JackTL personal page - To The Moon

JackTL

JackTL

No personal profile

266Follow

55Followers

2Topic

0Badge

01-14

post for valid to grant access

01-11

valid post for the game🤣

01-09

valid post from tiger games earn point

2023-12-29

fhuchnbjbnfhnb fugghvhjh chghbdhxbb

2023-12-13

$NVIDIA Corp(NVDA)$

2023-10-25

Lets gooo reit in singapore

2023-06-08

olayyyy

Sorry, the original content has been removed

2023-04-13

goplay go pkay and play

2023-04-11

yes cool and very amazing to play

2023-04-10

lets go rock and play it solid

2023-04-09

go to win as much as possible

2023-04-08

lets gooo to play more fun

2023-04-06

goooooo tiger for shares

2023-04-05

good earn money from tiger

2023-04-04

wow faster play to claim

2023-04-04

faster play

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2022-12-29

$Boeing(BA)$ Gooo

2022-12-22

yeah

@YTGIRL:$Mullen Automotive(MULN)$ $50 a share in 2023. Sales and production ramping up!Hedgies are starting to loosen their grip. Also a lot of chatter on Robinhood. It will run, just a matter of when.Big news coming this morning. This will easily pop to .30 or higher!please invest safe everybody.if you have any ideas please leave a comment below and we could discuss here, thank you so much guys~

2022-12-19

yes

@Tiger_Newspress:Jefferies Upgrades Moderna, Citing Optimism Around Promising Experimental Cancer Vaccine

