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2021-11-13
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5 Stocks To Watch For November 12, 2021
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2021-07-31
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Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.
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Spectrum Brands shares rose 0.6% to $94.60 in after-hours trading.Flowers Foods, Inc. reported better-than-expected results for its third quarter and raised its FY21 earnings guidance. Flowers Foods shares climbed 3.9% to $26.50 in the after-hours trading session.Analysts are expecting AstraZeneca PLC to have earned $0.62 per share on revenue of ","content":"<ul>\n <li>Wall Street expects <b>Spectrum Brands Holdings, Inc.</b> to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in after-hours trading.</li>\n <li><b>Flowers Foods, Inc.</b> reported better-than-expected results for its third quarter and raised its FY21 earnings guidance. Flowers Foods shares climbed 3.9% to $26.50 in the after-hours trading session.</li>\n <li>Analysts are expecting <b>AstraZeneca PLC</b> to have earned $0.62 per share on revenue of $9.87 billion in the recent quarter. The company will release earnings before the markets open. AstraZeneca shares gained 0.5% to $63.20 in after-hours trading.</li>\n <li><b>Lordstown Motors Corp</b> reported a net loss of $95.8 million in the third quarter ended the quarter with $233.8 million in cash. The pre-production electric vehicle maker said it now expects commercial production of its Endurance EV pickup to begin in the third quarter of 2022 and not the second quarter as it had previously estimated. Lordstown Motors shares dropped 10.3% to $6.18 in after-hours trading, following around 24% surge in regular trading session.</li>\n <li>Analysts expect <b>CIRCOR International, Inc.</b> to report quarterly earnings at $0.56 per share on revenue of $203.19 million before the opening bell. CIRCOR International shares rose 6.2% to $37.71 in after-hours trading.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For November 12, 2021</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\">\n5 Stocks To Watch For November 12, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 18:21 GMT+8 <a href=https://www.benzinga.com/news/earnings/21/11/24055583/5-stocks-to-watch-for-november-12-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street expects Spectrum Brands Holdings, Inc. to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/11/24055583/5-stocks-to-watch-for-november-12-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPB":"Spectrum Brands Holdings","CIR":"Circor国际","FLO":"花苑食品","AZN":"阿斯利康"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24055583/5-stocks-to-watch-for-november-12-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110108642","content_text":"Wall Street expects Spectrum Brands Holdings, Inc. to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in after-hours trading.\nFlowers Foods, Inc. reported better-than-expected results for its third quarter and raised its FY21 earnings guidance. Flowers Foods shares climbed 3.9% to $26.50 in the after-hours trading session.\nAnalysts are expecting AstraZeneca PLC to have earned $0.62 per share on revenue of $9.87 billion in the recent quarter. The company will release earnings before the markets open. AstraZeneca shares gained 0.5% to $63.20 in after-hours trading.\nLordstown Motors Corp reported a net loss of $95.8 million in the third quarter ended the quarter with $233.8 million in cash. The pre-production electric vehicle maker said it now expects commercial production of its Endurance EV pickup to begin in the third quarter of 2022 and not the second quarter as it had previously estimated. Lordstown Motors shares dropped 10.3% to $6.18 in after-hours trading, following around 24% surge in regular trading session.\nAnalysts expect CIRCOR International, Inc. to report quarterly earnings at $0.56 per share on revenue of $203.19 million before the opening bell. CIRCOR International shares rose 6.2% to $37.71 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806748856,"gmtCreate":1627696514775,"gmtModify":1633757051109,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371434746620","authorIdStr":"4087371434746620"},"themes":[],"htmlText":"Mún xẻo","listText":"Mún xẻo","text":"Mún xẻo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806748856","repostId":"1121501806","repostType":2,"repost":{"id":"1121501806","kind":"news","pubTimestamp":1627687085,"share":"https://www.laohu8.com/m/news/1121501806?lang=&edition=full","pubTime":"2021-07-31 07:18","market":"us","language":"en","title":"Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121501806","media":"Barron's","summary":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s fiv","content":"<p>Big tech stocks keep getting bigger. Their market caps, not so much.</p>\n<p>This past week, the world’s five largest tech companies—<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(ticker: AAPL),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT),<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN),<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.</p>\n<p>Butinvestors were unimpressed. While <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:</p>\n<p><b>The pandemic boom is over.</b>That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.</p>\n<p>It starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.</p>\n<p>Applebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.</p>\n<p><b>Component shortages continue.</b>The market’s biggest issue with <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.</p>\n<p>Meanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco <a href=\"https://laohu8.com/S/BYBK\">Bay</a>, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.</p>\n<p><b>Online advertising is blazing hot.