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Gskm
2021-08-24
Interesting play in the cybersecurity sphere.
CrowdStrike Holdings, Inc. to Join the NASDAQ-100 Index Beginning August 26, 2021
Gskm
2021-08-21
The valuation gap between US and EM really is astounding!
Contrarian Investors Should Love Emerging Markets
Gskm
2021-08-11
Interesting that what has previously been a purely trading business sees synergies with a shareholder voice platform.
Robinhood Agrees to Buy Say Technologies for $140 Million
Gskm
2021-08-09
Kind of a scary sign when Buffett thinks there’s nothing worth buying but his own stock.
Warren Buffett's Berkshire Hathaway recovers from coronavirus slowdown
Gskm
2021-08-08
Efficient way to access high yield debt if you’re looking to round out your portfolio that way.
Gskm
2021-08-04
Efficient way to get exposure to HK tech sector in SGD
Gskm
2021-08-03
Cost efficient way to access China
Gskm
2021-08-02
Worth keeping an eye on
NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading
Gskm
2021-08-01
Interesting.
Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound
Gskm
2021-07-30
Interesting play on cybersecurity
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","listText":"Interesting play in the cybersecurity sphere. ","text":"Interesting play in the cybersecurity sphere.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834997006","repostId":"2161707617","repostType":2,"repost":{"id":"2161707617","kind":"highlight","weMediaInfo":{"introduction":"Share your news with media, investors, and consumers with targeted distribution options from one of the world’s largest and most trusted newswires.","home_visible":1,"media_name":"GlobeNewswire","id":"1016364462","head_image":"https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a"},"pubTimestamp":1629763380,"share":"https://www.laohu8.com/m/news/2161707617?lang=&edition=full","pubTime":"2021-08-24 08:03","market":"us","language":"en","title":"CrowdStrike Holdings, Inc. to Join the NASDAQ-100 Index Beginning August 26, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2161707617","media":"GlobeNewswire","summary":"NEW YORK, Aug. 23, 2021 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced that CrowdStrike H","content":"<p>NEW YORK, Aug. 23, 2021 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced that <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a> (Nasdaq: CRWD), will become a component of the NASDAQ-100 Index® (Nasdaq: NDX), the NASDAQ-100 Equal Weighted Index (Nasdaq: NDXE) and the NASDAQ-100 Technology Index (Nasdaq: NDXT) prior to market open on Thursday, August 26, 2021. CrowdStrike Holdings, Inc. will replace Maxim Integrated Products, Inc. (Nasdaq: MXIM) in the NASDAQ-100 Index®, the NASDAQ-100 Equal Weighted Index and the NASDAQ-100 Technology Index.</p>\n<p><b>About Nasdaq</b></p>\n<p>Nasdaq (Nasdaq: NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> @Nasdaq, or at www.nasdaq.com.</p>\n<p><i>The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular financial product or an overall investment strategy. Neither The NASDAQ OMX Group, Inc. nor any of its affiliates makes any recommendation to buy or sell any financial product or any representation about the financial condition of any company or fund. Statements regarding Nasdaq’s proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.</i></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>CrowdStrike Holdings, Inc. to Join the NASDAQ-100 Index Beginning August 26, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike Holdings, Inc. to Join the NASDAQ-100 Index Beginning August 26, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016364462\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GlobeNewswire </p>\n<p class=\"h-time\">2021-08-24 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug. 23, 2021 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced that <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a> (Nasdaq: CRWD), will become a component of the NASDAQ-100 Index® (Nasdaq: NDX), the NASDAQ-100 Equal Weighted Index (Nasdaq: NDXE) and the NASDAQ-100 Technology Index (Nasdaq: NDXT) prior to market open on Thursday, August 26, 2021. CrowdStrike Holdings, Inc. will replace Maxim Integrated Products, Inc. (Nasdaq: MXIM) in the NASDAQ-100 Index®, the NASDAQ-100 Equal Weighted Index and the NASDAQ-100 Technology Index.</p>\n<p><b>About Nasdaq</b></p>\n<p>Nasdaq (Nasdaq: NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> @Nasdaq, or at www.nasdaq.com.</p>\n<p><i>The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular financial product or an overall investment strategy. Neither The NASDAQ OMX Group, Inc. nor any of its affiliates makes any recommendation to buy or sell any financial product or any representation about the financial condition of any company or fund. Statements regarding Nasdaq’s proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.