2022-12-15

goooo

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

Go to Tiger App to see more news

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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924669710,"gmtCreate":1672243452131,"gmtModify":1676538659124,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$&nbsp;</a>Gooo","listText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$&nbsp;</a>Gooo","text":"$Boeing(BA)$ Gooo","images":[{"img":"https://community-static.tradeup.com/news/2285228f3e7a244698c5d07ccaadfa4d","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924669710","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9922190629,"gmtCreate":1671710519961,"gmtModify":1676538580005,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"yeah","listText":"yeah","text":"yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922190629","repostId":"9922104418","repostType":1,"repost":{"id":9922104418,"gmtCreate":1671709839934,"gmtModify":1676538579934,"author":{"id":"3479274786048707","authorId":"3479274786048707","name":"YTGIRL","avatar":"https://static.tigerbbs.com/d3b083265fa0ef398f6dde7ecd975e85","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MULN\">$Mullen Automotive(MULN)$</a> $50 a share in 2023. Sales and production ramping up!Hedgies are starting to loosen their grip. Also a lot of chatter on Robinhood. It will run, just a matter of when.Big news coming this morning. This will easily pop to .30 or higher!please&nbsp;invest&nbsp;safe&nbsp;everybody.if&nbsp;you&nbsp;have&nbsp;any&nbsp;ideas&nbsp;please&nbsp;leave&nbsp;a&nbsp;comment&nbsp;below&nbsp;and&nbsp;we&nbsp;could&nbsp;discuss&nbsp;here,&nbsp;thank&nbsp;you&nbsp;so&nbsp;much&nbsp;guys~","listText":"<a href=\"https://ttm.financial/S/MULN\">$Mullen Automotive(MULN)$</a> $50 a share in 2023. Sales and production ramping up!Hedgies are starting to loosen their grip. Also a lot of chatter on Robinhood. It will run, just a matter of when.Big news coming this morning. This will easily pop to .30 or higher!please&nbsp;invest&nbsp;safe&nbsp;everybody.if&nbsp;you&nbsp;have&nbsp;any&nbsp;ideas&nbsp;please&nbsp;leave&nbsp;a&nbsp;comment&nbsp;below&nbsp;and&nbsp;we&nbsp;could&nbsp;discuss&nbsp;here,&nbsp;thank&nbsp;you&nbsp;so&nbsp;much&nbsp;guys~","text":"$Mullen Automotive(MULN)$ $50 a share in 2023. Sales and production ramping up!Hedgies are starting to loosen their grip. Also a lot of chatter on Robinhood. It will run, just a matter of when.Big news coming this morning. This will easily pop to .30 or higher!please invest safe everybody.if you have any ideas please leave a comment below and we could discuss here, thank you so much guys~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922104418","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926926682,"gmtCreate":1671452393547,"gmtModify":1676538538419,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926926682","repostId":"9926928375","repostType":1,"repost":{"id":9926928375,"gmtCreate":1671451642698,"gmtModify":1676538538373,"author":{"id":"3527667628464496","authorId":"3527667628464496","name":"Tiger_Newspress","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Jefferies Upgrades Moderna, Citing Optimism Around Promising Experimental Cancer Vaccine","htmlText":"Moderna&nbsp;has a game-changing drug pipeline for 2023, according to Jefferies.Analyst Michael Yee upgraded Moderna to buy from hold, saying a promising new cancer vaccine from the pharmaceutical company has renewed interest in the stock.“We upgrade MRNA to BUY on significant new pipeline story and catalysts ahead. The Covid vaccine story is old and numbers came way down already and most investors don’t care much on this anymore. New story is now PCV cancer vaccine opportunity, Phase III RSV data coming up, doublet and triplet virus vaccines in 2023,” Yee wrote in a Monday note.“We see stock rebounding back up in 2023, a return of pipeline opportunities and a ‘story stock’ as generalist and HC interest revisits the stock,” Yee added.“We see stock going back up in 2023 on: 1) new PCV cance","listText":"Moderna&nbsp;has a game-changing drug pipeline for 2023, according to Jefferies.Analyst Michael Yee upgraded Moderna to buy from hold, saying a promising new cancer vaccine from the pharmaceutical company has renewed interest in the stock.“We upgrade MRNA to BUY on significant new pipeline story and catalysts ahead. The Covid vaccine story is old and numbers came way down already and most investors don’t care much on this anymore. New story is now PCV cancer vaccine opportunity, Phase III RSV data coming up, doublet and triplet virus vaccines in 2023,” Yee wrote in a Monday note.“We see stock rebounding back up in 2023, a return of pipeline opportunities and a ‘story stock’ as generalist and HC interest revisits the stock,” Yee added.“We see stock going back up in 2023 on: 1) new PCV cance","text":"Moderna has a game-changing drug pipeline for 2023, according to Jefferies.Analyst Michael Yee upgraded Moderna to buy from hold, saying a promising new cancer vaccine from the pharmaceutical company has renewed interest in the stock.“We upgrade MRNA to BUY on significant new pipeline story and catalysts ahead. The Covid vaccine story is old and numbers came way down already and most investors don’t care much on this anymore. New story is now PCV cancer vaccine opportunity, Phase III RSV data coming up, doublet and triplet virus vaccines in 2023,” Yee wrote in a Monday note.“We see stock rebounding back up in 2023, a return of pipeline opportunities and a ‘story stock’ as generalist and HC interest revisits the stock,” Yee added.