</b>On a brighter note for investors, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. <a href=\"https://laohu8.com/S/FB\">Facebook</a>’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a>. It all stems from the reopening of the economy. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.</p>\n<p><b>Cloud adoption is accelerating.</b>The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.</p>\n<p><b>The wild card.</b>Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.</p>","source":"lsy1610680873436","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>Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.</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\">\nBig Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:18 GMT+8 <a href=https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews\">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","GOOGL":"谷歌A","MSFT":"微软","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121501806","content_text":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.\nButinvestors were unimpressed. While Alphabet inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:\nThe pandemic boom is over.That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.\nIt starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.\nApplebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.\nComponent shortages continue.The market’s biggest issue with Apple’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.Qualcomm(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.\nMeanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco Bay, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.\nOnline advertising is blazing hot.On a brighter note for investors, Alphabet’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. Facebook’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. Microsoft saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at LinkedIn. It all stems from the reopening of the economy. Alphabet told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.\nCloud adoption is accelerating.The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.\nThe wild card.Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803268915,"gmtCreate":1627442218837,"gmtModify":1633764935783,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371434746620","authorIdStr":"4087371434746620"},"themes":[],"htmlText":"Ok like","listText":"Ok like","text":"Ok like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803268915","repostId":"1196686259","repostType":4,"repost":{"id":"1196686259","kind":"news","pubTimestamp":1627442048,"share":"https://www.laohu8.com/m/news/1196686259?lang=&edition=full","pubTime":"2021-07-28 11:14","market":"us","language":"en","title":"General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1196686259","media":"Motley Fool","summary":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's ","content":"<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.</p>\n<p>The multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actually<i>hurt</i>areas of GE's business in the long run.</p>\n<p>Fairy Tale to Horror Story and Back</p>\n<p>To open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.</p>\n<p>Just before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:</p>\n<ul>\n <li>Surging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.</li>\n <li>Jefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.</li>\n</ul>\n<p><b>Sky-High Hopes, For Now:</b>Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.</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>General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business</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\">\nGeneral Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 11:14 GMT+8 <a href=https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.\nThe multinational giant, beleaguered for years by corporate...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天"},"source_url":"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196686259","content_text":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.\nThe multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actuallyhurtareas of GE's business in the long run.\nFairy Tale to Horror Story and Back\nTo open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.\nJust before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:\n\nSurging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.\nJefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.\n\nSky-High Hopes, For Now:Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803261446,"gmtCreate":1627442190785,"gmtModify":1633764936006,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371434746620","authorIdStr":"4087371434746620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803261446","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800758237,"gmtCreate":1627329662129,"gmtModify":1633766134076,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371434746620","authorIdStr":"4087371434746620"},"themes":[],"htmlText":"Er","listText":"Er","text":"Er","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800758237","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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 Warren Buffett Stocks That Are Screaming Summer Buys</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 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","GM":"通用汽车","BRK.A":"伯克希尔","AMZN":"亚马逊","BMY":"施贵宝"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":803261446,"gmtCreate":1627442190785,"gmtModify":1633764936006,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087371434746620","idStr":"4087371434746620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803261446","repostId":"2154991792","repostType":4,"repost":{"id":"2154991792","kind":"highlight","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":1627428087,"share":"https://www.laohu8.com/m/news/2154991792?lang=&edition=full","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</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>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\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\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806748856,"gmtCreate":1627696514775,"gmtModify":1633757051109,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087371434746620","idStr":"4087371434746620"},"themes":[],"htmlText":"Mún