital signature market. What investors may not know, however, is that e-signature is just the beginning of DocuSign's opportunity, as CEO Dan Springer is quick to point out.\n\"Typically, e-signature is the first step that many customers take on their broader digital transformation journey with us,\" Springer said on a recent earnings call. \"So from a financial point of view, we believe this surge in e-signature adoption bodes well for future Agreement Cloud expansion.\" The digital signature acts as a funnel to introduce businesses to DocuSign's other services.\nThe Agreement Cloud debuted in 2019, offering a laundry list of products and integrations that helps organizations digitally transform the archaic systems surrounding contracts and agreements. It provides cloud-based tools to prepare, sign, act on, and manage agreements. Users use the one-click consent feature online, automate the process to authenticate government-issued IDs, and manage the life cycle of agreements from concept to implementation.\nThe company's financial results show that this strategy is bearing fruit. Last year, DocuSign's revenue grew 49% year over year and its adjusted earnings per share (EPS) grew 208%.\nPerhaps the most exciting aspect of the Agreement Cloud is its effect on DocuSign's total addressable market, which management estimates has doubled to more than $50 billion. Given that DocuSign generated revenue of just $1.5 billion last year, this illustrates the tremendous opportunity that remains.\nData by YCharts.\nWorth paying up for\nEach of these growth stocks has been a long-term winner, but still has a market cap of between $30 billion and $50 billion -- giving them room to grow 10-fold in the coming years, as long as they continue along their current trajectory.\nThere's another thing these companies have in common: Each has something of a hefty price tag when measured using traditional valuation metrics. MongoDB, DocuSign, and Roku are selling for 39, 28, and 19 times sales, respectively -- when a good price-to-sales ratio is generally between 1 and 2.\nThat said, the killer combination of industry leadership, impressive, ongoing execution, and large addressable markets has convinced investors that these stocks are worth paying up for. Considering the breadth and length of the opportunities ahead for each company, now is the time to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828115433,"gmtCreate":1633864000735,"gmtModify":1633864000735,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828115433","repostId":"1194780749","repostType":4,"repost":{"id":"1194780749","pubTimestamp":1633828304,"share":"https://www.laohu8.com/m/news/1194780749?lang=&edition=full","pubTime":"2021-10-10 09:11","market":"us","language":"en","title":"2022 Could Be A Great Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780749","media":"seekingalpha","summary":"Economies are reaccelerating as the number of Delta cases and death have peaked.We could have a great year in 2022 if our government could get its act together.We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that ha","content":"<p>Summary</p>\n<ul>\n <li>Economies are reaccelerating as the number of Delta cases and death have peaked.</li>\n <li>We could have a great year in 2022 if our government could get its act together.</li>\n <li>We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.</li>\n</ul>\n<p>Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.</p>\n<p>What is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.</p>\n<p>We have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.</p>\n<p>Economies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.</p>\n<p>We still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!</p>\n<p>The Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.</p>\n<p>Again, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!</p>\n<p>We are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.</p>\n<p>The domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.</p>\n<p>Other recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.</p>\n<p>Growth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.</p>\n<p>The Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.</p>\n<p>The global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.</p>\n<p>Investment Conclusions</p>\n<p>Thursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.</p>\n<p>Then we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do <b>not</b> see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.</p>\n<p>Shortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.</p>\n<p>The bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.</p>\n<p>While we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.</p>","source":"seekingalpha","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>2022 Could Be A Great Year</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\">\n2022 Could Be A Great Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 09:11 GMT+8 <a href=https://seekingalpha.com/article/4459137-2022-could-be-a-great-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194780749","content_text":"Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.\n\nEven though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.\nWhat is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.\nWe have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.\nEconomies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.\nWe still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!\nThe Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.\nAgain, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!\nWe are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.\nThe domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.\nOther recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.\nGrowth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.\nThe Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.\nThe global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.\nInvestment Conclusions\nThursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.\nThen we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do not see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.\nShortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.\nThe bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.\nWhile we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":825929331,"gmtCreate":1634192155366,"gmtModify":1634192155366,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825929331","repostId":"2175616000","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822513262,"gmtCreate":1634141158636,"gmtModify":1634141158636,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822513262","repostId":"2175157695","repostType":4,"repost":{"id":"2175157695","pubTimestamp":1634127300,"share":"https://www.laohu8.com/m/news/2175157695?lang=&edition=full","pubTime":"2021-10-13 20:15","market":"us","language":"en","title":"5 Top Tech Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2175157695","media":"Motley Fool","summary":"If you're looking for long-term winning tech stocks to diversify your portfolio, start here.","content":"<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.</p>\n<p>But tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645614%2Fgettyimages-1302475655.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p>\n<h2>1. Square</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>31%</td>\n </tr>\n </tbody>\n</table>\n<p>Digital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company <b>Square</b> (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money. Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via <b>Afterpay</b>.