</i></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161707617","content_text":"NEW YORK, Aug. 23, 2021 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced that CrowdStrike Holdings, Inc. (Nasdaq: CRWD), will become a component of the NASDAQ-100 Index® (Nasdaq: NDX), the NASDAQ-100 Equal Weighted Index (Nasdaq: NDXE) and the NASDAQ-100 Technology Index (Nasdaq: NDXT) prior to market open on Thursday, August 26, 2021. CrowdStrike Holdings, Inc. will replace Maxim Integrated Products, Inc. (Nasdaq: MXIM) in the NASDAQ-100 Index®, the NASDAQ-100 Equal Weighted Index and the NASDAQ-100 Technology Index.\nAbout Nasdaq\nNasdaq (Nasdaq: NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on Twitter @Nasdaq, or at www.nasdaq.com.\nThe information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular financial product or an overall investment strategy. Neither The NASDAQ OMX Group, Inc. nor any of its affiliates makes any recommendation to buy or sell any financial product or any representation about the financial condition of any company or fund. Statements regarding Nasdaq’s proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836498081,"gmtCreate":1629512212243,"gmtModify":1633684340822,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"The valuation gap between US and EM really is astounding! ","listText":"The valuation gap between US and EM really is astounding! ","text":"The valuation gap between US and EM really is astounding!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836498081","repostId":"1115632642","repostType":4,"repost":{"id":"1115632642","kind":"news","pubTimestamp":1629471872,"share":"https://www.laohu8.com/m/news/1115632642?lang=&edition=full","pubTime":"2021-08-20 23:04","market":"us","language":"en","title":"Contrarian Investors Should Love Emerging Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1115632642","media":"Bloomberg","summary":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperfo","content":"<blockquote>\n <b>Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.</b>\n</blockquote>\n<p>Emerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.</p>\n<p>That’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.</p>\n<p><img src=\"https://static.tigerbbs.com/dd22e89c12797121db43fe00543e1eb7\" tg-width=\"669\" tg-height=\"402\" width=\"100%\" height=\"auto\"></p>\n<p>This time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.</p>\n<p>Given the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.</p>\n<p><img src=\"https://static.tigerbbs.com/30aba59eba1452ca5a877020ce216bec\" tg-width=\"633\" tg-height=\"418\" width=\"100%\" height=\"auto\">But earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.</p>\n<p>Stocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&P 500.</p>\n<p>And that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&D investment in emerging markets has grown at more than three times the U.S. rate since 1995.</p>\n<p>If anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.</p>\n<p>The valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/8b9fb774ffbe544f200ac13222ee3b5e\" tg-width=\"649\" tg-height=\"371\" width=\"100%\" height=\"auto\">All of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.</p>\n<p>Contrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.</p>\n<p>It’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&P 500 was cut by more than a third.</p>\n<p>I’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Contrarian Investors Should Love Emerging Markets</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\">\nContrarian Investors Should Love Emerging Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:04 GMT+8 <a href=https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115632642","content_text":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.\nThat’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.\n\nThis time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.\nGiven the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.\nBut earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.\nStocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&P 500.\nAnd that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&D investment in emerging markets has grown at more than three times the U.S. rate since 1995.\nIf anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.\nThe valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.\nAll of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.\nContrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.\nIt’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&P 500 was cut by more than a third.\nI’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892195167,"gmtCreate":1628642507759,"gmtModify":1633745497206,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Interesting that what has previously been a purely trading business sees synergies with a shareholder voice platform.","listText":"Interesting that what has previously been a purely trading business sees synergies with a shareholder voice platform.","text":"Interesting that what has previously been a purely trading business sees synergies with a shareholder voice platform.