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JerryToh

JerryToh

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2021-11-04

👍

Wall St record run rolls on after Fed unveils anticipated bond-buying 'taper'

2021-08-23

Like

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2021-08-20

Comment

Foot Locker rallies after sales. margins improve in Q2

2021-08-09

Okay

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2021-08-06

👍

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2021-07-17

Horray

Apple Stock: Next Stop, $175?

2021-07-12

Confirmed?

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2021-07-03

👍

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2021-07-03

Awesome

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2021-06-19

Oh i see

Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.

2021-06-18

👍

ME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut

2021-05-30

👌

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2021-05-30

Comment

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

2021-05-20

Any tips?

3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.

2021-05-18

Amazon

Apple Vs. Amazon: Which Stock Is The Better Buy

2021-05-18

Amazon

Apple Vs. Amazon: Which Stock Is The Better Buy

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Investors had widely anticipated the decision as the Fed pulls back on its monetary support with the economy recovering from the coronavirus pandemic.</p>\n<p>“The Fed did not rock the boat on this <a href=\"https://laohu8.com/S/AONE.U\">one</a>,\" said Ryan Detrick, chief market strategist at LPL Financial. \"It was fairly well-telegraphed what the Fed might do and they did what most people expected.\"</p>\n<p>The Dow Jones Industrial Average rose 104.95 points, or 0.29%, to 36,157.58, the S&amp;P 500 gained 29.92 points, or 0.65%, to 4,660.57 and the Nasdaq Composite added 161.98 points, or 1.04%, to 15,811.58.</p>\n<p>Of the 11 S&amp;P 500 sectors, consumer discretionary and materials were the top gainers, rising 1.8% and 1.1%, respectively. Energy lagged, falling 0.8%.</p>\n<p>The central bank's easy money policies have been a significant support for markets, with the S&amp;P 500 more than doubling since its March 2020 low at the onset of the pandemic.</p>\n<p>The Fed also held to its belief that high inflation would prove \"transitory\" and likely not require a fast rise in interest rates.</p>\n<p>“I don’t think that there’s anything unique in the statement other than the fact they’re trying to buy themselves time by saying both the inflation and supply chain disruptions are temporary, and that’s the bottom line,\" said Joseph LaVorgna, Americas chief economist at Natixis.</p>\n<p>In a press conference after the Fed's statement, Fed Chair Jerome Powell said it is possible the U.S. job market may have improved enough by the middle of next year to be considered at \"maximum employment,\" a key hurdle to clear for the central bank to consider increasing interest rates.</p>\n<p>Better-than-expected third-quarter earnings also have helped lift sentiment for equities. With about 360 companies having reported, S&amp;P 500 earnings are expected to have climbed 40.4% in the third quarter from a year earlier, according to Refinitiv IBES.</p>\n<p>In company news, CVS Health shares rose 5.7% after the company said its adjusted profit target for 2022 should largely meet Wall Street estimates, as it expects volatile medical costs in its health insurance unit to stabilize.</p>\n<p>Lyft shares rose 8.2% after the ride-hailing company reported an adjusted profit for the third quarter.</p>\n<p>Activision Blizzard Inc shares tumbled 14.1% after the videogame publisher delayed the launch of two much-awaited titles. The stock was the biggest individual drag on the S&amp;P 500.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.01-to-1 ratio; on Nasdaq, a 2.11-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 55 new 52-week highs and three new lows; the Nasdaq Composite recorded 230 new highs and 38 new lows.</p>\n<p>About 11 billion shares changed hands in U.S. exchanges, above the 10.3 billion daily average over the last 20 sessions. (Additional reporting by Stephen Culp and Herbert Lash in New York, Devik Jain and Shashank Nayar in Bengaluru; Editing by Marguerita Choy)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St record run rolls on after Fed unveils anticipated bond-buying 'taper'</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\">\nWall St record run rolls on after Fed unveils anticipated bond-buying 'taper'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 04:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-st-record-202139031.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nov 3 (Reuters) - Major Wall Street indexes posted solid gains and marked closing record highs as the Federal Reserve said it will begin trimming its monthly bond purchases in November with plans to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-st-record-202139031.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","ATVI":"动视暴雪","OEX":"标普100","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","COMP":"Compass, Inc."},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-st-record-202139031.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2180636457","content_text":"Nov 3 (Reuters) - Major Wall Street indexes posted solid gains and marked closing record highs as the Federal Reserve said it will begin trimming its monthly bond purchases in November with plans to end them in 2022, an announcement that investors had been expecting.\nThe S&P 500 and Nasdaq notched record all-time closes for their fifth straight sessions, while the Dow Jones Industrial Average posted a record close for the fourth session in a row.\nThe benchmark S&P 500 advanced into positive territory and ended solidly higher after the U.S. central bank announced plans to begin tapering its bond purchases. Investors had widely anticipated the decision as the Fed pulls back on its monetary support with the economy recovering from the coronavirus pandemic.\n“The Fed did not rock the boat on this one,\" said Ryan Detrick, chief market strategist at LPL Financial. \"It was fairly well-telegraphed what the Fed might do and they did what most people expected.\"\nThe Dow Jones Industrial Average rose 104.95 points, or 0.29%, to 36,157.58, the S&P 500 gained 29.92 points, or 0.65%, to 4,660.57 and the Nasdaq Composite added 161.98 points, or 1.04%, to 15,811.58.\nOf the 11 S&P 500 sectors, consumer discretionary and materials were the top gainers, rising 1.8% and 1.1%, respectively. Energy lagged, falling 0.8%.\nThe central bank's easy money policies have been a significant support for markets, with the S&P 500 more than doubling since its March 2020 low at the onset of the pandemic.\nThe Fed also held to its belief that high inflation would prove \"transitory\" and likely not require a fast rise in interest rates.\n“I don’t think that there’s anything unique in the statement other than the fact they’re trying to buy themselves time by saying both the inflation and supply chain disruptions are temporary, and that’s the bottom line,\" said Joseph LaVorgna, Americas chief economist at Natixis.\nIn a press conference after the Fed's statement, Fed Chair Jerome Powell said it is possible the U.S. job market may have improved enough by the middle of next year to be considered at \"maximum employment,\" a key hurdle to clear for the central bank to consider increasing interest rates.\nBetter-than-expected third-quarter earnings also have helped lift sentiment for equities. With about 360 companies having reported, S&P 500 earnings are expected to have climbed 40.4% in the third quarter from a year earlier, according to Refinitiv IBES.\nIn company news, CVS Health shares rose 5.7% after the company said its adjusted profit target for 2022 should largely meet Wall Street estimates, as it expects volatile medical costs in its health insurance unit to stabilize.\nLyft shares rose 8.2% after the ride-hailing company reported an adjusted profit for the third quarter.\nActivision Blizzard Inc shares tumbled 14.1% after the videogame publisher delayed the launch of two much-awaited titles. The stock was the biggest individual drag on the S&P 500.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.01-to-1 ratio; on Nasdaq, a 2.11-to-1 ratio favored advancers.\nThe S&P 500 posted 55 new 52-week highs and three new lows; the Nasdaq Composite recorded 230 new highs and 38 new lows.\nAbout 11 billion shares changed hands in U.S. exchanges, above the 10.3 billion daily average over the last 20 sessions. (Additional reporting by Stephen Culp and Herbert Lash in New York, Devik Jain and Shashank Nayar in Bengaluru; Editing by Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835157920,"gmtCreate":1629697207660,"gmtModify":1633683100117,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835157920","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836343514,"gmtCreate":1629459573538,"gmtModify":1633684704257,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836343514","repostId":"1130098909","repostType":4,"repost":{"id":"1130098909","pubTimestamp":1629458631,"share":"https://www.laohu8.com/m/news/1130098909?lang=&edition=full","pubTime":"2021-08-20 19:23","market":"us","language":"en","title":"Foot Locker rallies after sales. margins improve in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1130098909","media":"Seeking Alpha","summary":"Foot Locker (NYSE: FL) reports sales rose 7.3% year-over-year in Q2 after stripping out the impact o","content":"<ul>\n <li><a href=\"https://laohu8.com/S/FL\">Foot Locker</a> (NYSE:&nbsp;FL)&nbsp;reports sales rose 7.3% year-over-year in Q2 after stripping out the impact of foreign exchange swings. Sales increased 28.2% during the quarter against the pre-pandemic level of 2019.</li>\n <li>The retailer says it saw strong results in its women's and kids' footwear business during the quarter, along with broad demand for apparel and accessories offerings. A combination of robust demand and lean inventory led to lower levels of promotional activity. Gross margin for the quarter was 35.1% of sales. EPS almost tripled from a year ago to $2.21 to smash the consensus expectation.</li>\n <li>Foot Locker (FL)&nbsp;ended the quarter with a cash position net of debt of $1.733B. FL spent $8M on buybacks in Q2 and invest $36M in its store fleet, digital capabilities, supply chain, and other infrastructure. \"Our approach to capital allocation remains focused on investing in growth opportunities while also returning cash to shareholders through our quarterly dividend and opportunistic share repurchase program,\" says CEO Richard Johnson. Guidance will follow with the earnings call.</li>\n <li>Shares of Foot Locker (FL)&nbsp;are&nbsp;up 7.56%&nbsp;premarket to $58.50 after the&nbsp;earnings topper.</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>Foot Locker rallies after sales. margins improve in Q2</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\">\nFoot Locker rallies after sales. margins improve in Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3732613-foot-locker-rallies-after-sales-margins-improve-in-q2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Foot Locker (NYSE: FL) reports sales rose 7.3% year-over-year in Q2 after stripping out the impact of foreign exchange swings. Sales increased 28.2% during the quarter against the pre-pandemic level ...</p>\n\n<a href=\"https://seekingalpha.com/news/3732613-foot-locker-rallies-after-sales-margins-improve-in-q2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FL":"富乐客"},"source_url":"https://seekingalpha.com/news/3732613-foot-locker-rallies-after-sales-margins-improve-in-q2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130098909","content_text":"Foot Locker (NYSE: FL) reports sales rose 7.3% year-over-year in Q2 after stripping out the impact of foreign exchange swings. Sales increased 28.2% during the quarter against the pre-pandemic level of 2019.