</p>\n<p>The Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.</p>\n<h2>2. Tesla</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>37%</td>\n </tr>\n </tbody>\n</table>\n<p><b>Tesla</b>'s (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.</p>\n<p>Tesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.</p>\n<h2>3. Netflix</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>30%</td>\n </tr>\n </tbody>\n</table>\n<p>Young investors might have a hard time believing that there was no such thing as streaming just over a decade ago. <b>Netflix</b> (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.</p>\n<p>The company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.</p>\n<h2>4. <a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>22%</td>\n </tr>\n </tbody>\n</table>\n<p>Social media is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the primary ways people interact, maintain relationships, and make friends. <b>Facebook</b> (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.</p>\n<p>Facebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.</p>\n<h2>5. Shopify</h2>\n<table border=\"1\">\n <tbody>\n <tr>\n <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n <td>27%</td>\n </tr>\n </tbody>\n</table>\n<p>Small businesses need to compete in e-commerce to thrive in today's environment, and <b>Shopify</b> (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.</p>\n<p>As of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Tech Stocks to Buy for the Long Haul</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\">\n5 Top Tech Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 20:15 GMT+8 <a href=https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","SQ":"Block","TSLA":"特斯拉","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175157695","content_text":"The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.\nBut tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.\nImage Source: Getty Images.\n1. Square\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n31%\n\n\n\nDigital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company Square (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money. Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via Afterpay.\nThe Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.\n2. Tesla\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n37%\n\n\n\nTesla's (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.\nTesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.\n3. Netflix\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n30%\n\n\n\nYoung investors might have a hard time believing that there was no such thing as streaming just over a decade ago. Netflix (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.\nThe company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.\n4. Facebook\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n22%\n\n\n\nSocial media is now one of the primary ways people interact, maintain relationships, and make friends. Facebook (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.\nFacebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.\n5. Shopify\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n27%\n\n\n\nSmall businesses need to compete in e-commerce to thrive in today's environment, and Shopify (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.\nAs of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828115433,"gmtCreate":1633864000735,"gmtModify":1633864000735,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828115433","repostId":"1194780749","repostType":4,"repost":{"id":"1194780749","pubTimestamp":1633828304,"share":"https://www.laohu8.com/m/news/1194780749?lang=&edition=full","pubTime":"2021-10-10 09:11","market":"us","language":"en","title":"2022 Could Be A Great Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780749","media":"seekingalpha","summary":"Economies are reaccelerating as the number of Delta cases and death have peaked.We could have a great year in 2022 if our government could get its act together.We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that ha","content":"<p>Summary</p>\n<ul>\n <li>Economies are reaccelerating as the number of Delta cases and death have peaked.</li>\n <li>We could have a great year in 2022 if our government could get its act together.</li>\n <li>We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.</li>\n</ul>\n<p>Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.</p>\n<p>What is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.</p>\n<p>We have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.</p>\n<p>Economies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.</p>\n<p>We still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!</p>\n<p>The Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.</p>\n<p>Again, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!</p>\n<p>We are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.</p>\n<p>The domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.</p>\n<p>Other recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.</p>\n<p>Growth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.</p>\n<p>The Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.</p>\n<p>The global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.</p>\n<p>Investment Conclusions</p>\n<p>Thursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.</p>\n<p>Then we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do <b>not</b> see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.</p>\n<p>Shortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.</p>\n<p>The bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.</p>\n<p>While we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.</p>","source":"seekingalpha","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>2022 Could Be A Great Year</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\">\n2022 Could Be A Great Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 09:11 GMT+8 <a href=https://seekingalpha.com/article/4459137-2022-could-be-a-great-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194780749","content_text":"Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.\n\nEven though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.\nWhat is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.\nWe have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.\nEconomies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.\nWe still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!\nThe Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.\nAgain, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!\nWe are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.\nThe domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.\nOther recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.\nGrowth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.\nThe Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.\nThe global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.\nInvestment Conclusions\nThursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.\nThen we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do not see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.\nShortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.\nThe bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.\nWhile we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822139581,"gmtCreate":1634099197003,"gmtModify":1634099316434,"author":{"id":"3579498036403181","authorId":"3579498036403181","name":"caius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822139581","repostId":"2174135507","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
