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戴宝尔

戴宝尔

炮哥

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2021-06-29

买了收，看长远。

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2021-06-28

好

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11:27","market":"us","language":"en","title":"These names stand out using one of the best methods to pick stocks, according to Ned Davis Research","url":"https://stock-news.laohu8.com/highlight/detail?id=1140487835","media":"CNBC","summary":"Investors looking to add stocks to their portfolio during the summer months should pay close attenti","content":"<div>\n<p>Investors looking to add stocks to their portfolio during the summer months should pay close attention to earnings expectations, according to Ned Davis Research.\nCorporate earnings season will start ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/these-names-stand-out-using-one-of-the-best-methods-to-pick-stocks-according-to-ned-davis-research.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>These names stand out using one of the best methods to pick stocks, according to Ned Davis Research</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\">\nThese names stand out using one of the best methods to pick stocks, according to Ned Davis Research\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/27/these-names-stand-out-using-one-of-the-best-methods-to-pick-stocks-according-to-ned-davis-research.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors looking to add stocks to their portfolio during the summer months should pay close attention to earnings expectations, according to Ned Davis Research.\nCorporate earnings season will start ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/these-names-stand-out-using-one-of-the-best-methods-to-pick-stocks-according-to-ned-davis-research.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","ACN":"埃森哲","UNH":"联合健康","LOW":"劳氏"},"source_url":"https://www.cnbc.com/2021/06/27/these-names-stand-out-using-one-of-the-best-methods-to-pick-stocks-according-to-ned-davis-research.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140487835","content_text":"Investors looking to add stocks to their portfolio during the summer months should pay close attention to earnings expectations, according to Ned Davis Research.\nCorporate earnings season will start again in earnest next month, with major banks scheduled to report in mid-July.\nExpectations for the quarter are high, and rising higher. As of early June, stocks in the S&P 500 had their increase in second-quarter earnings estimates since 2002, according to FactSet’s John Butters.\nWhile the increasing estimates could make the bar harder to clear for some companies, they should also be a good indicator for investors looking to buy, according to Ned Davis Research.\n“Earnings revisions has been one of the top-performing strategies over time. As the market outlook improves, investors reward the companies with improving earnings growth expectations,” NDR’s Brian Sanborn said in a note to clients last week.\nThe firm’s earnings earnings revisions factor measures the monthly change in one-year earnings projections by analysts. The strategy has performed particularly well after periods like Wall Street has seen over the past six months.\n“Earnings revisions was one of the top factors following strong periods of Value relative strength compared to Growth as in 1993 and 2006. This strategy has also exceled after all-time market highs and sentiment peaks,” the note said.\nNED DAVIS RESEARCH PORTFOLIO PICKS\n\n\n\nTICKER\nCOMPANY\nPRICE\nCHANGE\n%CHANGE\n\n\n\n\nDE\nDeere & Co\n349.99\n-0.63\n-0.1797\n\n\nLOW\nLowe’s Companies Inc\n192.66\n0.91\n0.47\n\n\nUNH\nUnitedHealth Group Inc\n404.95\n6.08\n1.52\n\n\nACN\nAccenture PLC\n294.66\n3.10\n1.06\n\n\nFB\nFacebook\n341.37\n-1.81\n-0.5274\n\n\n\nThe firm highlighted several of the stocks from its portfolio picks list for high marks in its earnings revision factor and other strategies, including tech giantFacebookand Dow componentUnitedHealth Group.\nShares of Facebook have picked up momentum over the past three months, rising more than 20%. The stock hit a record high last week, as didAccenture, another member of Ned Davis’ list.\nOther stocks on the list have faltered despite the increasing fundamental outlook. Machinery companyDeere, for example, has seen its stock slip about 2% over the past three months.\nRetail chainTargetis also on Ned Davis’ portfolio list. According to FactSet, analysts expect the company to earn $12.26 per share for the fiscal year ending next January, up from an estimate of $8.77 per share in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150715285,"gmtCreate":1624927741947,"gmtModify":1631890500429,"author":{"id":"3585986481862511","authorId":"3585986481862511","name":"戴宝尔","avatar":"https://static.tigerbbs.com/9100f8b55fde09c514e58bfe9201dfc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买了收，看长远。","listText":"买了收，看长远。","text":"买了收，看长远。