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peng321

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2021-12-21

Strongly agree

Apple Stock: If You're Buying the Dip, Here's What You Need to Know

2021-10-27

Holding BRK.B, hassle free

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2021-10-14

SBUX one month Call looks cheap .... if earning can pump up the volatility, upside potential looks bright

How Options Investors Should Play This Earnings Season

2021-10-04

IMO Index or theme ETF (e g. ESG) is more stable rather than sector ETF ..... for long term. Commission & Tax will eat into profit for short term as well.

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2021-09-28

20% will be good for those with cash to buy the dip and DCA down. Wish it come through

Morgan Stanley Dismisses Market's "Strong Rebound", Remains Bearish On Coming Earnings Disappointment

2021-09-10

10 to 15% good for buy the dip

Morgan Stanley warns of a 15% plunge before year-end — protect yourself this way

2021-08-23

BRK & SE .... the least also 10% return pa .... long term holding ..

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2021-08-18

Tepper sell mostly FAANG counter and adding Uber ..... holding cash or expecting buy in dip!

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2021-08-09

Too big to move exponentially...this will be long term investment

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2021-08-04

Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!

3 COVID Stocks That Could Soar Higher

2021-08-02

Don't under estimate the power of Delta

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2021-07-29

With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out

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2021-07-28

Stable and not drag by Broad Market

2021-07-26

6 out of 17 is biopharma/medical related... tailwind of covid!

US IPO Week Ahead: 17 IPOs are coming

2021-07-26

Busy week ..looks like volatility will be high

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2021-07-14

Standby bullets

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2021-07-14

Good ..... vested up up up

Apple shares rises nearly 1% in premarket trading.

