Fed up with FAANG and meme stocks? Here's a new investing strategy_老虎社区_美港股上老虎

Fed up with FAANG and meme stocks? Here's a new investing strategy

CNN Business2021-03-24

New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

UTOtrader
·2021-03-28
Citigroup up trend $$$ buy buy buy $$$ like me follow me
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mcwood
·2021-03-25
[得意]
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pennylks
·2021-03-25
FAANG too big and others stock hard to keep index out from falling
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tungngie
·2021-03-25
With rates going up, for defensive, i would buy in some bank and retail stocks, and for growth, it would be tech and healthcare stocks. Remember to take care of your risk, everyone. [微笑]
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SSVC
·2021-03-25
Nice.. Appreciate your response and comments Thanks
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3
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- schipperde:
  can help like n comment?
  2021-03-25
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- SSVC:
  [强][握手]
  2021-03-25
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- Acella:
  😀
  2021-03-25
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District19
·2021-03-25
[微笑]
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Juliashantal
·2021-03-24
True! But tech stocks will still grow longer term....we need patient
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jcwe
·2021-03-24
like and xomment please
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4
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- jcwe:
  👍
  2021-03-24
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- JeremyKok:
  hi
  2021-03-25
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- ahdog:
  done, please do the same
  2021-03-25
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CatFished
·2021-03-24
Whether tech stocks are reaching their peaks all depends on how they position themselves in the market. If they continue to innovate and head toward the realm where tech is meant to grow or find a new frontier their current will be seen as mere dwarves of what they are meant to be.
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LensAsset
·2021-03-24
总是居高临下的语气，被打脸又会换种说法了。
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vint
·2021-03-24
Who cares
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Annalz
·2021-03-24
😅
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2
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NicNic
·2021-03-24
[微笑]
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- NicNic:
  [微笑]
  2021-03-24
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609b13a
·2021-03-24
Lmao
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AAZJ
·2021-03-24
Buy Sg bonds
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YangLex
·2021-03-24
Like and comment please 🙏🏻
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1
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- jaceojy:
  Cmt
  2021-03-25
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- JeremyKok:
  hi
  2021-03-25
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SANTANA
·2021-03-24
Good
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tangtkh
·2021-03-24
Like and coment pls
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1
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- Cucumbers:
  Okay
  2021-03-24
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JeremyEe
·2021-03-24
Which ETF would be best for high value stocks?
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thesushimao
·2021-03-24
FAANG forever
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Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".IXIC","symbol_name":"NASDAQ Composite","start_time":0,"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","article_id":"1166910900","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","pubTimestamp":1616593240,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","collect":0,"end_time":0,"defaultTopTitle":"cnn.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"translate_title":"受够了FAANG和meme股票？