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892195167","repostId":"1136191508","repostType":4,"repost":{"id":"1136191508","kind":"news","pubTimestamp":1628604665,"share":"https://www.laohu8.com/m/news/1136191508?lang=&edition=full","pubTime":"2021-08-10 22:11","market":"us","language":"en","title":"Robinhood Agrees to Buy Say Technologies for $140 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=1136191508","media":"Bloomberg","summary":"(Bloomberg) -- Robinhood Markets Inc. agreed to buy Say Technologies, a tool for shareholder voting ","content":"<p>(Bloomberg) -- Robinhood Markets Inc. agreed to buy Say Technologies, a tool for shareholder voting and communication, in its first acquisition as a public company.</p>\n<p>The approximately $140 million all-cash deal will give Robinhood access to Say’s software, which helps company shareholders exercise their right to vote proxies and ask questions of management, according to a blog post Tuesday. The announcement comes less than two weeks after Robinhood made its public trading debut.</p>\n<p>“Together, we’ll find new ways to expand what it means to be an investor through new products and experiences that democratize shareholder access,” Robinhood said in the blog post on its website.</p>\n<p>Retail investors haven’t traditionally been a major force in voting on corporate matters like executive pay and shareholder proposals. One study of U.S. retail voting behavior between 2015 and 2017 found that retail accounts made up just about 11% of those that voted in shareholder meetings.</p>\n<p>The potential significance of retail shareholder votes was on display last month when electric car startup Lucid Motors Inc.’s deal to merge with special purpose acquisition company Churchill Capital Corp. IV was almost stymied by no-show shareholders. The companies appealed to investors on social media platforms and Reddit asking them to exercise their vote. Their pleas were answered and the deal closed.</p>","source":"lsy1612507957220","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>Robinhood Agrees to Buy Say Technologies for $140 Million</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\">\nRobinhood Agrees to Buy Say Technologies for $140 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 22:11 GMT+8 <a href=https://finance.yahoo.com/news/robinhood-agrees-buy-technologies-140-140608598.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Robinhood Markets Inc. agreed to buy Say Technologies, a tool for shareholder voting and communication, in its first acquisition as a public company.\nThe approximately $140 million all-...</p>\n\n<a href=\"https://finance.yahoo.com/news/robinhood-agrees-buy-technologies-140-140608598.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://finance.yahoo.com/news/robinhood-agrees-buy-technologies-140-140608598.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136191508","content_text":"(Bloomberg) -- Robinhood Markets Inc. agreed to buy Say Technologies, a tool for shareholder voting and communication, in its first acquisition as a public company.\nThe approximately $140 million all-cash deal will give Robinhood access to Say’s software, which helps company shareholders exercise their right to vote proxies and ask questions of management, according to a blog post Tuesday. The announcement comes less than two weeks after Robinhood made its public trading debut.\n“Together, we’ll find new ways to expand what it means to be an investor through new products and experiences that democratize shareholder access,” Robinhood said in the blog post on its website.\nRetail investors haven’t traditionally been a major force in voting on corporate matters like executive pay and shareholder proposals. One study of U.S. retail voting behavior between 2015 and 2017 found that retail accounts made up just about 11% of those that voted in shareholder meetings.\nThe potential significance of retail shareholder votes was on display last month when electric car startup Lucid Motors Inc.’s deal to merge with special purpose acquisition company Churchill Capital Corp. IV was almost stymied by no-show shareholders. The companies appealed to investors on social media platforms and Reddit asking them to exercise their vote. Their pleas were answered and the deal closed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898305116,"gmtCreate":1628471931335,"gmtModify":1633746965260,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Kind of a scary sign when Buffett thinks there’s nothing worth buying but his own stock. ","listText":"Kind of a scary sign when Buffett thinks there’s nothing worth buying but his own stock. ","text":"Kind of a scary sign when Buffett thinks there’s nothing worth buying but his own stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898305116","repostId":"1140330029","repostType":4,"repost":{"id":"1140330029","kind":"news","pubTimestamp":1628469800,"share":"https://www.laohu8.com/m/news/1140330029?lang=&edition=full","pubTime":"2021-08-09 08:43","market":"us","language":"en","title":"Warren Buffett's Berkshire Hathaway recovers from coronavirus slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1140330029","media":"Reuters","summary":"Aug 7 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)on Saturday said many of its busine","content":"<p>Aug 7 (Reuters) - Warren Buffett's <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> Inc(BRKa.N)on Saturday said many of its businesses are enjoying strong recoveries from the early depths of the coronavirus pandemic, fueling rebounds in profits and revenue.</p>\n<p>The company Buffett has run since 1965 also signaled the billionaire's confidence in its future by repurchasing $6 billion of its own shares in the second quarter, even as its stock price regularly set new highs.</p>\n<p>Omaha, Nebraska-based Berkshire's manufacturing, service and retailing businesses suffered last year as economic activity plunged, job losses soared and shoppers stayed home.</p>\n<p>But now, Berkshire said its BNSF railroad, namesake auto dealership and housing units are among many businesses seeing \"significant\" recoveries despite supply chain disruptions and higher costs, with earnings and revenue in some instances topping pre-pandemic levels.</p>\n<p>Another sign of improvement was Berkshire's decision not to repeat a caution in its previous quarterly results that other operating units still faced adverse effects from the pandemic.</p>\n<p>Second-quarter operating profit rose 21% to $6.69 billion, or about $4,424 per Class A share, from $5.51 billion, or about $3,463 per share, a year earlier.</p>\n<p>Net income rose 7% to $28.1 billion, or $18,488 per Class A share, bolstered by unrealized gains in Berkshire's $192 billion of investments in <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O), $Bank of America Corp(BAC-N)$(BAC.N)and <a href=\"https://laohu8.com/S/AXP\">American Express</a> Corp(AXP.N).</p>\n<p>Revenue jumped 22% to $69.1 billion. Berkshire also owns such businesses as the Geico auto insurer and See's Candies.</p>\n<p>Results were \"pretty strong, reflecting broad economic strength,\" said Jim Shanahan, an Edward Jones analyst. He rates Berkshire \"buy\" and raised his earnings forecast through 2022.</p>\n<p>Many U.S. companies have improved results as the economy rebounds.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> this month raised its 2021 earnings forecast for <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500(.SPX)companies, implying 45% annual growth.</p>\n<p>The second quarter was also notable for Buffett's revealing that if he were to step down, Berkshire's next chief executive would be Greg Abel, a vice chairman overseeing Berkshire's non-insurance businesses. Buffett turns 91 on Aug. 30.</p>\n<p>NET SELLER</p>\n<p>Berkshire's buybacks, including at least $1.7 billion in July when its share count declined further, boosted total share repurchases to about $39 billion since the end of 2019.</p>\n<p>Buffett has aggressively repurchased Berkshire shares as high stock market valuations and the growth of special purpose acquisition companies, which take private companies public, make buying whole companies appear too costly.</p>\n<p>\"It's a killer,\" Buffett said at Berkshire's annual meeting on May 1, referring to SPACs.read more</p>\n<p>Valuations may have also played a role in Berkshire's selling $1.1 billion more stocks than it bought in the quarter.</p>\n<p>The net selling is <a href=\"https://laohu8.com/S/AONE.U\">one</a> reason Berkshire ended June with $144.1 billion of cash and equivalents, despite the buybacks.</p>\n<p>Berkshire's share price is up 23.7% in 2021, topping the S&P 500's 18.1% gain, after trailing the index significantly in 2019 and 2020.</p>\n<p>\"It's very clear they're having difficulty deploying capital in public markets,\" Shanahan said. \"Given the valuation of the stock, we should expect Berkshire's buybacks to be the preferred source of capital deployment.\"</p>\n<p>BNSF's profit surged 34% to $1.52 billion, as retailers replenished inventories and demand swelled for building products, grain and coal.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>-half vehicle sales grew 30% at the <a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway</a> Automotive dealerships.</p>\n<p>Homebuying also rebounded, boosting quarterly reported profit 43% at Clayton Homes mobile homes and 129% at Berkshire's namesake real estate brokerage.</p>\n<p>The brokerage is part of Berkshire Hathaway Energy, where wind power tax credits helped increase profit 17%.</p>\n<p>Some businesses fared less well.</p>\n<p>Geico's pretax underwriting profit fell 70% as people drove, and crashed, more often. Rivals including <a href=\"https://laohu8.com/S/ALL\">Allstate</a> Corp(ALL.N)and <a href=\"https://laohu8.com/S/PGR\">Progressive</a> Corp(PGR.N)have also reported more accidents.