CookieDon的个人主页 - 老虎社区

CookieDon

CookieDon

暂无个人介绍

IP属地：未知

2关注

3粉丝

0主题

0勋章

2021-11-07

play

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-06

play?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-05

Treat!

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-03

playy

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-03

play!

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-02

nice

@小虎活动:[Halloween Game] Trade or Treat!

2021-09-17

time to load?

2021-09-16

drink more beer dudes

2021-09-04

buyyy

2021-08-30

will it go back?

2021-08-25

hmmmm

2021-08-24

asml!

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-08-17

drink more beer

2021-08-17

ok

抱歉，原内容已删除

2021-08-15

Gogogo

2021-08-10

bring it up!

2021-08-05

buy?

Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?

2021-08-02

woohoo

2021-08-02

$Square(SQ)$i like

2021-07-31

oh mann

去老虎APP查看更多动态

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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841260452,"gmtCreate":1635915452936,"gmtModify":1635915452936,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"playy","listText":"playy","text":"playy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841260452","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841287233,"gmtCreate":1635915382501,"gmtModify":1635915382501,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"play!","listText":"play!","text":"play!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841287233","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843938509,"gmtCreate":1635790698349,"gmtModify":1635790698349,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843938509","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885722951,"gmtCreate":1631835883873,"gmtModify":1631890071719,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"time to load?","listText":"time to load?","text":"time to load?","images":[{"img":"https://static.tigerbbs.com/4e192dc6275e551c9806b6d64409be35","width":"1125","height":"4164"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885722951","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":885933343,"gmtCreate":1631750321282,"gmtModify":1631890071724,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"drink more beer dudes","listText":"drink more beer dudes","text":"drink more beer dudes","images":[{"img":"https://static.tigerbbs.com/88816c5a7482d712ada97420a00ef249","width":"1125","height":"3352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885933343","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815443055,"gmtCreate":1630715872277,"gmtModify":1631890071728,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"buyyy","listText":"buyyy","text":"buyyy","images":[{"img":"https://static.tigerbbs.com/171c192236bb89ae70ecb19bc73cae1d","width":"1125","height":"4059"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815443055","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813757521,"gmtCreate":1630254024463,"gmtModify":1704957488538,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"will it go back?","listText":"will it go back?","text":"will it go back?","images":[{"img":"https://static.tigerbbs.com/8d3331ece300ad0664f45b8ad088b7d4","width":"1125","height":"4059"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813757521","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837048207,"gmtCreate":1629850010809,"gmtModify":1631890071734,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"hmmmm","listText":"hmmmm","text":"hmmmm","images":[{"img":"https://static.tigerbbs.com/f27712d95c343f4d64a3f19ec83d62a6","width":"1125","height":"4059"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837048207","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":834098264,"gmtCreate":1629760996058,"gmtModify":1631890071734,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"asml!","listText":"asml!","text":"asml!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834098264","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"AMZN":"亚马逊","SNPS":"新思科技","SSNLF":"三星电子","ON":"安森美半导体","CDNS":"铿腾电子","TSM":"台积电","NVDA":"英伟达","GOOG":"谷歌","QCOM":"高通","SOXX":"iShares费城交易所半导体ETF","AAPL":"苹果","GOOGL":"谷歌A","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839290914,"gmtCreate":1629159757538,"gmtModify":1631890071738,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"drink more beer","listText":"drink more beer","text":"drink more beer","images":[{"img":"https://static.tigerbbs.com/6d127936e7152c05d0ea449a9334700d","width":"1125","height":"3352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839290914","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839207139,"gmtCreate":1629159712921,"gmtModify":1631890071745,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839207139","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830179983,"gmtCreate":1629037553342,"gmtModify":1631890071745,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/ed4378713be181954c2f1b7bde9bf6d7","width":"1125","height":"4059"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830179983","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896099882,"gmtCreate":1628527253446,"gmtModify":1631890071750,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"bring it up!","listText":"bring it up!","text":"bring it up!","images":[{"img":"https://static.tigerbbs.com/809197937e45600b059bd0c9f18bcc07","width":"1125","height":"3936"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896099882","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890288609,"gmtCreate":1628120039201,"gmtModify":1631891944086,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"buy?","listText":"buy?","text":"buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890288609","repostId":"2156106357","repostType":4,"repost":{"id":"2156106357","pubTimestamp":1628085660,"share":"https://www.laohu8.com/m/news/2156106357?lang=&edition=full","pubTime":"2021-08-04 22:01","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2156106357","media":"Motley Fool","summary":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.","content":"<blockquote>\n The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Like it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.</li>\n <li>Renewed lockdown efforts are likely to spread to even more places.</li>\n <li>For investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.</li>\n</ul>\n<p>Usually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those times. July's worst-performing names among the <b>S&amp;P 500</b> (SNPINDEX:^GSPC) constituents were <b>Las Vegas Sands</b> (NYSE:LVS), <b>Wynn Resorts</b> (NASDAQ:WYNN), <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH), and <b>Carnival Corporation</b> (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.</p>\n<p>Veteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.</p>\n<p>Too late to stop it now</p>\n<p>The sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6d79db732cfe9fd24ea383f893ddc5\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>Now, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?</p>\n<p>Nobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.</p>\n<p>The official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.</p>\n<p>Image source: Getty Images.</p>\n<p>However, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.</p>\n<p>And that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.</p>\n<p>Considering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.</p>\n<p>Not permanent but no flash in the pan either</p>\n<p>So as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.</p>\n<p>The S&amp;P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.</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>Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?</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\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","TIME":"Clockwise Core Equity & Innovation ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156106357","content_text":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.\nRenewed lockdown efforts are likely to spread to even more places.\nFor investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.\n\nUsually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not one of those times. July's worst-performing names among the S&P 500 (SNPINDEX:^GSPC) constituents were Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Norwegian Cruise Line Holdings (NYSE:NCLH), and Carnival Corporation (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.\nVeteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.\nToo late to stop it now\nThe sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.\n\nData by YCharts.\nNow, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?\nNobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.\nThe official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.\nImage source: Getty Images.\nHowever, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.\nAnd that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.\nConsidering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.\nNot permanent but no flash in the pan either\nSo as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.