Jaja2000的个人主页 - 老虎社区

Jaja2000

Jaja2000

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80粉丝

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0勋章

2022-02-19

//@AnnieOBC: LikedFlying.

@Jaja2000:$SINGAPORE AIRLINES LTD(C6L.SI)$good price to buy now?...[Happy]

2022-02-08

//@AnnieOBC: Oh no, worse..

@Jaja2000:$BlackBerry(BB)$last trading price...[捂脸]

2022-01-20

[Like]

Bank of America Q4 EPS $0.82 Beats $0.76 Estimate

2022-01-16

$OVERSEA-CHINESE BANKING CORP(O39.SI)$up up...[Happy]

2022-01-16

Ok

抱歉，原内容已删除

2022-01-16

Ok

US STOCKS-Dow Closes Lower after Disappointing Bank Results

2022-01-03

Like

抱歉，原内容已删除

2021-12-27

$HATTEN LAND LIMITED(PH0.SI)$seldom see Sg share up 21%. Hope it's stay...[Happy]

2021-12-22

$OVERSEA-CHINESE BANKING CORP(O39.SI)$price still low, waiting for Christmas? ...[Facepalm]

2021-12-20

$SINGTEL(Z74.SI)$guess case in Australia will have an impact on the price...watching [Miser]

2021-12-18

$SINGAPORE AIRLINES LTD(C6L.SI)$good price to buy now?...[Happy]

2021-12-04

Maybe this will up n up...[财迷]

2021-12-01

$HATTEN LAND LIMITED(PH0.SI)$to the moon..[开心]

2021-11-18

$GRN(GRN.SI)$new IPO listing on 23 Nov. Subscribed....[财迷] [开心]

2021-11-18

$SRT(SRT.SI)$New IPO listing today. Drop slightly...

2021-11-12

$RH PETROGAS LIMITED(T13.SI)$waiting to fly...[捂脸]

2021-11-11

$VENTURE CORPORATION LIMITED(V03.SI)$watching...

2021-11-09

$OVERSEA-CHINESE BANKING CORP(O39.SI)$pocket change. All other banks up but this....[捂脸]

2021-11-08

$SINGAPORE AIRLINES LTD(C6L.SI)$up and up...[贱笑]

2021-11-07

$Berkshire Hathaway(BRK.A)$profit will less...