2021-07-13

Good

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2021-07-13

Good

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2021-07-13

So volatile, bad news and good news one after another

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去老虎APP查看更多动态

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agree","listText":"Strongly agree","text":"Strongly agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693715823","repostId":"1112391676","repostType":4,"repost":{"id":"1112391676","kind":"news","pubTimestamp":1640056217,"share":"https://www.laohu8.com/m/news/1112391676?lang=&edition=full","pubTime":"2021-12-21 11:10","market":"us","language":"en","title":"Apple Stock: If You're Buying the Dip, Here's What You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1112391676","media":"TheStreet","summary":"Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.Apple stock remains in a funk. Only one week to the dayafter I tossed around the ideaof trimming the position, shares of the Cupertino company dipped 7% from the $180 peak against the Nasdaq’s 4% decline, nearly entering correction territory.A few brave investors and traders must be taking this opportunity to start buying the dip. The Apple Maven highlights thr","content":"<p>Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.</p>\n<p>Apple stock&nbsp;remains in a funk. Only one week to the dayafter I tossed around the ideaof trimming the position, shares of the Cupertino company dipped 7% from the $180 peak against the Nasdaq’s 4% decline, nearly entering correction territory.</p>\n<p>A few brave investors and traders must be taking this opportunity to start buying the dip. The Apple Maven highlights three facts that these bargain hunters should keep in mind.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a182a349bbd4ca16a13dace221ec341e\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in China.</span></p>\n<p><b>#1. Valuations are looking more attractive</b></p>\n<p>AAPL is far from being a dirt cheap stock. The price-to-earnings ratio today is still higher than it had been for at least the full decade prior to the start of the pandemic (see chart below). However, with the recent decline in share price but still resilient business fundamentals, valuations are starting to look more compelling.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75ae50cce66d14520a3db0ce721b79a3\" tg-width=\"827\" tg-height=\"389\" width=\"100%\" height=\"auto\"><span>Figure 2: AAPL's historical price-to-earnings ratio.</span></p>\n<p>The last read on the graph above shows a P/E of 29.0 times as of November 30. As of last check, on December 20, the fiscal 2022 multiple had dropped to 27.5 times. These are roughly the same levels of June 2020, after which Apple stock moved 85% higher in a year and a half.</p>\n<p><b>#2. The deeper the hole, the higher the gains</b></p>\n<p>“Buy low, sell high”. The mantra may seem overly simplistic, but the strategy has worked wonders in the case of AAPL.</p>\n<p>We have often mentioned here, on the Apple Maven channel, that shares of the Cupertino company&nbsp;do best when bought after a selloff. Historically, the one-year gains have been 22% when the stock is bought near a peak, but nearly 40% when bought after a 15% drawdown.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9439be7d48cbf04254a822d9d57576f3\" tg-width=\"601\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Figure 3: Average one-year return on AAPL, by strategy.</span></p>\n<p>Could this time be different for dip buyers? I think not. To be clear, I do not believe that every stock is worth owning on weakness, as “40% of all stocks have&nbsp;suffered&nbsp;a permanent 70%-plus decline from their peak value”.</p>\n<p>But in the case of Apple, it is highly likely that share price will eventually head higher again, shaking off short-term bearishness and chasing the strong business fundamentals. Having the patience to wait for the next rally is crucial.</p>\n<p><b>#3. Don’t underestimate volatility</b></p>\n<p>All the above sounds bullish at first glance, and an incentive to buy Apple at the current share price of around $168. But if doing so, I urge traders and investors to pay attention to volatility.</p>\n<p>The emotional and psychological aspects of investing can be as important as the quantitative considerations, in my view. Those who buy dips must be willing to endure higher volatility, which has increased sharply for AAPL in the past few weeks — see below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eace3c9293acb54a4dc217debd6a44be\" tg-width=\"618\" tg-height=\"370\" width=\"100%\" height=\"auto\"><span>Figure 4: Annual volatility in AAPL, 1-month rolling.</span></p>\n<p>Because Apple stock price is likely to ricochet in the short term, some might be tempted to sell their shares prematurely, should they drop well below current levels. If buying AAPL, be sure to have a clear exit strategy to avoid falling victim to spur-of-the-moment decisions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: If You're Buying the Dip, Here's What You Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: If You're Buying the Dip, Here's What You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-3-key-facts-dip-buyers-must-know><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.\nApple stock remains in a funk. Only one week to the dayafter I...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-3-key-facts-dip-buyers-must-know\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-3-key-facts-dip-buyers-must-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112391676","content_text":"Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.\nApple stock remains in a funk. Only one week to the dayafter I tossed around the ideaof trimming the position, shares of the Cupertino company dipped 7% from the $180 peak against the Nasdaq’s 4% decline, nearly entering correction territory.\nA few brave investors and traders must be taking this opportunity to start buying the dip. The Apple Maven highlights three facts that these bargain hunters should keep in mind.\nFigure 1: Apple store in China.\n#1. Valuations are looking more attractive\nAAPL is far from being a dirt cheap stock. The price-to-earnings ratio today is still higher than it had been for at least the full decade prior to the start of the pandemic (see chart below). However, with the recent decline in share price but still resilient business fundamentals, valuations are starting to look more compelling.\nFigure 2: AAPL's historical price-to-earnings ratio.\nThe last read on the graph above shows a P/E of 29.0 times as of November 30. As of last check, on December 20, the fiscal 2022 multiple had dropped to 27.5 times. These are roughly the same levels of June 2020, after which Apple stock moved 85% higher in a year and a half.\n#2. The deeper the hole, the higher the gains\n“Buy low, sell high”. The mantra may seem overly simplistic, but the strategy has worked wonders in the case of AAPL.\nWe have often mentioned here, on the Apple Maven channel, that shares of the Cupertino company do best when bought after a selloff. Historically, the one-year gains have been 22% when the stock is bought near a peak, but nearly 40% when bought after a 15% drawdown.\nFigure 3: Average one-year return on AAPL, by strategy.\nCould this time be different for dip buyers? I think not. To be clear, I do not believe that every stock is worth owning on weakness, as “40% of all stocks have suffered a permanent 70%-plus decline from their peak value”.\nBut in the case of Apple, it is highly likely that share price will eventually head higher again, shaking off short-term bearishness and chasing the strong business fundamentals. Having the patience to wait for the next rally is crucial.\n#3. Don’t underestimate volatility\nAll the above sounds bullish at first glance, and an incentive to buy Apple at the current share price of around $168. But if doing so, I urge traders and investors to pay attention to volatility.\nThe emotional and psychological aspects of investing can be as important as the quantitative considerations, in my view. Those who buy dips must be willing to endure higher volatility, which has increased sharply for AAPL in the past few weeks — see below.\nFigure 4: Annual volatility in AAPL, 1-month rolling.\nBecause Apple stock price is likely to ricochet in the short term, some might be tempted to sell their shares prematurely, should they drop well below current levels. If buying AAPL, be sure to have a clear exit strategy to avoid falling victim to spur-of-the-moment decisions.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855916155,"gmtCreate":1635323901479,"gmtModify":1635324029476,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Holding BRK.B, hassle free","listText":"Holding BRK.B, hassle free","text":"Holding BRK.B, hassle free","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855916155","repostId":"2178408679","repostType":4,"isVote":1,"tweetType":1,"viewCount":3041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825816809,"gmtCreate":1634216569931,"gmtModify":1634216607695,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"SBUX one month Call looks cheap .... if earning can pump up the volatility,&nbsp; upside potential looks bright&nbsp;","listText":"SBUX one month Call looks cheap .... if earning can pump up the volatility,&nbsp; upside potential looks bright&nbsp;","text":"SBUX one month Call looks cheap .... if earning can pump up the volatility, upside potential looks bright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825816809","repostId":"1161146997","repostType":4,"repost":{"id":"1161146997","kind":"news","pubTimestamp":1634201365,"share":"https://www.laohu8.com/m/news/1161146997?lang=&edition=full","pubTime":"2021-10-14 16:49","market":"us","language":"en","title":"How Options Investors Should Play This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1161146997","media":"Barrons","summary":"At the start of the third-quarter earnings season, let it be said that investors are nervous, analys","content":"<p>At the start of the third-quarter earnings season, let it be said that investors are nervous, analysts are generally worried about earnings growth, and the options market is a cauldron of coiled anxiety.</p>\n<p>The cause for this sour sentiment? Expectations that the Federal Reserve may soon raise interest rates, for a variety of reasons.</p>\n<p>The economy is beset by inflationary pressures. Supply chains are struggling to keep pace with consumer and corporate demand for everything from semiconductors to toilet paper. Economic growth, which ultimately drives corporate earnings, appears to be slowing, and that generally portends poorly for stock prices. The drama in Washington over raising the debt ceiling, and dueling legislative agendas, adds a circus-like air to the market.</p>\n<p>What is less discussed is that the rules of the game are changing. When the Fed finally raises interest rates, most investors will have to learn some new tricks.</p>\n<p>After 20 years of easy-money policies, investors have come to rely on the mighty “Fed put”—the belief that the Fed will do whatever it takes to keep the stock market from falling too far. Now, it seems the Fed put&nbsp;might expire after this earnings season, and making money in the stock and options markets may no longer be so easy.</p>\n<p>The good news? There are ways to monetize these unusual conditions during an event-heavy calendar.</p>\n<p>There are many crosscurrents moving above and below the market’s surface. The&nbsp;S&amp;P 500 index&nbsp;is dancing around historic highs. Yet earnings estimates for the third quarter show little expectation that corporate earnings reports will prove to be much of anything—and this could create some opportunities for aggressive investors.</p>\n<p>John Marshall,Goldman Sachs’ derivatives strategist, recently advised clients that analyst estimates for the third quarter have been revised upward by 12% over the past three months but still remain 2% below the second-quarter’s level (not including the financial sector).</p>\n<p>Meanwhile, single-stock skew—the difference between bearish put-option and bullish call-option implied volatility—is at the highest level in over a year.</p>\n<p>The elevated skew suggests that investors have bought bearish puts to hedge earnings reports, thus creating conditions that could spark relief rallies in certain stocks on earnings day, and even in broad indexes, Marshall told clients. Investors are so pessimistic about corporate earnings—and have positioned that way in the options market—that any bit of good news could prompt strong moves in individual stocks.</p>\n<p>To trade these conditions, Marshall has assembled a list of stocks in which Goldman analysts are the most out of consensus with the Street view. On stocks that have the potential to beat earnings estimates, he has suggested that clients consider buying calls that expire in one month, with strike prices just above the current stock price.</p>\n<p>Goldman’s trading menu for stocks with potential upside to earnings estimates includes&nbsp;Starbucks&nbsp;(ticker: SBUX),Canadian Natural Resources&nbsp;(CNQ), YETI Holdings (YETI),Cenovus Energy&nbsp;(CVE), Carlyle Group (CG),Signature Bank&nbsp;(SBNY),Align Technology&nbsp;(ALGN),Maravai LifeSciences Holdings&nbsp;(MRVI),Fortune Brands Home &amp; Security&nbsp;(FBHS),Shoals Technologies Group&nbsp;(SHLS),CF Industries&nbsp;(CF),Okta&nbsp;(OKTA),Playtika Holding&nbsp;(PLTK), and&nbsp;Republic Services&nbsp;(RSG).</p>\n<p>At a time when so many investors are confused about what to do, Goldman’s approach shows how a sophisticated strategist is thinking when change is in the air and investors are nervous about what comes next.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Options Investors Should Play This Earnings Season</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\">\nHow Options Investors Should Play This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 16:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/how-options-investors-should-play-this-earnings-season-51634196601?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the start of the third-quarter earnings season, let it be said that investors are nervous, analysts are generally worried about earnings growth, and the options market is a cauldron of coiled ...</p>\n\n<a href=\"https://www.barrons.com/articles/how-options-investors-should-play-this-earnings-season-51634196601?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALGN":"艾利科技",".SPX":"S&P 500 Index","CG":"凯雷","SBNY":"签字银行","PLTK":"Playtika Holding Corp.",".DJI":"道琼斯","RSG":"共和废品处理","YETI":"YETI Holdings Inc.","SBUX":"星巴克","MRVI":"Maravai LifeSciences Holdings, Inc.","CVE":"Cenovus能源",".IXIC":"NASDAQ Composite","CNQ":"加国自然资源","SHLS":"Shoals Technologies Group","OKTA":"Okta Inc.","CF":"CF工业"},"source_url":"https://www.barrons.com/articles/how-options-investors-should-play-this-earnings-season-51634196601?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161146997","content_text":"At the start of the third-quarter earnings season, let it be said that investors are nervous, analysts are generally worried about earnings growth, and the options market is a cauldron of coiled anxiety.\nThe cause for this sour sentiment? Expectations that the Federal Reserve may soon raise interest rates, for a variety of reasons.\nThe economy is beset by inflationary pressures. Supply chains are struggling to keep pace with consumer and corporate demand for everything from semiconductors to toilet paper. Economic growth, which ultimately drives corporate earnings, appears to be slowing, and that generally portends poorly for stock prices. The drama in Washington over raising the debt ceiling, and dueling legislative agendas, adds a circus-like air to the market.\nWhat is less discussed is that the rules of the game are changing. When the Fed finally raises interest rates, most investors will have to learn some new tricks.\nAfter 20 years of easy-money policies, investors have come to rely on the mighty “Fed put”—the belief that the Fed will do whatever it takes to keep the stock market from falling too far. Now, it seems the Fed put might expire after this earnings season, and making money in the stock and options markets may no longer be so easy.\nThe good news? There are ways to monetize these unusual conditions during an event-heavy calendar.\nThere are many crosscurrents moving above and below the market’s surface. The S&P 500 index is dancing around historic highs. Yet earnings estimates for the third quarter show little expectation that corporate earnings reports will prove to be much of anything—and this could create some opportunities for aggressive investors.\nJohn Marshall,Goldman Sachs’ derivatives strategist, recently advised clients that analyst estimates for the third quarter have been revised upward by 12% over the past three months but still remain 2% below the second-quarter’s level (not including the financial sector).\nMeanwhile, single-stock skew—the difference between bearish put-option and bullish call-option implied volatility—is at the highest level in over a year.\nThe elevated skew suggests that investors have bought bearish puts to hedge earnings reports, thus creating conditions that could spark relief rallies in certain stocks on earnings day, and even in broad indexes, Marshall told clients. Investors are so pessimistic about corporate earnings—and have positioned that way in the options market—that any bit of good news could prompt strong moves in individual stocks.\nTo trade these conditions, Marshall has assembled a list of stocks in which Goldman analysts are the most out of consensus with the Street view. On stocks that have the potential to beat earnings estimates, he has suggested that clients consider buying calls that expire in one month, with strike prices just above the current stock price.\nGoldman’s trading menu for stocks with potential upside to earnings estimates includes Starbucks (ticker: SBUX),Canadian Natural Resources (CNQ), YETI Holdings (YETI),Cenovus Energy (CVE), Carlyle Group (CG),Signature Bank (SBNY),Align Technology (ALGN),Maravai LifeSciences Holdings (MRVI),Fortune Brands Home & Security (FBHS),Shoals Technologies Group (SHLS),CF Industries (CF),Okta (OKTA),Playtika Holding (PLTK), and Republic Services (RSG).\nAt a time when so many investors are confused about what to do, Goldman’s approach shows how a sophisticated strategist is thinking when change is in the air and investors are nervous about what comes next.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ALGN":0.9,"CF":0.9,"CG":0.9,"CNQ":0.9,"CVE":0.9,"FBHS":0.9,"MRVI":0.9,"OKTA":0.9,"PLTK":0.9,"RSG":0.9,"SBNY":0.9,"SBUX":0.9,"SHLS":0.9,"YETI":0.9}},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820305904,"gmtCreate":1633349666829,"gmtModify":1633351599098,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"IMO&nbsp;Index or theme ETF (e g. ESG)&nbsp;is more stable rather than sector ETF ..... for long term. Commission &amp;&nbsp;Tax will eat into profit for short term&nbsp;as well.","listText":"IMO&nbsp;Index or theme ETF (e g. ESG)&nbsp;is more stable rather than sector ETF ..... for long term. Commission &amp;&nbsp;Tax will eat into profit for short term&nbsp;as well.","text":"IMO Index or theme ETF (e g. ESG) is more stable rather than sector ETF ..... for long term. Commission & Tax will eat into profit for short term as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820305904","repostId":"1145081858","repostType":4,"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862916578,"gmtCreate":1632828366218,"gmtModify":1632828366543,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"20% will be good for those with cash to buy the dip and DCA down. Wish it come through","listText":"20% will be good for those with cash to buy the dip and DCA down. Wish it come through","text":"20% will be good for those with cash to buy the dip and DCA down. Wish it come through","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862916578","repostId":"1166571782","repostType":4,"repost":{"id":"1166571782","kind":"news","pubTimestamp":1632787589,"share":"https://www.laohu8.com/m/news/1166571782?lang=&edition=full","pubTime":"2021-09-28 08:06","market":"us","language":"en","title":"Morgan Stanley Dismisses Market's \"Strong Rebound\", Remains Bearish On Coming Earnings Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=1166571782","media":"zerohedge","summary":"For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumb","content":"<p>For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumbling on Evergrande default fears, Wilson emerged from his faux-bull cocoon (havingraised his year-end S&amp;P price target from 3,900 to 4,000 in Augustin a note that reeked of disgust with what he was being told to do) and warned that an \"Ice is coming\", referring to a 20% drop in stocks as opposed to the more modest 10% correction envisioned in his \"fire\" scenario, saying that \"<b>the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction</b>\", a drop he expects will take place some time this fall.