\nThe S&P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804990001,"gmtCreate":1627914657704,"gmtModify":1631891944086,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"woohoo","listText":"woohoo","text":"woohoo","images":[{"img":"https://static.tigerbbs.com/22db95dd2d430d7df53a9e68df63b100","width":"1125","height":"3936"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804990001","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804904253,"gmtCreate":1627914594272,"gmtModify":1631885175990,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>i like","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>i like","text":"$Square(SQ)$i like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804904253","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802921092,"gmtCreate":1627708564816,"gmtModify":1631891944087,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"oh mann","listText":"oh mann","text":"oh mann","images":[{"img":"https://static.tigerbbs.com/5993c98273efd5bbf62ec1c7358e321d","width":"1125","height":"4059"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802921092","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":145893242,"gmtCreate":1626214869786,"gmtModify":1633929085438,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"why like that??","listText":"why like that??","text":"why like that??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/145893242","repostId":"2151560584","repostType":4,"repost":{"id":"2151560584","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626207238,"share":"https://www.laohu8.com/m/news/2151560584?lang=&edition=full","pubTime":"2021-07-14 04:13","market":"us","language":"en","title":"S&P 500 and Nasdaq end down after hitting record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2151560584","media":"Reuters","summary":"JPMorgan drops amid low interest rates\nU.S. consumer prices surge in June\nBoeing slips on new produc","content":"<ul>\n <li>JPMorgan drops amid low interest rates</li>\n <li>U.S. consumer prices surge in June</li>\n <li>Boeing slips on new production problems for 787 Dreamliners</li>\n <li>Indexes: Dow -0.31%, S&amp;P 500 -0.35%, Nasdaq -0.38%</li>\n</ul>\n<p>(Updates following end of session)</p>\n<p>July 13 (Reuters) - The S&amp;P 500 and Nasdaq ended lower on Tuesday after hitting record highs earlier in the session, with investors digesting a jump in consumer prices in June and earnings from JPMorgan and Goldman Sachs that kicked off the quarterly reporting season.</p>\n<p>The S&amp;P 500 and Nasdaq reached fresh record highs but quickly fell into negative territory after an auction of 30-year Treasuries showed less demand than some investors expected and pushed yields higher.</p>\n<p>Data indicated U.S. consumer prices rose by the most in 13 years last month, while so-called core consumer prices surged 4.5% year over year, the largest rise since November 1991.</p>\n<p>Economists viewed the price surge, driven by travel-rated services and used automobiles, as mostly temporary, aligning with Federal Reserve Chair Jerome Powell's long-standing views.</p>\n<p>\"Any time you get an uptick in interest rates the stock market is going to get nervous, especially on a day like today,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.</p>\n<p>The S&amp;P 500 growth index dipped 0.05%, while the value index fell 0.70%.</p>\n<p>\"With growth outperforming value, the takeaway is clearly that inflation from a market perspective is not a real threat in the long term,\" said Keith Buchanan, a portfolio manager at GLOBALT Investments in Atlanta, Georgia.</p>\n<p>Ten of the 11 major S&amp;P 500 sector indexes ended lower, with real estate , consumer discretionary and financials each down more than 1%.</p>\n<p>JPMorgan Chase &amp; Co stock fell 1.5% after the company reported blockbuster quarterly profit growth but warned that the sunny outlook would not make for blockbuster revenues in the short term due to low interest rates.</p>\n<p>Goldman Sachs Group Inc dipped 1.2% after its quarterly earnings exceeded forecasts.</p>\n<p>Citigroup , Wells Fargo &amp; Co and Bank of America were due to report their quarterly results early on Wednesday.</p>\n<p>PepsiCo Inc gained 2.3% after raising its full-year earnings forecast, betting on accelerating demand as COVID-19 restrictions continue to ease.</p>\n<p>June-quarter earnings per share for S&amp;P 500 companies are expected to rise 66%, according to Refinitiv data, with investors questioning how long Wall Street's rally would last after a 16% rise in the benchmark index so far this year.</p>\n<p>All eyes now turn to Fed Chair Jerome Powell's congressional testimony on Wednesday and Thursday for his comments about rising price pressures and monetary support going forward.</p>\n<p>The Dow Jones Industrial Average fell 0.31% to end at 34,888.79 points, while the S&amp;P 500 lost 0.35% to 4,369.21.</p>\n<p>The Nasdaq Composite dropped 0.38% to 14,677.65.</p>\n<p>Conagra Brands Inc dropped 5.4% after the packaged foods company warned that higher raw material and ingredient costs would take a bigger bite out of its profit this year than previously estimated.</p>\n<p>Boeing Co fell 4.2% after the Federal Aviation Administration said late on Monday some undelivered 787 Dreamliners have a new manufacturing quality issue.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.85-to-1 ratio; on Nasdaq, a 3.06-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 61 new highs and 73 new lows.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 10.5 billion average for the full session over the last 20 trading days.</p>\n<p>(Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Cynthia Osterman)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 and Nasdaq end down after hitting record highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 and Nasdaq end down after hitting record highs\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\">2021-07-14 04:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>JPMorgan drops amid low interest rates</li>\n <li>U.S. consumer prices surge in June</li>\n <li>Boeing slips on new production problems for 787 Dreamliners</li>\n <li>Indexes: Dow -0.31%, S&amp;P 500 -0.35%, Nasdaq -0.38%</li>\n</ul>\n<p>(Updates following end of session)</p>\n<p>July 13 (Reuters) - The S&amp;P 500 and Nasdaq ended lower on Tuesday after hitting record highs earlier in the session, with investors digesting a jump in consumer prices in June and earnings from JPMorgan and Goldman Sachs that kicked off the quarterly reporting season.</p>\n<p>The S&amp;P 500 and Nasdaq reached fresh record highs but quickly fell into negative territory after an auction of 30-year Treasuries showed less demand than some investors expected and pushed yields higher.</p>\n<p>Data indicated U.S. consumer prices rose by the most in 13 years last month, while so-called core consumer prices surged 4.5% year over year, the largest rise since November 1991.</p>\n<p>Economists viewed the price surge, driven by travel-rated services and used automobiles, as mostly temporary, aligning with Federal Reserve Chair Jerome Powell's long-standing views.</p>\n<p>\"Any time you get an uptick in interest rates the stock market is going to get nervous, especially on a day like today,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.</p>\n<p>The S&amp;P 500 growth index dipped 0.05%, while the value index fell 0.70%.</p>\n<p>\"With growth outperforming value, the takeaway is clearly that inflation from a market perspective is not a real threat in the long term,\" said Keith Buchanan, a portfolio manager at GLOBALT Investments in Atlanta, Georgia.</p>\n<p>Ten of the 11 major S&amp;P 500 sector indexes ended lower, with real estate , consumer discretionary and financials each down more than 1%.</p>\n<p>JPMorgan Chase &amp; Co stock fell 1.5% after the company reported blockbuster quarterly profit growth but warned that the sunny outlook would not make for blockbuster revenues in the short term due to low interest rates.</p>\n<p>Goldman Sachs Group Inc dipped 1.2% after its quarterly earnings exceeded forecasts.</p>\n<p>Citigroup , Wells Fargo &amp; Co and Bank of America were due to report their quarterly results early on Wednesday.</p>\n<p>PepsiCo Inc gained 2.3% after raising its full-year earnings forecast, betting on accelerating demand as COVID-19 restrictions continue to ease.</p>\n<p>June-quarter earnings per share for S&amp;P 500 companies are expected to rise 66%, according to Refinitiv data, with investors questioning how long Wall Street's rally would last after a 16% rise in the benchmark index so far this year.</p>\n<p>All eyes now turn to Fed Chair Jerome Powell's congressional testimony on Wednesday and Thursday for his comments about rising price pressures and monetary support going forward.</p>\n<p>The Dow Jones Industrial Average fell 0.31% to end at 34,888.79 points, while the S&amp;P 500 lost 0.35% to 4,369.21.</p>\n<p>The Nasdaq Composite dropped 0.38% to 14,677.65.</p>\n<p>Conagra Brands Inc dropped 5.4% after the packaged foods company warned that higher raw material and ingredient costs would take a bigger bite out of its profit this year than previously estimated.</p>\n<p>Boeing Co fell 4.2% after the Federal Aviation Administration said late on Monday some undelivered 787 Dreamliners have a new manufacturing quality issue.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.85-to-1 ratio; on Nasdaq, a 3.06-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 61 new highs and 73 new lows.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 10.5 billion average for the full session over the last 20 trading days.</p>\n<p>(Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","NDAQ":"纳斯达克OMX交易所","SDS":"两倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF","QQQ":"纳指100ETF","PSQ":"纳指反向ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","OEX":"标普100",".SPX":"S&P 500 Index","QID":"纳指两倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151560584","content_text":"JPMorgan drops amid low interest rates\nU.S. consumer prices surge in June\nBoeing slips on new production problems for 787 Dreamliners\nIndexes: Dow -0.31%, S&P 500 -0.35%, Nasdaq -0.38%\n\n(Updates following end of session)\nJuly 13 (Reuters) - The S&P 500 and Nasdaq ended lower on Tuesday after hitting record highs earlier in the session, with investors digesting a jump in consumer prices in June and earnings from JPMorgan and Goldman Sachs that kicked off the quarterly reporting season.