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Azmm
2021-11-17
How soon will airplane company like Boeing and Airbus start to soar?
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Azmm
2021-11-12
Tell me your opinion about this news...
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Azmm
2021-09-02
With strong sales, such drop is unlikely!
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Azmm
2021-08-18
👍💪🏼
Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Azmm
2021-06-24
Great ariticle, would you like to share it?
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soon will airplane company like Boeing and Airbus start to soar?","listText":"How soon will airplane company like Boeing and Airbus start to soar?","text":"How soon will airplane company like Boeing and Airbus start to soar?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878347213","repostId":"1145251173","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879944804,"gmtCreate":1636679074222,"gmtModify":1636679074376,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879944804","repostId":"1147029332","repostType":2,"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812241158,"gmtCreate":1630592026174,"gmtModify":1632471263091,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"With strong sales, such drop is unlikely!","listText":"With strong sales, such drop is unlikely!","text":"With strong sales, such drop is unlikely!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812241158","repostId":"1131318558","repostType":4,"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833739804,"gmtCreate":1629261535908,"gmtModify":1633686129390,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"👍💪🏼","listText":"👍💪🏼","text":"👍💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833739804","repostId":"1137059057","repostType":4,"repost":{"id":"1137059057","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629250470,"share":"https://www.laohu8.com/m/news/1137059057?lang=&edition=full","pubTime":"2021-08-18 09:34","market":"us","language":"en","title":"Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059057","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stoc","content":"<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon & Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> & Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>","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>Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</title>\n<style 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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\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-18 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon & Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> & Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","QTWO":"Q2 Holdings Inc",".SPX":"S&P 500 Index","BRK.A":"伯克希尔",".DJI":"道琼斯","ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126089734,"gmtCreate":1624537491328,"gmtModify":1634004736599,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126089734","repostId":"1141331644","repostType":4,"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":812241158,"gmtCreate":1630592026174,"gmtModify":1632471263091,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"With strong sales, such drop is unlikely!","listText":"With strong sales, such drop is unlikely!","text":"With strong sales, such drop is unlikely!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812241158","repostId":"1131318558","repostType":4,"repost":{"id":"1131318558","pubTimestamp":1630591645,"share":"https://www.laohu8.com/m/news/1131318558?lang=&edition=full","pubTime":"2021-09-02 22:07","market":"us","language":"en","title":"Bear Attack: Could Apple Stock Really Drop 40%?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131318558","media":"Thestreet","summary":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?On the first day of September, one of the rare Wall Street bears on Apple stock finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall ","content":"<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p>\n<p>On the first day of September, one of the rare Wall Street bears on Apple stock (<b>AAPL</b>) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.</p>\n<p>Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p>\n<p><b>Why bearish on Apple?</b></p>\n<p>The core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p>\n<p>New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p>\n<blockquote>\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n</blockquote>\n<p>Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p>\n<p><b>Could AAPL sink 40%?</b></p>\n<p>Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p>\n<p>On results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p>\n<p>On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p>\n<p><b>The Apple Maven’s take</b></p>\n<p>I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p>\n<p>Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bear Attack: Could Apple Stock Really Drop 40%?</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\">\nBear Attack: Could Apple Stock Really Drop 40%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 22:07 GMT+8 <a href=https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131318558","content_text":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first day of September, one of the rare Wall Street bears on Apple stock (AAPL) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.\nCould New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.\nWhy bearish on Apple?\nThe core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.\nNew Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:\n\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nStill on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.\nCould AAPL sink 40%?\nNow, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).\nOn results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.\nOn valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.\nThe Apple Maven’s take\nI find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.\nTherefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833739804,"gmtCreate":1629261535908,"gmtModify":1633686129390,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"👍💪🏼","listText":"👍💪🏼","text":"👍💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833739804","repostId":"1137059057","repostType":4,"repost":{"id":"1137059057","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629250470,"share":"https://www.laohu8.com/m/news/1137059057?lang=&edition=full","pubTime":"2021-08-18 09:34","market":"us","language":"en","title":"Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059057","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stoc","content":"<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon & Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> & Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>","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>Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</title>\n<style 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}\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\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-18 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon & Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> & Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","QTWO":"Q2 Holdings Inc",".SPX":"S&P 500 Index","BRK.A":"伯克希尔",".DJI":"道琼斯","ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879944804,"gmtCreate":1636679074222,"gmtModify":1636679074376,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879944804","repostId":"1147029332","repostType":2,"repost":{"id":"1147029332","pubTimestamp":1636630087,"share":"https://www.laohu8.com/m/news/1147029332?lang=&edition=full","pubTime":"2021-11-11 19:28","market":"us","language":"en","title":"Want To Bet On Metaverse? Jim Cramer Says These 4 Stocks Are The Way To Go","url":"https://stock-news.laohu8.com/highlight/detail?id=1147029332","media":"Benzinga","summary":"Television host Jim Cramer has come up with four names that he says investors should buy if they wan","content":"<p>Television host <b>Jim Cramer</b> has come up with four names that he says investors should buy if they want to latch on to the metaverse bandwagon.</p>\n<p><b>What Happened:</b>The host of the CNBC “Mad Money” show said Wednesday that <b>Facebook Inc</b> parent <b>Meta</b>,<b>Nvidia Inc</b>, <b>Unity Software Inc</b>, and <b>Roblox Corp</b> are his metaverse choices.