\nThe retailer says it saw strong results in its women's and kids' footwear business during the quarter, along with broad demand for apparel and accessories offerings. A combination of robust demand and lean inventory led to lower levels of promotional activity. Gross margin for the quarter was 35.1% of sales. EPS almost tripled from a year ago to $2.21 to smash the consensus expectation.\nFoot Locker (FL) ended the quarter with a cash position net of debt of $1.733B. FL spent $8M on buybacks in Q2 and invest $36M in its store fleet, digital capabilities, supply chain, and other infrastructure. \"Our approach to capital allocation remains focused on investing in growth opportunities while also returning cash to shareholders through our quarterly dividend and opportunistic share repurchase program,\" says CEO Richard Johnson. Guidance will follow with the earnings call.\nShares of Foot Locker (FL) are up 7.56% premarket to $58.50 after the earnings topper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898802659,"gmtCreate":1628481883471,"gmtModify":1633746810989,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898802659","repostId":"2157418694","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893684819,"gmtCreate":1628259843331,"gmtModify":1633752157908,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893684819","repostId":"1110804460","repostType":4,"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179855741,"gmtCreate":1626507100083,"gmtModify":1633926142432,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Horray&nbsp;","listText":"Horray&nbsp;","text":"Horray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179855741","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","pubTimestamp":1626488760,"share":"https://www.laohu8.com/m/news/2152168594?lang=&edition=full","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Next Stop, $175?</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\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">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","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146819823,"gmtCreate":1626065314662,"gmtModify":1633930471865,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Confirmed?","listText":"Confirmed?","text":"Confirmed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146819823","repostId":"1173902659","repostType":4,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152850588,"gmtCreate":1625282559044,"gmtModify":1633941769164,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152850588","repostId":"2148015288","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152827531,"gmtCreate":1625282450223,"gmtModify":1633941770115,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152827531","repostId":"2148015288","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165884565,"gmtCreate":1624116407957,"gmtModify":1634010561370,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Oh i see","listText":"Oh i see","text":"Oh i see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165884565","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","pubTimestamp":1624028454,"share":"https://www.laohu8.com/m/news/1119296361?lang=&edition=full","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</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>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","JPM":"摩根大通","C":"花旗","MS":"摩根士丹利","BAC":"美国银行","GS":"高盛"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162042566,"gmtCreate":1624029224555,"gmtModify":1634023841728,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162042566","repostId":"1135760972","repostType":4,"repost":{"id":"1135760972","pubTimestamp":1624026807,"share":"https://www.laohu8.com/m/news/1135760972?lang=&edition=full","pubTime":"2021-06-18 22:33","market":"us","language":"en","title":"ME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut","url":"https://stock-news.laohu8.com/highlight/detail?id=1135760972","media":"investorplace","summary":"23andMe(NASDAQ:ME) stock is on the move Friday after the company made its public debut on the Nasdaq","content":"<p><b>23andMe</b>(NASDAQ:<b><u>ME</u></b>) stock is on the move Friday after the company made its public debut on the&nbsp;<b>Nasdaq Exchange</b>&nbsp;yesterday.</p>\n<p>Here’s everything investorsneed to know about the company and it going public.</p>\n<ul>\n <li>To start off with, 23andMe didn’t use an initial public offering (IPO) for its debut.</li>\n <li>Instead, the company combined with special purpose acquisition company (SPAC)<b>VG Acquisition</b>.</li>\n <li>That SPAC merger closed on Wednesday, which saw shares of ME stock start trading publically on Thursday.</li>\n <li>The merger resulted in it raising $592 million in gross proceeds, which it plans to use in expanding its consumer health and therapeutics businesses.</li>\n <li>23andMe is keeping its current leadership team, but with some minor changes.</li>\n <li>That includes two executives from VG Acquisition joining the company’s Board of Directors.</li>\n <li>23andMe is a consumer genetics and research company.</li>\n</ul>\n<ul>\n <li>It was founded in 2006 and is headquartered in Sunnyvale, Calif.</li>\n <li>The goal of the company is to better help its customers understand their own genetic information.</li>\n <li>Its work has also resulted in several authorizations for genetic health risk reports from the U.S. Food and Drug Administration (FDA).</li>\n <li>The company uses its research into the human genome to develop drugs to treat a variety of diseases.</li>\n <li>That includes oncology, respiratory, and cardiovascular diseases.</li>\n <li>Trading for ME stock is starting off heavy today with some 1.1 million shares trading hands.</li>\n <li>That’s approaching its average daily trading volume of 1.2 million shares.</li>\n</ul>\n<p>ME stock was down 3.8% in early trading on Friday after surging higher during trading on Thursday.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut</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{ 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}\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\">\nME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/me-stock-14-things-for-investors-to-know-about-23andme-following-its-nasdaq-debut/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>23andMe(NASDAQ:ME) stock is on the move Friday after the company made its public debut on the Nasdaq Exchange yesterday.\nHere’s everything investorsneed to know about the company and it going public.\n...</p>\n\n<a href=\"https://investorplace.com/2021/06/me-stock-14-things-for-investors-to-know-about-23andme-following-its-nasdaq-debut/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ME":"23andMe, Inc."},"source_url":"https://investorplace.com/2021/06/me-stock-14-things-for-investors-to-know-about-23andme-following-its-nasdaq-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135760972","content_text":"23andMe(NASDAQ:ME) stock is on the move Friday after the company made its public debut on the Nasdaq Exchange yesterday.\nHere’s everything investorsneed to know about the company and it going public.\n\nTo start off with, 23andMe didn’t use an initial public offering (IPO) for its debut.\nInstead, the company combined with special purpose acquisition company (SPAC)VG Acquisition.\nThat SPAC merger closed on Wednesday, which saw shares of ME stock start trading publically on Thursday.\nThe merger resulted in it raising $592 million in gross proceeds, which it plans to use in expanding its consumer health and therapeutics businesses.\n23andMe is keeping its current leadership team, but with some minor changes.\nThat includes two executives from VG Acquisition joining the company’s Board of Directors.\n23andMe is a consumer genetics and research company.\n\n\nIt was founded in 2006 and is headquartered in Sunnyvale, Calif.\nThe goal of the company is to better help its customers understand their own genetic information.\nIts work has also resulted in several authorizations for genetic health risk reports from the U.S. Food and Drug Administration (FDA).\nThe company uses its research into the human genome to develop drugs to treat a variety of diseases.\nThat includes oncology, respiratory, and cardiovascular diseases.\nTrading for ME stock is starting off heavy today with some 1.1 million shares trading hands.\nThat’s approaching its average daily trading volume of 1.2 million shares.\n\nME stock was down 3.8% in early trading on Friday after surging higher during trading on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137738099,"gmtCreate":1622388983511,"gmtModify":1634101878496,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137738099","repostId":"2138488778","repostType":4,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137731461,"gmtCreate":1622388951453,"gmtModify":1634101878617,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137731461","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130170072,"gmtCreate":1621520810696,"gmtModify":1634188439068,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Any tips?","listText":"Any tips?","text":"Any tips?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130170072","repostId":"1104495274","repostType":4,"repost":{"id":"1104495274","pubTimestamp":1621519018,"share":"https://www.laohu8.com/m/news/1104495274?lang=&edition=full","pubTime":"2021-05-20 21:56","market":"us","language":"en","title":"3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104495274","media":"Barrons","summary":"EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still ","content":"<p>EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still hitting the sector on Thursday, and issued cautious warnings over the air-travel recovery.</p>\n<p>The trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to open up for Covid-19 vaccinated tourists.</p>\n<p>The trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to&nbsp;open up for Covid-19 vaccinated tourists.</p>\n<p>Many airline stocks have climbed sharply since the end of last year amid hopes for a bumper summer holiday period, but with the season drawing closer, such a recovery now looks more in the balance.</p>\n<p><b>ASIA</b></p>\n<p>Singapore Airlines&nbsp;(ticker: C6L.Singapore) reported a record 4.27 billion Singapore dollars ($3.2 billion) annual loss in what it described as the“toughest year in its history.”Passenger numbers slumped 98% to just 596,000 in the year to March 31.</p>\n<p>Singapore’s national airlines raised doubts over the air-travel recovery, warning that its trajectory remained “unclear.”</p>\n<p>Despite a resurgence of Covid-19 cases across much of Asia and other parts of the world, the airline said accelerating Covid-19 vaccination programs in key markets meant it was hopeful for further improvement in international demand in the second half of 2021. The stock climbed 1.3% after earnings and is now 11% up year-to-date.</p>\n<p>Restrictions in Singapore and Taiwan have been tightened in recent days following spikes in Covid-19 cases, while other countries such as Thailand and Malaysia are also battling rising cases. Vaccine rollouts are also proving slow in the region, particularly in comparison to the U.S., the United Kingdom, and parts of Europe.</p>\n<p><b>EUROPE</b></p>\n<p>Low-cost European carrier&nbsp;EasyJet&nbsp;(EZJ.UK) posted a pretax loss of £701 million ($990.4 million) in the six months to the end of March, down from a £193 million loss the previous year. Unsurprisingly, passenger numbers fell 89% to 4.1 million year-over-year.</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>3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/three-airlines-just-posted-updates-heres-what-that-means-for-the-recovery-51621517066?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still hitting the sector on Thursday, and issued cautious warnings over the air-travel recovery.\nThe trio ...</p>\n\n<a href=\"https://www.barrons.com/articles/three-airlines-just-posted-updates-heres-what-that-means-for-the-recovery-51621517066?