\nThe S&P 500 and Nasdaq reached fresh record highs but quickly fell into negative territory after an auction of 30-year Treasuries showed less demand than some investors expected and pushed yields higher.\nData indicated U.S. consumer prices rose by the most in 13 years last month, while so-called core consumer prices surged 4.5% year over year, the largest rise since November 1991.\nEconomists viewed the price surge, driven by travel-rated services and used automobiles, as mostly temporary, aligning with Federal Reserve Chair Jerome Powell's long-standing views.\n\"Any time you get an uptick in interest rates the stock market is going to get nervous, especially on a day like today,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.\nThe S&P 500 growth index dipped 0.05%, while the value index fell 0.70%.\n\"With growth outperforming value, the takeaway is clearly that inflation from a market perspective is not a real threat in the long term,\" said Keith Buchanan, a portfolio manager at GLOBALT Investments in Atlanta, Georgia.\nTen of the 11 major S&P 500 sector indexes ended lower, with real estate , consumer discretionary and financials each down more than 1%.\nJPMorgan Chase & Co stock fell 1.5% after the company reported blockbuster quarterly profit growth but warned that the sunny outlook would not make for blockbuster revenues in the short term due to low interest rates.\nGoldman Sachs Group Inc dipped 1.2% after its quarterly earnings exceeded forecasts.\nCitigroup , Wells Fargo & Co and Bank of America were due to report their quarterly results early on Wednesday.\nPepsiCo Inc gained 2.3% after raising its full-year earnings forecast, betting on accelerating demand as COVID-19 restrictions continue to ease.\nJune-quarter earnings per share for S&P 500 companies are expected to rise 66%, according to Refinitiv data, with investors questioning how long Wall Street's rally would last after a 16% rise in the benchmark index so far this year.\nAll eyes now turn to Fed Chair Jerome Powell's congressional testimony on Wednesday and Thursday for his comments about rising price pressures and monetary support going forward.\nThe Dow Jones Industrial Average fell 0.31% to end at 34,888.79 points, while the S&P 500 lost 0.35% to 4,369.21.\nThe Nasdaq Composite dropped 0.38% to 14,677.65.\nConagra Brands Inc dropped 5.4% after the packaged foods company warned that higher raw material and ingredient costs would take a bigger bite out of its profit this year than previously estimated.\nBoeing Co fell 4.2% after the Federal Aviation Administration said late on Monday some undelivered 787 Dreamliners have a new manufacturing quality issue.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.85-to-1 ratio; on Nasdaq, a 3.06-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 61 new highs and 73 new lows.\nVolume on U.S. exchanges was 9.5 billion shares, compared with the 10.5 billion average for the full session over the last 20 trading days.\n(Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174604959,"gmtCreate":1627093168671,"gmtModify":1631891944103,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"buy the dip?","listText":"buy the dip?","text":"buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174604959","repostId":"2153981075","repostType":4,"repost":{"id":"2153981075","pubTimestamp":1627091190,"share":"https://www.laohu8.com/m/news/2153981075?lang=&edition=full","pubTime":"2021-07-24 09:46","market":"us","language":"en","title":"3 Best Video Game Stocks to Buy in the Next Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2153981075","media":"Motley Fool","summary":"These industry leaders should prosper in the growing $175 billion interactive entertainment market.","content":"<p>The bulls in the market have been stomping on the bears for more than a year, but history shows that stock prices don't move up in a straight line. Market corrections are par for the course when investing in stocks, but that same history shows these downturns lay the foundation for great returns afterward.</p>\n<p>If you've been thinking about buying shares of a video game stock, the next market pullback would be a great buying opportunity. <b>Activision Blizzard</b>&nbsp;(NASDAQ:ATVI), <b>Electronic Arts</b> (NASDAQ:EA), and <b>Tencent</b> (OTC:TCEHY) are cash-rich leaders in the burgeoning video game industry that can deliver market-beating returns over the long term. Let's find out a bit more about these three stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/869325da30a6e698de7db7d34e33d93a\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Activision Blizzard</h2>\n<p>Activision Blizzard owns eight franchises that have achieved at least $1 billion in lifetime bookings.&nbsp;It's best known for making <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most-played first-person shooters on the market in <i>Call of Duty</i>. A $1,000 investment in Activision stock in 2003, right after the first <i>Call of Duty</i> title was released,&nbsp;would be worth nearly $30,000 today.</p>\n<p>The <i>Call of Duty</i> franchise continues to grow. It's included in the company's Activision segment, which reached a record 150 million monthly active users (MAUs) in the first quarter.&nbsp;With seven other major franchises under its umbrella, Activision Blizzard sees an opportunity to improve those titles to more than double its MAUs to 1 billion.</p>\n<p>Making big-budget video game titles does require investing in thousands of employees and can involve significant marketing expenses, but many other aspects of production are not as capital intensive when compared to other industries. This allows top game companies that can sell millions of copies of new releases to produce robust amounts of free cash flow. Over the past four quarters, Activision Blizzard generated $2.8 billion in free cash flow on $8.5 billion in revenue.</p>\n<p>It pays out less than a fifth of that free cash flow in dividends, bringing the current dividend yield to 0.52%. There's clearly potential for Activision to safely double or triple that yield by increasing the payout ratio over time.</p>\n<p>Activision Blizzard owns several franchises that each have a built-in base of millions of fans, including <i>World of Warcraft</i>, <i>Diablo</i>, and <i>Overwatch</i>. The company is well stocked with cash, with $9.3 billion on the balance sheet,&nbsp;which should provide plenty of capital to continue reinvesting for growth.</p>\n<h2>2. Electronic Arts</h2>\n<p>Electronic Arts is known for its EA Sports titles, most notably <i>Madden</i> and <i>FIFA</i>. EA added 42 million new players to its network during the pandemic. It&nbsp;has a total of 230 million players and viewers, but management is targeting 500 million over the next five years.</p>\n<p>Most importantly, EA has demonstrated the ability to bring out new hits. The free-to-play shooter <i>Apex Legends</i> launched in 2019&nbsp;and recently surpassed $1 billion in bookings.&nbsp;EA also revealed plans earlier this year to relaunch its previous <i>NCAA Football</i> franchise under the new title <i>EA Sports College Football</i>, which should be released within the next few years.</p>\n<p>EA's success in growing its sports business in recent years has left it with lots of cash to reinvest. It entered fiscal 2022 with $6.3 billion of cash and investments and has already put that to work.&nbsp;So far this year, EA has spent a combined $4.7 billion to buy Glu Mobile, Codemasters, and Playdemic.&nbsp;These studios bring their own game development prowess and popular titles to accelerate EA's&nbsp;expansion into mobile.</p>\n<p>In fiscal 2021, EA's free cash flow came to $1.8 billion on $5.6 billion of revenue. EA started paying a dividend within the last year,&nbsp;which signals management's confidence in its growth strategy. The quarterly dividend amounts to $0.17 per share, bringing the current dividend yield to 0.48%.&nbsp;The company's growing sports lineup and willingness to return capital to shareholders makes it a top video game stock to consider buying.</p>\n<h2>3. Tencent</h2>\n<p>Tencent is the largest video game company in the world by revenue and also operates the popular WeChat social media platform in China.&nbsp;It owns Riot Games,&nbsp;the operator of one of the top esports titles in the world in <i>League of Legends</i>. It also has ownership stakes in several other companies, including Epic Games and Activision Blizzard.</p>\n<p>Gaming makes up 29% of its annual revenue, with online advertising, fintech, and business services composing most of the balance. But gaming is Tencent's largest business segment. It's the diversity of revenue streams across fast-growing markets, including gaming and cloud services, that make it a stock worth keeping on your radar.</p>\n<p>Over the last four quarters, Tencent generated $18.5 billion in free cash flow.&nbsp;It has $39 billion of dry powder on the balance sheet,&nbsp;in addition to a portfolio of investees that was worth over $200 billion in the first quarter.&nbsp;That's a lot of firepower.</p>\n<p>Tencent compares the current state of the video game industry to the movie business in the 1930s,&nbsp;and it's investing to maintain its leadership status. Last year, management announced a deep pipeline of 40 new titles, including internally developed and licensed games in development.