xẻo","listText":"Mún xẻo","text":"Mún xẻo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806748856","repostId":"1121501806","repostType":2,"repost":{"id":"1121501806","kind":"news","pubTimestamp":1627687085,"share":"https://www.laohu8.com/m/news/1121501806?lang=&edition=full","pubTime":"2021-07-31 07:18","market":"us","language":"en","title":"Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121501806","media":"Barron's","summary":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s fiv","content":"<p>Big tech stocks keep getting bigger. Their market caps, not so much.</p>\n<p>This past week, the world’s five largest tech companies—<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(ticker: AAPL),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT),<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN),<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.</p>\n<p>Butinvestors were unimpressed. While <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:</p>\n<p><b>The pandemic boom is over.</b>That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.</p>\n<p>It starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.</p>\n<p>Applebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.</p>\n<p><b>Component shortages continue.</b>The market’s biggest issue with <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.</p>\n<p>Meanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco <a href=\"https://laohu8.com/S/BYBK\">Bay</a>, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.</p>\n<p><b>Online advertising is blazing hot.</b>On a brighter note for investors, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. <a href=\"https://laohu8.com/S/FB\">Facebook</a>’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a>. It all stems from the reopening of the economy. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.</p>\n<p><b>Cloud adoption is accelerating.</b>The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.</p>\n<p><b>The wild card.</b>Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.</p>","source":"lsy1610680873436","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>Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.</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\">\nBig Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:18 GMT+8 <a href=https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews\">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","GOOGL":"谷歌A","MSFT":"微软","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121501806","content_text":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.\nButinvestors were unimpressed. While Alphabet inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:\nThe pandemic boom is over.That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.\nIt starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.\nApplebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.\nComponent shortages continue.The market’s biggest issue with Apple’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.Qualcomm(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.\nMeanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco Bay, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.\nOnline advertising is blazing hot.On a brighter note for investors, Alphabet’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. Facebook’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. Microsoft saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at LinkedIn. It all stems from the reopening of the economy. Alphabet told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.\nCloud adoption is accelerating.The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.\nThe wild card.Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879587586,"gmtCreate":1636739209531,"gmtModify":1636739209619,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087371434746620","idStr":"4087371434746620"},"themes":[],"htmlText":"Ối giời ôi","listText":"Ối giời ôi","text":"Ối giời ôi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879587586","repostId":"1110108642","repostType":4,"repost":{"id":"1110108642","kind":"news","pubTimestamp":1636712499,"share":"https://www.laohu8.com/m/news/1110108642?lang=&edition=full","pubTime":"2021-11-12 18:21","market":"us","language":"en","title":"5 Stocks To Watch For November 12, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1110108642","media":"Benzinga","summary":"Wall Street expects Spectrum Brands Holdings, Inc. to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in after-hours trading.Flowers Foods, Inc. reported better-than-expected results for its third quarter and raised its FY21 earnings guidance. Flowers Foods shares climbed 3.9% to $26.50 in the after-hours trading session.Analysts are expecting AstraZeneca PLC to have earned $0.62 per share on revenue of ","content":"<ul>\n <li>Wall Street expects <b>Spectrum Brands Holdings, Inc.</b> to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in after-hours trading.</li>\n <li><b>Flowers Foods, Inc.</b> reported better-than-expected results for its third quarter and raised its FY21 earnings guidance. Flowers Foods shares climbed 3.9% to $26.50 in the after-hours trading session.</li>\n <li>Analysts are expecting <b>AstraZeneca PLC</b> to have earned $0.62 per share on revenue of $9.87 billion in the recent quarter. The company will release earnings before the markets open. AstraZeneca shares gained 0.5% to $63.20 in after-hours trading.