这里有一个新的投资策略","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":352137168,"gmtCreate":1616904696554,"gmtModify":1634523582975,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"htmlText":"Citigroup up trend $$$ buy buy buy $$$ like me follow me","listText":"Citigroup up trend $$$ buy buy buy $$$ like me follow me","text":"Citigroup up trend $$$ buy buy buy $$$ like me follow me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352137168","repostId":1166910900,"repostType":2,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":358044783,"gmtCreate":1616645081042,"gmtModify":1634524755081,"author":{"id":"3569805243820041","authorId":"3569805243820041","name":"mcwood","avatar":"https://static.tigerbbs.com/899c12565f32e74966bd8f5ceac09f7c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3569805243820041","authorIdStr":"3569805243820041"},"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358044783","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":351477980,"gmtCreate":1616630796640,"gmtModify":1634524863111,"author":{"id":"3555215639459584","authorId":"3555215639459584","name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3555215639459584","authorIdStr":"3555215639459584"},"htmlText":"FAANG too big and others stock hard to keep index out from falling","listText":"FAANG too big and others stock hard to keep index out from falling","text":"FAANG too big and others stock hard to keep index out from falling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351477980","repostId":1166910900,"repostType":2,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351465044,"gmtCreate":1616627575288,"gmtModify":1634524892969,"author":{"id":"3576456086582950","authorId":"3576456086582950","name":"tungngie","avatar":"https://static.tigerbbs.com/988bf89c2727c98e8bd27200a813c1b2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3576456086582950","authorIdStr":"3576456086582950"},"htmlText":"With rates going&nbsp;up, for defensive, i would buy in some bank and retail stocks, and for growth, it would be tech and healthcare stocks. Remember to take care of your risk, everyone.&nbsp;[微笑]&nbsp;","listText":"With rates going&nbsp;up, for defensive, i would buy in some bank and retail stocks, and for growth, it would be tech and healthcare stocks. Remember to take care of your risk, everyone.&nbsp;[微笑]&nbsp;","text":"With rates going up, for defensive, i would buy in some bank and retail stocks, and for growth, it would be tech and healthcare stocks. Remember to take care of your risk, everyone. [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351465044","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":351412235,"gmtCreate":1616624743027,"gmtModify":1634524907860,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574906731000207","authorIdStr":"3574906731000207"},"htmlText":"Nice.. Appreciate your response and comments Thanks&nbsp;","listText":"Nice.. Appreciate your response and comments Thanks&nbsp;","text":"Nice.. Appreciate your response and comments Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/351412235","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875810,"gmtCreate":1616630424068,"gmtModify":1635749674949,"authorId":3575256482663287,"author":{"id":3575256482663287,"idStr":"3575256482663287","authorId":3575256482663287,"name":"schipperde","avatar":"https://static.tigerbbs.com/2a4e4121277bf6de1807fa76d4c1d390","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351412235,"type":1,"supId":0,"prevId":0,"content":"can help like n comment?","text":"can help like n comment?","html":"can help like n comment?"},{"id":3875884,"gmtCreate":1616630877864,"gmtModify":1635749670263,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351412235,"type":1,"supId":3875810,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":3876210,"gmtCreate":1616632451860,"gmtModify":1635749642612,"authorId":3563150446821026,"author":{"id":3563150446821026,"idStr":"3563150446821026","authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351412235,"type":1,"supId":0,"prevId":0,"content":"😀","text":"😀","html":"😀"},{"id":3877721,"gmtCreate":1616643408734,"gmtModify":1635749540351,"authorId":3574295750075516,"author":{"id":3574295750075516,"idStr":"3574295750075516","authorId":3574295750075516,"name":"deeplearning","avatar":"https://static.tigerbbs.com/d2aba15d86bd565c323909be00778983","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351412235,"type":1,"supId":0,"prevId":0,"content":"comment~","text":"comment~","html":"comment~"}],"langContent":"EN"},{"id":351431082,"gmtCreate":1616622674446,"gmtModify":1634524917980,"author":{"id":"3570062979833136","authorId":"3570062979833136","name":"District19","avatar":"https://static.tigerbbs.com/156ffbb659c0effab24d14243664a315","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3570062979833136","authorIdStr":"3570062979833136"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351431082","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":351270039,"gmtCreate":1616599999321,"gmtModify":1634524970754,"author":{"id":"3574111064094993","authorId":"3574111064094993","name":"Juliashantal","avatar":"https://static.tigerbbs.com/d7b58c9e80b8487dd1fb7328dcffa210","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574111064094993","authorIdStr":"3574111064094993"},"htmlText":"True! But tech stocks will still grow longer term....we need patient&nbsp;","listText":"True! But tech