</p>\n<p><img src=\"https://static.tigerbbs.com/d87b7fac22f1a1f5db68fec641fc7528\" tg-width=\"703\" tg-height=\"363\" referrerpolicy=\"no-referrer\">Wilson also predicted that with earnings growth and PMIs set to drop, it would adversely impact forward PE multiples and by extension the S&amp;P.</p>\n<p><img src=\"https://static.tigerbbs.com/45afcf0068538b4f56bc85f42af9e52f\" tg-width=\"1233\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>Well, what a difference 7 days makes: with Evergrande default fears now long forgotten with little to no offshore contagion,&nbsp;the S&amp;P is almost 150 points from its \"Evergrande Monday\" lows and once again pushing back toward all time highs (even if with a major rotation in the leadership as tech stocks are now sliding, having been replaced by value, cyclical and reopening names) in the process yet again foiling Wilson's bearish visions.</p>\n<p>So has the market's sharp post-opex bounce changed the mind of the chief strategist that this seemingly invincible market will never go down again more than just a token 5% move?</p>\n<p>Today we got the answer in Wilson's latest weekly warm-up not, in which he makes it clear that his bearish outlook remains, and as he explains, \"our process tells us the risk-reward remains unattractive at the index level given slowing growth and rising rates. Meanwhile, price action can be interpreted bullishly or bearishly.&nbsp;<b>With 3Q earnings season likely to bring a much more muted outcome, we remain defensive in our positioning.</b>\"</p>\n<p>We'll get to why in a second, but first Wilson - realizing that he would get a criticism for what many viewed as a premature victory lap - spends the first few paragraphs of his latest note going over the details of his analytical process. This is how he lays it out:</p>\n<blockquote>\n <b>Our equity strategy process has several key components. Most importantly, we focus on the fundamentals of growth and valuation to determine whether the overall market is attractive and which sectors and stocks look the best/worst.</b>The rate of change on growth is more important than the absolute level, and we use a market-based equity risk premium framework that works well as long as you apply the correct regime when using it. In that regard, we’re an avid student of market cycles and believe historical analogs can be helpful. For example, the mid cycle transition narrative that has worked so well this year is derived directly from our study of historical economic and market cycles.\n</blockquote>\n<blockquote>\n <b>The final component we spend a lot of time on is price.</b>While most would call this technical analysis, we’d like to think we do it a little bit differently. Markets aren’t always efficient, but we believe they are often very good leading indicators for the fundamentals—the ultimate driver of value. This is especially true if one looks at the internal movements and relative strength of individual securities. In short, \n <b>we find these internals to be much more helpful than simply looking at the major averages.</b>\n</blockquote>\n<blockquote>\n <b>This year, we think the process has lived up to its promise quite well with the price action lining up nicely with the fundamental backdrop.</b>In short, the large cap quality leadership since March is signaling what we believe is about to happen—i.e., decelerating growth and tightening financial conditions. The question for investors is whether the price action has fully discounted those outcomes.\n</blockquote>\n<p>With that disclosure in hand, and with the clear understanding that at least in his view investors are not discounting any adverse outcomes at this point, Wilson proceeds to discuss the recent market action, noting that stocks<b>\"sold off hard last Monday on concerns about the Evergrande bankruptcy\"</b>and while he adds that it is the Morgan Stanley \"house view\" that it likely won’t lead to a major financial contagion, \"it will probably weigh on China growth for the next few quarters which means that the growth deceleration we are expecting could be a bit worse.\"</p>\n<p>The other reason Wilson suggests was behind the market weakness early last week \"likely had to do with concern about the Fed articulating its plans to taper asset purchases later this year and perhaps even move up the timing of rate hikes to next year. On that score, the Fed did not disappoint as they pretty much told us to expect the taper to begin in December.<b>The surprise was the speed in which they expect to be done tapering—by mid 2022.</b>This is about a quarter sooner than the market had been anticipating and does move up the odds for a rate hike in 2022.\"</p>\n<p>Curiously last week's rally happened in the aftermath of the market's perplexing kneejerk response to the Fed meeting on Wednesday, when stocks rallied even as bonds sold off sharply, particularly at the back end. Real 10-year yields were up 11bps in 2 days and are now up 31bps in just 8 weeks (Exhibit 1). That according to Wilson is \"tightening of financial conditions for sure\" and should weigh on PEs overall but it also has big implications for what should work at the sector/style level (Exhibit 2).</p>\n<p><img src=\"https://static.tigerbbs.com/b6f0bb937e8d564694c06b7e1362bd81\" tg-width=\"1035\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p>\n<p>In short, Wilson digs in and claims that higher real rates should mean lower P/Es overall which likely means lower S&amp;P 500, thus validating his bearish view which still sees the S&amp;P dropping some 20% from its current perch to hit 4,000 by year end. However, he concedes, \"it may also mean value over growth and small caps over Nasdaq even as the overall equity market goes lower.\"</p>\n<p>Which brings us to the key question we spent quite some time discussing last week, namely<b>why did stocks rally so much into the end of the week</b>on what Wilson says are odds that growth will decelerate more than expected from Evergrande and financial conditions may tighten faster?</p>\n<p>Here Wilson is at least honest - as he puts it - and says \"we’re not sure but we think this may be a time when the markets are playing tricks on investors and even setting a bit of a trap.\" Actually it's simpler than that and has to do with thegamma reversal and technical flows we pointed out last week, but one has to be a \"greek geek\" - like Nomura's Charlie McElligott - to get that.</p>\n<p>The other explanation proposed by Wilson is \"that investors were somewhat positioned for bad news going into the Fed meeting and the actual event simply served as a relief that it didn’t lead lower prices. This price action drove many investors to chase on Thursday for fear of missing out.<b>In short, don’t underestimate the power of price to determine how investors interpret the facts.</b>Just like negative price action can get people to sell the lows, positive price action can force people to buy\", he concludes.</p>\n<p>Whatever the reason for the initial bounce, it quickly accelerated and there was \"a lot of excitement last Thursday when stocks rallied sharply back above the 50 day moving average, a key barometer for many and a key level of support throughout this year for the S&amp;P 500.\" That this happened when the 50DMA was broken \"on near record levels of volume in both the cash and derivatives markets\" only punctuated the strength of the rebound. By Friday, that moving average had been reclaimed and closed above it for the week, an important technical win as even Wilson admits. However, he then adds, from his vantage point, \"the very well defined uptrend that has been established over the past year was broken and not reclaimed. Instead, it looks like the rally from Wednesday to Friday was simply \"filling the gap\" created from Monday's break.\"</p>\n<p>His conclusion on upcoming market action will hardly come as a surprise to those who have followed Wilson's progressive pessimism across 2021: pointing to the market's inability to recover its prior trendline, he says \"this leaves the technical picture very uncertain in our view and one can now break either way. With our fundamental view skewing poorly at the moment, we lean to the bearish outcome.\"</p>\n<p><img src=\"https://static.tigerbbs.com/41fc56e35f140c96104f8d8aa0826fd3\" tg-width=\"1100\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n<p>Getting back to his process, Wilson then says that he has high conviction that \"earnings growth is likely to decelerate more than what the current consensus is forecasting.\" Furthermore, he thinks the market is starting to agree with that view and points to market breadth as a good leading indicator for earnings revision breadth where he says \"direction is clear\" and pointing to the newly shrinking market breadth, he reminds readers that earnings revision breadth is a good leading indicator for the overall market.</p>\n<p>It will therefore hardly come as a surprise that with Wilson still clearly bearish, his advice to clients is \"<b>don’t get too caught up in last week’s strong rebound from Monday’s sharp sell off\"</b>which he views as a clean break of the uptrend and a filling of the gap created from Monday's crack. And with the technical picture murky, \"<b>that's a time to trust the fundamental and cycle analyses which suggest lower equity prices ahead\"</b>and as growth decelerates and financial conditions tighten, valuations are likely to fall from their lofty levels.</p>\n<p>* * *</p>\n<p>With all that in mind, Wilson goes back to his core fundamental thesis which is simple: after a blockbuster Q2 season, earnings are set to drop substantially as a result of the margin compression we discussed most recently over the weekend, to wit:</p>\n<blockquote>\n <b>Since the second quarter of 2020 earnings results have come in much higher than consensus forecasts</b>. Earnings beats ranged from 14% - 22% over this period while the median beat rate since 2008 is only 5%...We do not think companies will continue to beat at such an unprecedented rate and believe 3Q could see a material change in the more recent trend as supply chain issues and labor shortages pose a risk to both top line and margins.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f5e643723cfa540ad52a1dcebcba24f3\" tg-width=\"722\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n We looked at how 3Q earnings estimate revisions have trended at the industry group and sector level. Significant cuts have occurred in insurance, capital goods and transportation. \n <b>Consumer Durables is the only area that has seen significant positive revisions at the industry group level. 3Q S&amp;P 500 estimates have fallen by 77 bps over past 4 weeks. We expect more downside.</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c5496394c7a42ab136f68ba74c64cf83\" tg-width=\"705\" tg-height=\"451\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef6beae58fd458a45024d160d45b4684\" tg-width=\"735\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p>No surprises there, as the margin compression story is a familiar one (\"Margins Crushed As Producer Prices Explode At Record Pace In July\"). To Wilson, however, this is the story and one which the market refuses to even consider:</p>\n<p><b>2022 consensus margin estimates are historically lofty...</b>we examine the risks to margins in coming quarters through two different top down approaches. The spread between GDP growth and wage growth correlates fairly closely with operating margins over time. Based on our economists' estimates<b>, this spread should decelerate in coming quarters, which suggests margins should contract, not expand as bottom-up consensus expects</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/e80ec048b5856ebf2159d1d9d0151334\" tg-width=\"751\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p>\n<p>Further, corporate transcript mentions of \"cost pressures\" and related terms are historically elevated. When this has happened in the past, margins have consolidated.</p>\n<p><img src=\"https://static.tigerbbs.com/42c8fcfa4bb23d953d8c2079bc1a0ec5\" tg-width=\"773\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson's final bearish point is that companies are reaching the limit on how much of rising input costs they can pass on to consumers. As he puts it, while \"many investors that we speak to are optimistic about corporates' ability to pass on cost through pricing and protect margins\" he would caution that \"prices in several consumer end markets are already at a level that is inhibiting demand. We think the risk of this dynamic (high prices leading to demand destruction) spreading to other areas of consumer demand is especially elevated because goods consumption is already so far above trend—<b>in other words, high prices are that much more of a deterrent given households have already overconsumed in many areas.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/216bbe5eae73445b35a9152e741dccef\" tg-width=\"1009\" tg-height=\"801\" referrerpolicy=\"no-referrer\"></p>\n<p>Translation: absent another multi-trillion stimmy - and thanks to the chaos in the democratic party we know one is unlikely to come - Wilson's call for a 20% drop in stocks in the next few months remains intact.</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>Morgan Stanley Dismisses Market's \"Strong Rebound\", Remains Bearish On Coming Earnings Disappointment</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\">\nMorgan Stanley Dismisses Market's \"Strong Rebound\", Remains Bearish On Coming Earnings Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-dismisses-strong-rebound-remains-bearish-coming-earnings-disappointment><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumbling on Evergrande default fears, Wilson emerged from his faux-bull cocoon (havingraised his year-...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-dismisses-strong-rebound-remains-bearish-coming-earnings-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-dismisses-strong-rebound-remains-bearish-coming-earnings-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166571782","content_text":"For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumbling on Evergrande default fears, Wilson emerged from his faux-bull cocoon (havingraised his year-end S&P price target from 3,900 to 4,000 in Augustin a note that reeked of disgust with what he was being told to do) and warned that an \"Ice is coming\", referring to a 20% drop in stocks as opposed to the more modest 10% correction envisioned in his \"fire\" scenario, saying that \"the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction\", a drop he expects will take place some time this fall.\nWilson also predicted that with earnings growth and PMIs set to drop, it would adversely impact forward PE multiples and by extension the S&P.\n\nWell, what a difference 7 days makes: with Evergrande default fears now long forgotten with little to no offshore contagion, the S&P is almost 150 points from its \"Evergrande Monday\" lows and once again pushing back toward all time highs (even if with a major rotation in the leadership as tech stocks are now sliding, having been replaced by value, cyclical and reopening names) in the process yet again foiling Wilson's bearish visions.\nSo has the market's sharp post-opex bounce changed the mind of the chief strategist that this seemingly invincible market will never go down again more than just a token 5% move?\nToday we got the answer in Wilson's latest weekly warm-up not, in which he makes it clear that his bearish outlook remains, and as he explains, \"our process tells us the risk-reward remains unattractive at the index level given slowing growth and rising rates. Meanwhile, price action can be interpreted bullishly or bearishly. With 3Q earnings season likely to bring a much more muted outcome, we remain defensive in our positioning.\"\nWe'll get to why in a second, but first Wilson - realizing that he would get a criticism for what many viewed as a premature victory lap - spends the first few paragraphs of his latest note going over the details of his analytical process. This is how he lays it out:\n\nOur equity strategy process has several key components. Most importantly, we focus on the fundamentals of growth and valuation to determine whether the overall market is attractive and which sectors and stocks look the best/worst.The rate of change on growth is more important than the absolute level, and we use a market-based equity risk premium framework that works well as long as you apply the correct regime when using it. In that regard, we’re an avid student of market cycles and believe historical analogs can be helpful. For example, the mid cycle transition narrative that has worked so well this year is derived directly from our study of historical economic and market cycles.\n\n\nThe final component we spend a lot of time on is price.While most would call this technical analysis, we’d like to think we do it a little bit differently. Markets aren’t always efficient, but we believe they are often very good leading indicators for the fundamentals—the ultimate driver of value. This is especially true if one looks at the internal movements and relative strength of individual securities. In short, \n we find these internals to be much more helpful than simply looking at the major averages.\n\n\nThis year, we think the process has lived up to its promise quite well with the price action lining up nicely with the fundamental backdrop.In short, the large cap quality leadership since March is signaling what we believe is about to happen—i.e., decelerating growth and tightening financial conditions. The question for investors is whether the price action has fully discounted those outcomes.\n\nWith that disclosure in hand, and with the clear understanding that at least in his view investors are not discounting any adverse outcomes at this point, Wilson proceeds to discuss the recent market action, noting that stocks\"sold off hard last Monday on concerns about the Evergrande bankruptcy\"and while he adds that it is the Morgan Stanley \"house view\" that it likely won’t lead to a major financial contagion, \"it will probably weigh on China growth for the next few quarters which means that the growth deceleration we are expecting could be a bit worse.\"\nThe other reason Wilson suggests was behind the market weakness early last week \"likely had to do with concern about the Fed articulating its plans to taper asset purchases later this year and perhaps even move up the timing of rate hikes to next year. On that score, the Fed did not disappoint as they pretty much told us to expect the taper to begin in December.The surprise was the speed in which they expect to be done tapering—by mid 2022.This is about a quarter sooner than the market had been anticipating and does move up the odds for a rate hike in 2022.\"\nCuriously last week's rally happened in the aftermath of the market's perplexing kneejerk response to the Fed meeting on Wednesday, when stocks rallied even as bonds sold off sharply, particularly at the back end. Real 10-year yields were up 11bps in 2 days and are now up 31bps in just 8 weeks (Exhibit 1). That according to Wilson is \"tightening of financial conditions for sure\" and should weigh on PEs overall but it also has big implications for what should work at the sector/style level (Exhibit 2).\n\nIn short, Wilson digs in and claims that higher real rates should mean lower P/Es overall which likely means lower S&P 500, thus validating his bearish view which still sees the S&P dropping some 20% from its current perch to hit 4,000 by year end. However, he concedes, \"it may also mean value over growth and small caps over Nasdaq even as the overall equity market goes lower.