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20:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>-Reuters</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://www.benzinga.com/news/earnings/22/01/25104140/bank-of-america-q4-eps-0-82-beats-0-76-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204030097","content_text":"-Reuters","news_type":1},"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697191310,"gmtCreate":1642337985239,"gmtModify":1642337986139,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a 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earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>","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>US STOCKS-Dow Closes Lower after Disappointing Bank Results</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\">\nUS STOCKS-Dow Closes Lower after Disappointing Bank Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4567":"ESG概念","GS":"高盛","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4166":"消费信贷","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","BK4566":"资本集团","AXP":"美国运通",".DJI":"道琼斯","HD":"家得宝","BK4083":"家庭装潢零售"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692425748,"gmtCreate":1641181131001,"gmtModify":1641181131798,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692425748","repostId":"1162646587","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696019930,"gmtCreate":1640572376134,"gmtModify":1640572376964,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PH0.SI\">$HATTEN LAND LIMITED(PH0.SI)$</a>seldom see Sg share up 21%. Hope it's stay...[Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PH0.SI\">$HATTEN LAND LIMITED(PH0.SI)$</a>seldom see Sg share up 21%. Hope it's stay...[Happy]&nbsp;","text":"$HATTEN LAND LIMITED(PH0.SI)$seldom see Sg share up 21%. Hope it's stay...[Happy]","images":[{"img":"https://static.tigerbbs.com/a2efb25dd24edbb59203b59821e59020","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/696019930","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691332006,"gmtCreate":1640135137711,"gmtModify":1640135138474,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>price still low,&nbsp;waiting for Christmas? ...[Facepalm]&nbsp;","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>price still low,&nbsp;waiting for Christmas? ...[Facepalm]&nbsp;","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$price still low, waiting for Christmas? ...[Facepalm]","images":[{"img":"https://static.tigerbbs.com/29cf8fa97070eeb67b48dc9d451d4cd1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/691332006","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"OCBC may seem like a laggard compared to other bank stocks but it is still No. 2 bank in Singapore! This is just a temporary setback because in 2022 it will go up! Go OCBC!","text":"OCBC may seem like a laggard compared to other bank stocks but it is still No. 2 bank in Singapore! This is just a temporary setback because in 2022 it will go up! Go OCBC!","html":"OCBC may seem like a laggard compared to other bank stocks but it is still No. 2 bank in Singapore! This is just a temporary setback because in 2022 it will go up! Go OCBC!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693979352,"gmtCreate":1639965250611,"gmtModify":1639965452682,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>guess case in Australia will have an impact on the price...watching&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>guess case in Australia will have an impact on the price...watching&nbsp;[Miser]&nbsp;","text":"$SINGTEL(Z74.SI)$guess case in Australia will have an impact on the price...watching [Miser]","images":[{"img":"https://static.tigerbbs.com/37c50b3b105816be27dec02e7b2efc86","width":"1080","height":"3617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693979352","isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":699216830,"gmtCreate":1639808081269,"gmtModify":1639808082092,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>good price to buy now?...[Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>good price to buy now?...[Happy]&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$good price to buy now?...[Happy]","images":[{"img":"https://static.tigerbbs.com/5745ab5849923d33db70743429697b94","width":"1080","height":"3617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":8,"repostSize":2,"link":"https://laohu8.com/post/699216830","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":608912264,"gmtCreate":1638594782105,"gmtModify":1638594782490,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"Maybe this will up n up...[财迷]&nbsp;","listText":"Maybe this will up n up...[财迷]&nbsp;","text":"Maybe this will up n up...[财迷]","images":[{"img":"https://static.tigerbbs.com/0d8503ad11af78a704d4d46855ee6afd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/608912264","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609777539,"gmtCreate":1638333466783,"gmtModify":1638333467123,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PH0.SI\">$HATTEN LAND LIMITED(PH0.SI)$</a>to the moon..[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PH0.SI\">$HATTEN LAND LIMITED(PH0.SI)$</a>to the moon..[开心]&nbsp;","text":"$HATTEN LAND LIMITED(PH0.SI)$to the moon..[开心]","images":[{"img":"https://static.tigerbbs.com/483020827bac416e7547a9867820dfb2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/609777539","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878260940,"gmtCreate":1637197950585,"gmtModify":1637197951016,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRN.SI\">$GRN(GRN.SI)$</a>new IPO listing on 23 Nov. Subscribed....[财迷]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRN.SI\">$GRN(GRN.SI)$</a>new IPO listing on 23 Nov. Subscribed....[财迷]&nbsp;[开心]&nbsp;","text":"$GRN(GRN.SI)$new IPO listing on 23 Nov. Subscribed....[财迷] [开心]","images":[{"img":"https://static.tigerbbs.com/2c18874fdbe8d8f079f1f1f9e83ea08a","width":"1080","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/878260940","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878284073,"gmtCreate":1637197809787,"gmtModify":1637200331122,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRT.SI\">$SRT(SRT.SI)$</a>New IPO listing today. Drop slightly...","listText":"<a href=\"https://laohu8.com/S/SRT.SI\">$SRT(SRT.SI)$</a>New IPO listing today. Drop slightly...","text":"$SRT(SRT.SI)$New IPO listing today. Drop slightly...","images":[{"img":"https://static.tigerbbs.com/d11b8fb666773b69b3892c337cd3e3ba","width":"1080","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878284073","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879160651,"gmtCreate":1636691154683,"gmtModify":1636691155599,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T13.SI\">$RH PETROGAS LIMITED(T13.SI)$</a>waiting to fly...[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/T13.SI\">$RH PETROGAS LIMITED(T13.SI)$</a>waiting to fly...[捂脸]&nbsp;","text":"$RH PETROGAS LIMITED(T13.SI)$waiting to fly...