stocks will still grow longer term....we need patient&nbsp;","text":"True! But tech stocks will still grow longer term....we need patient","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351270039","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351249895,"gmtCreate":1616599467017,"gmtModify":1634524973918,"author":{"id":"3554894364783188","authorId":"3554894364783188","name":"jcwe","avatar":"https://static.tigerbbs.com/cc943a4e0949068fc7783ded47745212","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3554894364783188","authorIdStr":"3554894364783188"},"htmlText":"like and xomment please","listText":"like and xomment please","text":"like and xomment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/351249895","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3873303,"gmtCreate":1616599496790,"gmtModify":1635749790019,"authorId":3554894364783188,"author":{"id":3554894364783188,"idStr":"3554894364783188","authorId":3554894364783188,"name":"jcwe","avatar":"https://static.tigerbbs.com/cc943a4e0949068fc7783ded47745212","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351249895,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"},{"id":3874865,"gmtCreate":1616621376378,"gmtModify":1635749738354,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351249895,"type":1,"supId":0,"prevId":0,"content":"hi","text":"hi","html":"hi"},{"id":3875124,"gmtCreate":1616625119175,"gmtModify":1635749720181,"authorId":3576144712207106,"author":{"id":3576144712207106,"idStr":"3576144712207106","authorId":3576144712207106,"name":"ahdog","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351249895,"type":1,"supId":0,"prevId":0,"content":"done, please do the same","text":"done, please do the same","html":"done, please do the same"},{"id":3877195,"gmtCreate":1616638724891,"gmtModify":1635749571614,"authorId":3554894364783188,"author":{"id":3554894364783188,"idStr":"3554894364783188","authorId":3554894364783188,"name":"jcwe","avatar":"https://static.tigerbbs.com/cc943a4e0949068fc7783ded47745212","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351249895,"type":1,"supId":3875124,"prevId":0,"content":"hi thanks","text":"hi thanks","html":"hi thanks"},{"id":3925517,"gmtCreate":1617150143882,"gmtModify":1635746302993,"authorId":3554894364783188,"author":{"id":3554894364783188,"idStr":"3554894364783188","authorId":3554894364783188,"name":"jcwe","avatar":"https://static.tigerbbs.com/cc943a4e0949068fc7783ded47745212","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3554894364783188,"repliedAuthor":{"id":3554894364783188,"idStr":"3554894364783188","authorId":3554894364783188,"name":"jcwe","avatar":"https://static.tigerbbs.com/cc943a4e0949068fc7783ded47745212","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":351249895,"type":1,"supId":3875124,"prevId":3877195,"content":"👍","text":"👍","html":"👍"}],"langContent":"EN"},{"id":351280899,"gmtCreate":1616597129011,"gmtModify":1634524990552,"author":{"id":"3572326869934828","authorId":"3572326869934828","name":"CatFished","avatar":"https://static.tigerbbs.com/82e1be890ac35d9383e63c6a0893cc31","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3572326869934828","authorIdStr":"3572326869934828"},"htmlText":"Whether tech stocks are reaching their peaks all depends on how they position themselves in the market. If they continue to innovate and head toward the realm where tech is meant to grow or find a new frontier their current will be seen as mere dwarves of what they are meant to be.&nbsp;","listText":"Whether tech stocks are reaching their peaks all depends on how they position themselves in the market. If they continue to innovate and head toward the realm where tech is meant to grow or find a new frontier their current will be seen as mere dwarves of what they are meant to be.&nbsp;","text":"Whether tech stocks are reaching their peaks all depends on how they position themselves in the market. If they continue to innovate and head toward the realm where tech is meant to grow or find a new frontier their current will be seen as mere dwarves of what they are meant to be.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351280899","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351210187,"gmtCreate":1616596706249,"gmtModify":1616596706249,"author":{"id":"3560155605945696","authorId":"3560155605945696","name":"LensAsset","avatar":"https://static.tigerbbs.com/9b02da4a6540fa31e6f013307b8ba868","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3560155605945696","authorIdStr":"3560155605945696"},"htmlText":"总是居高临下的语气，被打脸又会换种说法了。","listText":"总是居高临下的语气，被打脸又会换种说法了。","text":"总是居高临下的语气，被打脸又会换种说法了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351210187","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":351237910,"gmtCreate":1616596669230,"gmtModify":1634524995070,"author":{"id":"3576066053260091","authorId":"3576066053260091","name":"vint","avatar":"https://static.tigerbbs.com/1533f24a173d3de9b31d7a9fdb65093e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576066053260091","authorIdStr":"3576066053260091"},"htmlText":"Who