\"\nWhich brings us to the key question we spent quite some time discussing last week, namelywhy did stocks rally so much into the end of the weekon what Wilson says are odds that growth will decelerate more than expected from Evergrande and financial conditions may tighten faster?\nHere Wilson is at least honest - as he puts it - and says \"we’re not sure but we think this may be a time when the markets are playing tricks on investors and even setting a bit of a trap.\" Actually it's simpler than that and has to do with thegamma reversal and technical flows we pointed out last week, but one has to be a \"greek geek\" - like Nomura's Charlie McElligott - to get that.\nThe other explanation proposed by Wilson is \"that investors were somewhat positioned for bad news going into the Fed meeting and the actual event simply served as a relief that it didn’t lead lower prices. This price action drove many investors to chase on Thursday for fear of missing out.In short, don’t underestimate the power of price to determine how investors interpret the facts.Just like negative price action can get people to sell the lows, positive price action can force people to buy\", he concludes.\nWhatever the reason for the initial bounce, it quickly accelerated and there was \"a lot of excitement last Thursday when stocks rallied sharply back above the 50 day moving average, a key barometer for many and a key level of support throughout this year for the S&P 500.\" That this happened when the 50DMA was broken \"on near record levels of volume in both the cash and derivatives markets\" only punctuated the strength of the rebound. By Friday, that moving average had been reclaimed and closed above it for the week, an important technical win as even Wilson admits. However, he then adds, from his vantage point, \"the very well defined uptrend that has been established over the past year was broken and not reclaimed. Instead, it looks like the rally from Wednesday to Friday was simply \"filling the gap\" created from Monday's break.\"\nHis conclusion on upcoming market action will hardly come as a surprise to those who have followed Wilson's progressive pessimism across 2021: pointing to the market's inability to recover its prior trendline, he says \"this leaves the technical picture very uncertain in our view and one can now break either way. With our fundamental view skewing poorly at the moment, we lean to the bearish outcome.\"\n\nGetting back to his process, Wilson then says that he has high conviction that \"earnings growth is likely to decelerate more than what the current consensus is forecasting.\" Furthermore, he thinks the market is starting to agree with that view and points to market breadth as a good leading indicator for earnings revision breadth where he says \"direction is clear\" and pointing to the newly shrinking market breadth, he reminds readers that earnings revision breadth is a good leading indicator for the overall market.\nIt will therefore hardly come as a surprise that with Wilson still clearly bearish, his advice to clients is \"don’t get too caught up in last week’s strong rebound from Monday’s sharp sell off\"which he views as a clean break of the uptrend and a filling of the gap created from Monday's crack. And with the technical picture murky, \"that's a time to trust the fundamental and cycle analyses which suggest lower equity prices ahead\"and as growth decelerates and financial conditions tighten, valuations are likely to fall from their lofty levels.\n* * *\nWith all that in mind, Wilson goes back to his core fundamental thesis which is simple: after a blockbuster Q2 season, earnings are set to drop substantially as a result of the margin compression we discussed most recently over the weekend, to wit:\n\nSince the second quarter of 2020 earnings results have come in much higher than consensus forecasts. Earnings beats ranged from 14% - 22% over this period while the median beat rate since 2008 is only 5%...We do not think companies will continue to beat at such an unprecedented rate and believe 3Q could see a material change in the more recent trend as supply chain issues and labor shortages pose a risk to both top line and margins.\n\n\n\n We looked at how 3Q earnings estimate revisions have trended at the industry group and sector level. Significant cuts have occurred in insurance, capital goods and transportation. \n Consumer Durables is the only area that has seen significant positive revisions at the industry group level. 3Q S&P 500 estimates have fallen by 77 bps over past 4 weeks. We expect more downside.\n\n\nNo surprises there, as the margin compression story is a familiar one (\"Margins Crushed As Producer Prices Explode At Record Pace In July\"). To Wilson, however, this is the story and one which the market refuses to even consider:\n2022 consensus margin estimates are historically lofty...we examine the risks to margins in coming quarters through two different top down approaches. The spread between GDP growth and wage growth correlates fairly closely with operating margins over time. Based on our economists' estimates, this spread should decelerate in coming quarters, which suggests margins should contract, not expand as bottom-up consensus expects.\n\nFurther, corporate transcript mentions of \"cost pressures\" and related terms are historically elevated. When this has happened in the past, margins have consolidated.\n\nWilson's final bearish point is that companies are reaching the limit on how much of rising input costs they can pass on to consumers. As he puts it, while \"many investors that we speak to are optimistic about corporates' ability to pass on cost through pricing and protect margins\" he would caution that \"prices in several consumer end markets are already at a level that is inhibiting demand. We think the risk of this dynamic (high prices leading to demand destruction) spreading to other areas of consumer demand is especially elevated because goods consumption is already so far above trend—in other words, high prices are that much more of a deterrent given households have already overconsumed in many areas.\"\n\nTranslation: absent another multi-trillion stimmy - and thanks to the chaos in the democratic party we know one is unlikely to come - Wilson's call for a 20% drop in stocks in the next few months remains intact.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883740875,"gmtCreate":1631276713897,"gmtModify":1631892155839,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"10 to 15% good for buy the dip","listText":"10 to 15% good for buy the dip","text":"10 to 15% good for buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883740875","repostId":"2166897344","repostType":4,"repost":{"id":"2166897344","kind":"news","pubTimestamp":1631267820,"share":"https://www.laohu8.com/m/news/2166897344?lang=&edition=full","pubTime":"2021-09-10 17:57","market":"us","language":"en","title":"Morgan Stanley warns of a 15% plunge before year-end — protect yourself this way","url":"https://stock-news.laohu8.com/highlight/detail?id=2166897344","media":"MoneyWise","summary":"COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to co","content":"<p><img src=\"https://static.tigerbbs.com/05188f33c88e8c7e9f73043b9dc5817f\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p>COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to cool the effects of inflation.</p>\n<p>All of that makes Lisa Shalett, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s chief investment officer of the firm’s wealth management division, nervous.</p>\n<p>In a recent call with investors, Shalett reiterated her confidence that the market is due for a major correction — between 10% and 15% — before the end of the year.</p>\n<p>Within that context, Shalett advised investors to rebalance their portfolios to favor financials, consumer staples, consumer services and health care — particularly companies that can provide a steady stream of income.</p>\n<p>Let's take a quick look at a few possible plays from those sectors.</p>\n<p>From banks to Band-Aid and snacks to shopping, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them could be your next big wealth-building investment.</p>\n<p><b>1. Financials: Bank of America (BAC)</b></p>\n<p><img src=\"https://static.tigerbbs.com/032aef172ff1a824f14a619cd5ca0cb2\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Tero Vesalainen/Shutterstock</p>\n<p>Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets.</p>\n<p>As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p>\n<p>And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.8%.</p>\n<p>Blue-chip investors might want to grab that yield using a free investing app.</p>\n<p><b>2. Consumer Staples: PepsiCo (PEP)</b></p>\n<p><img src=\"https://static.tigerbbs.com/2a19bb803c2e0377dac8ac7f1e643300\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">OlegDoroshin/Shutterstock</p>\n<p>Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p>\n<p>But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p>\n<p>With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p>\n<p>And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7%.</p>\n<p>Pepsico shares offer a dividend yield of 2.7%.</p>\n<p><b>3. Consumer Services: Target (TGT)</b></p>\n<p><img src=\"https://static.tigerbbs.com/b33b6d3f479a0df177315ed36fcef1a9\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Sundry Photography/Shutterstock</p>\n<p>While many brick and mortar retailers suffered through long lockdowns, Target’s profits have soared over the last year and a half. So much so that it’s even been beating sales of pre-pandemic years.</p>\n<p>Part of that can be attributed to the company's investment in its contactless delivery and pick-up in-store capabilities — with many orders now available for same-day fulfillment.</p>\n<p>Another factor in Target’s success is its convenience: with everything from cleaning supplies to clothing and from food to furniture, Target’s one-stop shop is appealing — especially for consumers still thinking about limiting their exposure as the country grapples with the delta variant.</p>\n<p>Even after a record year of 24.3% growth in comparable sales last year, in Q2, Target reported 8.9% growth. Its dividend of 90 cents per share reflects that growth — as it’s a significant jump from 68 cents the previous quarter.</p>\n<p>At the moment, Target shares sport a dividend yield of 1.5%.</p>\n<p><b>4. Health care: Johnson &amp; Johnson (JNJ)</b></p>\n<p><img src=\"https://static.tigerbbs.com/1909792026d0bbf736abf64e37b61e5c\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Siraj Ahmad/Shutterstock</p>\n<p>Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p>\n<p>And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p>\n<p>JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p>\n<p>The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p>\n<p>JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p>\n<p>The stock currently has a dividend yield of 2.5%.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley warns of a 15% plunge before year-end — protect yourself this way</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\">\nMorgan Stanley warns of a 15% plunge before year-end — protect yourself this way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/morgan-stanley-warns-15-plunge-182700213.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to cool the effects of inflation.\nAll of that makes Lisa Shalett, Morgan Stanley’s chief investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-warns-15-plunge-182700213.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","MS":"摩根士丹利","BAC":"美国银行","PEP":"百事可乐","TGT":"塔吉特"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-warns-15-plunge-182700213.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2166897344","content_text":"COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to cool the effects of inflation.\nAll of that makes Lisa Shalett, Morgan Stanley’s chief investment officer of the firm’s wealth management division, nervous.\nIn a recent call with investors, Shalett reiterated her confidence that the market is due for a major correction — between 10% and 15% — before the end of the year.\nWithin that context, Shalett advised investors to rebalance their portfolios to favor financials, consumer staples, consumer services and health care — particularly companies that can provide a steady stream of income.\nLet's take a quick look at a few possible plays from those sectors.\nFrom banks to Band-Aid and snacks to shopping, one of them could be your next big wealth-building investment.\n1. Financials: Bank of America (BAC)\nTero Vesalainen/Shutterstock\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.8%.\nBlue-chip investors might want to grab that yield using a free investing app.\n2. Consumer Staples: PepsiCo (PEP)\nOlegDoroshin/Shutterstock\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7%.\nPepsico shares offer a dividend yield of 2.7%.\n3. Consumer Services: Target (TGT)\nSundry Photography/Shutterstock\nWhile many brick and mortar retailers suffered through long lockdowns, Target’s profits have soared over the last year and a half. So much so that it’s even been beating sales of pre-pandemic years.\nPart of that can be attributed to the company's investment in its contactless delivery and pick-up in-store capabilities — with many orders now available for same-day fulfillment.\nAnother factor in Target’s success is its convenience: with everything from cleaning supplies to clothing and from food to furniture, Target’s one-stop shop is appealing — especially for consumers still thinking about limiting their exposure as the country grapples with the delta variant.\nEven after a record year of 24.3% growth in comparable sales last year, in Q2, Target reported 8.9% growth. Its dividend of 90 cents per share reflects that growth — as it’s a significant jump from 68 cents the previous quarter.\nAt the moment, Target shares sport a dividend yield of 1.5%.\n4. Health care: Johnson & Johnson (JNJ)\nSiraj Ahmad/Shutterstock\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.5%.","news_type":1,"symbols_score_info":{"BAC":0.9,"JNJ":0.9,"MS":0.9,"PEP":0.9,"TGT":0.9}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835854435,"gmtCreate":1629706484927,"gmtModify":1631892155842,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"BRK &amp; SE .... the least also 10% return pa ....&nbsp;long term holding&nbsp; ..[美金]&nbsp;[美金]&nbsp;","listText":"BRK &amp; SE .... the least also 10% return pa ....&nbsp;long term holding&nbsp; ..[美金]&nbsp;[美金]&nbsp;","text":"BRK & SE .... the least also 10% return pa .... long term holding ..[美金] [美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835854435","repostId":"2161742695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831038307,"gmtCreate":1629271652709,"gmtModify":1631885409381,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Tepper sell mostly FAANG counter and adding Uber ..... holding cash or&nbsp;expecting buy in dip!","listText":"Tepper sell mostly FAANG counter and adding Uber ..... holding cash or&nbsp;expecting buy in dip!","text":"Tepper sell mostly FAANG counter and adding Uber ..... holding cash or expecting buy in dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831038307","repostId":"1137059057","repostType":4,"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898668126,"gmtCreate":1628494048065,"gmtModify":1631892155844,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Too big to move exponentially...this will be long term investment","listText":"Too big to move exponentially...this will be long term investment","text":"Too big to move exponentially...this will be long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898668126","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807727668,"gmtCreate":1628060748754,"gmtModify":1631892155849,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!","listText":"Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!","text":"Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807727668","repostId":"1124757232","repostType":4,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://www.laohu8.com/m/news/1124757232?lang=&edition=full","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p>\n<p><b>Key Points</b></p>\n<ul>\n <li>Pfizer might surprise to the upside.</li>\n <li>Inari Medical is growing like gangbusters.</li>\n <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li>\n</ul>\n<p>COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p>\n<p>A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h3><b>Pfizer: More room to run</b></h3>\n<p><b>George Budwell</b>&nbsp;<b>(Pfizer):</b>&nbsp;American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;-- losing steam from a sales perspective starting in 2022.</p>\n<p>Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p>\n<p>There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company&nbsp;announced&nbsp;that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p>\n<p>Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p>\n<p>The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p>\n<p>Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a&nbsp;dividend-paying&nbsp;big pharma stock.</p>\n<h3><b>Inari Medical: Skyrocketing Sales</b></h3>\n<p><b>Patrick Bafuma</b>&nbsp;<b>(Inari Medical):</b>&nbsp;If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to&nbsp;<i>The New York Times</i>&nbsp;-- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p>\n<p>This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021,&nbsp;up 130% from the same quarter last year&nbsp;and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p>\n<p>Not to mention the company's results thus far for blood clots in the lung are spectacular:</p>\n<ul>\n <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li>\n <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li>\n <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li>\n <li>No ICU stays are required after the procedure.</li>\n</ul>\n<p>Add it all up, and Inari's retrieval device seems like an obvious choice.</p>\n<p>The company grew first-quarter revenue at 113% year over year, and&nbsp;18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p>\n<p>Inari has&nbsp;less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p>\n<h3><b>Novavax: How high can it go?</b></h3>\n<p><b>Taylor Carmichael</b>&nbsp;<b>(Novavax):</b>&nbsp;The vaccine&nbsp;biotech&nbsp;Novavax had an amazing 2020, with its share price running up&nbsp;2,700%&nbsp;on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p>\n<p>Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p>\n<p>Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p>\n<p>In the U.S., the Novavax vaccine might primarily be used as a&nbsp;booster shot&nbsp;for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told&nbsp;<i>The New York Times</i>.</p>\n<p>Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</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>3 COVID Stocks That Could Soar Higher</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 COVID Stocks That Could Soar Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NARI":"Inari Medical, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1,"symbols_score_info":{"NARI":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804003687,"gmtCreate":1627910827749,"gmtModify":1631892155851,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Don't under estimate the power of Delta","listText":"Don't under estimate the power of Delta","text":"Don't under estimate the power of Delta","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804003687","repostId":"1191539307","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808039979,"gmtCreate":1627541757591,"gmtModify":1631892155854,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out","listText":"With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out","text":"With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808039979","repostId":"2154927641","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803779278,"gmtCreate":1627468387294,"gmtModify":1631892155858,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Stable and not drag by Broad Market&nbsp;","listText":"Stable and not drag by Broad Market&nbsp;","text":"Stable and not drag by Broad Market","images":[{"img":"https://static.tigerbbs.com/c7732bff46f8f82e6da946a8864266f3","width":"1080","height":"3778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803779278","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177421549,"gmtCreate":1627258407481,"gmtModify":1631892155863,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"6 out of 17 is biopharma/medical related... tailwind of&nbsp;covid!","listText":"6 out of 17 is biopharma/medical related... tailwind of&nbsp;covid!","text":"6 out of 17 is biopharma/medical related... tailwind of covid!