[捂脸]","images":[{"img":"https://static.tigerbbs.com/b9aa615e040ca98bbab076cb975aa705","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879160651","isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870663799,"gmtCreate":1636611955013,"gmtModify":1636611978919,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/V03.SI\">$VENTURE CORPORATION LIMITED(V03.SI)$</a>watching...","listText":"<a href=\"https://laohu8.com/S/V03.SI\">$VENTURE CORPORATION LIMITED(V03.SI)$</a>watching...","text":"$VENTURE CORPORATION LIMITED(V03.SI)$watching...","images":[{"img":"https://static.tigerbbs.com/66dd43d5cc994082a1af03fe2cd205e1","width":"1080","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870663799","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844284834,"gmtCreate":1636431241857,"gmtModify":1636431242837,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>pocket change. 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Subscribed....[财迷] [开心]","images":[{"img":"https://static.tigerbbs.com/2c18874fdbe8d8f079f1f1f9e83ea08a","width":"1080","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/878260940","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691332006,"gmtCreate":1640135137711,"gmtModify":1640135138474,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>price still low,&nbsp;waiting for Christmas? ...[Facepalm]&nbsp;","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>price still low,&nbsp;waiting for Christmas? ...[Facepalm]&nbsp;","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$price still low, waiting for Christmas? ...[Facepalm]","images":[{"img":"https://static.tigerbbs.com/29cf8fa97070eeb67b48dc9d451d4cd1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/691332006","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"OCBC may seem like a laggard compared to other bank stocks but it is still No. 2 bank in Singapore! This is just a temporary setback because in 2022 it will go up! Go OCBC!","text":"OCBC may seem like a laggard compared to other bank stocks but it is still No. 2 bank in Singapore! This is just a temporary setback because in 2022 it will go up! Go OCBC!","html":"OCBC may seem like a laggard compared to other bank stocks but it is still No. 2 bank in Singapore! This is just a temporary setback because in 2022 it will go up! 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Hope it's stay...[Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PH0.SI\">$HATTEN LAND LIMITED(PH0.SI)$</a>seldom see Sg share up 21%. Hope it's stay...[Happy]&nbsp;","text":"$HATTEN LAND LIMITED(PH0.SI)$seldom see Sg share up 21%. Hope it's stay...[Happy]","images":[{"img":"https://static.tigerbbs.com/a2efb25dd24edbb59203b59821e59020","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/696019930","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693979352,"gmtCreate":1639965250611,"gmtModify":1639965452682,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>guess case in Australia will have an impact on the price...watching&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>guess case in Australia will have an impact on the price...watching&nbsp;[Miser]&nbsp;","text":"$SINGTEL(Z74.SI)$guess case in Australia will have an impact on the price...watching [Miser]","images":[{"img":"https://static.tigerbbs.com/37c50b3b105816be27dec02e7b2efc86","width":"1080","height":"3617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693979352","isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879160651,"gmtCreate":1636691154683,"gmtModify":1636691155599,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T13.SI\">$RH PETROGAS LIMITED(T13.SI)$</a>waiting to fly...[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/T13.SI\">$RH PETROGAS LIMITED(T13.SI)$</a>waiting to fly...[捂脸]&nbsp;","text":"$RH PETROGAS LIMITED(T13.SI)$waiting to fly...[捂脸]","images":[{"img":"https://static.tigerbbs.com/b9aa615e040ca98bbab076cb975aa705","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879160651","isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":897457716,"gmtCreate":1628979366935,"gmtModify":1633688270296,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"Alibaba!","listText":"Alibaba!","text":"Alibaba!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/897457716","repostId":"1173847412","repostType":4,"repost":{"id":"1173847412","kind":"news","pubTimestamp":1628905097,"share":"https://www.laohu8.com/m/news/1173847412?lang=&edition=full","pubTime":"2021-08-14 09:38","market":"us","language":"en","title":"If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money","url":"https://stock-news.laohu8.com/highlight/detail?id=1173847412","media":"MarketWatch","summary":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others. The stock market is near all-time highs, but train-wreck season lies just around the corner.I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.The smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insid","content":"<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p>\n<p>The stock market is near all-time highs, but train-wreck season lies just around the corner.</p>\n<p>Should you sell? After all, the S&amp;P 500,Nasdaq&nbsp;and Dow Jones Industrial Average&nbsp;often hit a rough patch in September and October.</p>\n<p>I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p>\n<p>1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p>\n<p>2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p>\n<p>3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p>\n<p>On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p>\n<p><b>Five smart money stocks</b></p>\n<p>At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just&nbsp;<i>any</i>&nbsp;insiders. I go for stocks picked up by insiders with&nbsp;<i>great</i>&nbsp;records. Here are two, trading near where insiders just bought.</p>\n<p><b>Activision Blizzard</b></p>\n<p>This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b>&nbsp;makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p>\n<p>Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p>\n<p>One risk is that fallout from allegations of sexual misconduct and&nbsp;a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says&nbsp;Morningstar analyst Neil Macker.</p>\n<p><b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p>\n<p><b>B. Riley Financial</b></p>\n<p>I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think&nbsp;<b>B. Riley Financia</b>&nbsp;is still a hold, and a buy for anyone who does not own.</p>\n<p>This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions.&nbsp;Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p>\n<p><b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p>\n<p><b>Alibaba Group</b></p>\n<p>If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform&nbsp;<b>Alibaba Group</b>&nbsp;may be for you.</p>\n<p>Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p>\n<p>These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p>\n<p><b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&amp;P 500.