</p>\n<p>“These are the companies that are currently doing the best work in the metaverse. In the end, I think it will succeed or fail based on its ability to create powerful experiences.”</p>\n<p>Cramer said that while many companies will try to claim “they got a piece of the metaverse” but for now it is the four stock names he mentioned that “have you covered,” as per CNBC.</p>\n<p>The former hedge fund manager laid out different use cases for the metaverse including providing mental health support for lonely seniors and sports.</p>\n<p><b>Why It Matters:</b> On Wednesday,Unity said it was acquiring <b>Weta Digital</b>, a visual effects company, for $1.625 billion. Weta, the largest single-site VFX studio in the world, is associated with hit films such as “The Lord Of The Rings” and “Avatar.” Cramer noted the purchase in his commentary on Wednesday.</p>\n<p>Unity posted a mild earnings beat on Wednesday. The company reported a loss per share of $0.06 beating an estimate of a loss per share of $0.07.</p>\n<p>Gaming firm Roblox reported revenue growth of 102% year-over-year to $509.3 million for the third quarter on Monday.</p>\n<p>Last month, Facebook rebranded as Meta in a big bet on the metaverse. The company called metaverse the “next evolution of social connection.”</p>\n<p>As per Cramer, he knows that the rebranded Facebook “can do more for mental health.”</p>","source":"lsy1606299360108","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>Want To Bet On Metaverse? Jim Cramer Says These 4 Stocks Are The Way To Go</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\">\nWant To Bet On Metaverse? Jim Cramer Says These 4 Stocks Are The Way To Go\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 19:28 GMT+8 <a href=https://www.benzinga.com/trading-ideas/long-ideas/21/11/24034555/want-to-bet-on-metaverse-jim-cramer-says-these-4-stocks-are-the-way-to-go><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Television host Jim Cramer has come up with four names that he says investors should buy if they want to latch on to the metaverse bandwagon.\nWhat Happened:The host of the CNBC “Mad Money” show said ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/11/24034555/want-to-bet-on-metaverse-jim-cramer-says-these-4-stocks-are-the-way-to-go\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","NVDA":"英伟达","U":"Unity Software Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/11/24034555/want-to-bet-on-metaverse-jim-cramer-says-these-4-stocks-are-the-way-to-go","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147029332","content_text":"Television host Jim Cramer has come up with four names that he says investors should buy if they want to latch on to the metaverse bandwagon.\nWhat Happened:The host of the CNBC “Mad Money” show said Wednesday that Facebook Inc parent Meta,Nvidia Inc, Unity Software Inc, and Roblox Corp are his metaverse choices.\n“These are the companies that are currently doing the best work in the metaverse. In the end, I think it will succeed or fail based on its ability to create powerful experiences.”\nCramer said that while many companies will try to claim “they got a piece of the metaverse” but for now it is the four stock names he mentioned that “have you covered,” as per CNBC.\nThe former hedge fund manager laid out different use cases for the metaverse including providing mental health support for lonely seniors and sports.\nWhy It Matters: On Wednesday,Unity said it was acquiring Weta Digital, a visual effects company, for $1.625 billion. Weta, the largest single-site VFX studio in the world, is associated with hit films such as “The Lord Of The Rings” and “Avatar.” Cramer noted the purchase in his commentary on Wednesday.\nUnity posted a mild earnings beat on Wednesday. The company reported a loss per share of $0.06 beating an estimate of a loss per share of $0.07.\nGaming firm Roblox reported revenue growth of 102% year-over-year to $509.3 million for the third quarter on Monday.\nLast month, Facebook rebranded as Meta in a big bet on the metaverse. The company called metaverse the “next evolution of social connection.”\nAs per Cramer, he knows that the rebranded Facebook “can do more for mental health.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878347213,"gmtCreate":1637155138559,"gmtModify":1637155138559,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"How soon will airplane company like Boeing and Airbus start to soar?","listText":"How soon will airplane company like Boeing and Airbus start to soar?","text":"How soon will airplane company like Boeing and Airbus start to soar?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878347213","repostId":"1145251173","repostType":4,"repost":{"id":"1145251173","pubTimestamp":1637153235,"share":"https://www.laohu8.com/m/news/1145251173?lang=&edition=full","pubTime":"2021-11-17 20:47","market":"us","language":"en","title":"Boeing Stock Is Worth $300—if You Look Past 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1145251173","media":"Barrons","summary":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in hal","content":"<p>The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p>\n<p>Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p>\n<p>Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p>\n<p>The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p>\n<p>Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p>\n<p>It isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.</p>\n<p>If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p>\n<p>The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p>\n<p>Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p>\n<p>Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.</p>\n<p>Boeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p>\n<p>Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Stock Is Worth $300—if You Look Past 2022</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\">\nBoeing Stock Is Worth $300—if You Look Past 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 20:47 GMT+8 <a href=https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 ...</p>\n\n<a href=\"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145251173","content_text":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.\nTuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.\nSafran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.\nThe 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.\nStill, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.\nIt isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.\nIf Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.\nThe tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”\nSafran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.\nOverall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.\nCompanies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126089734,"gmtCreate":1624537491328,"gmtModify":1634004736599,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581931139037451","authorIdStr":"3581931139037451"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126089734","repostId":"1141331644","repostType":4,"repost":{"id":"1141331644","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624455055,"share":"https://www.laohu8.com/m/news/1141331644?lang=&edition=full","pubTime":"2021-06-23 21:30","market":"us","language":"en","title":"S&P 500 rises for a third day as comeback rally continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331644","media":"Tiger Newspress","summary":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high","content":"<p>(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big tech stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises for a third day as comeback rally continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rises for a third day as comeback rally continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-23 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big tech stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141331644","content_text":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.\nThe Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.\nEnergy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.\nBitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.\nAt last check,bitcoinwas up another 4% to above $34,000 on Wednesday.\nEV stocks rose in morning trading.Big tech stocks mixed in morning trading.Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.\n\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"\nFor June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.\nLooking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.\n\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}