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150715285","repostId":"2146836375","repostType":4,"repost":{"id":"2146836375","pubTimestamp":1624894957,"share":"https://www.laohu8.com/m/news/2146836375?lang=&edition=full","pubTime":"2021-06-28 23:42","market":"us","language":"en","title":"Here's Why I'm Waiting to Buy BlackBerry Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2146836375","media":"Motley Fool","summary":"Fiscal first-quarter results showed worrying weakness in one of the company's key segments.","content":"<p>Last year,<b> BlackBerry</b> (NYSE:BB) announced an ambitious goal of creating a software platform for the vast automotive market. But because of the company's current challenges with its cybersecurity portfolio, that opportunity may not translate into profits for investors.</p>\n<h2>A vast addressable market</h2>\n<p>Following its transition to a software-based security business initiated several years ago, BlackBerry announced a partnership with <b>Amazon</b>'s Amazon Web Services (AWS) to create IVY, a software platform to securely exchange and manage standardized vehicle data. That platform, which should hit the market by February 2022, should provide automotive industry players with new opportunities, such as reducing costs and monetizing new services.</p>\n<p>The success of such initiatives remains to be seen. But those developments expose BlackBerry to a vast total addressable market that management estimated at $89 billion by 2025, which corresponds to an attractive compound annual growth rate (CAGR) of 19%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d31abfbbf6cdcc04c5e000fbffa8cee\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Challenges in cybersecurity</h2>\n<p>However, BlackBerry remains far from reaching that growth trajectory. During its first fiscal quarter, which ended on May 31, revenue declined 15.5% year over year to $174 million.</p>\n<p>The ongoing negotiation to sell an important part of the company's patent portfolio had a negative effect on revenue. But more worryingly, revenue from the cybersecurity segment declined by 10.1% year over year to $107 million,&nbsp;which seems weak considering the secular growth in that market, boosted by the recent rise of ransomware attacks.</p>\n<p>In contrast, given that favorable context, the endpoint protection specialist <b>CrowdStrike</b> generated another quarter of impressive revenue growth (70% year over year to $302.8 million) during its latest quarter, despite its much larger scale.</p>\n<p>In particular, BlackBerry's endpoint protection cybersecurity offering Cylance hasn't caught up yet with the competition. As an illustration, the research specialist <b>Gartner</b> positioned Cylance far away from many competitors in its May 2021 endpoint protection platforms magic quadrant in terms of ability to execute and completeness of vision.</p>\n<p>Granted, BlackBerry enhanced its cybersecurity offerings last quarter with additional cloud-based capabilities to protect remote workers. But competitors, such as CrowdStrike, have already been proposing similar features for several quarters, or even years.</p>\n<h2>Internet of Things</h2>\n<p>In contrast, BlackBerry's Internet of Things (IoT) segment showed encouraging signs of recovery. That segment mainly includes QNX, the company's embedded operating system that can be integrated into any kind of device.</p>\n<p>So during the first fiscal quarter, revenue from IoT increased by 48.3% year over year to $43 million, partly thanks to the deployment of QNX in vehicles. Indeed, the research outfit Strategy Analytics estimated QNX software is now embedded in more than 195 million vehicles, compared to 175 million the year before.</p>\n<p>That's an encouraging development for BlackBerry over the long term, as it plans to leverage its footprint in the automotive industry to grow the adoption of its IVY platform. In addition, after having announced its IVY Innovation Fund several months ago to drive innovation, it launched its IVY Advisory Council during the last quarter to develop use cases.</p>\n<h2>Growth priced in</h2>\n<p>Despite the drop following these mixed fiscal first-quarter results, BlackBerry's stock is still up more than 80% since the beginning of the year. The company's market cap, now at $6.8 billion, corresponds to 7.9 times trailing 12-month revenue of $861 million, which indicates the market is pricing in strong growth going forward.</p>\n<p>So with cybersecurity representing 61.5% of revenue during the last quarter, the company must significantly improve its security business to match the market's expectations, which won't be easy given the crowded and strong competition in that area.</p>\n<p>In addition, the success of the company's IoT business will partly depend on its cybersecurity portfolio. Indeed, BlackBerry will leverage its cybersecurity infrastructure and software to protect connected vehicles as well, as they remain exposed to similar threats as traditional computing devices, such as computers and laptops.</p>\n<p>Thus, before considering investing in BlackBerry for the attractive potential of its IVY platform over the long term, I'll stay on the sidelines and wait for tangible improvements in the company's cybersecurity segment.