“We see stock going back up in 2023 on: 1) new PCV cance","images":[{"img":"https://community-static.tradeup.com/news/61a3c616efd17826c0ec0b2c52270a29","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926928375","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921465697,"gmtCreate":1671114576019,"gmtModify":1676538492662,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"goooo","listText":"goooo","text":"goooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921465697","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":155185932,"gmtCreate":1625388547226,"gmtModify":1703741173128,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"apple go go","listText":"apple go go","text":"apple go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/155185932","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","pubTimestamp":1625363433,"share":"https://www.laohu8.com/m/news/1189605893?lang=&edition=full","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</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\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372684841,"gmtCreate":1619202184983,"gmtModify":1704721240954,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>short failed??","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>short failed??","text":"$Tiger Brokers(TIGR)$short failed??","images":[{"img":"https://static.tigerbbs.com/5e30fb69c1a50a590a27c8a9726e75a9","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/372684841","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811125669,"gmtCreate":1630300064451,"gmtModify":1676530261748,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"fed stay strong","listText":"fed stay strong","text":"fed stay strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811125669","repostId":"1198438768","repostType":4,"repost":{"id":"1198438768","pubTimestamp":1630284738,"share":"https://www.laohu8.com/m/news/1198438768?lang=&edition=full","pubTime":"2021-08-30 08:52","market":"us","language":"en","title":"Fed’s Powell Cheers Markets But Risks a Mistake","url":"https://stock-news.laohu8.com/highlight/detail?id=1198438768","media":"Bloomberg","summary":"Investors will happily continue to give the Federal Reserve chair the benefit of the doubt, but ther","content":"<blockquote>\n Investors will happily continue to give the Federal Reserve chair&nbsp;the benefit of the doubt, but there’s good reason to question his characterization of policy being “well positioned.”\n</blockquote>\n<p>Federal Reserve Chair Jerome Powell’s speech Friday at the annual Jackson Hole forum was consistent with his very gradual and highly measured approach to policy changes – an approach that financial markets love as it implies a longer period of very loose liquidity that fuels ever higher asset prices. The real question, however, is whether the speech will end up being out of touch with actual economic and financial developments as they unfold over the remainder of this year and beyond.</p>\n<p>By refraining from breaking new ground or providing operational details of any evolution in policy, both of which would have inevitably tilted more hawkish at this point, Powell gave investors more reason to take stocks and bonds higher. And indeed, stocks rallied to a new record while bond prices also rose.</p>\n<p>Economists, however, seemed less convinced by the argumentation, the stated outlook and what it implies for the Fed’s go-slow policy evolution that markets like so much. More concerned about the two-sided nature of the inflation risk and the potential for a policy mistake, some would have favored a firmer signal about an imminent taper of the Fed’s large-scale asset purchases, something that I have argued is not just needed for both economic wellbeing and longer-term financial stability, but is also overdue.</p>\n<p>Powell in his speech appeared mindful not only of the latest facts on the ground that could guide Fed action, but also of the highly visible and accelerating hawkish swing among a growing number of members the policy-making Federal Open Market Committee. Specifically, in evaluating recent economic developments against the Fed’s formal dual mandate (price stability and employment), he observed thatthe Fed’s \"substantial further progress\" test of the economic recovery has been met as regards inflation, and that “there has also been clear progress toward maximum employment.”</p>\n<p>As these remarks&nbsp;would imply him being inclined toward an earlier taper timetable than he favored just a few weeks ago, Powell was quick to wrap this economic assessment in a twin packaging that was more dovish than what markets expected.</p>\n<p>First, Powell made a point of separating the move toward tapering from interest rate hikes that would normally follow. He stated that “the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff, for which we have articulated a different and substantially more stringent test.”</p>\n<p>Second, in addition to refraining from providing details on the timing and pace a possible taper program, he built into such a future announcement quite a bit of what I suspect he hopes is constructive ambiguity. This included him stating that “we have much ground to cover to reach maximum employment, and time will tell whether we have reached 2 percent inflation on a sustainable basis.”</p>\n<p>This messaging is clearly meant to avoid the market disruptions that followed the first taper announcement in 2013 under then-Fed Chairman Ben Bernanke and Powell’s own experience in the fourth quarter of 2018. However, there’s good reason to question the characterization of Fed policy being “well positioned.” For example:</p>\n<ul>\n <li>The five reasons that Powell set out to support his oft-repeated argument that the recent spike in prices is likely transitory do little to alleviate current concerns about an inflation dynamic that is already proven and, judging from Friday’s data, continues to be hotter and more persistent than the Fed expects.</li>\n <li>His failure to mention housing and rental inflationmissed an important partof the evolving inflation story, and one that has consequential economic, social and political implications.</li>\n <li>Powell’s outlook for the economy doesn’t seem to reflect sufficient appreciation of the bottom-up, cost-push pressures that the majority of companies are experiencing and that several regional Fed presidents have cited in their own assessments of the economic outlook and their associated call for an early taper.