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177421549","repostId":"1118041582","repostType":4,"repost":{"id":"1118041582","kind":"news","pubTimestamp":1627175995,"share":"https://www.laohu8.com/m/news/1118041582?lang=&edition=full","pubTime":"2021-07-25 09:19","market":"us","language":"en","title":"US IPO Week Ahead: 17 IPOs are coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1118041582","media":"Renaissance Capital","summary":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs schedul","content":"<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p>\n<p>Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p>\n<p>Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p>\n<p>Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p>\n<p>Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p>\n<p>After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p>\n<p>Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p>\n<p><b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p>\n<p>Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p>\n<p>Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p>\n<p>Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p>\n<p>Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p>\n<p>Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p>\n<p>Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p>\n<p>Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p>\n<p><b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p>\n<p>After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p>\n<p>Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p>\n<p><img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: 17 IPOs are coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: 17 IPOs are coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118041582","content_text":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.\nVehicle battery maker Clarios International(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.\nAltice’s ad-tech platform Teads(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.\nEducation software provider PowerSchool Holdings(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.\nAfter withdrawing its IPO attempt in 2018,Dole(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.\nLanguage learning platform Duolingo(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.\nTraeger(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.\nIsraeli anti-fraud firm Riskified(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.\nFinancial software provider MeridianLink(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.\nSmart home integration system Snap One Holdings(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.\nSpecialty funding solutions provider Preston Hollow Community Capital(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.\nVaccine biotech Icosavax(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.\nCancer biotech Candel Therapeutics(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.\nRare disease biotech Rallybio(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.\nOcean Biomedical(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.\nAfter postponing in November 2020,IN8bio(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.\nFemale cancer biotech Context Therapeutics(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"BTRY":0.9,"CADLF":0.9,"CNTX":0.9,"COOK":0.9,"DOLE":0.9,"DUOL":0.9,"FEOVF":0.9,"HOOD":0.9,"ICVX":0.9,"INAB":0.9,"MLNK":0.9,"PHCC":0.9,"PWSC":0.9,"RLYB":0.9,"RSKD":0.9,"SNPO":0.9,"TEAD":0.9}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177481454,"gmtCreate":1627257652978,"gmtModify":1631892155864,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Busy week ..looks like volatility will be high","listText":"Busy week ..looks like volatility will be high","text":"Busy week ..looks like volatility will be high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177481454","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144136942,"gmtCreate":1626271123686,"gmtModify":1631892155869,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Standby bullets","listText":"Standby bullets","text":"Standby bullets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144136942","repostId":"1160878205","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144028758,"gmtCreate":1626255225974,"gmtModify":1633928599020,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Good ..... vested up up up","listText":"Good ..... vested up up up","text":"Good ..... vested up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144028758","repostId":"1158281742","repostType":4,"repost":{"id":"1158281742","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626249848,"share":"https://www.laohu8.com/m/news/1158281742?lang=&edition=full","pubTime":"2021-07-14 16:04","market":"us","language":"en","title":"Apple shares rises nearly 1% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1158281742","media":"Tiger Newspress","summary":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many a","content":"<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p>\n<p>The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rises nearly 1% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rises nearly 1% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-14 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p>\n<p>The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158281742","content_text":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.\nThe Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145330975,"gmtCreate":1626188995397,"gmtModify":1633929208917,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145330975","repostId":"1128855782","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145395477,"gmtCreate":1626188877299,"gmtModify":1633929210306,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145395477","repostId":"2151561465","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142519241,"gmtCreate":1626160492783,"gmtModify":1631883982784,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"So volatile, bad news and good news one after another","listText":"So volatile, bad news and good news one after another","text":"So volatile, bad news and good news one after another","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142519241","repostId":"1161696324","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":831038307,"gmtCreate":1629271652709,"gmtModify":1631885409381,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Tepper sell mostly FAANG counter and adding Uber ..... holding cash or&nbsp;expecting buy in dip!","listText":"Tepper sell mostly FAANG counter and adding Uber ..... holding cash or&nbsp;expecting buy in dip!","text":"Tepper sell mostly FAANG counter and adding Uber ..... holding cash or expecting buy in dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831038307","repostId":"1137059057","repostType":4,"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807727668,"gmtCreate":1628060748754,"gmtModify":1631892155849,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!","listText":"Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!","text":"Vaccine follow by booster.... then booster combine w flu med ...how many vaccine a human need!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807727668","repostId":"1124757232","repostType":4,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://www.laohu8.com/m/news/1124757232?lang=&edition=full","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p>\n<p><b>Key Points</b></p>\n<ul>\n <li>Pfizer might surprise to the upside.</li>\n <li>Inari Medical is growing like gangbusters.</li>\n <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li>\n</ul>\n<p>COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p>\n<p>A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h3><b>Pfizer: More room to run</b></h3>\n<p><b>George Budwell</b>&nbsp;<b>(Pfizer):</b>&nbsp;American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;-- losing steam from a sales perspective starting in 2022.</p>\n<p>Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p>\n<p>There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company&nbsp;announced&nbsp;that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p>\n<p>Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p>\n<p>The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p>\n<p>Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a&nbsp;dividend-paying&nbsp;big pharma stock.</p>\n<h3><b>Inari Medical: Skyrocketing Sales</b></h3>\n<p><b>Patrick Bafuma</b>&nbsp;<b>(Inari Medical):</b>&nbsp;If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to&nbsp;<i>The New York Times</i>&nbsp;-- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p>\n<p>This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021,&nbsp;up 130% from the same quarter last year&nbsp;and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p>\n<p>Not to mention the company's results thus far for blood clots in the lung are spectacular:</p>\n<ul>\n <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li>\n <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li>\n <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li>\n <li>No ICU stays are required after the procedure.</li>\n</ul>\n<p>Add it all up, and Inari's retrieval device seems like an obvious choice.</p>\n<p>The company grew first-quarter revenue at 113% year over year, and&nbsp;18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p>\n<p>Inari has&nbsp;less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p>\n<h3><b>Novavax: How high can it go?</b></h3>\n<p><b>Taylor Carmichael</b>&nbsp;<b>(Novavax):</b>&nbsp;The vaccine&nbsp;biotech&nbsp;Novavax had an amazing 2020, with its share price running up&nbsp;2,700%&nbsp;on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p>\n<p>Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p>\n<p>Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p>\n<p>In the U.S., the Novavax vaccine might primarily be used as a&nbsp;booster shot&nbsp;for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told&nbsp;<i>The New York Times</i>.</p>\n<p>Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</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>3 COVID Stocks That Could Soar Higher</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 COVID Stocks That Could Soar Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NARI":"Inari Medical, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1,"symbols_score_info":{"NARI":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883740875,"gmtCreate":1631276713897,"gmtModify":1631892155839,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"10 to 15% good for buy the dip","listText":"10 to 15% good for buy the dip","text":"10 to 15% good for buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883740875","repostId":"2166897344","repostType":4,"repost":{"id":"2166897344","kind":"news","pubTimestamp":1631267820,"share":"https://www.laohu8.com/m/news/2166897344?lang=&edition=full","pubTime":"2021-09-10 17:57","market":"us","language":"en","title":"Morgan Stanley warns of a 15% plunge before year-end — protect yourself this way","url":"https://stock-news.laohu8.com/highlight/detail?id=2166897344","media":"MoneyWise","summary":"COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to co","content":"<p><img src=\"https://static.tigerbbs.com/05188f33c88e8c7e9f73043b9dc5817f\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p>COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to cool the effects of inflation.</p>\n<p>All of that makes Lisa Shalett, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s chief investment officer of the firm’s wealth management division, nervous.</p>\n<p>In a recent call with investors, Shalett reiterated her confidence that the market is due for a major correction — between 10% and 15% — before the end of the year.</p>\n<p>Within that context, Shalett advised investors to rebalance their portfolios to favor financials, consumer staples, consumer services and health care — particularly companies that can provide a steady stream of income.</p>\n<p>Let's take a quick look at a few possible plays from those sectors.</p>\n<p>From banks to Band-Aid and snacks to shopping, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them could be your next big wealth-building investment.</p>\n<p><b>1. Financials: Bank of America (BAC)</b></p>\n<p><img src=\"https://static.tigerbbs.com/032aef172ff1a824f14a619cd5ca0cb2\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Tero Vesalainen/Shutterstock</p>\n<p>Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets.</p>\n<p>As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p>\n<p>And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.8%.</p>\n<p>Blue-chip investors might want to grab that yield using a free investing app.</p>\n<p><b>2. Consumer Staples: PepsiCo (PEP)</b></p>\n<p><img src=\"https://static.tigerbbs.com/2a19bb803c2e0377dac8ac7f1e643300\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">OlegDoroshin/Shutterstock</p>\n<p>Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p>\n<p>But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p>\n<p>With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p>\n<p>And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7%.</p>\n<p>Pepsico shares offer a dividend yield of 2.7%.</p>\n<p><b>3. Consumer Services: Target (TGT)</b></p>\n<p><img src=\"https://static.tigerbbs.com/b33b6d3f479a0df177315ed36fcef1a9\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Sundry Photography/Shutterstock</p>\n<p>While many brick and mortar retailers suffered through long lockdowns, Target’s profits have soared over the last year and a half. So much so that it’s even been beating sales of pre-pandemic years.</p>\n<p>Part of that can be attributed to the company's investment in its contactless delivery and pick-up in-store capabilities — with many orders now available for same-day fulfillment.</p>\n<p>Another factor in Target’s success is its convenience: with everything from cleaning supplies to clothing and from food to furniture, Target’s one-stop shop is appealing — especially for consumers still thinking about limiting their exposure as the country grapples with the delta variant.</p>\n<p>Even after a record year of 24.3% growth in comparable sales last year, in Q2, Target reported 8.9% growth. Its dividend of 90 cents per share reflects that growth — as it’s a significant jump from 68 cents the previous quarter.</p>\n<p>At the moment, Target shares sport a dividend yield of 1.5%.</p>\n<p><b>4. Health care: Johnson &amp; Johnson (JNJ)</b></p>\n<p><img src=\"https://static.tigerbbs.com/1909792026d0bbf736abf64e37b61e5c\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Siraj Ahmad/Shutterstock</p>\n<p>Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p>\n<p>And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p>\n<p>JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p>\n<p>The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p>\n<p>JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p>\n<p>The stock currently has a dividend yield of 2.5%.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley warns of a 15% plunge before year-end — protect yourself this way</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\">\nMorgan Stanley warns of a 15% plunge before year-end — protect yourself this way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/morgan-stanley-warns-15-plunge-182700213.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to cool the effects of inflation.\nAll of that makes Lisa Shalett, Morgan Stanley’s chief investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-warns-15-plunge-182700213.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","MS":"摩根士丹利","BAC":"美国银行","PEP":"百事可乐","TGT":"塔吉特"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-warns-15-plunge-182700213.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2166897344","content_text":"COVID cases are surging while consumer confidence is plummeting. And the Fed is doing its best to cool the effects of inflation.\nAll of that makes Lisa Shalett, Morgan Stanley’s chief investment officer of the firm’s wealth management division, nervous.\nIn a recent call with investors, Shalett reiterated her confidence that the market is due for a major correction — between 10% and 15% — before the end of the year.\nWithin that context, Shalett advised investors to rebalance their portfolios to favor financials, consumer staples, consumer services and health care — particularly companies that can provide a steady stream of income.\nLet's take a quick look at a few possible plays from those sectors.\nFrom banks to Band-Aid and snacks to shopping, one of them could be your next big wealth-building investment.\n1. Financials: Bank of America (BAC)\nTero Vesalainen/Shutterstock\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.8%.\nBlue-chip investors might want to grab that yield using a free investing app.\n2. Consumer Staples: PepsiCo (PEP)\nOlegDoroshin/Shutterstock\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7%.\nPepsico shares offer a dividend yield of 2.7%.\n3. Consumer Services: Target (TGT)\nSundry Photography/Shutterstock\nWhile many brick and mortar retailers suffered through long lockdowns, Target’s profits have soared over the last year and a half. So much so that it’s even been beating sales of pre-pandemic years.\nPart of that can be attributed to the company's investment in its contactless delivery and pick-up in-store capabilities — with many orders now available for same-day fulfillment.\nAnother factor in Target’s success is its convenience: with everything from cleaning supplies to clothing and from food to furniture, Target’s one-stop shop is appealing — especially for consumers still thinking about limiting their exposure as the country grapples with the delta variant.\nEven after a record year of 24.3% growth in comparable sales last year, in Q2, Target reported 8.9% growth. Its dividend of 90 cents per share reflects that growth — as it’s a significant jump from 68 cents the previous quarter.\nAt the moment, Target shares sport a dividend yield of 1.5%.\n4. Health care: Johnson & Johnson (JNJ)\nSiraj Ahmad/Shutterstock\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.5%.","news_type":1,"symbols_score_info":{"BAC":0.9,"JNJ":0.9,"MS":0.9,"PEP":0.9,"TGT":0.9}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898668126,"gmtCreate":1628494048065,"gmtModify":1631892155844,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Too big to move exponentially...this will be long term investment","listText":"Too big to move exponentially...this will be long term investment","text":"Too big to move exponentially...this will be long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898668126","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808039979,"gmtCreate":1627541757591,"gmtModify":1631892155854,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out","listText":"With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out","text":"With herd immunity and movement allowed, screen time will be reduce..everyone is looking forward to step out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808039979","repostId":"2154927641","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142519241,"gmtCreate":1626160492783,"gmtModify":1631883982784,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"So volatile, bad news and good news one after another","listText":"So volatile, bad news and good news one after another","text":"So volatile, bad news and good news one after another","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142519241","repostId":"1161696324","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146382841,"gmtCreate":1626054027883,"gmtModify":1633930617685,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"looking forward&nbsp;","listText":"looking forward&nbsp;","text":"looking forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146382841","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835854435,"gmtCreate":1629706484927,"gmtModify":1631892155842,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"BRK &amp; SE .... the least also 10% return pa ....