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":{"EZJ.UK":"易捷航空","SINGF":"Singapore Airlines Ltd.","C6L.SI":"新加坡航空公司","QABSY":"Qantas Airways Ltd.","QUBSF":"Qantas Airways Ltd.","EJTTF":"easyJet Plc","ESYJY":"easyJet Plc","QAN.AU":"QANTAS AIRWAYS LIMITED","SINGY":"Singapore Airlines Ltd."},"source_url":"https://www.barrons.com/articles/three-airlines-just-posted-updates-heres-what-that-means-for-the-recovery-51621517066?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104495274","content_text":"EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still hitting the sector on Thursday, and issued cautious warnings over the air-travel recovery.\nThe trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to open up for Covid-19 vaccinated tourists.\nThe trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to open up for Covid-19 vaccinated tourists.\nMany airline stocks have climbed sharply since the end of last year amid hopes for a bumper summer holiday period, but with the season drawing closer, such a recovery now looks more in the balance.\nASIA\nSingapore Airlines (ticker: C6L.Singapore) reported a record 4.27 billion Singapore dollars ($3.2 billion) annual loss in what it described as the“toughest year in its history.”Passenger numbers slumped 98% to just 596,000 in the year to March 31.\nSingapore’s national airlines raised doubts over the air-travel recovery, warning that its trajectory remained “unclear.”\nDespite a resurgence of Covid-19 cases across much of Asia and other parts of the world, the airline said accelerating Covid-19 vaccination programs in key markets meant it was hopeful for further improvement in international demand in the second half of 2021. The stock climbed 1.3% after earnings and is now 11% up year-to-date.\nRestrictions in Singapore and Taiwan have been tightened in recent days following spikes in Covid-19 cases, while other countries such as Thailand and Malaysia are also battling rising cases. Vaccine rollouts are also proving slow in the region, particularly in comparison to the U.S., the United Kingdom, and parts of Europe.\nEUROPE\nLow-cost European carrier EasyJet (EZJ.UK) posted a pretax loss of £701 million ($990.4 million) in the six months to the end of March, down from a £193 million loss the previous year. Unsurprisingly, passenger numbers fell 89% to 4.1 million year-over-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194889315,"gmtCreate":1621353541537,"gmtModify":1634192183173,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Amazon&nbsp;","listText":"Amazon&nbsp;","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194889315","repostId":"1189117782","repostType":4,"repost":{"id":"1189117782","pubTimestamp":1621351182,"share":"https://www.laohu8.com/m/news/1189117782?lang=&edition=full","pubTime":"2021-05-18 23:19","market":"us","language":"en","title":"Apple Vs. Amazon: Which Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1189117782","media":"seekingalpha","summary":"The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.Despite relatively rich valuations, growth prospects for each stock appear strong.However, I see one of the two as having a stronger long-term growth runway.Apple Inc.  and Amazon.com Inc.  rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.</li>\n <li>Despite relatively rich valuations, growth prospects for each stock appear strong.</li>\n <li>However, I see one of the two as having a stronger long-term growth runway.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by MagioreStock/iStock Editorial via Getty Images</span></p>\n<p>Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&amp;P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.</p>\n<p>Actually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.</p>\n<p>As for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.</p>\n<p><b>Apple’s Growth Catalysts</b></p>\n<p>Apple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.</p>\n<p>The question is, can growth continue?</p>\n<p>The answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.</p>\n<p>The latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.</p>\n<p>Although products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.</p>\n<p>Furthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.</p>\n<p>In addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.</p>\n<blockquote>\n The last three quarters for Mac have been its best three quarters ever.\n</blockquote>\n<blockquote>\n Tim Cook,CEO\n</blockquote>\n<p>Investors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.</p>\n<p>However, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.</p>\n<p>Now consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone&nbsp;market&nbsp;during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.</p>\n<p>By perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/8e72212554512203a49b9cbb213dfcf8\" tg-width=\"1216\" tg-height=\"744\"></p>\n<p><b>Amazon’s Growth Drivers</b></p>\n<p>The following chart provides a clear picture of Amazon’s growth over the trailing twelve months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91210115ceb226aae26de479cd1d767f\" tg-width=\"1280\" tg-height=\"978\"><span>Source:Q1 21 Earnings Presentation</span></p>\n<p>Obviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.</p>\n<p>Prime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime&nbsp;subscribers&nbsp;buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.</p>\n<p>The average Prime&nbsp;member&nbsp;also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.</p>\n<p>The company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in&nbsp;capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual&nbsp;revenues&nbsp;of all but the 72 largest US companies.</p>\n<p>It is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network&nbsp;increased&nbsp;by fifty percent in 2020.</p>\n<p>An example of the explosive growth of these assets can be found in the firm's investment in&nbsp;delivery&nbsp;stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.</p>\n<p>These metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.</p>\n<p>A second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.</p>\n<p>Net sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”</p>\n<p>Ecommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76abb398645e756728ceabc48ec4a0ae\" tg-width=\"470\" tg-height=\"290\"><span>Source:Insider Intelligence</span></p>\n<p>Although advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.</p>\n<p>The chart below provides data regarding growth prospects in the cloud market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef232b99c6574bbdcded96ea37d17c4\" tg-width=\"650\" tg-height=\"405\"><span>Source:MarketsAndMarkets</span></p>\n<p>MarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.</p>\n<p>The growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.</p>\n<p>That’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p>The following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/025be58d4547e9473b0bd572351c31ad\" tg-width=\"576\" tg-height=\"336\"><span>Source:Yahoo! Finance/ Chart by Author</span></p>\n<p>Aside from the forward P/E, Amazon’s valuation metrics are better those of Apple.</p>\n<p>Advantage: AMZN</p>\n<p><b>AAPL And AMZN Stock Price</b></p>\n<p>Shares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.</p>\n<p>Amazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.</p>\n<p>Advantage: AMZN</p>\n<p>The following chart provides analysts' consensus growth rates over the next two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c319ec4c4ce348af44da7823769baec\" tg-width=\"576\" tg-height=\"336\"><span>Source:Seeking Alpha Premium/ Chart by Author</span></p>\n<p>Amazon’s growth metrics outstrip Apple’s by wide margins.</p>\n<p>Advantage; AMZN</p>\n<p><b>Amazon or Apple: Which Stock is the Better Investment?</b></p>\n<p>Both companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.</p>\n<p>Apple’s expanded services offerings and the developments in 5G bode well for the company.</p>\n<p>Amazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.</p>\n<p>However, I view the following chart as a telling testimony of the difference in the two companies' prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3273ad43df2ecd76b8f356de27fd2\" tg-width=\"740\" tg-height=\"433\"><span>Source:CNBC</span></p>\n<p>Apple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.</p>\n<p>I consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.</p>\n<p>Consequently, I rate Amazon as the better of the two investments at this juncture.</p>\n<p>I rate Apple as a HOLD.</p>\n<p>I rate Amazon as a BUY.</p>\n<p>However, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.</p>\n<p>For those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.</p>\n<p>It is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Amazon: Which Stock Is The Better Buy</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\">\nApple Vs. Amazon: Which Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189117782","content_text":"Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock appear strong.\nHowever, I see one of the two as having a stronger long-term growth runway.\n\nPhoto by MagioreStock/iStock Editorial via Getty Images\nApple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.\nActually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.\nAs for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.\nApple’s Growth Catalysts\nApple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.\nThe question is, can growth continue?\nThe answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.\nThe latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.\nAlthough products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.\nFurthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.\nIn addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.\n\n The last three quarters for Mac have been its best three quarters ever.\n\n\n Tim Cook,CEO\n\nInvestors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.\nHowever, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.\nNow consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone market during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.\nBy perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.\n\nAmazon’s Growth Drivers\nThe following chart provides a clear picture of Amazon’s growth over the trailing twelve months.\nSource:Q1 21 Earnings Presentation\nObviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.\nPrime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime subscribers buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.\nThe average Prime member also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.\nThe company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual revenues of all but the 72 largest US companies.\nIt is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network increased by fifty percent in 2020.\nAn example of the explosive growth of these assets can be found in the firm's investment in delivery stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.\nThese metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.\nA second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.\nNet sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”\nEcommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.\nSource:Insider Intelligence\nAlthough advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.\nThe chart below provides data regarding growth prospects in the cloud market.\nSource:MarketsAndMarkets\nMarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.\nThe growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.\nThat’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.\nHead-To-Head Comparisons\nThe following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.\nSource:Yahoo! Finance/ Chart by Author\nAside from the forward P/E, Amazon’s valuation metrics are better those of Apple.\nAdvantage: AMZN\nAAPL And AMZN Stock Price\nShares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.\nAmazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.