&nbsp;It's particularly focusing on where gamers are spending more time, which is with big-budget, immersive gaming experiences.</p>\n<p>\"The development speed, scale, range, and depth of information technology is much greater than the last Industrial Revolution,\" said Senior Vice President Steven Ma. \"This brings unimaginable opportunities for games and the space is almost limitless.\"</p>\n<p>However, investors should note the risks of investing in Chinese companies. Tencent has come under scrutiny by regulators that have cracked down on \"inappropriate\" content in the company's games,&nbsp;but Tencent has been able to navigate through these obstacles and deliver market-beating returns to investors. The stock price has fallen recently, which can be chalked up to regulatory issues and near-term investments in the business that will pressure profitability this year. But I would look at the recent drop in share price as a buying opportunity.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Best Video Game Stocks to Buy in the Next Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Best Video Game Stocks to Buy in the Next Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/best-video-game-stocks-buy-in-next-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bulls in the market have been stomping on the bears for more than a year, but history shows that stock prices don't move up in a straight line. Market corrections are par for the course when ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/best-video-game-stocks-buy-in-next-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","TCEHY":"腾讯控股ADR","ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2021/07/23/best-video-game-stocks-buy-in-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153981075","content_text":"The bulls in the market have been stomping on the bears for more than a year, but history shows that stock prices don't move up in a straight line. Market corrections are par for the course when investing in stocks, but that same history shows these downturns lay the foundation for great returns afterward.\nIf you've been thinking about buying shares of a video game stock, the next market pullback would be a great buying opportunity. Activision Blizzard (NASDAQ:ATVI), Electronic Arts (NASDAQ:EA), and Tencent (OTC:TCEHY) are cash-rich leaders in the burgeoning video game industry that can deliver market-beating returns over the long term. Let's find out a bit more about these three stocks.\nImage source: Getty Images.\n1. Activision Blizzard\nActivision Blizzard owns eight franchises that have achieved at least $1 billion in lifetime bookings. It's best known for making one of the most-played first-person shooters on the market in Call of Duty. A $1,000 investment in Activision stock in 2003, right after the first Call of Duty title was released, would be worth nearly $30,000 today.\nThe Call of Duty franchise continues to grow. It's included in the company's Activision segment, which reached a record 150 million monthly active users (MAUs) in the first quarter. With seven other major franchises under its umbrella, Activision Blizzard sees an opportunity to improve those titles to more than double its MAUs to 1 billion.\nMaking big-budget video game titles does require investing in thousands of employees and can involve significant marketing expenses, but many other aspects of production are not as capital intensive when compared to other industries. This allows top game companies that can sell millions of copies of new releases to produce robust amounts of free cash flow. Over the past four quarters, Activision Blizzard generated $2.8 billion in free cash flow on $8.5 billion in revenue.\nIt pays out less than a fifth of that free cash flow in dividends, bringing the current dividend yield to 0.52%. There's clearly potential for Activision to safely double or triple that yield by increasing the payout ratio over time.\nActivision Blizzard owns several franchises that each have a built-in base of millions of fans, including World of Warcraft, Diablo, and Overwatch. The company is well stocked with cash, with $9.3 billion on the balance sheet, which should provide plenty of capital to continue reinvesting for growth.\n2. Electronic Arts\nElectronic Arts is known for its EA Sports titles, most notably Madden and FIFA. EA added 42 million new players to its network during the pandemic. It has a total of 230 million players and viewers, but management is targeting 500 million over the next five years.\nMost importantly, EA has demonstrated the ability to bring out new hits. The free-to-play shooter Apex Legends launched in 2019 and recently surpassed $1 billion in bookings. EA also revealed plans earlier this year to relaunch its previous NCAA Football franchise under the new title EA Sports College Football, which should be released within the next few years.\nEA's success in growing its sports business in recent years has left it with lots of cash to reinvest. It entered fiscal 2022 with $6.3 billion of cash and investments and has already put that to work. So far this year, EA has spent a combined $4.7 billion to buy Glu Mobile, Codemasters, and Playdemic. These studios bring their own game development prowess and popular titles to accelerate EA's expansion into mobile.\nIn fiscal 2021, EA's free cash flow came to $1.8 billion on $5.6 billion of revenue. EA started paying a dividend within the last year, which signals management's confidence in its growth strategy. The quarterly dividend amounts to $0.17 per share, bringing the current dividend yield to 0.48%. The company's growing sports lineup and willingness to return capital to shareholders makes it a top video game stock to consider buying.\n3. Tencent\nTencent is the largest video game company in the world by revenue and also operates the popular WeChat social media platform in China. It owns Riot Games, the operator of one of the top esports titles in the world in League of Legends. It also has ownership stakes in several other companies, including Epic Games and Activision Blizzard.\nGaming makes up 29% of its annual revenue, with online advertising, fintech, and business services composing most of the balance. But gaming is Tencent's largest business segment. It's the diversity of revenue streams across fast-growing markets, including gaming and cloud services, that make it a stock worth keeping on your radar.\nOver the last four quarters, Tencent generated $18.5 billion in free cash flow. It has $39 billion of dry powder on the balance sheet, in addition to a portfolio of investees that was worth over $200 billion in the first quarter. That's a lot of firepower.\nTencent compares the current state of the video game industry to the movie business in the 1930s, and it's investing to maintain its leadership status. Last year, management announced a deep pipeline of 40 new titles, including internally developed and licensed games in development. It's particularly focusing on where gamers are spending more time, which is with big-budget, immersive gaming experiences.\n\"The development speed, scale, range, and depth of information technology is much greater than the last Industrial Revolution,\" said Senior Vice President Steven Ma. \"This brings unimaginable opportunities for games and the space is almost limitless.\"\nHowever, investors should note the risks of investing in Chinese companies. Tencent has come under scrutiny by regulators that have cracked down on \"inappropriate\" content in the company's games, but Tencent has been able to navigate through these obstacles and deliver market-beating returns to investors. The stock price has fallen recently, which can be chalked up to regulatory issues and near-term investments in the business that will pressure profitability this year. But I would look at the recent drop in share price as a buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839207139,"gmtCreate":1629159712921,"gmtModify":1631890071745,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839207139","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629153526,"share":"https://www.laohu8.com/m/news/2160278866?lang=&edition=full","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Dow hit record highs as defensive shares shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Dow hit record highs as defensive shares shine\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\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","TSLA":"特斯拉","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890288609,"gmtCreate":1628120039201,"gmtModify":1631891944086,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"buy?","listText":"buy?","text":"buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890288609","repostId":"2156106357","repostType":4,"repost":{"id":"2156106357","pubTimestamp":1628085660,"share":"https://www.laohu8.com/m/news/2156106357?lang=&edition=full","pubTime":"2021-08-04 22:01","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2156106357","media":"Motley Fool","summary":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.","content":"<blockquote>\n The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Like it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.</li>\n <li>Renewed lockdown efforts are likely to spread to even more places.</li>\n <li>For investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.</li>\n</ul>\n<p>Usually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those times. July's worst-performing names among the <b>S&amp;P 500</b> (SNPINDEX:^GSPC) constituents were <b>Las Vegas Sands</b> (NYSE:LVS), <b>Wynn Resorts</b> (NASDAQ:WYNN), <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH), and <b>Carnival Corporation</b> (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.