</p>\n<p>Berkshire also said revenue fell 9% at Precision Castparts, the aircraft and industrial parts maker it wrote down by $9.8 billion in 2020 as airlines slashed plane orders. It said a big rebound is not likely soon because customers have enough parts.</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>Warren Buffett's Berkshire Hathaway recovers from coronavirus slowdown</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\">\nWarren Buffett's Berkshire Hathaway recovers from coronavirus slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 08:43 GMT+8 <a href=https://www.reuters.com/business/berkshire-hathaway-operating-profit-rises-21-2021-08-07/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aug 7 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)on Saturday said many of its businesses are enjoying strong recoveries from the early depths of the coronavirus pandemic, fueling ...</p>\n\n<a href=\"https://www.reuters.com/business/berkshire-hathaway-operating-profit-rises-21-2021-08-07/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.reuters.com/business/berkshire-hathaway-operating-profit-rises-21-2021-08-07/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140330029","content_text":"Aug 7 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)on Saturday said many of its businesses are enjoying strong recoveries from the early depths of the coronavirus pandemic, fueling rebounds in profits and revenue.\nThe company Buffett has run since 1965 also signaled the billionaire's confidence in its future by repurchasing $6 billion of its own shares in the second quarter, even as its stock price regularly set new highs.\nOmaha, Nebraska-based Berkshire's manufacturing, service and retailing businesses suffered last year as economic activity plunged, job losses soared and shoppers stayed home.\nBut now, Berkshire said its BNSF railroad, namesake auto dealership and housing units are among many businesses seeing \"significant\" recoveries despite supply chain disruptions and higher costs, with earnings and revenue in some instances topping pre-pandemic levels.\nAnother sign of improvement was Berkshire's decision not to repeat a caution in its previous quarterly results that other operating units still faced adverse effects from the pandemic.\nSecond-quarter operating profit rose 21% to $6.69 billion, or about $4,424 per Class A share, from $5.51 billion, or about $3,463 per share, a year earlier.\nNet income rose 7% to $28.1 billion, or $18,488 per Class A share, bolstered by unrealized gains in Berkshire's $192 billion of investments in Apple Inc(AAPL.O), $Bank of America Corp(BAC-N)$(BAC.N)and American Express Corp(AXP.N).\nRevenue jumped 22% to $69.1 billion. Berkshire also owns such businesses as the Geico auto insurer and See's Candies.\nResults were \"pretty strong, reflecting broad economic strength,\" said Jim Shanahan, an Edward Jones analyst. He rates Berkshire \"buy\" and raised his earnings forecast through 2022.\nMany U.S. companies have improved results as the economy rebounds.\nGoldman Sachs this month raised its 2021 earnings forecast for Standard & Poor's 500(.SPX)companies, implying 45% annual growth.\nThe second quarter was also notable for Buffett's revealing that if he were to step down, Berkshire's next chief executive would be Greg Abel, a vice chairman overseeing Berkshire's non-insurance businesses. Buffett turns 91 on Aug. 30.\nNET SELLER\nBerkshire's buybacks, including at least $1.7 billion in July when its share count declined further, boosted total share repurchases to about $39 billion since the end of 2019.\nBuffett has aggressively repurchased Berkshire shares as high stock market valuations and the growth of special purpose acquisition companies, which take private companies public, make buying whole companies appear too costly.\n\"It's a killer,\" Buffett said at Berkshire's annual meeting on May 1, referring to SPACs.read more\nValuations may have also played a role in Berkshire's selling $1.1 billion more stocks than it bought in the quarter.\nThe net selling is one reason Berkshire ended June with $144.1 billion of cash and equivalents, despite the buybacks.\nBerkshire's share price is up 23.7% in 2021, topping the S&P 500's 18.1% gain, after trailing the index significantly in 2019 and 2020.\n\"It's very clear they're having difficulty deploying capital in public markets,\" Shanahan said. \"Given the valuation of the stock, we should expect Berkshire's buybacks to be the preferred source of capital deployment.\"\nBNSF's profit surged 34% to $1.52 billion, as retailers replenished inventories and demand swelled for building products, grain and coal.\nFirst-half vehicle sales grew 30% at the Berkshire Hathaway Automotive dealerships.\nHomebuying also rebounded, boosting quarterly reported profit 43% at Clayton Homes mobile homes and 129% at Berkshire's namesake real estate brokerage.