\nAdvantage: AMZN\nThe following chart provides analysts' consensus growth rates over the next two years.\nSource:Seeking Alpha Premium/ Chart by Author\nAmazon’s growth metrics outstrip Apple’s by wide margins.\nAdvantage; AMZN\nAmazon or Apple: Which Stock is the Better Investment?\nBoth companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.\nApple’s expanded services offerings and the developments in 5G bode well for the company.\nAmazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.\nHowever, I view the following chart as a telling testimony of the difference in the two companies' prospects.\nSource:CNBC\nApple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.\nI consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.\nConsequently, I rate Amazon as the better of the two investments at this juncture.\nI rate Apple as a HOLD.\nI rate Amazon as a BUY.\nHowever, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.\nFor those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.\nIt is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194880618,"gmtCreate":1621353506234,"gmtModify":1634192183533,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Amazon&nbsp;","listText":"Amazon&nbsp;","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/194880618","repostId":"1189117782","repostType":4,"repost":{"id":"1189117782","pubTimestamp":1621351182,"share":"https://www.laohu8.com/m/news/1189117782?lang=&edition=full","pubTime":"2021-05-18 23:19","market":"us","language":"en","title":"Apple Vs. Amazon: Which Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1189117782","media":"seekingalpha","summary":"The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.Despite relatively rich valuations, growth prospects for each stock appear strong.However, I see one of the two as having a stronger long-term growth runway.Apple Inc.  and Amazon.com Inc.  rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.</li>\n <li>Despite relatively rich valuations, growth prospects for each stock appear strong.</li>\n <li>However, I see one of the two as having a stronger long-term growth runway.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by MagioreStock/iStock Editorial via Getty Images</span></p>\n<p>Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&amp;P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.</p>\n<p>Actually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.</p>\n<p>As for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.</p>\n<p><b>Apple’s Growth Catalysts</b></p>\n<p>Apple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.</p>\n<p>The question is, can growth continue?</p>\n<p>The answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.</p>\n<p>The latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.</p>\n<p>Although products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.</p>\n<p>Furthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.</p>\n<p>In addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.</p>\n<blockquote>\n The last three quarters for Mac have been its best three quarters ever.\n</blockquote>\n<blockquote>\n Tim Cook,CEO\n</blockquote>\n<p>Investors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.</p>\n<p>However, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.</p>\n<p>Now consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone&nbsp;market&nbsp;during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.</p>\n<p>By perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/8e72212554512203a49b9cbb213dfcf8\" tg-width=\"1216\" tg-height=\"744\"></p>\n<p><b>Amazon’s Growth Drivers</b></p>\n<p>The following chart provides a clear picture of Amazon’s growth over the trailing twelve months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91210115ceb226aae26de479cd1d767f\" tg-width=\"1280\" tg-height=\"978\"><span>Source:Q1 21 Earnings Presentation</span></p>\n<p>Obviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.</p>\n<p>Prime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime&nbsp;subscribers&nbsp;buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.</p>\n<p>The average Prime&nbsp;member&nbsp;also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.</p>\n<p>The company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in&nbsp;capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual&nbsp;revenues&nbsp;of all but the 72 largest US companies.</p>\n<p>It is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network&nbsp;increased&nbsp;by fifty percent in 2020.</p>\n<p>An example of the explosive growth of these assets can be found in the firm's investment in&nbsp;delivery&nbsp;stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.</p>\n<p>These metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.</p>\n<p>A second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.</p>\n<p>Net sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”</p>\n<p>Ecommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76abb398645e756728ceabc48ec4a0ae\" tg-width=\"470\" tg-height=\"290\"><span>Source:Insider Intelligence</span></p>\n<p>Although advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.</p>\n<p>The chart below provides data regarding growth prospects in the cloud market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef232b99c6574bbdcded96ea37d17c4\" tg-width=\"650\" tg-height=\"405\"><span>Source:MarketsAndMarkets</span></p>\n<p>MarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.</p>\n<p>The growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.</p>\n<p>That’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p>The following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/025be58d4547e9473b0bd572351c31ad\" tg-width=\"576\" tg-height=\"336\"><span>Source:Yahoo! Finance/ Chart by Author</span></p>\n<p>Aside from the forward P/E, Amazon’s valuation metrics are better those of Apple.</p>\n<p>Advantage: AMZN</p>\n<p><b>AAPL And AMZN Stock Price</b></p>\n<p>Shares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.</p>\n<p>Amazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.</p>\n<p>Advantage: AMZN</p>\n<p>The following chart provides analysts' consensus growth rates over the next two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c319ec4c4ce348af44da7823769baec\" tg-width=\"576\" tg-height=\"336\"><span>Source:Seeking Alpha Premium/ Chart by Author</span></p>\n<p>Amazon’s growth metrics outstrip Apple’s by wide margins.</p>\n<p>Advantage; AMZN</p>\n<p><b>Amazon or Apple: Which Stock is the Better Investment?</b></p>\n<p>Both companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.</p>\n<p>Apple’s expanded services offerings and the developments in 5G bode well for the company.</p>\n<p>Amazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.</p>\n<p>However, I view the following chart as a telling testimony of the difference in the two companies' prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3273ad43df2ecd76b8f356de27fd2\" tg-width=\"740\" tg-height=\"433\"><span>Source:CNBC</span></p>\n<p>Apple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.</p>\n<p>I consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.</p>\n<p>Consequently, I rate Amazon as the better of the two investments at this juncture.</p>\n<p>I rate Apple as a HOLD.</p>\n<p>I rate Amazon as a BUY.</p>\n<p>However, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.</p>\n<p>For those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.</p>\n<p>It is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Amazon: Which Stock Is The Better Buy</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\">\nApple Vs. Amazon: Which Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189117782","content_text":"Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock appear strong.\nHowever, I see one of the two as having a stronger long-term growth runway.\n\nPhoto by MagioreStock/iStock Editorial via Getty Images\nApple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.\nActually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.\nAs for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.\nApple’s Growth Catalysts\nApple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.\nThe question is, can growth continue?\nThe answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.\nThe latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.\nAlthough products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.\nFurthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.\nIn addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.\n\n The last three quarters for Mac have been its best three quarters ever.\n\n\n Tim Cook,CEO\n\nInvestors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.\nHowever, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.\nNow consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone market during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.\nBy perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.\n\nAmazon’s Growth Drivers\nThe following chart provides a clear picture of Amazon’s growth over the trailing twelve months.\nSource:Q1 21 Earnings Presentation\nObviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.\nPrime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime subscribers buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.\nThe average Prime member also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.\nThe company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual revenues of all but the 72 largest US companies.\nIt is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network increased by fifty percent in 2020.\nAn example of the explosive growth of these assets can be found in the firm's investment in delivery stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.\nThese metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.\nA second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.\nNet sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”\nEcommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.\nSource:Insider Intelligence\nAlthough advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.\nThe chart below provides data regarding growth prospects in the cloud market.\nSource:MarketsAndMarkets\nMarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.\nThe growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.\nThat’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.\nHead-To-Head Comparisons\nThe following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.\nSource:Yahoo! Finance/ Chart by Author\nAside from the forward P/E, Amazon’s valuation metrics are better those of Apple.\nAdvantage: AMZN\nAAPL And AMZN Stock Price\nShares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.\nAmazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.\nAdvantage: AMZN\nThe following chart provides analysts' consensus growth rates over the next two years.\nSource:Seeking Alpha Premium/ Chart by Author\nAmazon’s growth metrics outstrip Apple’s by wide margins.\nAdvantage; AMZN\nAmazon or Apple: Which Stock is the Better Investment?\nBoth companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.\nApple’s expanded services offerings and the developments in 5G bode well for the company.\nAmazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.\nHowever, I view the following chart as a telling testimony of the difference in the two companies' prospects.\nSource:CNBC\nApple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.\nI consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.\nConsequently, I rate Amazon as the better of the two investments at this juncture.\nI rate Apple as a HOLD.\nI rate Amazon as a BUY.\nHowever, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.\nFor those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.