&nbsp;long term holding&nbsp; ..[美金]&nbsp;[美金]&nbsp;","listText":"BRK &amp; SE .... the least also 10% return pa ....&nbsp;long term holding&nbsp; ..[美金]&nbsp;[美金]&nbsp;","text":"BRK & SE .... the least also 10% return pa .... long term holding ..[美金] [美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835854435","repostId":"2161742695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145330975,"gmtCreate":1626188995397,"gmtModify":1633929208917,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145330975","repostId":"1128855782","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693715823,"gmtCreate":1640079044082,"gmtModify":1640079045141,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Strongly agree","listText":"Strongly agree","text":"Strongly agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693715823","repostId":"1112391676","repostType":4,"repost":{"id":"1112391676","kind":"news","pubTimestamp":1640056217,"share":"https://www.laohu8.com/m/news/1112391676?lang=&edition=full","pubTime":"2021-12-21 11:10","market":"us","language":"en","title":"Apple Stock: If You're Buying the Dip, Here's What You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1112391676","media":"TheStreet","summary":"Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.Apple stock remains in a funk. Only one week to the dayafter I tossed around the ideaof trimming the position, shares of the Cupertino company dipped 7% from the $180 peak against the Nasdaq’s 4% decline, nearly entering correction territory.A few brave investors and traders must be taking this opportunity to start buying the dip. The Apple Maven highlights thr","content":"<p>Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.</p>\n<p>Apple stock&nbsp;remains in a funk. Only one week to the dayafter I tossed around the ideaof trimming the position, shares of the Cupertino company dipped 7% from the $180 peak against the Nasdaq’s 4% decline, nearly entering correction territory.</p>\n<p>A few brave investors and traders must be taking this opportunity to start buying the dip. The Apple Maven highlights three facts that these bargain hunters should keep in mind.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a182a349bbd4ca16a13dace221ec341e\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in China.</span></p>\n<p><b>#1. Valuations are looking more attractive</b></p>\n<p>AAPL is far from being a dirt cheap stock. The price-to-earnings ratio today is still higher than it had been for at least the full decade prior to the start of the pandemic (see chart below). However, with the recent decline in share price but still resilient business fundamentals, valuations are starting to look more compelling.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75ae50cce66d14520a3db0ce721b79a3\" tg-width=\"827\" tg-height=\"389\" width=\"100%\" height=\"auto\"><span>Figure 2: AAPL's historical price-to-earnings ratio.</span></p>\n<p>The last read on the graph above shows a P/E of 29.0 times as of November 30. As of last check, on December 20, the fiscal 2022 multiple had dropped to 27.5 times. These are roughly the same levels of June 2020, after which Apple stock moved 85% higher in a year and a half.</p>\n<p><b>#2. The deeper the hole, the higher the gains</b></p>\n<p>“Buy low, sell high”. The mantra may seem overly simplistic, but the strategy has worked wonders in the case of AAPL.</p>\n<p>We have often mentioned here, on the Apple Maven channel, that shares of the Cupertino company&nbsp;do best when bought after a selloff. Historically, the one-year gains have been 22% when the stock is bought near a peak, but nearly 40% when bought after a 15% drawdown.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9439be7d48cbf04254a822d9d57576f3\" tg-width=\"601\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Figure 3: Average one-year return on AAPL, by strategy.</span></p>\n<p>Could this time be different for dip buyers? I think not. To be clear, I do not believe that every stock is worth owning on weakness, as “40% of all stocks have&nbsp;suffered&nbsp;a permanent 70%-plus decline from their peak value”.</p>\n<p>But in the case of Apple, it is highly likely that share price will eventually head higher again, shaking off short-term bearishness and chasing the strong business fundamentals. Having the patience to wait for the next rally is crucial.</p>\n<p><b>#3. Don’t underestimate volatility</b></p>\n<p>All the above sounds bullish at first glance, and an incentive to buy Apple at the current share price of around $168. But if doing so, I urge traders and investors to pay attention to volatility.</p>\n<p>The emotional and psychological aspects of investing can be as important as the quantitative considerations, in my view. Those who buy dips must be willing to endure higher volatility, which has increased sharply for AAPL in the past few weeks — see below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eace3c9293acb54a4dc217debd6a44be\" tg-width=\"618\" tg-height=\"370\" width=\"100%\" height=\"auto\"><span>Figure 4: Annual volatility in AAPL, 1-month rolling.</span></p>\n<p>Because Apple stock price is likely to ricochet in the short term, some might be tempted to sell their shares prematurely, should they drop well below current levels. If buying AAPL, be sure to have a clear exit strategy to avoid falling victim to spur-of-the-moment decisions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: If You're Buying the Dip, Here's What You Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: If You're Buying the Dip, Here's What You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-3-key-facts-dip-buyers-must-know><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.\nApple stock remains in a funk. Only one week to the dayafter I...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-3-key-facts-dip-buyers-must-know\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-3-key-facts-dip-buyers-must-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112391676","content_text":"Bargain hunters may start to consider buying Apple stock on the dip, following the December selloff. Here is what they should know first.\nApple stock remains in a funk. Only one week to the dayafter I tossed around the ideaof trimming the position, shares of the Cupertino company dipped 7% from the $180 peak against the Nasdaq’s 4% decline, nearly entering correction territory.\nA few brave investors and traders must be taking this opportunity to start buying the dip. The Apple Maven highlights three facts that these bargain hunters should keep in mind.\nFigure 1: Apple store in China.\n#1. Valuations are looking more attractive\nAAPL is far from being a dirt cheap stock. The price-to-earnings ratio today is still higher than it had been for at least the full decade prior to the start of the pandemic (see chart below). However, with the recent decline in share price but still resilient business fundamentals, valuations are starting to look more compelling.\nFigure 2: AAPL's historical price-to-earnings ratio.\nThe last read on the graph above shows a P/E of 29.0 times as of November 30. As of last check, on December 20, the fiscal 2022 multiple had dropped to 27.5 times. These are roughly the same levels of June 2020, after which Apple stock moved 85% higher in a year and a half.\n#2. The deeper the hole, the higher the gains\n“Buy low, sell high”. The mantra may seem overly simplistic, but the strategy has worked wonders in the case of AAPL.\nWe have often mentioned here, on the Apple Maven channel, that shares of the Cupertino company do best when bought after a selloff. Historically, the one-year gains have been 22% when the stock is bought near a peak, but nearly 40% when bought after a 15% drawdown.\nFigure 3: Average one-year return on AAPL, by strategy.\nCould this time be different for dip buyers? I think not. To be clear, I do not believe that every stock is worth owning on weakness, as “40% of all stocks have suffered a permanent 70%-plus decline from their peak value”.\nBut in the case of Apple, it is highly likely that share price will eventually head higher again, shaking off short-term bearishness and chasing the strong business fundamentals. Having the patience to wait for the next rally is crucial.\n#3. Don’t underestimate volatility\nAll the above sounds bullish at first glance, and an incentive to buy Apple at the current share price of around $168. But if doing so, I urge traders and investors to pay attention to volatility.\nThe emotional and psychological aspects of investing can be as important as the quantitative considerations, in my view. Those who buy dips must be willing to endure higher volatility, which has increased sharply for AAPL in the past few weeks — see below.\nFigure 4: Annual volatility in AAPL, 1-month rolling.\nBecause Apple stock price is likely to ricochet in the short term, some might be tempted to sell their shares prematurely, should they drop well below current levels. If buying AAPL, be sure to have a clear exit strategy to avoid falling victim to spur-of-the-moment decisions.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855916155,"gmtCreate":1635323901479,"gmtModify":1635324029476,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Holding BRK.B, hassle free","listText":"Holding BRK.B, hassle free","text":"Holding BRK.B, hassle free","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855916155","repostId":"2178408679","repostType":4,"isVote":1,"tweetType":1,"viewCount":3041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177481454,"gmtCreate":1627257652978,"gmtModify":1631892155864,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Busy week ..looks like volatility will be high","listText":"Busy week ..looks like volatility will be high","text":"Busy week ..looks like volatility will be high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177481454","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":825816809,"gmtCreate":1634216569931,"gmtModify":1634216607695,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"SBUX one month Call looks cheap .... if earning can pump up the volatility,&nbsp; upside potential looks bright&nbsp;","listText":"SBUX one month Call looks cheap .... if earning can pump up the volatility,&nbsp; upside potential looks bright&nbsp;","text":"SBUX one month Call looks cheap .... if earning can pump up the volatility, upside potential looks bright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825816809","repostId":"1161146997","repostType":4,"repost":{"id":"1161146997","kind":"news","pubTimestamp":1634201365,"share":"https://www.laohu8.com/m/news/1161146997?lang=&edition=full","pubTime":"2021-10-14 16:49","market":"us","language":"en","title":"How Options Investors Should Play This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1161146997","media":"Barrons","summary":"At the start of the third-quarter earnings season, let it be said that investors are nervous, analys","content":"<p>At the start of the third-quarter earnings season, let it be said that investors are nervous, analysts are generally worried about earnings growth, and the options market is a cauldron of coiled anxiety.</p>\n<p>The cause for this sour sentiment? Expectations that the Federal Reserve may soon raise interest rates, for a variety of reasons.</p>\n<p>The economy is beset by inflationary pressures. Supply chains are struggling to keep pace with consumer and corporate demand for everything from semiconductors to toilet paper. Economic growth, which ultimately drives corporate earnings, appears to be slowing, and that generally portends poorly for stock prices. The drama in Washington over raising the debt ceiling, and dueling legislative agendas, adds a circus-like air to the market.</p>\n<p>What is less discussed is that the rules of the game are changing. When the Fed finally raises interest rates, most investors will have to learn some new tricks.</p>\n<p>After 20 years of easy-money policies, investors have come to rely on the mighty “Fed put”—the belief that the Fed will do whatever it takes to keep the stock market from falling too far. Now, it seems the Fed put&nbsp;might expire after this earnings season, and making money in the stock and options markets may no longer be so easy.</p>\n<p>The good news? There are ways to monetize these unusual conditions during an event-heavy calendar.</p>\n<p>There are many crosscurrents moving above and below the market’s surface. The&nbsp;S&amp;P 500 index&nbsp;is dancing around historic highs. Yet earnings estimates for the third quarter show little expectation that corporate earnings reports will prove to be much of anything—and this could create some opportunities for aggressive investors.</p>\n<p>John Marshall,Goldman Sachs’ derivatives strategist, recently advised clients that analyst estimates for the third quarter have been revised upward by 12% over the past three months but still remain 2% below the second-quarter’s level (not including the financial sector).</p>\n<p>Meanwhile, single-stock skew—the difference between bearish put-option and bullish call-option implied volatility—is at the highest level in over a year.</p>\n<p>The elevated skew suggests that investors have bought bearish puts to hedge earnings reports, thus creating conditions that could spark relief rallies in certain stocks on earnings day, and even in broad indexes, Marshall told clients. Investors are so pessimistic about corporate earnings—and have positioned that way in the options market—that any bit of good news could prompt strong moves in individual stocks.</p>\n<p>To trade these conditions, Marshall has assembled a list of stocks in which Goldman analysts are the most out of consensus with the Street view. On stocks that have the potential to beat earnings estimates, he has suggested that clients consider buying calls that expire in one month, with strike prices just above the current stock price.</p>\n<p>Goldman’s trading menu for stocks with potential upside to earnings estimates includes&nbsp;Starbucks&nbsp;(ticker: SBUX),Canadian Natural Resources&nbsp;(CNQ), YETI Holdings (YETI),Cenovus Energy&nbsp;(CVE), Carlyle Group (CG),Signature Bank&nbsp;(SBNY),Align Technology&nbsp;(ALGN),Maravai LifeSciences Holdings&nbsp;(MRVI),Fortune Brands Home &amp; Security&nbsp;(FBHS),Shoals Technologies Group&nbsp;(SHLS),CF Industries&nbsp;(CF),Okta&nbsp;(OKTA),Playtika Holding&nbsp;(PLTK), and&nbsp;Republic Services&nbsp;(RSG).</p>\n<p>At a time when so many investors are confused about what to do, Goldman’s approach shows how a sophisticated strategist is thinking when change is in the air and investors are nervous about what comes next.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Options Investors Should Play This Earnings Season</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\">\nHow Options Investors Should Play This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 16:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/how-options-investors-should-play-this-earnings-season-51634196601?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the start of the third-quarter earnings season, let it be said that investors are nervous, analysts are generally worried about earnings growth, and the options market is a cauldron of coiled ...</p>\n\n<a href=\"https://www.barrons.com/articles/how-options-investors-should-play-this-earnings-season-51634196601?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALGN":"艾利科技",".SPX":"S&P 500 Index","CG":"凯雷","SBNY":"签字银行","PLTK":"Playtika Holding Corp.",".DJI":"道琼斯","RSG":"共和废品处理","YETI":"YETI Holdings Inc.","SBUX":"星巴克","MRVI":"Maravai LifeSciences Holdings, Inc.","CVE":"Cenovus能源",".IXIC":"NASDAQ Composite","CNQ":"加国自然资源","SHLS":"Shoals Technologies Group","OKTA":"Okta Inc.","CF":"CF工业"},"source_url":"https://www.barrons.com/articles/how-options-investors-should-play-this-earnings-season-51634196601?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161146997","content_text":"At the start of the third-quarter earnings season, let it be said that investors are nervous, analysts are generally worried about earnings growth, and the options market is a cauldron of coiled anxiety.\nThe cause for this sour sentiment? Expectations that the Federal Reserve may soon raise interest rates, for a variety of reasons.\nThe economy is beset by inflationary pressures. Supply chains are struggling to keep pace with consumer and corporate demand for everything from semiconductors to toilet paper. Economic growth, which ultimately drives corporate earnings, appears to be slowing, and that generally portends poorly for stock prices. The drama in Washington over raising the debt ceiling, and dueling legislative agendas, adds a circus-like air to the market.\nWhat is less discussed is that the rules of the game are changing. When the Fed finally raises interest rates, most investors will have to learn some new tricks.\nAfter 20 years of easy-money policies, investors have come to rely on the mighty “Fed put”—the belief that the Fed will do whatever it takes to keep the stock market from falling too far. Now, it seems the Fed put might expire after this earnings season, and making money in the stock and options markets may no longer be so easy.\nThe good news? There are ways to monetize these unusual conditions during an event-heavy calendar.\nThere are many crosscurrents moving above and below the market’s surface. The S&P 500 index is dancing around historic highs. Yet earnings estimates for the third quarter show little expectation that corporate earnings reports will prove to be much of anything—and this could create some opportunities for aggressive investors.\nJohn Marshall,Goldman Sachs’ derivatives strategist, recently advised clients that analyst estimates for the third quarter have been revised upward by 12% over the past three months but still remain 2% below the second-quarter’s level (not including the financial sector).\nMeanwhile, single-stock skew—the difference between bearish put-option and bullish call-option implied volatility—is at the highest level in over a year.\nThe elevated skew suggests that investors have bought bearish puts to hedge earnings reports, thus creating conditions that could spark relief rallies in certain stocks on earnings day, and even in broad indexes, Marshall told clients. Investors are so pessimistic about corporate earnings—and have positioned that way in the options market—that any bit of good news could prompt strong moves in individual stocks.\nTo trade these conditions, Marshall has assembled a list of stocks in which Goldman analysts are the most out of consensus with the Street view. On stocks that have the potential to beat earnings estimates, he has suggested that clients consider buying calls that expire in one month, with strike prices just above the current stock price.\nGoldman’s trading menu for stocks with potential upside to earnings estimates includes Starbucks (ticker: SBUX),Canadian Natural Resources (CNQ), YETI Holdings (YETI),Cenovus Energy (CVE), Carlyle Group (CG),Signature Bank (SBNY),Align Technology (ALGN),Maravai LifeSciences Holdings (MRVI),Fortune Brands Home & Security (FBHS),Shoals Technologies Group (SHLS),CF Industries (CF),Okta (OKTA),Playtika Holding (PLTK), and Republic Services (RSG).\nAt a time when so many investors are confused about what to do, Goldman’s approach shows how a sophisticated strategist is thinking when change is in the air and investors are nervous about what comes next.