cares","listText":"Who cares","text":"Who cares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351237910","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351232708,"gmtCreate":1616596587404,"gmtModify":1634524996252,"author":{"id":"3577089953267281","authorId":"3577089953267281","name":"Annalz","avatar":"https://static.tigerbbs.com/ffd285ab6189bb61da4b48c3e149eedc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577089953267281","authorIdStr":"3577089953267281"},"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351232708","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351236851,"gmtCreate":1616596525273,"gmtModify":1634524996951,"author":{"id":"3573302017483188","authorId":"3573302017483188","name":"NicNic","avatar":"https://static.tigerbbs.com/8fbd8060ca43d86e45bac28030ead59e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573302017483188","authorIdStr":"3573302017483188"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351236851","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3872670,"gmtCreate":1616596595163,"gmtModify":1635749816034,"authorId":3573302017483188,"author":{"id":3573302017483188,"idStr":"3573302017483188","authorId":3573302017483188,"name":"NicNic","avatar":"https://static.tigerbbs.com/8fbd8060ca43d86e45bac28030ead59e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351236851,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":351297138,"gmtCreate":1616596362624,"gmtModify":1634524999701,"author":{"id":"3574158219076158","authorId":"3574158219076158","name":"609b13a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574158219076158","authorIdStr":"3574158219076158"},"htmlText":"Lmao","listText":"Lmao","text":"Lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351297138","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351294896,"gmtCreate":1616596318315,"gmtModify":1634525000162,"author":{"id":"3577708378427970","authorId":"3577708378427970","name":"AAZJ","avatar":"https://static.tigerbbs.com/c21ac0d008fcc2c57672a3faa82d43b4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577708378427970","authorIdStr":"3577708378427970"},"htmlText":"Buy Sg bonds","listText":"Buy Sg bonds","text":"Buy Sg bonds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351294896","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351295273,"gmtCreate":1616596267492,"gmtModify":1634525000727,"author":{"id":"3576242513930548","authorId":"3576242513930548","name":"YangLex","avatar":"https://static.tigerbbs.com/34b2c3faba1ae5127fb345e0fae0fbf0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576242513930548","authorIdStr":"3576242513930548"},"htmlText":"Like and comment please 🙏🏻","listText":"Like and comment please 🙏🏻","text":"Like and comment please 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351295273","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3873813,"gmtCreate":1616602244200,"gmtModify":1635749768457,"authorId":3573538243916881,"author":{"id":3573538243916881,"idStr":"3573538243916881","authorId":3573538243916881,"name":"jaceojy","avatar":"https://static.tigerbbs.com/8b871e717cf4ee277d174167bf5f6974","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351295273,"type":1,"supId":0,"prevId":0,"content":"Cmt","text":"Cmt","html":"Cmt"},{"id":3874867,"gmtCreate":1616621439375,"gmtModify":1635749738233,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351295273,"type":1,"supId":0,"prevId":0,"content":"hi","text":"hi","html":"hi"}],"langContent":"EN"},{"id":351291348,"gmtCreate":1616596069584,"gmtModify":1634525002891,"author":{"id":"3572221025729195","authorId":"3572221025729195","name":"SANTANA","avatar":"https://static.tigerbbs.com/0a061d60a2073e953cadcba23f9c87b0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572221025729195","authorIdStr":"3572221025729195"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351291348","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351671602,"gmtCreate":1616595357706,"gmtModify":1634525010029,"author":{"id":"3574817325947403","authorId":"3574817325947403","name":"tangtkh","avatar":"https://static.tigerbbs.com/d9ad77ea495b2bbbfb9c10734b6f2fb0","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574817325947403","authorIdStr":"3574817325947403"},"htmlText":"Like and coment&nbsp; pls","listText":"Like and coment&nbsp; pls","text":"Like and