\nIt is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835157920,"gmtCreate":1629697207660,"gmtModify":1633683100117,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835157920","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137738099,"gmtCreate":1622388983511,"gmtModify":1634101878496,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137738099","repostId":"2138488778","repostType":4,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137731461,"gmtCreate":1622388951453,"gmtModify":1634101878617,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137731461","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194880618,"gmtCreate":1621353506234,"gmtModify":1634192183533,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Amazon&nbsp;","listText":"Amazon&nbsp;","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/194880618","repostId":"1189117782","repostType":4,"repost":{"id":"1189117782","pubTimestamp":1621351182,"share":"https://www.laohu8.com/m/news/1189117782?lang=&edition=full","pubTime":"2021-05-18 23:19","market":"us","language":"en","title":"Apple Vs. Amazon: Which Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1189117782","media":"seekingalpha","summary":"The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.Despite relatively rich valuations, growth prospects for each stock appear strong.However, I see one of the two as having a stronger long-term growth runway.Apple Inc.  and Amazon.com Inc.  rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.</li>\n <li>Despite relatively rich valuations, growth prospects for each stock appear strong.</li>\n <li>However, I see one of the two as having a stronger long-term growth runway.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by MagioreStock/iStock Editorial via Getty Images</span></p>\n<p>Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&amp;P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.</p>\n<p>Actually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.</p>\n<p>As for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.</p>\n<p><b>Apple’s Growth Catalysts</b></p>\n<p>Apple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.</p>\n<p>The question is, can growth continue?</p>\n<p>The answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.</p>\n<p>The latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.</p>\n<p>Although products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.</p>\n<p>Furthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.</p>\n<p>In addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.</p>\n<blockquote>\n The last three quarters for Mac have been its best three quarters ever.\n</blockquote>\n<blockquote>\n Tim Cook,CEO\n</blockquote>\n<p>Investors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.</p>\n<p>However, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.</p>\n<p>Now consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone&nbsp;market&nbsp;during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.</p>\n<p>By perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/8e72212554512203a49b9cbb213dfcf8\" tg-width=\"1216\" tg-height=\"744\"></p>\n<p><b>Amazon’s Growth Drivers</b></p>\n<p>The following chart provides a clear picture of Amazon’s growth over the trailing twelve months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91210115ceb226aae26de479cd1d767f\" tg-width=\"1280\" tg-height=\"978\"><span>Source:Q1 21 Earnings Presentation</span></p>\n<p>Obviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.</p>\n<p>Prime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime&nbsp;subscribers&nbsp;buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.</p>\n<p>The average Prime&nbsp;member&nbsp;also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.</p>\n<p>The company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in&nbsp;capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual&nbsp;revenues&nbsp;of all but the 72 largest US companies.</p>\n<p>It is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network&nbsp;increased&nbsp;by fifty percent in 2020.</p>\n<p>An example of the explosive growth of these assets can be found in the firm's investment in&nbsp;delivery&nbsp;stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.</p>\n<p>These metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.</p>\n<p>A second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.</p>\n<p>Net sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”</p>\n<p>Ecommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76abb398645e756728ceabc48ec4a0ae\" tg-width=\"470\" tg-height=\"290\"><span>Source:Insider Intelligence</span></p>\n<p>Although advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.</p>\n<p>The chart below provides data regarding growth prospects in the cloud market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef232b99c6574bbdcded96ea37d17c4\" tg-width=\"650\" tg-height=\"405\"><span>Source:MarketsAndMarkets</span></p>\n<p>MarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.</p>\n<p>The growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.</p>\n<p>That’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p>The following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/025be58d4547e9473b0bd572351c31ad\" tg-width=\"576\" tg-height=\"336\"><span>Source:Yahoo! Finance/ Chart by Author</span></p>\n<p>Aside from the forward P/E, Amazon’s valuation metrics are better those of Apple.</p>\n<p>Advantage: AMZN</p>\n<p><b>AAPL And AMZN Stock Price</b></p>\n<p>Shares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.</p>\n<p>Amazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.</p>\n<p>Advantage: AMZN</p>\n<p>The following chart provides analysts' consensus growth rates over the next two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c319ec4c4ce348af44da7823769baec\" tg-width=\"576\" tg-height=\"336\"><span>Source:Seeking Alpha Premium/ Chart by Author</span></p>\n<p>Amazon’s growth metrics outstrip Apple’s by wide margins.</p>\n<p>Advantage; AMZN</p>\n<p><b>Amazon or Apple: Which Stock is the Better Investment?</b></p>\n<p>Both companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.</p>\n<p>Apple’s expanded services offerings and the developments in 5G bode well for the company.</p>\n<p>Amazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.</p>\n<p>However, I view the following chart as a telling testimony of the difference in the two companies' prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3273ad43df2ecd76b8f356de27fd2\" tg-width=\"740\" tg-height=\"433\"><span>Source:CNBC</span></p>\n<p>Apple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.</p>\n<p>I consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.</p>\n<p>Consequently, I rate Amazon as the better of the two investments at this juncture.</p>\n<p>I rate Apple as a HOLD.</p>\n<p>I rate Amazon as a BUY.</p>\n<p>However, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.</p>\n<p>For those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.</p>\n<p>It is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Amazon: Which Stock Is The Better Buy</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\">\nApple Vs. Amazon: Which Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189117782","content_text":"Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock appear strong.\nHowever, I see one of the two as having a stronger long-term growth runway.\n\nPhoto by MagioreStock/iStock Editorial via Getty Images\nApple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.\nActually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.\nAs for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.\nApple’s Growth Catalysts\nApple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.\nThe question is, can growth continue?\nThe answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.\nThe latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.\nAlthough products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.\nFurthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.\nIn addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.\n\n The last three quarters for Mac have been its best three quarters ever.\n\n\n Tim Cook,CEO\n\nInvestors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.\nHowever, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.\nNow consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone market during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.\nBy perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.\n\nAmazon’s Growth Drivers\nThe following chart provides a clear picture of Amazon’s growth over the trailing twelve months.\nSource:Q1 21 Earnings Presentation\nObviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.\nPrime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime subscribers buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.\nThe average Prime member also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.\nThe company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual revenues of all but the 72 largest US companies.\nIt is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network increased by fifty percent in 2020.\nAn example of the explosive growth of these assets can be found in the firm's investment in delivery stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.\nThese metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.\nA second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.\nNet sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”\nEcommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.\nSource:Insider Intelligence\nAlthough advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.\nThe chart below provides data regarding growth prospects in the cloud market.\nSource:MarketsAndMarkets\nMarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.\nThe growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.\nThat’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.\nHead-To-Head Comparisons\nThe following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.\nSource:Yahoo! Finance/ Chart by Author\nAside from the forward P/E, Amazon’s valuation metrics are better those of Apple.\nAdvantage: AMZN\nAAPL And AMZN Stock Price\nShares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.\nAmazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.\nAdvantage: AMZN\nThe following chart provides analysts' consensus growth rates over the next two years.\nSource:Seeking Alpha Premium/ Chart by Author\nAmazon’s growth metrics outstrip Apple’s by wide margins.\nAdvantage; AMZN\nAmazon or Apple: Which Stock is the Better Investment?\nBoth companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.\nApple’s expanded services offerings and the developments in 5G bode well for the company.\nAmazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.\nHowever, I view the following chart as a telling testimony of the difference in the two companies' prospects.\nSource:CNBC\nApple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.\nI consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.\nConsequently, I rate Amazon as the better of the two investments at this juncture.\nI rate Apple as a HOLD.\nI rate Amazon as a BUY.\nHowever, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.\nFor those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.\nIt is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":848203082,"gmtCreate":1635998324122,"gmtModify":1635998374016,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848203082","repostId":"2180636457","repostType":4,"repost":{"id":"2180636457","pubTimestamp":1635970899,"share":"https://www.laohu8.com/m/news/2180636457?lang=&edition=full","pubTime":"2021-11-04 04:21","market":"us","language":"en","title":"Wall St record run rolls on after Fed unveils anticipated bond-buying 'taper'","url":"https://stock-news.laohu8.com/highlight/detail?id=2180636457","media":"Reuters","summary":"Nov 3 (Reuters) - Major Wall Street indexes posted solid gains and marked closing record highs as th","content":"<p>Nov 3 (Reuters) - Major Wall Street indexes posted solid gains and marked closing record highs as the Federal Reserve said it will begin trimming its monthly bond purchases in November with plans to end them in 2022, an announcement that investors had been expecting.