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why I'm Waiting to Buy BlackBerry Stock</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\">\nHere's Why I'm Waiting to Buy BlackBerry Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 23:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/28/heres-why-im-waiting-to-buy-blackberry-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year, BlackBerry (NYSE:BB) announced an ambitious goal of creating a software platform for the vast automotive market. But because of the company's current challenges with its cybersecurity ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/heres-why-im-waiting-to-buy-blackberry-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://www.fool.com/investing/2021/06/28/heres-why-im-waiting-to-buy-blackberry-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146836375","content_text":"Last year, BlackBerry (NYSE:BB) announced an ambitious goal of creating a software platform for the vast automotive market. But because of the company's current challenges with its cybersecurity portfolio, that opportunity may not translate into profits for investors.\nA vast addressable market\nFollowing its transition to a software-based security business initiated several years ago, BlackBerry announced a partnership with Amazon's Amazon Web Services (AWS) to create IVY, a software platform to securely exchange and manage standardized vehicle data. That platform, which should hit the market by February 2022, should provide automotive industry players with new opportunities, such as reducing costs and monetizing new services.\nThe success of such initiatives remains to be seen. But those developments expose BlackBerry to a vast total addressable market that management estimated at $89 billion by 2025, which corresponds to an attractive compound annual growth rate (CAGR) of 19%.\nImage source: Getty Images.\nChallenges in cybersecurity\nHowever, BlackBerry remains far from reaching that growth trajectory. During its first fiscal quarter, which ended on May 31, revenue declined 15.5% year over year to $174 million.\nThe ongoing negotiation to sell an important part of the company's patent portfolio had a negative effect on revenue. But more worryingly, revenue from the cybersecurity segment declined by 10.1% year over year to $107 million, which seems weak considering the secular growth in that market, boosted by the recent rise of ransomware attacks.\nIn contrast, given that favorable context, the endpoint protection specialist CrowdStrike generated another quarter of impressive revenue growth (70% year over year to $302.8 million) during its latest quarter, despite its much larger scale.\nIn particular, BlackBerry's endpoint protection cybersecurity offering Cylance hasn't caught up yet with the competition. As an illustration, the research specialist Gartner positioned Cylance far away from many competitors in its May 2021 endpoint protection platforms magic quadrant in terms of ability to execute and completeness of vision.\nGranted, BlackBerry enhanced its cybersecurity offerings last quarter with additional cloud-based capabilities to protect remote workers. But competitors, such as CrowdStrike, have already been proposing similar features for several quarters, or even years.\nInternet of Things\nIn contrast, BlackBerry's Internet of Things (IoT) segment showed encouraging signs of recovery. That segment mainly includes QNX, the company's embedded operating system that can be integrated into any kind of device.\nSo during the first fiscal quarter, revenue from IoT increased by 48.3% year over year to $43 million, partly thanks to the deployment of QNX in vehicles. Indeed, the research outfit Strategy Analytics estimated QNX software is now embedded in more than 195 million vehicles, compared to 175 million the year before.\nThat's an encouraging development for BlackBerry over the long term, as it plans to leverage its footprint in the automotive industry to grow the adoption of its IVY platform. In addition, after having announced its IVY Innovation Fund several months ago to drive innovation, it launched its IVY Advisory Council during the last quarter to develop use cases.\nGrowth priced in\nDespite the drop following these mixed fiscal first-quarter results, BlackBerry's stock is still up more than 80% since the beginning of the year. The company's market cap, now at $6.8 billion, corresponds to 7.9 times trailing 12-month revenue of $861 million, which indicates the market is pricing in strong growth going forward.\nSo with cybersecurity representing 61.5% of revenue during the last quarter, the company must significantly improve its security business to match the market's expectations, which won't be easy given the crowded and strong competition in that area.\nIn addition, the success of the company's IoT business will partly depend on its cybersecurity portfolio. Indeed, BlackBerry will leverage its cybersecurity infrastructure and software to protect connected vehicles as well, as they remain exposed to similar threats as traditional computing devices, such as computers and laptops.\nThus, before considering investing in BlackBerry for the attractive potential of its IVY platform over the long term, I'll stay on the sidelines and wait for tangible improvements in the company's cybersecurity segment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}