</p>\n<p>Veteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.</p>\n<p>Too late to stop it now</p>\n<p>The sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6d79db732cfe9fd24ea383f893ddc5\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>Now, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?</p>\n<p>Nobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.</p>\n<p>The official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.</p>\n<p>Image source: Getty Images.</p>\n<p>However, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.</p>\n<p>And that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.</p>\n<p>Considering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.</p>\n<p>Not permanent but no flash in the pan either</p>\n<p>So as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.</p>\n<p>The S&amp;P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.</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>Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?</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\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","TIME":"Clockwise Core Equity & Innovation ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156106357","content_text":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.\nRenewed lockdown efforts are likely to spread to even more places.\nFor investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.\n\nUsually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not one of those times. July's worst-performing names among the S&P 500 (SNPINDEX:^GSPC) constituents were Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Norwegian Cruise Line Holdings (NYSE:NCLH), and Carnival Corporation (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.\nVeteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.\nToo late to stop it now\nThe sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.\n\nData by YCharts.\nNow, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?\nNobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.\nThe official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.\nImage source: Getty Images.\nHowever, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.\nAnd that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.\nConsidering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.\nNot permanent but no flash in the pan either\nSo as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.\nThe S&P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157110153,"gmtCreate":1625571751072,"gmtModify":1633939544469,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"the moment when everybody using tiger broker realized that tiger broker is a chinese company","listText":"the moment when everybody using tiger broker realized that tiger broker is a chinese company","text":"the moment when everybody using tiger broker realized that tiger broker is a chinese company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157110153","repostId":"2149573933","repostType":4,"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152351800,"gmtCreate":1625272189900,"gmtModify":1633941950868,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"Tough road ahead for Tesla","listText":"Tough road ahead for Tesla","text":"Tough road ahead for Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152351800","repostId":"1150773953","repostType":4,"repost":{"id":"1150773953","pubTimestamp":1625238037,"share":"https://www.laohu8.com/m/news/1150773953?lang=&edition=full","pubTime":"2021-07-02 23:00","market":"us","language":"en","title":"Tesla Reported Record Deliveries. Why That's Not Good Enough.","url":"https://stock-news.laohu8.com/highlight/detail?id=1150773953","media":"Barrons","summary":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.The line in the sand for Tesla  investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.Tesla shares were down 0.3% at $675.68 i","content":"<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.</p>\n<p>The line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.</p>\n<p>Tesla shares were down 0.3% at $675.68 in premarket trading.S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&amp;P 500 is 0.3% higher.</p>\n<p>Still, the second-quarter number is another quarterly record. Tesla&nbsp;delivered about 185,000 vehicles&nbsp;in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.</p>\n<p>Tesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.</p>\n<p>Tesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.</p>\n<p>The number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.</p>\n<p>Coming into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.</p>\n<p>Many things impacted Tesla stock including&nbsp;rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a&nbsp;semiconductor shortage&nbsp;that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.</p>\n<p>Chinese EV makers&nbsp;NIO(NIO) and&nbsp;XPeng(XPEV) also reported&nbsp;strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.</p>\n<p>It looks like they may do the same with Tesla.</p>\n<p>Bullish investors have been&nbsp;waiting for a new catalyst&nbsp;to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.</p>\n<p>Looking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed&nbsp;Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.</p>\n<p>Another potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.</p>\n<p>Tesla earns and sells&nbsp;regulatory credits&nbsp;around the globe by making more than its fair share of zero emission vehicles.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reported Record Deliveries. Why That's Not Good Enough.</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\">\nTesla Reported Record Deliveries. Why That's Not Good Enough.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150773953","content_text":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.\nThe line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.\nTesla shares were down 0.3% at $675.68 in premarket trading.S&P 500 and Dow Jones Industrial Average futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&P 500 is 0.3% higher.\nStill, the second-quarter number is another quarterly record. Tesla delivered about 185,000 vehicles in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.\nTesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.\nTesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.\nThe number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.\nComing into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.\nMany things impacted Tesla stock including rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a semiconductor shortage that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.\nChinese EV makers NIO(NIO) and XPeng(XPEV) also reported strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.\nIt looks like they may do the same with Tesla.\nBullish investors have been waiting for a new catalyst to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.\nLooking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.\nAnother potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.\nTesla earns and sells regulatory credits around the globe by making more than its fair share of zero emission vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834098264,"gmtCreate":1629760996058,"gmtModify":1631890071734,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"asml!","listText":"asml!","text":"asml!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834098264","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"AMZN":"亚马逊","SNPS":"新思科技","SSNLF":"三星电子","ON":"安森美半导体","CDNS":"铿腾电子","TSM":"台积电","NVDA":"英伟达","GOOG":"谷歌","QCOM":"高通","SOXX":"iShares费城交易所半导体ETF","AAPL":"苹果","GOOGL":"谷歌A","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171841718,"gmtCreate":1626739184734,"gmtModify":1633924577562,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"oh man…","listText":"oh man…","text":"oh man…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171841718","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173086759,"gmtCreate":1626586263071,"gmtModify":1633925642907,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"sounds pretty grim","listText":"sounds pretty grim","text":"sounds pretty grim","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173086759","repostId":"1123523681","repostType":4,"repost":{"id":"1123523681","pubTimestamp":1626569903,"share":"https://www.laohu8.com/m/news/1123523681?lang=&edition=full","pubTime":"2021-07-18 08:58","market":"us","language":"en","title":"The story behind the savvy ‘Mystery Broker’ and where he sees the market going now","url":"https://stock-news.laohu8.com/highlight/detail?id=1123523681","media":"CNBC","summary":"“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column","content":"<div>\n<p>“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.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>The story behind the savvy ‘Mystery Broker’ and where he sees the market going now</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe story behind the savvy ‘Mystery Broker’ and where he sees the market going now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1123523681","content_text":"“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial advisor who has come to be known in print and on Twitter as the Mystery Broker, whose market color and investment calls I share on the irregular frequency with which he sends them.\nHis predictions don’t always prove prescient, but he has been more right than wrong, with a particularly impressive record of bold calls around market bottoms and ahead of corrections.