</p>\n<p>The S&amp;P 500 and Nasdaq notched record all-time closes for their fifth straight sessions, while the Dow Jones Industrial Average posted a record close for the fourth session in a row.</p>\n<p>The benchmark S&amp;P 500 advanced into positive territory and ended solidly higher after the U.S. central bank announced plans to begin tapering its bond purchases. Investors had widely anticipated the decision as the Fed pulls back on its monetary support with the economy recovering from the coronavirus pandemic.</p>\n<p>“The Fed did not rock the boat on this <a href=\"https://laohu8.com/S/AONE.U\">one</a>,\" said Ryan Detrick, chief market strategist at LPL Financial. \"It was fairly well-telegraphed what the Fed might do and they did what most people expected.\"</p>\n<p>The Dow Jones Industrial Average rose 104.95 points, or 0.29%, to 36,157.58, the S&amp;P 500 gained 29.92 points, or 0.65%, to 4,660.57 and the Nasdaq Composite added 161.98 points, or 1.04%, to 15,811.58.</p>\n<p>Of the 11 S&amp;P 500 sectors, consumer discretionary and materials were the top gainers, rising 1.8% and 1.1%, respectively. Energy lagged, falling 0.8%.</p>\n<p>The central bank's easy money policies have been a significant support for markets, with the S&amp;P 500 more than doubling since its March 2020 low at the onset of the pandemic.</p>\n<p>The Fed also held to its belief that high inflation would prove \"transitory\" and likely not require a fast rise in interest rates.</p>\n<p>“I don’t think that there’s anything unique in the statement other than the fact they’re trying to buy themselves time by saying both the inflation and supply chain disruptions are temporary, and that’s the bottom line,\" said Joseph LaVorgna, Americas chief economist at Natixis.</p>\n<p>In a press conference after the Fed's statement, Fed Chair Jerome Powell said it is possible the U.S. job market may have improved enough by the middle of next year to be considered at \"maximum employment,\" a key hurdle to clear for the central bank to consider increasing interest rates.</p>\n<p>Better-than-expected third-quarter earnings also have helped lift sentiment for equities. With about 360 companies having reported, S&amp;P 500 earnings are expected to have climbed 40.4% in the third quarter from a year earlier, according to Refinitiv IBES.</p>\n<p>In company news, CVS Health shares rose 5.7% after the company said its adjusted profit target for 2022 should largely meet Wall Street estimates, as it expects volatile medical costs in its health insurance unit to stabilize.</p>\n<p>Lyft shares rose 8.2% after the ride-hailing company reported an adjusted profit for the third quarter.</p>\n<p>Activision Blizzard Inc shares tumbled 14.1% after the videogame publisher delayed the launch of two much-awaited titles. The stock was the biggest individual drag on the S&amp;P 500.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.01-to-1 ratio; on Nasdaq, a 2.11-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 55 new 52-week highs and three new lows; the Nasdaq Composite recorded 230 new highs and 38 new lows.</p>\n<p>About 11 billion shares changed hands in U.S. exchanges, above the 10.3 billion daily average over the last 20 sessions. (Additional reporting by Stephen Culp and Herbert Lash in New York, Devik Jain and Shashank Nayar in Bengaluru; Editing by Marguerita Choy)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St record run rolls on after Fed unveils anticipated bond-buying 'taper'</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\">\nWall St record run rolls on after Fed unveils anticipated bond-buying 'taper'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 04:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-st-record-202139031.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nov 3 (Reuters) - Major Wall Street indexes posted solid gains and marked closing record highs as the Federal Reserve said it will begin trimming its monthly bond purchases in November with plans to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-st-record-202139031.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","ATVI":"动视暴雪","OEX":"标普100","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","COMP":"Compass, Inc."},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-st-record-202139031.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2180636457","content_text":"Nov 3 (Reuters) - Major Wall Street indexes posted solid gains and marked closing record highs as the Federal Reserve said it will begin trimming its monthly bond purchases in November with plans to end them in 2022, an announcement that investors had been expecting.\nThe S&P 500 and Nasdaq notched record all-time closes for their fifth straight sessions, while the Dow Jones Industrial Average posted a record close for the fourth session in a row.\nThe benchmark S&P 500 advanced into positive territory and ended solidly higher after the U.S. central bank announced plans to begin tapering its bond purchases. Investors had widely anticipated the decision as the Fed pulls back on its monetary support with the economy recovering from the coronavirus pandemic.\n“The Fed did not rock the boat on this one,\" said Ryan Detrick, chief market strategist at LPL Financial. \"It was fairly well-telegraphed what the Fed might do and they did what most people expected.\"\nThe Dow Jones Industrial Average rose 104.95 points, or 0.29%, to 36,157.58, the S&P 500 gained 29.92 points, or 0.65%, to 4,660.57 and the Nasdaq Composite added 161.98 points, or 1.04%, to 15,811.58.\nOf the 11 S&P 500 sectors, consumer discretionary and materials were the top gainers, rising 1.8% and 1.1%, respectively. Energy lagged, falling 0.8%.\nThe central bank's easy money policies have been a significant support for markets, with the S&P 500 more than doubling since its March 2020 low at the onset of the pandemic.\nThe Fed also held to its belief that high inflation would prove \"transitory\" and likely not require a fast rise in interest rates.\n“I don’t think that there’s anything unique in the statement other than the fact they’re trying to buy themselves time by saying both the inflation and supply chain disruptions are temporary, and that’s the bottom line,\" said Joseph LaVorgna, Americas chief economist at Natixis.\nIn a press conference after the Fed's statement, Fed Chair Jerome Powell said it is possible the U.S. job market may have improved enough by the middle of next year to be considered at \"maximum employment,\" a key hurdle to clear for the central bank to consider increasing interest rates.\nBetter-than-expected third-quarter earnings also have helped lift sentiment for equities. With about 360 companies having reported, S&P 500 earnings are expected to have climbed 40.4% in the third quarter from a year earlier, according to Refinitiv IBES.\nIn company news, CVS Health shares rose 5.7% after the company said its adjusted profit target for 2022 should largely meet Wall Street estimates, as it expects volatile medical costs in its health insurance unit to stabilize.\nLyft shares rose 8.2% after the ride-hailing company reported an adjusted profit for the third quarter.\nActivision Blizzard Inc shares tumbled 14.1% after the videogame publisher delayed the launch of two much-awaited titles. The stock was the biggest individual drag on the S&P 500.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.01-to-1 ratio; on Nasdaq, a 2.11-to-1 ratio favored advancers.\nThe S&P 500 posted 55 new 52-week highs and three new lows; the Nasdaq Composite recorded 230 new highs and 38 new lows.\nAbout 11 billion shares changed hands in U.S. exchanges, above the 10.3 billion daily average over the last 20 sessions. (Additional reporting by Stephen Culp and Herbert Lash in New York, Devik Jain and Shashank Nayar in Bengaluru; Editing by Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836343514,"gmtCreate":1629459573538,"gmtModify":1633684704257,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836343514","repostId":"1130098909","repostType":4,"repost":{"id":"1130098909","pubTimestamp":1629458631,"share":"https://www.laohu8.com/m/news/1130098909?lang=&edition=full","pubTime":"2021-08-20 19:23","market":"us","language":"en","title":"Foot Locker rallies after sales. margins improve in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1130098909","media":"Seeking Alpha","summary":"Foot Locker (NYSE: FL) reports sales rose 7.3% year-over-year in Q2 after stripping out the impact o","content":"<ul>\n <li><a href=\"https://laohu8.com/S/FL\">Foot Locker</a> (NYSE:&nbsp;FL)&nbsp;reports sales rose 7.3% year-over-year in Q2 after stripping out the impact of foreign exchange swings. Sales increased 28.2% during the quarter against the pre-pandemic level of 2019.</li>\n <li>The retailer says it saw strong results in its women's and kids' footwear business during the quarter, along with broad demand for apparel and accessories offerings. A combination of robust demand and lean inventory led to lower levels of promotional activity. Gross margin for the quarter was 35.1% of sales. EPS almost tripled from a year ago to $2.21 to smash the consensus expectation.</li>\n <li>Foot Locker (FL)&nbsp;ended the quarter with a cash position net of debt of $1.733B. FL spent $8M on buybacks in Q2 and invest $36M in its store fleet, digital capabilities, supply chain, and other infrastructure. \"Our approach to capital allocation remains focused on investing in growth opportunities while also returning cash to shareholders through our quarterly dividend and opportunistic share repurchase program,\" says CEO Richard Johnson. Guidance will follow with the earnings call.</li>\n <li>Shares of Foot Locker (FL)&nbsp;are&nbsp;up 7.56%&nbsp;premarket to $58.50 after the&nbsp;earnings topper.</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>Foot Locker rallies after sales. margins improve in Q2</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\">\nFoot Locker rallies after sales. margins improve in Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3732613-foot-locker-rallies-after-sales-margins-improve-in-q2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Foot Locker (NYSE: FL) reports sales rose 7.3% year-over-year in Q2 after stripping out the impact of foreign exchange swings. Sales increased 28.2% during the quarter against the pre-pandemic level ...</p>\n\n<a href=\"https://seekingalpha.com/news/3732613-foot-locker-rallies-after-sales-margins-improve-in-q2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FL":"富乐客"},"source_url":"https://seekingalpha.com/news/3732613-foot-locker-rallies-after-sales-margins-improve-in-q2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130098909","content_text":"Foot Locker (NYSE: FL) reports sales rose 7.3% year-over-year in Q2 after stripping out the impact of foreign exchange swings. Sales increased 28.2% during the quarter against the pre-pandemic level of 2019.\nThe retailer says it saw strong results in its women's and kids' footwear business during the quarter, along with broad demand for apparel and accessories offerings. A combination of robust demand and lean inventory led to lower levels of promotional activity. Gross margin for the quarter was 35.1% of sales. EPS almost tripled from a year ago to $2.21 to smash the consensus expectation.\nFoot Locker (FL) ended the quarter with a cash position net of debt of $1.733B. FL spent $8M on buybacks in Q2 and invest $36M in its store fleet, digital capabilities, supply chain, and other infrastructure. \"Our approach to capital allocation remains focused on investing in growth opportunities while also returning cash to shareholders through our quarterly dividend and opportunistic share repurchase program,\" says CEO Richard Johnson. Guidance will follow with the earnings call.