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ALGN":0.9,"CF":0.9,"CG":0.9,"CNQ":0.9,"CVE":0.9,"FBHS":0.9,"MRVI":0.9,"OKTA":0.9,"PLTK":0.9,"RSG":0.9,"SBNY":0.9,"SBUX":0.9,"SHLS":0.9,"YETI":0.9}},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142245558,"gmtCreate":1626156704474,"gmtModify":1633929547891,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Looking forward if earnings can lift market higher","listText":"Looking forward if earnings can lift market higher","text":"Looking forward if earnings can lift market higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142245558","repostId":"1101566017","repostType":4,"repost":{"id":"1101566017","kind":"news","pubTimestamp":1626132937,"share":"https://www.laohu8.com/m/news/1101566017?lang=&edition=full","pubTime":"2021-07-13 07:35","market":"us","language":"en","title":"How earnings season is likely to play out in the coming weeks and its impact on the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1101566017","media":"cnbc","summary":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.Earnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if","content":"<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How earnings season is likely to play out in the coming weeks and its impact on the stock market</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\">\nHow earnings season is likely to play out in the coming weeks and its impact on the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101566017","content_text":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.\nNormally a profit leader, the technology sector this quarter, is expected to see just 32% profit growth, according to Refiniv. That compares to shockingly large estimated increases in industrial sector profits of more than 570%, and energy industry profits, up 220%. Earnings for the financial and materials sectors are expected to be up more than 100% each.\nThose huge gains and expected earnings beats should be a positive for some cyclical stocks this quarter. Earnings season kicks off Tuesday with reports fromJPMorgan Chase,Goldman Sachs,andPepsiCo.\nThis earnings season will be the period where the tug of war that’s been a factor in the stock market, between cyclical and growth trades, is due to play out very clearly in the earnings numbers. Inflationary pressures, negative for tech stock performance, are expected to help boost cyclical earnings growth in the rebound, as companies face rising input costs but also up their prices.\n“I think what you’re going to see is a very unusual kind of contradiction between the data and the narrative,” said Jonathan Golub, chief U.S. equity strategist at Credit Suisse. “What companies are going to say is they are facing shortages and rising input costs and other things which are constraints to their success. And then what you’re going to see is massive beats and the biggest portions coming from higher margins. They’re not going to try to reconcile it.”\nGolub expects companies to provide detail on rising costs and supply shortages but not as much information on how much they are raising prices or how broadly.\n“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if you look at the results, they’re going to be magnificent,” he said.\nBut ultimately, it’s tech and growth that will prove to be the best performers profit-wise over the long haul. “Their own earnings revisions for themselves are still good. They’re not deteriorating. They’re solid. They’re not getting worse. They’re not accelerating in this ridiculous way. They’re on the same solid trajectory they’ve been on,” said Brian Rauscher, Fundstrat head of global portfolio strategy.\nRauscher expects the trend to revert back to tech as the better earnings performer in two quarters from now, when cyclical airline stocks or industrial stocks like Caterpillar will see earnings growth back in the single digits. “Tech will keep growing at 25%,” he said.\nHe says economic growth will have slowed to a more normalized and sustained pace. By then it will be more apparent whether inflation is temporary or not.\n“If they are unable to pass along price increases, it will hit the earnings,” he said.\nGolub points out that tech profits in last year’s second quarter actually increased by 3.3% from 2019, as cyclical earnings plunged 85% in the same period. The 2021 second quarter earnings growth estimate for tech is 34.2%, while some cyclical earnings will rebound by more than 570% just to get back to even with 2019.\n“It says one of these is a near term trade, and one of them is a long term trade,” said Golub. “Once the supply chain issues are gone, [cyclicals] are going to be unimpressive.”\nEven with the push pull of tech and growth versus cyclical trades, strategists say the earning season should be good for the stock market.\n“I think the numbers will be very good, and it’ll be supportive for markets,” said Rauscher. He said some investors may be concerned that a peak period of earnings this quarter will lead to a market decline but he doesn’t expect that to be the case.\n“Obviously, the numbers are going to be outsized because we have that weird comparison from last year. I think the important thing is going to be the return of guidance,” Rauscher said. Both he and Golub say they expect earnings to beat to the upside.\n“I think the analysts have underestimated the improvement in operating leverage,” Rauscher said.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":862916578,"gmtCreate":1632828366218,"gmtModify":1632828366543,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"20% will be good for those with cash to buy the dip and DCA down. Wish it come through","listText":"20% will be good for those with cash to buy the dip and DCA down. Wish it come through","text":"20% will be good for those with cash to buy the dip and DCA down. Wish it come through","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862916578","repostId":"1166571782","repostType":4,"repost":{"id":"1166571782","kind":"news","pubTimestamp":1632787589,"share":"https://www.laohu8.com/m/news/1166571782?lang=&edition=full","pubTime":"2021-09-28 08:06","market":"us","language":"en","title":"Morgan Stanley Dismisses Market's \"Strong Rebound\", Remains Bearish On Coming Earnings Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=1166571782","media":"zerohedge","summary":"For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumb","content":"<p>For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumbling on Evergrande default fears, Wilson emerged from his faux-bull cocoon (havingraised his year-end S&amp;P price target from 3,900 to 4,000 in Augustin a note that reeked of disgust with what he was being told to do) and warned that an \"Ice is coming\", referring to a 20% drop in stocks as opposed to the more modest 10% correction envisioned in his \"fire\" scenario, saying that \"<b>the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction</b>\", a drop he expects will take place some time this fall.</p>\n<p><img src=\"https://static.tigerbbs.com/d87b7fac22f1a1f5db68fec641fc7528\" tg-width=\"703\" tg-height=\"363\" referrerpolicy=\"no-referrer\">Wilson also predicted that with earnings growth and PMIs set to drop, it would adversely impact forward PE multiples and by extension the S&amp;P.</p>\n<p><img src=\"https://static.tigerbbs.com/45afcf0068538b4f56bc85f42af9e52f\" tg-width=\"1233\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>Well, what a difference 7 days makes: with Evergrande default fears now long forgotten with little to no offshore contagion,&nbsp;the S&amp;P is almost 150 points from its \"Evergrande Monday\" lows and once again pushing back toward all time highs (even if with a major rotation in the leadership as tech stocks are now sliding, having been replaced by value, cyclical and reopening names) in the process yet again foiling Wilson's bearish visions.</p>\n<p>So has the market's sharp post-opex bounce changed the mind of the chief strategist that this seemingly invincible market will never go down again more than just a token 5% move?</p>\n<p>Today we got the answer in Wilson's latest weekly warm-up not, in which he makes it clear that his bearish outlook remains, and as he explains, \"our process tells us the risk-reward remains unattractive at the index level given slowing growth and rising rates. Meanwhile, price action can be interpreted bullishly or bearishly.&nbsp;<b>With 3Q earnings season likely to bring a much more muted outcome, we remain defensive in our positioning.</b>\"</p>\n<p>We'll get to why in a second, but first Wilson - realizing that he would get a criticism for what many viewed as a premature victory lap - spends the first few paragraphs of his latest note going over the details of his analytical process. This is how he lays it out:</p>\n<blockquote>\n <b>Our equity strategy process has several key components. Most importantly, we focus on the fundamentals of growth and valuation to determine whether the overall market is attractive and which sectors and stocks look the best/worst.</b>The rate of change on growth is more important than the absolute level, and we use a market-based equity risk premium framework that works well as long as you apply the correct regime when using it. In that regard, we’re an avid student of market cycles and believe historical analogs can be helpful. For example, the mid cycle transition narrative that has worked so well this year is derived directly from our study of historical economic and market cycles.\n</blockquote>\n<blockquote>\n <b>The final component we spend a lot of time on is price.</b>While most would call this technical analysis, we’d like to think we do it a little bit differently. Markets aren’t always efficient, but we believe they are often very good leading indicators for the fundamentals—the ultimate driver of value. This is especially true if one looks at the internal movements and relative strength of individual securities. In short, \n <b>we find these internals to be much more helpful than simply looking at the major averages.</b>\n</blockquote>\n<blockquote>\n <b>This year, we think the process has lived up to its promise quite well with the price action lining up nicely with the fundamental backdrop.</b>In short, the large cap quality leadership since March is signaling what we believe is about to happen—i.e., decelerating growth and tightening financial conditions. The question for investors is whether the price action has fully discounted those outcomes.\n</blockquote>\n<p>With that disclosure in hand, and with the clear understanding that at least in his view investors are not discounting any adverse outcomes at this point, Wilson proceeds to discuss the recent market action, noting that stocks<b>\"sold off hard last Monday on concerns about the Evergrande bankruptcy\"</b>and while he adds that it is the Morgan Stanley \"house view\" that it likely won’t lead to a major financial contagion, \"it will probably weigh on China growth for the next few quarters which means that the growth deceleration we are expecting could be a bit worse.\"</p>\n<p>The other reason Wilson suggests was behind the market weakness early last week \"likely had to do with concern about the Fed articulating its plans to taper asset purchases later this year and perhaps even move up the timing of rate hikes to next year. On that score, the Fed did not disappoint as they pretty much told us to expect the taper to begin in December.<b>The surprise was the speed in which they expect to be done tapering—by mid 2022.</b>This is about a quarter sooner than the market had been anticipating and does move up the odds for a rate hike in 2022.\"</p>\n<p>Curiously last week's rally happened in the aftermath of the market's perplexing kneejerk response to the Fed meeting on Wednesday, when stocks rallied even as bonds sold off sharply, particularly at the back end. Real 10-year yields were up 11bps in 2 days and are now up 31bps in just 8 weeks (Exhibit 1). That according to Wilson is \"tightening of financial conditions for sure\" and should weigh on PEs overall but it also has big implications for what should work at the sector/style level (Exhibit 2).</p>\n<p><img src=\"https://static.tigerbbs.com/b6f0bb937e8d564694c06b7e1362bd81\" tg-width=\"1035\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p>\n<p>In short, Wilson digs in and claims that higher real rates should mean lower P/Es overall which likely means lower S&amp;P 500, thus validating his bearish view which still sees the S&amp;P dropping some 20% from its current perch to hit 4,000 by year end. However, he concedes, \"it may also mean value over growth and small caps over Nasdaq even as the overall equity market goes lower.\"</p>\n<p>Which brings us to the key question we spent quite some time discussing last week, namely<b>why did stocks rally so much into the end of the week</b>on what Wilson says are odds that growth will decelerate more than expected from Evergrande and financial conditions may tighten faster?</p>\n<p>Here Wilson is at least honest - as he puts it - and says \"we’re not sure but we think this may be a time when the markets are playing tricks on investors and even setting a bit of a trap.\" Actually it's simpler than that and has to do with thegamma reversal and technical flows we pointed out last week, but one has to be a \"greek geek\" - like Nomura's Charlie McElligott - to get that.</p>\n<p>The other explanation proposed by Wilson is \"that investors were somewhat positioned for bad news going into the Fed meeting and the actual event simply served as a relief that it didn’t lead lower prices. This price action drove many investors to chase on Thursday for fear of missing out.<b>In short, don’t underestimate the power of price to determine how investors interpret the facts.</b>Just like negative price action can get people to sell the lows, positive price action can force people to buy\", he concludes.</p>\n<p>Whatever the reason for the initial bounce, it quickly accelerated and there was \"a lot of excitement last Thursday when stocks rallied sharply back above the 50 day moving average, a key barometer for many and a key level of support throughout this year for the S&amp;P 500.\" That this happened when the 50DMA was broken \"on near record levels of volume in both the cash and derivatives markets\" only punctuated the strength of the rebound. By Friday, that moving average had been reclaimed and closed above it for the week, an important technical win as even Wilson admits. However, he then adds, from his vantage point, \"the very well defined uptrend that has been established over the past year was broken and not reclaimed. Instead, it looks like the rally from Wednesday to Friday was simply \"filling the gap\" created from Monday's break.\"</p>\n<p>His conclusion on upcoming market action will hardly come as a surprise to those who have followed Wilson's progressive pessimism across 2021: pointing to the market's inability to recover its prior trendline, he says \"this leaves the technical picture very uncertain in our view and one can now break either way. With our fundamental view skewing poorly at the moment, we lean to the bearish outcome.\"</p>\n<p><img src=\"https://static.tigerbbs.com/41fc56e35f140c96104f8d8aa0826fd3\" tg-width=\"1100\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n<p>Getting back to his process, Wilson then says that he has high conviction that \"earnings growth is likely to decelerate more than what the current consensus is forecasting.\" Furthermore, he thinks the market is starting to agree with that view and points to market breadth as a good leading indicator for earnings revision breadth where he says \"direction is clear\" and pointing to the newly shrinking market breadth, he reminds readers that earnings revision breadth is a good leading indicator for the overall market.</p>\n<p>It will therefore hardly come as a surprise that with Wilson still clearly bearish, his advice to clients is \"<b>don’t get too caught up in last week’s strong rebound from Monday’s sharp sell off\"</b>which he views as a clean break of the uptrend and a filling of the gap created from Monday's crack. And with the technical picture murky, \"<b>that's a time to trust the fundamental and cycle analyses which suggest lower equity prices ahead\"</b>and as growth decelerates and financial conditions tighten, valuations are likely to fall from their lofty levels.</p>\n<p>* * *</p>\n<p>With all that in mind, Wilson goes back to his core fundamental thesis which is simple: after a blockbuster Q2 season, earnings are set to drop substantially as a result of the margin compression we discussed most recently over the weekend, to wit:</p>\n<blockquote>\n <b>Since the second quarter of 2020 earnings results have come in much higher than consensus forecasts</b>. Earnings beats ranged from 14% - 22% over this period while the median beat rate since 2008 is only 5%...We do not think companies will continue to beat at such an unprecedented rate and believe 3Q could see a material change in the more recent trend as supply chain issues and labor shortages pose a risk to both top line and margins.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f5e643723cfa540ad52a1dcebcba24f3\" tg-width=\"722\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n We looked at how 3Q earnings estimate revisions have trended at the industry group and sector level. Significant cuts have occurred in insurance, capital goods and transportation. \n <b>Consumer Durables is the only area that has seen significant positive revisions at the industry group level. 3Q S&amp;P 500 estimates have fallen by 77 bps over past 4 weeks. We expect more downside.</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c5496394c7a42ab136f68ba74c64cf83\" tg-width=\"705\" tg-height=\"451\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef6beae58fd458a45024d160d45b4684\" tg-width=\"735\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p>No surprises there, as the margin compression story is a familiar one (\"Margins Crushed As Producer Prices Explode At Record Pace In July\"). To Wilson, however, this is the story and one which the market refuses to even consider:</p>\n<p><b>2022 consensus margin estimates are historically lofty...</b>we examine the risks to margins in coming quarters through two different top down approaches. The spread between GDP growth and wage growth correlates fairly closely with operating margins over time. Based on our economists' estimates<b>, this spread should decelerate in coming quarters, which suggests margins should contract, not expand as bottom-up consensus expects</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/e80ec048b5856ebf2159d1d9d0151334\" tg-width=\"751\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p>\n<p>Further, corporate transcript mentions of \"cost pressures\" and related terms are historically elevated. When this has happened in the past, margins have consolidated.</p>\n<p><img src=\"https://static.tigerbbs.com/42c8fcfa4bb23d953d8c2079bc1a0ec5\" tg-width=\"773\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson's final bearish point is that companies are reaching the limit on how much of rising input costs they can pass on to consumers. As he puts it, while \"many investors that we speak to are optimistic about corporates' ability to pass on cost through pricing and protect margins\" he would caution that \"prices in several consumer end markets are already at a level that is inhibiting demand. We think the risk of this dynamic (high prices leading to demand destruction) spreading to other areas of consumer demand is especially elevated because goods consumption is already so far above trend—<b>in other words, high prices are that much more of a deterrent given households have already overconsumed in many areas.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/216bbe5eae73445b35a9152e741dccef\" tg-width=\"1009\" tg-height=\"801\" referrerpolicy=\"no-referrer\"></p>\n<p>Translation: absent another multi-trillion stimmy - and thanks to the chaos in the democratic party we know one is unlikely to come - Wilson's call for a 20% drop in stocks in the next few months remains intact.</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>Morgan Stanley Dismisses Market's \"Strong Rebound\", Remains Bearish On Coming Earnings Disappointment</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; 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}\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\">\nMorgan Stanley Dismisses Market's \"Strong Rebound\", Remains Bearish On Coming Earnings Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-dismisses-strong-rebound-remains-bearish-coming-earnings-disappointment><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumbling on Evergrande default fears, Wilson emerged from his faux-bull cocoon (havingraised his year-...