</li>\n <li>After a balanced historical reading of policy reactions to higher inflation, Powell’s characterization of the current risk of a potential policy mistake appears overly biased in favor of an overreaction to inflation. If anything, the Fed is quite far from this given that it is still maintaining the uber-stimulative policy stance that it adopted well over a year ago at the height of the Covid disruptions to the economy and markets.</li>\n <li>Finally, while rightly pointing to the uncertainties associated with the delta variant, Powell shied away from discussing the considerable and increasing decoupling of finance from the real economy.</li>\n</ul>\n<p>Investors will happily continue to give Powell the benefit of the doubt;after all, his policy approach has paved the way for increasing financial wealth. Economists, though, are more divided. The beneficial impact on the economy of the Fed’s massive asset purchases are limited, if any, while the risks to economy and the financial system continue to mount.</p>\n<p>I continue to believe there is just cause for concern about a monetary policy mistake that could undermine future economic wellbeing and financial stability, with adverse social, institutional and political spillovers.I am hoping that my worries are misplaced but unfortunately, both the numbers and the analysis suggest otherwise.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Powell Cheers Markets But Risks a Mistake</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’s Powell Cheers Markets But Risks a Mistake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-08-29/federal-reserve-chair-jerome-powell-s-dovish-tilt-risks-a-mistake><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors will happily continue to give the Federal Reserve chair the benefit of the doubt, but there’s good reason to question his characterization of policy being “well positioned.”\n\nFederal Reserve...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-08-29/federal-reserve-chair-jerome-powell-s-dovish-tilt-risks-a-mistake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-08-29/federal-reserve-chair-jerome-powell-s-dovish-tilt-risks-a-mistake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198438768","content_text":"Investors will happily continue to give the Federal Reserve chair the benefit of the doubt, but there’s good reason to question his characterization of policy being “well positioned.”\n\nFederal Reserve Chair Jerome Powell’s speech Friday at the annual Jackson Hole forum was consistent with his very gradual and highly measured approach to policy changes – an approach that financial markets love as it implies a longer period of very loose liquidity that fuels ever higher asset prices. The real question, however, is whether the speech will end up being out of touch with actual economic and financial developments as they unfold over the remainder of this year and beyond.\nBy refraining from breaking new ground or providing operational details of any evolution in policy, both of which would have inevitably tilted more hawkish at this point, Powell gave investors more reason to take stocks and bonds higher. And indeed, stocks rallied to a new record while bond prices also rose.\nEconomists, however, seemed less convinced by the argumentation, the stated outlook and what it implies for the Fed’s go-slow policy evolution that markets like so much. More concerned about the two-sided nature of the inflation risk and the potential for a policy mistake, some would have favored a firmer signal about an imminent taper of the Fed’s large-scale asset purchases, something that I have argued is not just needed for both economic wellbeing and longer-term financial stability, but is also overdue.\nPowell in his speech appeared mindful not only of the latest facts on the ground that could guide Fed action, but also of the highly visible and accelerating hawkish swing among a growing number of members the policy-making Federal Open Market Committee. Specifically, in evaluating recent economic developments against the Fed’s formal dual mandate (price stability and employment), he observed thatthe Fed’s \"substantial further progress\" test of the economic recovery has been met as regards inflation, and that “there has also been clear progress toward maximum employment.”\nAs these remarks would imply him being inclined toward an earlier taper timetable than he favored just a few weeks ago, Powell was quick to wrap this economic assessment in a twin packaging that was more dovish than what markets expected.\nFirst, Powell made a point of separating the move toward tapering from interest rate hikes that would normally follow. He stated that “the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff, for which we have articulated a different and substantially more stringent test.”\nSecond, in addition to refraining from providing details on the timing and pace a possible taper program, he built into such a future announcement quite a bit of what I suspect he hopes is constructive ambiguity. This included him stating that “we have much ground to cover to reach maximum employment, and time will tell whether we have reached 2 percent inflation on a sustainable basis.”\nThis messaging is clearly meant to avoid the market disruptions that followed the first taper announcement in 2013 under then-Fed Chairman Ben Bernanke and Powell’s own experience in the fourth quarter of 2018. However, there’s good reason to question the characterization of Fed policy being “well positioned.” For example:\n\nThe five reasons that Powell set out to support his oft-repeated argument that the recent spike in prices is likely transitory do little to alleviate current concerns about an inflation dynamic that is already proven and, judging from Friday’s data, continues to be hotter and more persistent than the Fed expects.\nHis failure to mention housing and rental inflationmissed an important partof the evolving inflation story, and one that has consequential economic, social and political implications.\nPowell’s outlook for the economy doesn’t seem to reflect sufficient appreciation of the bottom-up, cost-push pressures that the majority of companies are experiencing and that several regional Fed presidents have cited in their own assessments of the economic outlook and their associated call for an early taper.