\nShares of Foot Locker (FL) are up 7.56% premarket to $58.50 after the earnings topper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898802659,"gmtCreate":1628481883471,"gmtModify":1633746810989,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898802659","repostId":"2157418694","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893684819,"gmtCreate":1628259843331,"gmtModify":1633752157908,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893684819","repostId":"1110804460","repostType":4,"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146819823,"gmtCreate":1626065314662,"gmtModify":1633930471865,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Confirmed?","listText":"Confirmed?","text":"Confirmed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146819823","repostId":"1173902659","repostType":4,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152827531,"gmtCreate":1625282450223,"gmtModify":1633941770115,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152827531","repostId":"2148015288","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179855741,"gmtCreate":1626507100083,"gmtModify":1633926142432,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Horray&nbsp;","listText":"Horray&nbsp;","text":"Horray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179855741","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","pubTimestamp":1626488760,"share":"https://www.laohu8.com/m/news/2152168594?lang=&edition=full","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Next Stop, $175?</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\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">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","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162042566,"gmtCreate":1624029224555,"gmtModify":1634023841728,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162042566","repostId":"1135760972","repostType":4,"repost":{"id":"1135760972","pubTimestamp":1624026807,"share":"https://www.laohu8.com/m/news/1135760972?lang=&edition=full","pubTime":"2021-06-18 22:33","market":"us","language":"en","title":"ME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut","url":"https://stock-news.laohu8.com/highlight/detail?id=1135760972","media":"investorplace","summary":"23andMe(NASDAQ:ME) stock is on the move Friday after the company made its public debut on the Nasdaq","content":"<p><b>23andMe</b>(NASDAQ:<b><u>ME</u></b>) stock is on the move Friday after the company made its public debut on the&nbsp;<b>Nasdaq Exchange</b>&nbsp;yesterday.</p>\n<p>Here’s everything investorsneed to know about the company and it going public.</p>\n<ul>\n <li>To start off with, 23andMe didn’t use an initial public offering (IPO) for its debut.</li>\n <li>Instead, the company combined with special purpose acquisition company (SPAC)<b>VG Acquisition</b>.</li>\n <li>That SPAC merger closed on Wednesday, which saw shares of ME stock start trading publically on Thursday.</li>\n <li>The merger resulted in it raising $592 million in gross proceeds, which it plans to use in expanding its consumer health and therapeutics businesses.</li>\n <li>23andMe is keeping its current leadership team, but with some minor changes.</li>\n <li>That includes two executives from VG Acquisition joining the company’s Board of Directors.</li>\n <li>23andMe is a consumer genetics and research company.</li>\n</ul>\n<ul>\n <li>It was founded in 2006 and is headquartered in Sunnyvale, Calif.</li>\n <li>The goal of the company is to better help its customers understand their own genetic information.</li>\n <li>Its work has also resulted in several authorizations for genetic health risk reports from the U.S. Food and Drug Administration (FDA).</li>\n <li>The company uses its research into the human genome to develop drugs to treat a variety of diseases.</li>\n <li>That includes oncology, respiratory, and cardiovascular diseases.</li>\n <li>Trading for ME stock is starting off heavy today with some 1.1 million shares trading hands.</li>\n <li>That’s approaching its average daily trading volume of 1.2 million shares.</li>\n</ul>\n<p>ME stock was down 3.8% in early trading on Friday after surging higher during trading on Thursday.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut</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\">\nME Stock: 14 Things for Investors to Know About 23andMe Following Its Nasdaq Debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/me-stock-14-things-for-investors-to-know-about-23andme-following-its-nasdaq-debut/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>23andMe(NASDAQ:ME) stock is on the move Friday after the company made its public debut on the Nasdaq Exchange yesterday.\nHere’s everything investorsneed to know about the company and it going public.\n...</p>\n\n<a href=\"https://investorplace.com/2021/06/me-stock-14-things-for-investors-to-know-about-23andme-following-its-nasdaq-debut/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ME":"23andMe, Inc."},"source_url":"https://investorplace.com/2021/06/me-stock-14-things-for-investors-to-know-about-23andme-following-its-nasdaq-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135760972","content_text":"23andMe(NASDAQ:ME) stock is on the move Friday after the company made its public debut on the Nasdaq Exchange yesterday.\nHere’s everything investorsneed to know about the company and it going public.\n\nTo start off with, 23andMe didn’t use an initial public offering (IPO) for its debut.\nInstead, the company combined with special purpose acquisition company (SPAC)VG Acquisition.\nThat SPAC merger closed on Wednesday, which saw shares of ME stock start trading publically on Thursday.\nThe merger resulted in it raising $592 million in gross proceeds, which it plans to use in expanding its consumer health and therapeutics businesses.\n23andMe is keeping its current leadership team, but with some minor changes.\nThat includes two executives from VG Acquisition joining the company’s Board of Directors.\n23andMe is a consumer genetics and research company.\n\n\nIt was founded in 2006 and is headquartered in Sunnyvale, Calif.\nThe goal of the company is to better help its customers understand their own genetic information.\nIts work has also resulted in several authorizations for genetic health risk reports from the U.S. Food and Drug Administration (FDA).\nThe company uses its research into the human genome to develop drugs to treat a variety of diseases.\nThat includes oncology, respiratory, and cardiovascular diseases.\nTrading for ME stock is starting off heavy today with some 1.1 million shares trading hands.\nThat’s approaching its average daily trading volume of 1.2 million shares.\n\nME stock was down 3.8% in early trading on Friday after surging higher during trading on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130170072,"gmtCreate":1621520810696,"gmtModify":1634188439068,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Any tips?","listText":"Any tips?","text":"Any tips?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130170072","repostId":"1104495274","repostType":4,"repost":{"id":"1104495274","pubTimestamp":1621519018,"share":"https://www.laohu8.com/m/news/1104495274?lang=&edition=full","pubTime":"2021-05-20 21:56","market":"us","language":"en","title":"3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104495274","media":"Barrons","summary":"EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still ","content":"<p>EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still hitting the sector on Thursday, and issued cautious warnings over the air-travel recovery.</p>\n<p>The trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to open up for Covid-19 vaccinated tourists.</p>\n<p>The trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to&nbsp;open up for Covid-19 vaccinated tourists.</p>\n<p>Many airline stocks have climbed sharply since the end of last year amid hopes for a bumper summer holiday period, but with the season drawing closer, such a recovery now looks more in the balance.</p>\n<p><b>ASIA</b></p>\n<p>Singapore Airlines&nbsp;(ticker: C6L.Singapore) reported a record 4.27 billion Singapore dollars ($3.2 billion) annual loss in what it described as the“toughest year in its history.”Passenger numbers slumped 98% to just 596,000 in the year to March 31.</p>\n<p>Singapore’s national airlines raised doubts over the air-travel recovery, warning that its trajectory remained “unclear.”</p>\n<p>Despite a resurgence of Covid-19 cases across much of Asia and other parts of the world, the airline said accelerating Covid-19 vaccination programs in key markets meant it was hopeful for further improvement in international demand in the second half of 2021. The stock climbed 1.3% after earnings and is now 11% up year-to-date.</p>\n<p>Restrictions in Singapore and Taiwan have been tightened in recent days following spikes in Covid-19 cases, while other countries such as Thailand and Malaysia are also battling rising cases. Vaccine rollouts are also proving slow in the region, particularly in comparison to the U.S., the United Kingdom, and parts of Europe.</p>\n<p><b>EUROPE</b></p>\n<p>Low-cost European carrier&nbsp;EasyJet&nbsp;(EZJ.UK) posted a pretax loss of £701 million ($990.4 million) in the six months to the end of March, down from a £193 million loss the previous year. Unsurprisingly, passenger numbers fell 89% to 4.1 million year-over-year.</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>3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Airlines Just Posted Updates. Here’s What That Means for the Recovery.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/three-airlines-just-posted-updates-heres-what-that-means-for-the-recovery-51621517066?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still hitting the sector on Thursday, and issued cautious warnings over the air-travel recovery.\nThe trio ...</p>\n\n<a href=\"https://www.barrons.com/articles/three-airlines-just-posted-updates-heres-what-that-means-for-the-recovery-51621517066?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":{"EZJ.UK":"易捷航空","SINGF":"Singapore Airlines Ltd.","C6L.SI":"新加坡航空公司","QABSY":"Qantas Airways Ltd.","QUBSF":"Qantas Airways Ltd.","EJTTF":"easyJet Plc","ESYJY":"easyJet Plc","QAN.AU":"QANTAS AIRWAYS LIMITED","SINGY":"Singapore Airlines Ltd."},"source_url":"https://www.barrons.com/articles/three-airlines-just-posted-updates-heres-what-that-means-for-the-recovery-51621517066?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104495274","content_text":"EasyJet, Singapore Airlines, and Qantas Airways all reminded investors that heavy losses were still hitting the sector on Thursday, and issued cautious warnings over the air-travel recovery.\nThe trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to open up for Covid-19 vaccinated tourists.\nThe trio painted a picture of uncertainty surrounding the recovery, even as many countries begin easing travel restrictions and the European Union prepares to open up for Covid-19 vaccinated tourists.\nMany airline stocks have climbed sharply since the end of last year amid hopes for a bumper summer holiday period, but with the season drawing closer, such a recovery now looks more in the balance.\nASIA\nSingapore Airlines (ticker: C6L.Singapore) reported a record 4.27 billion Singapore dollars ($3.2 billion) annual loss in what it described as the“toughest year in its history.”Passenger numbers slumped 98% to just 596,000 in the year to March 31.\nSingapore’s national airlines raised doubts over the air-travel recovery, warning that its trajectory remained “unclear.”\nDespite a resurgence of Covid-19 cases across much of Asia and other parts of the world, the airline said accelerating Covid-19 vaccination programs in key markets meant it was hopeful for further improvement in international demand in the second half of 2021. The stock climbed 1.3% after earnings and is now 11% up year-to-date.\nRestrictions in Singapore and Taiwan have been tightened in recent days following spikes in Covid-19 cases, while other countries such as Thailand and Malaysia are also battling rising cases. Vaccine rollouts are also proving slow in the region, particularly in comparison to the U.S., the United Kingdom, and parts of Europe.