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-dismisses-strong-rebound-remains-bearish-coming-earnings-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-dismisses-strong-rebound-remains-bearish-coming-earnings-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166571782","content_text":"For just a few hours last Monday, Morgan Stanley's chief economist felt vindicated: with stocks tumbling on Evergrande default fears, Wilson emerged from his faux-bull cocoon (havingraised his year-end S&P price target from 3,900 to 4,000 in Augustin a note that reeked of disgust with what he was being told to do) and warned that an \"Ice is coming\", referring to a 20% drop in stocks as opposed to the more modest 10% correction envisioned in his \"fire\" scenario, saying that \"the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction\", a drop he expects will take place some time this fall.\nWilson also predicted that with earnings growth and PMIs set to drop, it would adversely impact forward PE multiples and by extension the S&P.\n\nWell, what a difference 7 days makes: with Evergrande default fears now long forgotten with little to no offshore contagion, the S&P is almost 150 points from its \"Evergrande Monday\" lows and once again pushing back toward all time highs (even if with a major rotation in the leadership as tech stocks are now sliding, having been replaced by value, cyclical and reopening names) in the process yet again foiling Wilson's bearish visions.\nSo has the market's sharp post-opex bounce changed the mind of the chief strategist that this seemingly invincible market will never go down again more than just a token 5% move?\nToday we got the answer in Wilson's latest weekly warm-up not, in which he makes it clear that his bearish outlook remains, and as he explains, \"our process tells us the risk-reward remains unattractive at the index level given slowing growth and rising rates. Meanwhile, price action can be interpreted bullishly or bearishly. With 3Q earnings season likely to bring a much more muted outcome, we remain defensive in our positioning.\"\nWe'll get to why in a second, but first Wilson - realizing that he would get a criticism for what many viewed as a premature victory lap - spends the first few paragraphs of his latest note going over the details of his analytical process. This is how he lays it out:\n\nOur equity strategy process has several key components. Most importantly, we focus on the fundamentals of growth and valuation to determine whether the overall market is attractive and which sectors and stocks look the best/worst.The rate of change on growth is more important than the absolute level, and we use a market-based equity risk premium framework that works well as long as you apply the correct regime when using it. In that regard, we’re an avid student of market cycles and believe historical analogs can be helpful. For example, the mid cycle transition narrative that has worked so well this year is derived directly from our study of historical economic and market cycles.\n\n\nThe final component we spend a lot of time on is price.While most would call this technical analysis, we’d like to think we do it a little bit differently. Markets aren’t always efficient, but we believe they are often very good leading indicators for the fundamentals—the ultimate driver of value. This is especially true if one looks at the internal movements and relative strength of individual securities. In short, \n we find these internals to be much more helpful than simply looking at the major averages.\n\n\nThis year, we think the process has lived up to its promise quite well with the price action lining up nicely with the fundamental backdrop.In short, the large cap quality leadership since March is signaling what we believe is about to happen—i.e., decelerating growth and tightening financial conditions. The question for investors is whether the price action has fully discounted those outcomes.\n\nWith that disclosure in hand, and with the clear understanding that at least in his view investors are not discounting any adverse outcomes at this point, Wilson proceeds to discuss the recent market action, noting that stocks\"sold off hard last Monday on concerns about the Evergrande bankruptcy\"and while he adds that it is the Morgan Stanley \"house view\" that it likely won’t lead to a major financial contagion, \"it will probably weigh on China growth for the next few quarters which means that the growth deceleration we are expecting could be a bit worse.\"\nThe other reason Wilson suggests was behind the market weakness early last week \"likely had to do with concern about the Fed articulating its plans to taper asset purchases later this year and perhaps even move up the timing of rate hikes to next year. On that score, the Fed did not disappoint as they pretty much told us to expect the taper to begin in December.The surprise was the speed in which they expect to be done tapering—by mid 2022.This is about a quarter sooner than the market had been anticipating and does move up the odds for a rate hike in 2022.\"\nCuriously last week's rally happened in the aftermath of the market's perplexing kneejerk response to the Fed meeting on Wednesday, when stocks rallied even as bonds sold off sharply, particularly at the back end. Real 10-year yields were up 11bps in 2 days and are now up 31bps in just 8 weeks (Exhibit 1). That according to Wilson is \"tightening of financial conditions for sure\" and should weigh on PEs overall but it also has big implications for what should work at the sector/style level (Exhibit 2).\n\nIn short, Wilson digs in and claims that higher real rates should mean lower P/Es overall which likely means lower S&P 500, thus validating his bearish view which still sees the S&P dropping some 20% from its current perch to hit 4,000 by year end. However, he concedes, \"it may also mean value over growth and small caps over Nasdaq even as the overall equity market goes lower.\"\nWhich brings us to the key question we spent quite some time discussing last week, namelywhy did stocks rally so much into the end of the weekon what Wilson says are odds that growth will decelerate more than expected from Evergrande and financial conditions may tighten faster?\nHere Wilson is at least honest - as he puts it - and says \"we’re not sure but we think this may be a time when the markets are playing tricks on investors and even setting a bit of a trap.\" Actually it's simpler than that and has to do with thegamma reversal and technical flows we pointed out last week, but one has to be a \"greek geek\" - like Nomura's Charlie McElligott - to get that.\nThe other explanation proposed by Wilson is \"that investors were somewhat positioned for bad news going into the Fed meeting and the actual event simply served as a relief that it didn’t lead lower prices. This price action drove many investors to chase on Thursday for fear of missing out.In short, don’t underestimate the power of price to determine how investors interpret the facts.Just like negative price action can get people to sell the lows, positive price action can force people to buy\", he concludes.\nWhatever the reason for the initial bounce, it quickly accelerated and there was \"a lot of excitement last Thursday when stocks rallied sharply back above the 50 day moving average, a key barometer for many and a key level of support throughout this year for the S&P 500.\" That this happened when the 50DMA was broken \"on near record levels of volume in both the cash and derivatives markets\" only punctuated the strength of the rebound. By Friday, that moving average had been reclaimed and closed above it for the week, an important technical win as even Wilson admits. However, he then adds, from his vantage point, \"the very well defined uptrend that has been established over the past year was broken and not reclaimed. Instead, it looks like the rally from Wednesday to Friday was simply \"filling the gap\" created from Monday's break.\"\nHis conclusion on upcoming market action will hardly come as a surprise to those who have followed Wilson's progressive pessimism across 2021: pointing to the market's inability to recover its prior trendline, he says \"this leaves the technical picture very uncertain in our view and one can now break either way. With our fundamental view skewing poorly at the moment, we lean to the bearish outcome.\"\n\nGetting back to his process, Wilson then says that he has high conviction that \"earnings growth is likely to decelerate more than what the current consensus is forecasting.\" Furthermore, he thinks the market is starting to agree with that view and points to market breadth as a good leading indicator for earnings revision breadth where he says \"direction is clear\" and pointing to the newly shrinking market breadth, he reminds readers that earnings revision breadth is a good leading indicator for the overall market.\nIt will therefore hardly come as a surprise that with Wilson still clearly bearish, his advice to clients is \"don’t get too caught up in last week’s strong rebound from Monday’s sharp sell off\"which he views as a clean break of the uptrend and a filling of the gap created from Monday's crack. And with the technical picture murky, \"that's a time to trust the fundamental and cycle analyses which suggest lower equity prices ahead\"and as growth decelerates and financial conditions tighten, valuations are likely to fall from their lofty levels.\n* * *\nWith all that in mind, Wilson goes back to his core fundamental thesis which is simple: after a blockbuster Q2 season, earnings are set to drop substantially as a result of the margin compression we discussed most recently over the weekend, to wit:\n\nSince the second quarter of 2020 earnings results have come in much higher than consensus forecasts. Earnings beats ranged from 14% - 22% over this period while the median beat rate since 2008 is only 5%...We do not think companies will continue to beat at such an unprecedented rate and believe 3Q could see a material change in the more recent trend as supply chain issues and labor shortages pose a risk to both top line and margins.\n\n\n\n We looked at how 3Q earnings estimate revisions have trended at the industry group and sector level. Significant cuts have occurred in insurance, capital goods and transportation. \n Consumer Durables is the only area that has seen significant positive revisions at the industry group level. 3Q S&P 500 estimates have fallen by 77 bps over past 4 weeks. We expect more downside.\n\n\nNo surprises there, as the margin compression story is a familiar one (\"Margins Crushed As Producer Prices Explode At Record Pace In July\"). To Wilson, however, this is the story and one which the market refuses to even consider:\n2022 consensus margin estimates are historically lofty...we examine the risks to margins in coming quarters through two different top down approaches. The spread between GDP growth and wage growth correlates fairly closely with operating margins over time. Based on our economists' estimates, this spread should decelerate in coming quarters, which suggests margins should contract, not expand as bottom-up consensus expects.\n\nFurther, corporate transcript mentions of \"cost pressures\" and related terms are historically elevated. When this has happened in the past, margins have consolidated.\n\nWilson's final bearish point is that companies are reaching the limit on how much of rising input costs they can pass on to consumers. As he puts it, while \"many investors that we speak to are optimistic about corporates' ability to pass on cost through pricing and protect margins\" he would caution that \"prices in several consumer end markets are already at a level that is inhibiting demand. We think the risk of this dynamic (high prices leading to demand destruction) spreading to other areas of consumer demand is especially elevated because goods consumption is already so far above trend—in other words, high prices are that much more of a deterrent given households have already overconsumed in many areas.\"\n\nTranslation: absent another multi-trillion stimmy - and thanks to the chaos in the democratic party we know one is unlikely to come - Wilson's call for a 20% drop in stocks in the next few months remains intact.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177421549,"gmtCreate":1627258407481,"gmtModify":1631892155863,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"6 out of 17 is biopharma/medical related... tailwind of&nbsp;covid!","listText":"6 out of 17 is biopharma/medical related... tailwind of&nbsp;covid!","text":"6 out of 17 is biopharma/medical related... tailwind of covid!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177421549","repostId":"1118041582","repostType":4,"repost":{"id":"1118041582","kind":"news","pubTimestamp":1627175995,"share":"https://www.laohu8.com/m/news/1118041582?lang=&edition=full","pubTime":"2021-07-25 09:19","market":"us","language":"en","title":"US IPO Week Ahead: 17 IPOs are coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1118041582","media":"Renaissance Capital","summary":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs schedul","content":"<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p>\n<p>Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p>\n<p>Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p>\n<p>Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p>\n<p>Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p>\n<p>After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p>\n<p>Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p>\n<p><b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p>\n<p>Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p>\n<p>Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p>\n<p>Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p>\n<p>Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p>\n<p>Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p>\n<p>Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p>\n<p>Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p>\n<p><b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p>\n<p>After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p>\n<p>Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p>\n<p><img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: 17 IPOs are coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: 17 IPOs are coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118041582","content_text":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.\nVehicle battery maker Clarios International(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.\nAltice’s ad-tech platform Teads(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.\nEducation software provider PowerSchool Holdings(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.\nAfter withdrawing its IPO attempt in 2018,Dole(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.\nLanguage learning platform Duolingo(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.\nTraeger(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.\nIsraeli anti-fraud firm Riskified(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.\nFinancial software provider MeridianLink(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.\nSmart home integration system Snap One Holdings(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.\nSpecialty funding solutions provider Preston Hollow Community Capital(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.\nVaccine biotech Icosavax(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.\nCancer biotech Candel Therapeutics(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.\nRare disease biotech Rallybio(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.\nOcean Biomedical(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.\nAfter postponing in November 2020,IN8bio(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.\nFemale cancer biotech Context Therapeutics(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"BTRY":0.9,"CADLF":0.9,"CNTX":0.9,"COOK":0.9,"DOLE":0.9,"DUOL":0.9,"FEOVF":0.9,"HOOD":0.9,"ICVX":0.9,"INAB":0.9,"MLNK":0.9,"PHCC":0.9,"PWSC":0.9,"RLYB":0.9,"RSKD":0.9,"SNPO":0.9,"TEAD":0.9}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145395477,"gmtCreate":1626188877299,"gmtModify":1633929210306,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145395477","repostId":"2151561465","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142242689,"gmtCreate":1626156599441,"gmtModify":1633929548875,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Looking forward earnings result","listText":"Looking forward earnings result","text":"Looking forward earnings result","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142242689","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://www.laohu8.com/m/news/1119839711?lang=&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<blockquote>\n <b>Dow ends just shy of 35,000 milestone.</b>\n</blockquote>\n<p>The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p>\n<p>The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p>\n<p><b>How did stock benchmarks end?</b></p>\n<ul>\n <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>\n <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>\n <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li>\n</ul>\n<p>On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p>\n<p><b>What drove the market?</b></p>\n<p>Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p>\n<p>“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p>\n<p>“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p>\n<p>Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p>\n<p>Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p>\n<p>Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p>\n<p>Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p>\n<p>Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p>\n<p>“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p>\n<p>“Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p>\n<p>“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p>\n<p>No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p>\n<p>Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p>\n<p>“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p>\n<p>“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p>\n<p><b>Which companies were in focus?</b></p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>\n <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>\n <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>\n <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>\n <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>\n <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>\n <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>\n <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>\n <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li>\n</ul>\n<p><b>How did other assets trade?</b></p>\n<ul>\n <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>\n <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>\n <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>\n <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li>\n</ul>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings</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; 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}\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\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 05:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146199301,"gmtCreate":1626057136003,"gmtModify":1633930564225,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"Everyone will say crash on the way when all time high","listText":"Everyone will say crash on the way when all time high","text":"Everyone will say crash on the way when all time high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146199301","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":820305904,"gmtCreate":1633349666829,"gmtModify":1633351599098,"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"themes":[],"htmlText":"IMO&nbsp;Index or theme ETF (e g. ESG)&nbsp;is more stable rather than sector ETF ..... for long term. Commission &amp;&nbsp;Tax will eat into profit for short term&nbsp;as well.","listText":"IMO&nbsp;Index or theme ETF (e g. ESG)&nbsp;is more stable rather than sector ETF ..... for long term. Commission &amp;&nbsp;Tax will eat into profit for short term&nbsp;as well.","text":"IMO Index or theme ETF (e g. ESG) is more stable rather than sector ETF ..... for long term. Commission & Tax will eat into profit for short term as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820305904","repostId":"1145081858","repostType":4,"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}