\nAs noted in that first writeup in Barron’s in December 2009: “This particular guy is unique in at least two respects. He has no interest in having his name placed in print or pixels. And he is the one commentator I’m aware of who both turned aggressively bearish virtually at the all-time market peak in 2007, then in April began insisting that the March market lows would not be challenged, and that a new cyclical bull market had a long way to run.”\nThis broker’s dispatch to me in April 2009 — just weeks after the ultimate low of a wrenching 18-month bear market and terrifying global credit crisis — was a 12-page single-spaced argument that the financial crisis was over.  This was far from the consensus at the time. A November 2007 piece had called for a brutal bear market, a month after the S&P 500 hit a peak it wouldn’t revisit until 2013 and before most investors even had a bear market on their radar.\nThe intention of airing his views was not to create some gimmick or generate cheap intrigue, but simply to offer the well-grounded thoughts of professional free of institutional constraints or the need to sell investment products.\nBut it did capture readers’ attention and imagination, to the point that requests for updates of the Mystery Broker’s market take come constantly. I continue it strictly because so many readers and viewers have followed his work for years and like to keep up\nAnd, yes, the whole exercise drives some people nuts, whether they think it’s irresponsible (which makes no sense, he gets no benefit and doesn’t hype small stocks that could move in his favor) or insist it’s a fictional alter ego (untrue).\nMystery Broker’s approach\nHe became a broker in the mid-’80s. While there’s long been a guessing game about MB’s identity, he is not someone who’s name anyone would know, he doesn’t otherwise comment publicly on investments.\nAs noted back in 2009: “He doesn’t claim any magic formulas or proprietary systems. His approach is eclectic and inclusive, ranging among economic, technical, historical, valuation and sentiment inputs.” He’ll cite Marty Zweig, Ned Davis and the Value Line Appreciation Potential indicators – fairly old-school inspirations – but doesn’t seem rigidly attached to any one model or style.\nI almost never solicit Mystery Broker’s take, preferring he check in only when it strikes him, often when he changes his market stance or is moved to reiterate his conviction in a prior call. Aside from the broad market commentary, he’ll sometimes make the case for or against individual stocks. He loved wells Fargo to start 2021, as well as GE, for instance.\nMystery Broker sometimes goes deep on a controversial emerging biotech name, the sort of thing I tend not to pass along. He was put off by CNBC’s heavy coverage of the “meme stocks” early this year and let me know it. He and I both have strong views on baseball, which we exchange via email. We’ve never met.\nHow he navigated the pandemic\nIn the past few months, Mystery Broker has been cautious on stocks and has missed a bit of upside. Specifically, he went to a sell (which tends to mean raising cash for clients and himself and hedging equity holdings with index puts) at the close on April 16, with the S&P 500 at 4185. The index went sideways for two months, then lifted to last week’s record up almost 5% from where he called for a correction.\nStill, he’s playing with a lot of house money, having been deftly bullish into the teeth of the March 2020 Covid crash. (He was negative on the market from January last year, though not because he expected either a pandemic or a crash).\nThe individual calls are viewable at the #MysteryBroker hashtag on Twitter, but to cite a few examples: He thought the March 4, 2020, low in the S&P 500 near 2900 would hold; it absolutely didn’t, plunging to about 2200 by the 23rd. But on March 26 he said the bottom was in, and within a month the S&P had recovered back to 2900.\nThen, this in mid-April 2020: He would normally look for a retest of the major low, but not then: ”“Because for the first time in stock market history the consensus is for a retest, a normal retest is not likely to happen.”\nThis was right, as was his preference for riskier cyclical stocks and his update June of last year: “We are in a new bull market...every correction should be bought...every time S&P 500 falls below its 50-day moving average is an extraordinary buying opportunity.”\nS&P 500 with 50-day moving averageFactSet\nAfter that and before predicting a correction three months ago that has yet to occur, he pegged the peak in FAANMG days before they topped last Sept. 1; said in late December the market had “entered the last hurrah for growth and speculative stocks” that would pressure the  overall market but not necessarily drive across-the-board losses; and predicted bitcoin would peak coincident with the Coinbase listing (it did). Not perfect, but not bad.\nHis current outlook\nHis is not a system, but a weight-of-the-evidence approach pursued with an open mind and a feel for market cadences earned over more than three decades of economic cycles.\nFollowing up onhis latest update this week, I asked for a broader take on historical echoes and longer-term probabilities. Mystery Broker offers this:\n“I think the current recovery is most similar to the recovery in 2003-04.  A big transition from hyper-growth to value.  Also, valuations are already high after only one year of stock market and economic growth similar to 2003-4, although more extreme now. ” He expects “muted returns for the rest of decade similar to the low returns of the first decade of the 2000s.  See leadership from industrials, healthcare and to some degree financials.”\n“Don’t expect technology to be a big outperformer and semiconductors will be a disappointment especially equipment semis that have benefitted from a few big trends over the last few years. Value, foreign stocks (expect dollar to fall over the next few years) and equal-weighted indices will outperform.  Inflation and interest rates will slowly rise which is different from the last decade.\n“The big surprise will be how old industries adapt to new technology and fight off some of the hot new entries.  There will be a lot of rebounds similar to how the New York Times came back from the dead last decade.”\nI also asked if he’s interested in being identified. The answer: not now, but maybe soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141297696,"gmtCreate":1625874040815,"gmtModify":1633936594877,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"way to go!","listText":"way to go!","text":"way to go!","images":[{"img":"https://static.tigerbbs.com/e7fd595751328eb614a489ae9af8cb5a","width":"1125","height":"4268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141297696","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163494779,"gmtCreate":1623890746991,"gmtModify":1634026396185,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163494779","repostId":"2144270718","repostType":4,"repost":{"id":"2144270718","pubTimestamp":1623879249,"share":"https://www.laohu8.com/m/news/2144270718?lang=&edition=full","pubTime":"2021-06-17 05:34","market":"us","language":"en","title":"Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2144270718","media":"Bloomberg","summary":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scal","content":"<ul>\n <li>Thirteen of 18 officials see at least one rate hike in 2023</li>\n <li>Powell says Fed to begin discussing scaling back bond buying</li>\n</ul>\n<p>Federal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.</p>\n<p>Fed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.</p>\n<p>They also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.</p>\n<p>“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.</p>\n<p><img src=\"https://static.tigerbbs.com/b2eca74e7277de2e0f189f2489e9069e\" tg-width=\"1367\" tg-height=\"616\"></p>\n<p>The central bank&nbsp;held the target range&nbsp;for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.</p>\n<p>The more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.</p>\n<p>“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”</p>\n<p>The quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.</p>\n<p>“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”</p>\n<p>The Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.</p>\n<p>Consumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.</p>\n<p><img src=\"https://static.tigerbbs.com/b6a86414293205edfd0f505fd64c5ef7\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.</p>\n<p>Labor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.</p>\n<p>Even so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.</p>\n<p>“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”</p>\n<p><b>GDP Forecasts</b></p>\n<p>The U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.</p>\n<p>Fed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.</p>\n<p>The FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.</p>","source":"lsy1584095487587","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>Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Sees Two Rate Hikes by End of 2023, Inches Towards Taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 05:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144270718","content_text":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.\nFed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.\nThey also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.\n“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.\n\nThe central bank held the target range for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.\nThe more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.