\nEUROPE\nLow-cost European carrier EasyJet (EZJ.UK) posted a pretax loss of £701 million ($990.4 million) in the six months to the end of March, down from a £193 million loss the previous year. Unsurprisingly, passenger numbers fell 89% to 4.1 million year-over-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194889315,"gmtCreate":1621353541537,"gmtModify":1634192183173,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Amazon&nbsp;","listText":"Amazon&nbsp;","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194889315","repostId":"1189117782","repostType":4,"repost":{"id":"1189117782","pubTimestamp":1621351182,"share":"https://www.laohu8.com/m/news/1189117782?lang=&edition=full","pubTime":"2021-05-18 23:19","market":"us","language":"en","title":"Apple Vs. Amazon: Which Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1189117782","media":"seekingalpha","summary":"The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.Despite relatively rich valuations, growth prospects for each stock appear strong.However, I see one of the two as having a stronger long-term growth runway.Apple Inc.  and Amazon.com Inc.  rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.</li>\n <li>Despite relatively rich valuations, growth prospects for each stock appear strong.</li>\n <li>However, I see one of the two as having a stronger long-term growth runway.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by MagioreStock/iStock Editorial via Getty Images</span></p>\n<p>Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&amp;P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.</p>\n<p>Actually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.</p>\n<p>As for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.</p>\n<p><b>Apple’s Growth Catalysts</b></p>\n<p>Apple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.</p>\n<p>The question is, can growth continue?</p>\n<p>The answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.</p>\n<p>The latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.</p>\n<p>Although products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.</p>\n<p>Furthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.</p>\n<p>In addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.</p>\n<blockquote>\n The last three quarters for Mac have been its best three quarters ever.\n</blockquote>\n<blockquote>\n Tim Cook,CEO\n</blockquote>\n<p>Investors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.</p>\n<p>However, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.</p>\n<p>Now consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone&nbsp;market&nbsp;during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.</p>\n<p>By perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/8e72212554512203a49b9cbb213dfcf8\" tg-width=\"1216\" tg-height=\"744\"></p>\n<p><b>Amazon’s Growth Drivers</b></p>\n<p>The following chart provides a clear picture of Amazon’s growth over the trailing twelve months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91210115ceb226aae26de479cd1d767f\" tg-width=\"1280\" tg-height=\"978\"><span>Source:Q1 21 Earnings Presentation</span></p>\n<p>Obviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.</p>\n<p>Prime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime&nbsp;subscribers&nbsp;buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.</p>\n<p>The average Prime&nbsp;member&nbsp;also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.</p>\n<p>The company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in&nbsp;capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual&nbsp;revenues&nbsp;of all but the 72 largest US companies.</p>\n<p>It is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network&nbsp;increased&nbsp;by fifty percent in 2020.</p>\n<p>An example of the explosive growth of these assets can be found in the firm's investment in&nbsp;delivery&nbsp;stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.</p>\n<p>These metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.</p>\n<p>A second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.</p>\n<p>Net sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”</p>\n<p>Ecommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76abb398645e756728ceabc48ec4a0ae\" tg-width=\"470\" tg-height=\"290\"><span>Source:Insider Intelligence</span></p>\n<p>Although advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.</p>\n<p>The chart below provides data regarding growth prospects in the cloud market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef232b99c6574bbdcded96ea37d17c4\" tg-width=\"650\" tg-height=\"405\"><span>Source:MarketsAndMarkets</span></p>\n<p>MarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.</p>\n<p>The growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.</p>\n<p>That’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p>The following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/025be58d4547e9473b0bd572351c31ad\" tg-width=\"576\" tg-height=\"336\"><span>Source:Yahoo! Finance/ Chart by Author</span></p>\n<p>Aside from the forward P/E, Amazon’s valuation metrics are better those of Apple.</p>\n<p>Advantage: AMZN</p>\n<p><b>AAPL And AMZN Stock Price</b></p>\n<p>Shares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.</p>\n<p>Amazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.</p>\n<p>Advantage: AMZN</p>\n<p>The following chart provides analysts' consensus growth rates over the next two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c319ec4c4ce348af44da7823769baec\" tg-width=\"576\" tg-height=\"336\"><span>Source:Seeking Alpha Premium/ Chart by Author</span></p>\n<p>Amazon’s growth metrics outstrip Apple’s by wide margins.</p>\n<p>Advantage; AMZN</p>\n<p><b>Amazon or Apple: Which Stock is the Better Investment?</b></p>\n<p>Both companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.</p>\n<p>Apple’s expanded services offerings and the developments in 5G bode well for the company.</p>\n<p>Amazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.</p>\n<p>However, I view the following chart as a telling testimony of the difference in the two companies' prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3273ad43df2ecd76b8f356de27fd2\" tg-width=\"740\" tg-height=\"433\"><span>Source:CNBC</span></p>\n<p>Apple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.</p>\n<p>I consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.</p>\n<p>Consequently, I rate Amazon as the better of the two investments at this juncture.</p>\n<p>I rate Apple as a HOLD.</p>\n<p>I rate Amazon as a BUY.</p>\n<p>However, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.</p>\n<p>For those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.</p>\n<p>It is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Amazon: Which Stock Is The Better Buy</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\">\nApple Vs. Amazon: Which Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189117782","content_text":"Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock appear strong.\nHowever, I see one of the two as having a stronger long-term growth runway.\n\nPhoto by MagioreStock/iStock Editorial via Getty Images\nApple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.\nActually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.\nAs for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.\nApple’s Growth Catalysts\nApple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.\nThe question is, can growth continue?\nThe answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.\nThe latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.\nAlthough products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.\nFurthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.\nIn addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.\n\n The last three quarters for Mac have been its best three quarters ever.\n\n\n Tim Cook,CEO\n\nInvestors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.\nHowever, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.\nNow consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone market during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.\nBy perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.\n\nAmazon’s Growth Drivers\nThe following chart provides a clear picture of Amazon’s growth over the trailing twelve months.\nSource:Q1 21 Earnings Presentation\nObviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.\nPrime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime subscribers buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.\nThe average Prime member also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.\nThe company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual revenues of all but the 72 largest US companies.\nIt is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network increased by fifty percent in 2020.\nAn example of the explosive growth of these assets can be found in the firm's investment in delivery stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.\nThese metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.\nA second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.\nNet sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”\nEcommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.\nSource:Insider Intelligence\nAlthough advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.\nThe chart below provides data regarding growth prospects in the cloud market.\nSource:MarketsAndMarkets\nMarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.\nThe growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.\nThat’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.\nHead-To-Head Comparisons\nThe following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.\nSource:Yahoo! Finance/ Chart by Author\nAside from the forward P/E, Amazon’s valuation metrics are better those of Apple.\nAdvantage: AMZN\nAAPL And AMZN Stock Price\nShares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.\nAmazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.\nAdvantage: AMZN\nThe following chart provides analysts' consensus growth rates over the next two years.\nSource:Seeking Alpha Premium/ Chart by Author\nAmazon’s growth metrics outstrip Apple’s by wide margins.\nAdvantage; AMZN\nAmazon or Apple: Which Stock is the Better Investment?\nBoth companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.\nApple’s expanded services offerings and the developments in 5G bode well for the company.\nAmazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.\nHowever, I view the following chart as a telling testimony of the difference in the two companies' prospects.\nSource:CNBC\nApple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.\nI consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.\nConsequently, I rate Amazon as the better of the two investments at this juncture.\nI rate Apple as a HOLD.\nI rate Amazon as a BUY.\nHowever, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.\nFor those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.\nIt is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152850588,"gmtCreate":1625282559044,"gmtModify":1633941769164,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152850588","repostId":"2148015288","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165884565,"gmtCreate":1624116407957,"gmtModify":1634010561370,"author":{"id":"3581991051201028","authorId":"3581991051201028","authorIdStr":"3581991051201028","name":"JerryToh","avatar":"https://static.tigerbbs.com/dfc758c14f6695fe0e521782ea09f7af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581991051201028"},"themes":[],"htmlText":"Oh i see","listText":"Oh i see","text":"Oh i see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165884565","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","pubTimestamp":1624028454,"share":"https://www.laohu8.com/m/news/1119296361?lang=&edition=full","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</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>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","JPM":"摩根大通","C":"花旗","MS":"摩根士丹利","BAC":"美国银行","GS":"高盛"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}