coment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351671602","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3872443,"gmtCreate":1616595789844,"gmtModify":1635749823948,"authorId":3576794201858255,"author":{"id":3576794201858255,"idStr":"3576794201858255","authorId":3576794201858255,"name":"Cucumbers","avatar":"https://static.tigerbbs.com/e738e1e68e462d14f96cf6ac301fbd37","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351671602,"type":1,"supId":0,"prevId":0,"content":"Okay","text":"Okay","html":"Okay"}],"langContent":"EN"},{"id":351649497,"gmtCreate":1616595012619,"gmtModify":1634525016452,"author":{"id":"3578016956086861","authorId":"3578016956086861","name":"JeremyEe","avatar":"https://static.tigerbbs.com/e4251e60b7916b8816ebb7a4c9bd615c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578016956086861","authorIdStr":"3578016956086861"},"htmlText":"Which ETF would be best for high value stocks?","listText":"Which ETF would be best for high value stocks?","text":"Which ETF would be best for high value stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351649497","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351640442,"gmtCreate":1616594973586,"gmtModify":1634525017037,"author":{"id":"3558500464606684","authorId":"3558500464606684","name":"thesushimao","avatar":"https://static.tigerbbs.com/53952a1b873d03c715d3711a2395a297","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3558500464606684","authorIdStr":"3558500464606684"},"htmlText":"FAANG forever","listText":"FAANG forever","text":"FAANG forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351640442","repostId":1166910900,"repostType":4,"repost":{"id":"1166910900","kind":"news","pubTimestamp":1616593240,"share":"https://www.laohu8.com/m/news/1166910900?lang=&edition=full","pubTime":"2021-03-24 21:40","market":"us","language":"en","title":"Fed up with FAANG and meme stocks? Here's a new investing strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166910900","media":"CNN Business","summary":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for","content":"New York (CNN Business)&nbsp;-&nbsp;Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start&nbsp;adding more value stocks, such as banks, oil firms and retailers, to their portfolios as&nbsp;the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the&nbsp;stunning surge for tech&nbsp;could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe&nbsp;Nasdaq&nbsp;is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the&nbsp;Dow&nbsp;and&nbsp;S&amp;P 500&nbsp;this year.\nValue investing making a comeback\nWithin the S&amp;P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&amp;P 500 Value&nbsp;(IVE)&nbsp;ETF is up 8% compared to just a 1% gain for theiShares S&amp;P Growth&nbsp;(IVW)&nbsp;ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&amp;P 500 has been mixed. Shares of&nbsp;Amazon&nbsp;(AMZN),Apple&nbsp;(AAPL),Netflix&nbsp;(NFLX)&nbsp;and&nbsp;Tesla&nbsp;(TSLA)&nbsp;are all down n 2021 while&nbsp;Facebook&nbsp;(FB), Google owner&nbsp;Alphabe&nbsp;t(GOOGL)&nbsp;and&nbsp;Microsoft&nbsp;(MSFT)&nbsp;are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called&nbsp;TAIL&nbsp;that bets against the S&amp;P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&amp;P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like&nbsp;Robinhood, have been bidding up speculative companies like&nbsp;GameStop&nbsp;(GME)&nbsp;and&nbsp;AMC&nbsp;(AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed up with FAANG and meme stocks? Here's a new investing strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed up with FAANG and meme stocks? Here's a new investing strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html>CNN Business</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nNew York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks,...\n\n<a href=\"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/03/24/investing/stocks-value-growth/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166910900","content_text":"New York (CNN Business) - Stop us if you've heard this before. Giant tech stocks are finally due for a prolonged cooling-off period and investors need to start adding more value stocks, such as banks, oil firms and retailers, to their portfolios as the economy recovers.\nThe so-called FAANGs have been market leaders for several years running. But the stunning surge for tech could be coming to an end.\n\"That's the big question of the moment for investors. Is this it for FAANG?\" said Donny Kranson, a portfolio manager for the Vontobel Quality Growth fund.\nThe Nasdaq is up about 3% so far in 2021. That's a respectable gain, to be sure. But it hasn't been a smooth move higher. It's been choppy, and the Nasdaq's increase is lagging that of the Dow and S&P 500 this year.\nValue investing making a comeback\nWithin the S&P 500, value stocks are beating growth stocks by a wide margin. TheiShares S&P 500 Value (IVE) ETF is up 8% compared to just a 1% gain for theiShares S&P Growth (IVW) ETF.