</p>\n<p><b>An attractive spinoff</b></p>\n<p>One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p>\n<p>A good spinoff to consider right now is&nbsp;<b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck&nbsp;in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p>\n<p>Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p>\n<p>But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p>\n<p>On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p>\n<p><b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&amp;P 500.</p>\n<p><b>An education play</b></p>\n<p>If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b>&nbsp;is there to pick up the slack.</p>\n<p>This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p>\n<p>While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p>\n<p>“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p>\n<p>He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p>\n<p><b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities&nbsp;beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</p>","source":"lsy1603348471595","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>If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money</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\">\nIf you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","RILY":"B. Riley Financial, Inc.","BABA":"阿里巴巴","CHGG":"Chegg Inc","OGN":"Organon & Co"},"source_url":"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173847412","content_text":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, but train-wreck season lies just around the corner.\nShould you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.\nI say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.\n1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.\n2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.\n3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.\nOn the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.\nFive smart money stocks\nAt my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just any insiders. I go for stocks picked up by insiders with great records. Here are two, trading near where insiders just bought.\nActivision Blizzard\nThis is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.Activision Blizzard makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.\nBesides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.\nOne risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.\nThe smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.\nB. Riley Financial\nI introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think B. Riley Financia is still a hold, and a buy for anyone who does not own.\nThis is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.\nThe smart money signal: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).\nAlibaba Group\nIf you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform Alibaba Group may be for you.\nIts shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.\nThese are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.\nThe smart money signal: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.\nAn attractive spinoff\nOne tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.\nA good spinoff to consider right now is Organon,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.\nOf course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.\nBut this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.\nOn the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.\nThe smart money signal: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.\nAn education play\nIf universities have allowed their participation in the culture wars to distract them from the core mission of basic education,Chegg is there to pick up the slack.\nThis online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.\nWhile online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.\n“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”\nHe likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.\nThe smart money signal: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":865346758,"gmtCreate":1632957870311,"gmtModify":1632957871147,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>last trading price...[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>last trading price...[捂脸]&nbsp;","text":"$BlackBerry(BB)$last trading price...[捂脸]","images":[{"img":"https://static.tigerbbs.com/a1dac9cfd3bd810d7e5b27b8b653e386","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/865346758","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878284073,"gmtCreate":1637197809787,"gmtModify":1637200331122,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRT.SI\">$SRT(SRT.SI)$</a>New IPO listing today. Drop slightly...","listText":"<a href=\"https://laohu8.com/S/SRT.SI\">$SRT(SRT.SI)$</a>New IPO listing today. Drop slightly...","text":"$SRT(SRT.SI)$New IPO listing today. 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before, now...[白眼]","images":[{"img":"https://static.tigerbbs.com/cc10a7a7cd79cc309eebb7e413561368","width":"1080","height":"2687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/857786103","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":893518585,"gmtCreate":1628286338247,"gmtModify":1633752044816,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/893518585","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","SKLZ":"Skillz Inc","ZG":"Zillow Class A","ADYEY":"Adyen N.V.","VCYT":"Veracyte Inc","OKTA":"Okta Inc.","SE":"Sea Ltd","PDD":"拼多多","COIN":"Coinbase Global, Inc.","CRWD":"CrowdStrike Holdings, Inc.","PINS":"Pinterest, Inc.","SQ":"Block","TDOC":"Teladoc Health Inc.","DKNG":"DraftKings Inc.","SNAP":"Snap Inc","SHOP":"Shopify Inc","TSLA":"特斯拉","Z":"Zillow","KC":"金山云","MELI":"MercadoLibre","LC":"LendingClub"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":844284834,"gmtCreate":1636431241857,"gmtModify":1636431242837,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>pocket change. All other banks up but this....[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>pocket change. All other banks up but this....[捂脸]&nbsp;","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$pocket change. All other banks up but this....[捂脸]","images":[{"img":"https://static.tigerbbs.com/9992dc310ccb0a3fd581916cc7f5d3fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844284834","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866640615,"gmtCreate":1632780441337,"gmtModify":1632797970765,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866640615","repostId":"2170629174","repostType":2,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885018722,"gmtCreate":1631744738366,"gmtModify":1631885069092,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583303538758982","authorIdStr":"3583303538758982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>is dead...[捂脸]&nbsp;[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>is dead...[捂脸]&nbsp;[喷血]&nbsp;","text":"$BlackBerry(BB)$is dead...[捂脸] [喷血]","images":[{"img":"https://static.tigerbbs.com/6bf7f3cf9ab602f2df14742ad76c3e84","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/885018722","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}