\nThe brokerage is part of Berkshire Hathaway Energy, where wind power tax credits helped increase profit 17%.\nSome businesses fared less well.\nGeico's pretax underwriting profit fell 70% as people drove, and crashed, more often. Rivals including Allstate Corp(ALL.N)and Progressive Corp(PGR.N)have also reported more accidents.\nBerkshire also said revenue fell 9% at Precision Castparts, the aircraft and industrial parts maker it wrote down by $9.8 billion in 2020 as airlines slashed plane orders. It said a big rebound is not likely soon because customers have enough parts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891216178,"gmtCreate":1628391253694,"gmtModify":1633747439888,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Efficient way to access high yield debt if you’re looking to round out your portfolio that way. ","listText":"Efficient way to access high yield debt if you’re looking to round out your portfolio that way. ","text":"Efficient way to access high yield debt if you’re looking to round out your portfolio that way.","images":[{"img":"https://static.tigerbbs.com/ada5d2d1b03dfe5fe1d47928281953a8","width":"750","height":"1744"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891216178","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890188156,"gmtCreate":1628086884275,"gmtModify":1633753716330,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Efficient way to get exposure to HK tech sector in SGD","listText":"Efficient way to get exposure to HK tech sector in SGD","text":"Efficient way to get exposure to HK tech sector in SGD","images":[{"img":"https://static.tigerbbs.com/bf5c8d752325a0ca280a8783669d994d","width":"750","height":"1744"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890188156","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804777587,"gmtCreate":1627985245549,"gmtModify":1631884235778,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Cost efficient way to access China","listText":"Cost efficient way to access China","text":"Cost efficient way to access China","images":[{"img":"https://static.tigerbbs.com/607193951d1cf4ee88d142ba5396784a","width":"750","height":"1744"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804777587","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805401674,"gmtCreate":1627895521698,"gmtModify":1633755510245,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Worth keeping an eye on ","listText":"Worth keeping an eye on ","text":"Worth keeping an eye on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805401674","repostId":"1193646270","repostType":2,"repost":{"id":"1193646270","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":1627891794,"share":"https://www.laohu8.com/m/news/1193646270?lang=&edition=full","pubTime":"2021-08-02 16:09","market":"us","language":"en","title":"NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1193646270","media":"Tiger Newspress","summary":" $NIO Inc.$ delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.","content":"<p>(August 2) <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></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>NIO delivered 7,931 vehicles in July 2021, and rose 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\">\nNIO delivered 7,931 vehicles in July 2021, and rose 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\">2021-08-02 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2) <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193646270","content_text":"(August 2) NIO Inc. delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.\nNIO rose about 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802626030,"gmtCreate":1627778107620,"gmtModify":1633756547945,"author":{"id":"4087870479571430","authorId":"4087870479571430","name":"Gskm","avatar":"https://static.tigerbbs.com/db391bf6ca4489e84aaa339876357911","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087870479571430","authorIdStr":"4087870479571430"},"themes":[],"htmlText":"Interesting. ","listText":"Interesting. ","text":"Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802626030","repostId":"1137888611","repostType":2,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://www.laohu8.com/m/news/1137888611?lang=&edition=full","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO (<b>NIO</b>) , Li Auto (<b>LI</b>) and Xpeng (<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla (<b>TSLA</b>) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","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>Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound</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; 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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\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8 <a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. 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