\n\"We have seen strong value performance year to date. People are starting to take notice,\" said Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors.\nWhat's more, the performance of the top techs that dominate the S&P 500 has been mixed. Shares of Amazon (AMZN),Apple (AAPL),Netflix (NFLX) and Tesla (TSLA) are all down n 2021 while Facebook (FB), Google owner Alphabe t(GOOGL) and Microsoft (MSFT) are in positive territory.\nSeveral top investment experts think that the volatility for tech will continue. Jeff Gundlach's DoubleLine just put out a new paper declaring that value investing is not dead.\n\"Given the protracted, more-than-decadelong run of growth relative to value, it is logical to consider a reallocation of some of that capital away from growth and into value,\" said Emidio Checcone and Brian Ear, portfolio managers of the DoubleLine Equity Value Strategy fund, in the report.\nAnother top money manager is betting that more market pain could be in the cards. Cambria, the firm run my Meb Faber, just announced that it is converting what was a global sovereign bond ETF to a fund that will bet against international stock markets. The ticker:FAIL.\nThis fund will complement a similar US-based ETF called TAIL that bets against the S&P 500. It's an interesting strategy given that some investors are growing concerned about the future performance of the tech stocks that dominate the S&P 500.\nStay away from the fad stocks\nThere are also increased worries about the meme-ification of the stock market. Reddit-loving investors, armed with stimulus money and easy, inexpensive access to trading thanks to brokerages like Robinhood, have been bidding up speculative companies like GameStop (GME) and AMC (AMC).\n\"This new phenomenon of 'stocks as entertainment' has the potential to end in disaster for brokerage account values when momentum reverses and share prices decline,\" said Justin Tugman, portfolio manager at Janus Henderson, in a report.\n\"We have seen this behavior before during the tech wreck of 2000. While investor euphoria can last far longer than seems sane, eventually valuation does matter,\" he added.\nThe big worry is that investors are not learning from the mistakes of previous market manias.\n\"Many of these companies are not making any money. Once rates start to rise, these companies are even more at risk. Be wary,\" said Andrew Slimmon, a managing director at Morgan Stanley Investment Management, in a report.\nSlimmon added that many companies with rapidly growing sales but no profits \"are trading at bubble territory levels.\"\nBanks, energy and retail looking attractive\nSo which stocks are the best bets right now?\nBanks, consumer stocks and other economically sensitive companies should benefit if long-term bond rates keep rising and the job market picks up steam.\n\"We are seeing a move toward cyclicals in general as yields and inflation expectations push higher,\" said Fiona Cincotta, senior financial market analyst at City Index, in an interview with CNN Business.\n\"It may not be a straight line up. These rallies rarely are. But as we move forward, the data still shows signs of improvement,\" she added.\nInvestors seem to recognize that the FAANGs are not the only companies that hunkered down during the pandemic and found ways to continue thriving.\n\"Tech companies were rewarded for being nimble during Covid. But the market is now rewarding more companies that adapted. The rally is broadening out,\" said Stephen Lee, founding principal at Logan Capital Management, in an interview with CNN Business.\nLee said that retailers likeWilliams-Sonoma(WSM)should benefit from stronger consumer demand and a resilient housing market. And as people begin to travel more, energy, airlines and other value sectors should continue to rebound too.\nJanus Henderson's Tugman noted that the \"post-pandemic reopening of the economy\" and rising inflation expectations also bode well for energy, chemical and steel companies, which he argues will be able to pass on the costs of higher commodity prices to their customers.\nThat said, investors shouldn't ignore tech or other growth stocks entirely. They may just need to ratchet down their exposure to riskier companies and also be sure to look for quality companies.\n\"Some stocks have been growing just on hope. The rise of individual investors not buying stocks for their earnings is worrisome,\" said Vontobel's Kranson. \"You have to pay for the quality of the business.\"\nIn other words, momentum shouldn't be confused with success.\n\"The better a stock does, the more investors tend to believe its future prospects must be good. But that's not always the case,\" Kranson said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":84,"commentSize":30,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}