\nAfter a balanced historical reading of policy reactions to higher inflation, Powell’s characterization of the current risk of a potential policy mistake appears overly biased in favor of an overreaction to inflation. If anything, the Fed is quite far from this given that it is still maintaining the uber-stimulative policy stance that it adopted well over a year ago at the height of the Covid disruptions to the economy and markets.\nFinally, while rightly pointing to the uncertainties associated with the delta variant, Powell shied away from discussing the considerable and increasing decoupling of finance from the real economy.\n\nInvestors will happily continue to give Powell the benefit of the doubt;after all, his policy approach has paved the way for increasing financial wealth. Economists, though, are more divided. The beneficial impact on the economy of the Fed’s massive asset purchases are limited, if any, while the risks to economy and the financial system continue to mount.\nI continue to believe there is just cause for concern about a monetary policy mistake that could undermine future economic wellbeing and financial stability, with adverse social, institutional and political spillovers.I am hoping that my worries are misplaced but unfortunately, both the numbers and the analysis suggest otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810909818,"gmtCreate":1629937303634,"gmtModify":1676530176107,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"can go go","listText":"can go go","text":"can go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810909818","repostId":"1195052190","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802134288,"gmtCreate":1627730660444,"gmtModify":1703495304080,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"gogo and like","listText":"gogo and like","text":"gogo and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802134288","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","pubTimestamp":1627716124,"share":"https://www.laohu8.com/m/news/1147779023?lang=&edition=full","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819568630,"gmtCreate":1630077940820,"gmtModify":1676530219860,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"gogo snowflake","listText":"gogo snowflake","text":"gogo snowflake","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819568630","repostId":"2162042478","repostType":4,"repost":{"id":"2162042478","pubTimestamp":1630063628,"share":"https://www.laohu8.com/m/news/2162042478?lang=&edition=full","pubTime":"2021-08-27 19:27","market":"us","language":"en","title":"4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2162042478","media":"Motley Fool","summary":"These are some of the quickest-growing large-cap companies over the next four years.","content":"<p>For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from the Federal Reserve have made borrowing cheap. With abundant access to capital, fast-paced companies have been free to innovate, hire, and acquire.</p>\n<p>Typically, we see the fastest sales growth from smaller companies. But that's not the case for the following four large-cap stocks (i.e., companies with a market cap of at least $10 billion). Based on Wall Street's consensus estimates, these hypergrowth large-cap stocks are expected to increase their sales 508% to 1,118% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640765%2Ffinancial-newspaper-dollar-sign-stock-quotes-invest-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Nio: 560% implied sales growth by 2024</h2>\n<p>It's no secret that electric vehicle (EV) manufacturers are set up perfectly to benefit from a multi-decade replacement cycle for consumer and enterprise vehicles. <b>Nio</b>'s (NYSE:NIO) opportunity within EVs is perhaps even more impressive given that it's based in China, the world's largest auto market.</p>\n<p>According to Wall Street, sales for Nio are expected to catapult from $2.55 billion in 2020 to $16.83 billion by 2024. For those of you keeping score at home, that's a 560% projected sales increase.</p>\n<p>Initially, Nio's expansion was slowed by capital concerns. it's difficult to build an auto stock from the ground up. However, with the company now sitting on billions in cash, it's simply waiting for the global semiconductor shortage to right itself. Even with this shortage, Nio's monthly deliveries hovered around 8,000 in June and July. The company looks to be well on its way to reaching a 150,000-vehicle annual run rate, once the global chip shortage is addressed.</p>\n<p>Equally exciting is Nio's unique battery-as-a-service venture, introduced <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago. This program is designed to allow buyers of its premium EVs to upgrade or replace their batteries in the future. Consumers also receive a discount off the initial sticker price of the vehicle they're buying. In return, buyers pay a monthly subscription fee, which is high margin and will likely boost brand loyalty.</p>\n<p>Nio will require patience from its shareholders, but all operating metrics look to be headed in the right direction.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63fb58e0c5abeccec0e7420a5e9cdc54\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: 508% implied sales growth by 2024</h2>\n<p>Perhaps it's no surprise that a cloud stock should be one of the fastest-growing large caps. Cloud data-warehousing company <b>Snowflake</b> (NYSE:SNOW) is expected to increase sales from the $592 million reported in fiscal 2021 to an estimated $3.6 billion by fiscal 2025. That's a 508% jump in just four years.</p>\n<p>What makes Snowflake such a fast-growing company is its unique business approach. For instance, it has shunned subscriptions in favor of a more transparent pay-as-you-go model for its customers. The company also built its platform atop the leading cloud infrastructure services. While it can be difficult for businesses to share data when they have that information stored on competing platforms, Snowflake allows its users to share data seamlessly.