\n“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”\nThe quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.\n“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”\nThe Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.\nConsumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.\n\n“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.\nLabor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.\nEven so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.\n“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”\nGDP Forecasts\nThe U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.\nFed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.\nThe FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177416257,"gmtCreate":1627257373679,"gmtModify":1631891944094,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"go go go 🚀","listText":"go go go 🚀","text":"go go go 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177416257","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","pubTimestamp":1627254622,"share":"https://www.laohu8.com/m/news/1100772026?lang=&edition=full","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&amp;P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter &amp; Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter &amp; Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","SHOP":"Shopify Inc","BA":"波音","AMZN":"亚马逊","AAPL":"苹果","FORD":"福沃德工业","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152358979,"gmtCreate":1625272237391,"gmtModify":1633941950159,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"Yes. keep going","listText":"Yes. keep going","text":"Yes. keep going","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152358979","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121217482,"gmtCreate":1624465365346,"gmtModify":1631889267624,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GNPX\">$Genprex, Inc.(GNPX)$</a>it is coming!","listText":"<a href=\"https://laohu8.com/S/GNPX\">$Genprex, Inc.(GNPX)$</a>it is coming!","text":"$Genprex, Inc.(GNPX)$it is coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121217482","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142051207,"gmtCreate":1626105923809,"gmtModify":1633930039808,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142051207","repostId":"1105917995","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151348796,"gmtCreate":1625065324015,"gmtModify":1633945233236,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"wish!!","listText":"wish!!","text":"wish!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151348796","repostId":"1150186389","repostType":4,"repost":{"id":"1150186389","pubTimestamp":1625044819,"share":"https://www.laohu8.com/m/news/1150186389?lang=&edition=full","pubTime":"2021-06-30 17:20","market":"us","language":"en","title":"Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150186389","media":"InvestorPlace","summary":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstoc","content":"<p>Like all investments, there are good Reddit stocks, and bad ones</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/753e957cac964de085fbdea1b1aa30a1\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Marcus Krauss / Shutterstock.com</span></p>\n<p>I must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.</p>\n<p>The arguments abound whether the meme stock frenzy is&nbsp;a permanent part of the investing landscape.</p>\n<p>“This is not going to end well,” Former E*Trade CEO Karl Roessner told<i>CNBC</i>in early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”</p>\n<p>However, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying&nbsp;<b>GameStop</b>(NYSE:<b><u>GME</u></b>), you can pick up shares in some of America’s better companies that trade at a discount.</p>\n<p>That’s not easy when the&nbsp;Cyclically Adjusted PE Ratio&nbsp;(CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.</p>\n<p>With that in mind, I’ve rated the&nbsp;top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:</p>\n<ul>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>KB Home</b>(NYSE:<b><u>KBH</u></b>)</li>\n <li><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>)</li>\n <li><b>Clean Energy Fuels</b>(NASDAQ:<b><u>CLNE</u></b>)</li>\n <li><b>BlackBerry</b>(NYSE:<b><u>BB</u></b>)</li>\n <li><b>Workhorse Group</b>(NASDAQ:<b><u>WKHS</u></b>)</li>\n <li><b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>)</li>\n <li><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>)</li>\n <li><b>Globalstar</b>(NYSEAMERICAN:<b><u>GSAT</u></b>)</li>\n <li><b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>)</li>\n</ul>\n<p><b>Tesla (TSLA)</b></p>\n<p>Say what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.</p>\n<p>The company has added a&nbsp;battery cell production&nbsp;component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than&nbsp;<b>Volkswagen’s</b>(OTCMKTS:<b><u>VWAGY</u></b>) planned facility a couple hundred miles away.</p>\n<p>Across the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently&nbsp;uses this technology&nbsp;at its plant in Shanghai.</p>\n<p>Tesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.</p>\n<p><b>KB Home (KBH)</b></p>\n<p>The largest homebuilders in America are having&nbsp;trouble keeping up with demand&nbsp;at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.</p>\n<p>“Operationally, our divisions are doing an&nbsp;excellent job&nbsp;of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.</p>\n<p>KB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.</p>\n<p>KB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.</p>\n<p><b>Palantir Technologies (PLTR)</b></p>\n<p>Palantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.</p>\n<p>The reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.</p>\n<p>Not only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.</p>\n<p>For example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests&nbsp;in the PIPEs&nbsp;to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.</p>\n<p>I’m not 100% sold on Palantir&nbsp;just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.</p>\n<p>Palantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.</p>\n<p><b>Clean Energy Fuels</b><b>(</b><b>CLNE)</b></p>\n<p>Back in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.</p>\n<p>I liked Clean Energy for several reasons.</p>\n<p>First, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.<b>Total</b>(OTCMKTS:<b><u>TTFNF</u></b>) owns 25% of its stock.</p>\n<p>Oh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.</p>\n<p>In the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.</p>\n<p><b>BlackBerry (BB)</b></p>\n<p>I can remember when&nbsp;President Barack Obama&nbsp;first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.</p>\n<p>Now supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles&nbsp;worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.</p>\n<p>Things have turned around for BlackBerry.</p>\n<p>At least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its&nbsp;compensation plan&nbsp;had no relation to its overall corporate performance.</p>\n<p>As a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.</p>\n<p>On a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.</p>\n<p>In the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.</p>\n<p><b>Workhorse Group (WKHS)</b></p>\n<p>The last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the&nbsp;backlog of 8,000&nbsp;commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.</p>\n<p>Long story short, if it did, its stock would be worth more than $12.50.</p>\n<p>Well, on June 16, Workhorse&nbsp;officially protested&nbsp;the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to&nbsp;<b>Oshkosh</b>(NYSE:<b><u>OSK</u></b>). The news pushed WKHS to $17.54 at the start of June 29.</p>\n<p><i>InvestorPlace’s</i>&nbsp;Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to&nbsp;ride on the coattails&nbsp;of big guns like&nbsp;<b>Ford</b>(NYSE:<b><u>F</u></b>) and&nbsp;<b>General Motors</b>(NYSE:<b><u>GM</u></b>). That’s not the craziest theory in the world.</p>\n<p>In the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce&nbsp;1,000 trucks&nbsp;in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.</p>\n<p>Workhorse has an&nbsp;FCF margin of -5,320.2%&nbsp;based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.</p>\n<p><b>AMC Entertainment (AMC)</b></p>\n<p>AMC is a stock that I’m conflicted about.</p>\n<p>On the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.</p>\n<p>Despite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another&nbsp;$600 million— it still has&nbsp;$11.05 billion&nbsp;owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.</p>\n<p>Former E*Trade CEO Karl Roessner appeared on&nbsp;<i>CNBC</i>&nbsp;in early June. While he&nbsp;commended AMC management&nbsp;for selling shares when prices were high, the company is not worth $28 billion.</p>\n<p>“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.</p>\n<p>I couldn’t agree more.</p>\n<p>AMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.</p>\n<p><b>ContextLogic (WISH)</b></p>\n<p>In February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”<i>.</i>I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.</p>\n<p>“If ContextLogic’s goal is to beat&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.</p>\n<p>I finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its&nbsp;IPO price&nbsp;of $24.</p>\n<p>ContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.</p>\n<p><b>Globalstar (GSAT)</b></p>\n<p>Not everyone thinks the provider of mobile satellite services is a bad bet.</p>\n<p>B. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a&nbsp;$3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.