</li>\n <li><b>Lordstown Motors Corp</b> reported a net loss of $95.8 million in the third quarter ended the quarter with $233.8 million in cash. The pre-production electric vehicle maker said it now expects commercial production of its Endurance EV pickup to begin in the third quarter of 2022 and not the second quarter as it had previously estimated. Lordstown Motors shares dropped 10.3% to $6.18 in after-hours trading, following around 24% surge in regular trading session.</li>\n <li>Analysts expect <b>CIRCOR International, Inc.</b> to report quarterly earnings at $0.56 per share on revenue of $203.19 million before the opening bell. CIRCOR International shares rose 6.2% to $37.71 in after-hours trading.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For November 12, 2021</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\">\n5 Stocks To Watch For November 12, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 18:21 GMT+8 <a href=https://www.benzinga.com/news/earnings/21/11/24055583/5-stocks-to-watch-for-november-12-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street expects Spectrum Brands Holdings, Inc. to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/11/24055583/5-stocks-to-watch-for-november-12-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPB":"Spectrum Brands Holdings","CIR":"Circor国际","FLO":"花苑食品","AZN":"阿斯利康"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24055583/5-stocks-to-watch-for-november-12-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110108642","content_text":"Wall Street expects Spectrum Brands Holdings, Inc. to report quarterly earnings at $0.65 per share on revenue of $1.04 billion before the opening bell. Spectrum Brands shares rose 0.6% to $94.60 in after-hours trading.\nFlowers Foods, Inc. reported better-than-expected results for its third quarter and raised its FY21 earnings guidance. Flowers Foods shares climbed 3.9% to $26.50 in the after-hours trading session.\nAnalysts are expecting AstraZeneca PLC to have earned $0.62 per share on revenue of $9.87 billion in the recent quarter. The company will release earnings before the markets open. AstraZeneca shares gained 0.5% to $63.20 in after-hours trading.\nLordstown Motors Corp reported a net loss of $95.8 million in the third quarter ended the quarter with $233.8 million in cash. The pre-production electric vehicle maker said it now expects commercial production of its Endurance EV pickup to begin in the third quarter of 2022 and not the second quarter as it had previously estimated. Lordstown Motors shares dropped 10.3% to $6.18 in after-hours trading, following around 24% surge in regular trading session.\nAnalysts expect CIRCOR International, Inc. to report quarterly earnings at $0.56 per share on revenue of $203.19 million before the opening bell. CIRCOR International shares rose 6.2% to $37.71 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803268915,"gmtCreate":1627442218837,"gmtModify":1633764935783,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087371434746620","idStr":"4087371434746620"},"themes":[],"htmlText":"Ok like","listText":"Ok like","text":"Ok like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803268915","repostId":"1196686259","repostType":4,"repost":{"id":"1196686259","kind":"news","pubTimestamp":1627442048,"share":"https://www.laohu8.com/m/news/1196686259?lang=&edition=full","pubTime":"2021-07-28 11:14","market":"us","language":"en","title":"General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1196686259","media":"Motley Fool","summary":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's ","content":"<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.</p>\n<p>The multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actually<i>hurt</i>areas of GE's business in the long run.</p>\n<p>Fairy Tale to Horror Story and Back</p>\n<p>To open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.</p>\n<p>Just before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:</p>\n<ul>\n <li>Surging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.</li>\n <li>Jefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.</li>\n</ul>\n<p><b>Sky-High Hopes, For Now:</b>Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.</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>General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business</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\">\nGeneral Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 11:14 GMT+8 <a href=https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.\nThe multinational giant, beleaguered for years by corporate...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天"},"source_url":"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196686259","content_text":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.\nThe multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actuallyhurtareas of GE's business in the long run.\nFairy Tale to Horror Story and Back\nTo open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.\nJust before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:\n\nSurging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.\nJefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.\n\nSky-High Hopes, For Now:Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800758237,"gmtCreate":1627329662129,"gmtModify":1633766134076,"author":{"id":"4087371434746620","authorId":"4087371434746620","name":"01A","avatar":"https://static.tigerbbs.com/9ea65585c5f5d76ff97c39a67cf0310e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087371434746620","idStr":"4087371434746620"},"themes":[],"htmlText":"Er","listText":"Er","text":"Er","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800758237","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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 Warren Buffett Stocks That Are Screaming Summer Buys</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 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","GM":"通用汽车","BRK.A":"伯克希尔","AMZN":"亚马逊","BMY":"施贵宝"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