</p>\n<p>From where I sit, the fact that it’s currently trading at&nbsp;a price-to-sales ratio of 25.39&nbsp;and&nbsp;not making money&nbsp;on a GAAP basis makes it very hard for me to get behind the company.</p>\n<p>However, Globalstar does have one big ace up its sleeve.</p>\n<p>On page 87 of its&nbsp;2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.</p>\n<p>Globalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.</p>\n<p><b>Clover Health (CLOV)</b></p>\n<p>They say timing is everything.</p>\n<p>In early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of&nbsp;upside resistance at $10.</p>\n<p>While I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.</p>\n<p>“By afternoon trading [June 8], Clover had already traded over&nbsp;650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”<i>CNBC</i>‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”</p>\n<p>CLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.</p>\n<p>In my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.</p>\n<p>Overall, it’s down slightly from its&nbsp;first day of trading&nbsp;on Jan. 8.</p>\n<p>Clover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich of the 10 Most Talked About Reddit Stocks Is Worth a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be ...</p>\n\n<a href=\"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","TSLA":"特斯拉","BB":"黑莓","PLTR":"Palantir Technologies Inc.","GSAT":"全球星","KBH":"KB Home","CLNE":"Clean Energy Fuels Corp","CLOV":"Clover Health Corp","AMC":"AMC院线"},"source_url":"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150186389","content_text":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.\nThe arguments abound whether the meme stock frenzy is a permanent part of the investing landscape.\n“This is not going to end well,” Former E*Trade CEO Karl Roessner toldCNBCin early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”\nHowever, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying GameStop(NYSE:GME), you can pick up shares in some of America’s better companies that trade at a discount.\nThat’s not easy when the Cyclically Adjusted PE Ratio (CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.\nWith that in mind, I’ve rated the top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:\n\nTesla(NASDAQ:TSLA)\nKB Home(NYSE:KBH)\nPalantir Technologies(NYSE:PLTR)\nClean Energy Fuels(NASDAQ:CLNE)\nBlackBerry(NYSE:BB)\nWorkhorse Group(NASDAQ:WKHS)\nAMC Entertainment(NYSE:AMC)\nContextLogic(NASDAQ:WISH)\nGlobalstar(NYSEAMERICAN:GSAT)\nClover Health(NASDAQ:CLOV)\n\nTesla (TSLA)\nSay what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.\nThe company has added a battery cell production component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than Volkswagen’s(OTCMKTS:VWAGY) planned facility a couple hundred miles away.\nAcross the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently uses this technology at its plant in Shanghai.\nTesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.\nKB Home (KBH)\nThe largest homebuilders in America are having trouble keeping up with demand at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.\n“Operationally, our divisions are doing an excellent job of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.\nKB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.\nKB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.\nPalantir Technologies (PLTR)\nPalantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.\nThe reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.\nNot only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.\nFor example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests in the PIPEs to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.\nI’m not 100% sold on Palantir just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.\nPalantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.\nClean Energy Fuels(CLNE)\nBack in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.\nI liked Clean Energy for several reasons.\nFirst, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.Total(OTCMKTS:TTFNF) owns 25% of its stock.\nOh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.\nIn the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.\nBlackBerry (BB)\nI can remember when President Barack Obama first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.\nNow supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.\nThings have turned around for BlackBerry.\nAt least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its compensation plan had no relation to its overall corporate performance.\nAs a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.\nOn a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.\nIn the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.\nWorkhorse Group (WKHS)\nThe last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the backlog of 8,000 commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.\nLong story short, if it did, its stock would be worth more than $12.50.\nWell, on June 16, Workhorse officially protested the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to Oshkosh(NYSE:OSK). The news pushed WKHS to $17.54 at the start of June 29.\nInvestorPlace’s Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to ride on the coattails of big guns like Ford(NYSE:F) and General Motors(NYSE:GM). That’s not the craziest theory in the world.\nIn the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce 1,000 trucks in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.\nWorkhorse has an FCF margin of -5,320.2% based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.\nAMC Entertainment (AMC)\nAMC is a stock that I’m conflicted about.\nOn the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.\nDespite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another $600 million— it still has $11.05 billion owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.\nFormer E*Trade CEO Karl Roessner appeared on CNBC in early June. While he commended AMC management for selling shares when prices were high, the company is not worth $28 billion.\n“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.\nI couldn’t agree more.\nAMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.\nContextLogic (WISH)\nIn February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”.I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.\n“If ContextLogic’s goal is to beat Amazon(NASDAQ:AMZN) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.\nI finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its IPO price of $24.\nContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.\nGlobalstar (GSAT)\nNot everyone thinks the provider of mobile satellite services is a bad bet.\nB. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a $3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.\nFrom where I sit, the fact that it’s currently trading at a price-to-sales ratio of 25.39 and not making money on a GAAP basis makes it very hard for me to get behind the company.\nHowever, Globalstar does have one big ace up its sleeve.\nOn page 87 of its 2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.\nGlobalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.\nClover Health (CLOV)\nThey say timing is everything.\nIn early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of upside resistance at $10.\nWhile I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.\n“By afternoon trading [June 8], Clover had already traded over 650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”CNBC‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”\nCLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.\nIn my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.\nOverall, it’s down slightly from its first day of trading on Jan. 8.\nClover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885722951,"gmtCreate":1631835883873,"gmtModify":1631890071719,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"time to load?","listText":"time to load?","text":"time to load?","images":[{"img":"https://static.tigerbbs.com/4e192dc6275e551c9806b6d64409be35","width":"1125","height":"4164"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885722951","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839290914,"gmtCreate":1629159757538,"gmtModify":1631890071738,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"drink more beer","listText":"drink more beer","text":"drink more beer","images":[{"img":"https://static.tigerbbs.com/6d127936e7152c05d0ea449a9334700d","width":"1125","height":"3352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839290914","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804904253,"gmtCreate":1627914594272,"gmtModify":1631885175990,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>i like","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>i like","text":"$Square(SQ)$i like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804904253","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151342582,"gmtCreate":1625065394946,"gmtModify":1633945232317,"author":{"id":"3586204193022744","authorId":"3586204193022744","authorIdStr":"3586204193022744","name":"CookieDon","avatar":"https://static.tigerbbs.com/32e08cf4775072ed60cf2f331eb99db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586204193022744"},"themes":[],"htmlText":"go apple!","listText":"go apple!","text":"go apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151342582","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","pubTimestamp":1625036047,"share":"https://www.laohu8.com/m/news/1110936297?lang=&edition=full","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Act Quickly Before The Run To $172</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}