</p>\n<p>Through the first six months of fiscal 2022, sales have more than doubled, and its net retention rate in the second quarter actually expanded 1 percentage point to 169% from the sequential first quarter. In plainer English, this means existing clients spent 69% more in the second quarter of 2022 than they did in the comparable year-ago quarter.</p>\n<p>Snowflake's sales growth has thus far shown no signs of slowing. The only question is: Can Wall Street and investors tolerate the company's nosebleed valuation with profitability still a ways off? At roughly 75 times Wall Street's forecasted sales for 2021, the jury is still out.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640765%2Fphysician-doctor-administer-vaccine-flu-patient-covid19-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Novavax: 1,118% implied sales growth by 2024</h2>\n<p>Among biotech stocks, you'll struggle to find a company that's expected to grow faster than <b>Novavax</b> (NASDAQ:NVAX). After bringing in $476 million in full-year sales in 2020, the consensus is calling for approximately $5.8 billion in revenue by 2024. That's a projected increase of more than 1,110%!</p>\n<p>The reason Novavax should see its sales soar is the expected Emergency Use Authorization (EUA) for its coronavirus vaccine NVX-CoV2373. While the scientific name hardly rolls off the tongue, Novavax's COVID-19 vaccine has delivered strong efficacy in two large-scale studies. A broad-based U.K. study resulted in a vaccine efficacy (VE) of 89.7% in March, while a phase 3 trial in the U.S. and Mexico demonstrated a similar VE of 90.4%, as reported in June. Even with EUA filing and production delays in developed markets, NVX-CoV2373 could quickly ascend to a global No. 3 status in the fight against COVID.</p>\n<p>Additionally, early data, which is still being culled, appears to indicate the need for booster shots. With some studies suggesting that efficacy for some of the more prominent vaccines begins to wane within six months of the second dose, Novavax could slide in as a key cog on the booster front in developed markets.</p>\n<p>But perhaps the most exciting aspect of Novavax is the company's early-stage work on a combination COVID/influenza vaccine. This combo therapy could really separate it from the competition, if it's successful.</p>\n<p>As of now, Novavax is shaping up as one of the biggest bargains in the biotech space.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/948979a5906f6a772325eab379e777b1\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Coinbase Global: 556% implied sales growth by 2024</h2>\n<p>A fourth and final large-cap stock with some serious sales growth traction is cryptocurrency exchange and ecosystem <b>Coinbase Global</b> (NASDAQ:COIN). If you think Coinbase had a stellar year in 2020 with $1.28 billion in full-year sales, just wait till it generates $8.4 billion in full-year revenue in 2024, according to Wall Street's consensus. That's 556% sales growth in just four years.</p>\n<p>The excitement surrounding the company has everything to do with the rise of cryptocurrencies. In particular, trading in <b>Bitcoin</b>&nbsp;and <b>Ethereum</b>, the two largest digital currencies by market cap, accounts for a majority of the company's revenue. With Bitcoin significantly outperforming stocks over the past decade and Ethereum making waves in decentralized finance, Coinbase has quickly become the go-to for all things crypto. And its operating results show it.</p>\n<p>During the second quarter, it had 8.8 million monthly transacting users, and trading volume on its platform hit $462 billion. For comparison, trading volume in the second quarter of 2020 was $28 billion. Not surprisingly, revenue grew more than tenfold year over year.</p>\n<p>For the moment, growth and profitability aren't an issue. However, popular cryptocurrencies have a penchant for wild swings and drawn-out bear markets. If interest in the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> were to wane, Coinbase's sales growth would come to a crashing halt, if not reverse.</p>\n<p>What's more, there's zero barrier to entry in the crypto brokerage space. Even though Coinbase is the unquestioned most-popular digital currency exchange, transaction fees will likely be weighed down over time as more competition enters the space. Of the four hypergrowth stocks listed here, it's the one with the most tenuous long-term outlook.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024</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\">\n4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","SNOW":"Snowflake","NIO":"蔚来","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162042478","content_text":"For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from the Federal Reserve have made borrowing cheap. With abundant access to capital, fast-paced companies have been free to innovate, hire, and acquire.\nTypically, we see the fastest sales growth from smaller companies. But that's not the case for the following four large-cap stocks (i.e., companies with a market cap of at least $10 billion). Based on Wall Street's consensus estimates, these hypergrowth large-cap stocks are expected to increase their sales 508% to 1,118% by 2024.\nImage source: Getty Images.\nNio: 560% implied sales growth by 2024\nIt's no secret that electric vehicle (EV) manufacturers are set up perfectly to benefit from a multi-decade replacement cycle for consumer and enterprise vehicles. Nio's (NYSE:NIO) opportunity within EVs is perhaps even more impressive given that it's based in China, the world's largest auto market.\nAccording to Wall Street, sales for Nio are expected to catapult from $2.55 billion in 2020 to $16.83 billion by 2024. For those of you keeping score at home, that's a 560% projected sales increase.\nInitially, Nio's expansion was slowed by capital concerns. it's difficult to build an auto stock from the ground up. However, with the company now sitting on billions in cash, it's simply waiting for the global semiconductor shortage to right itself. Even with this shortage, Nio's monthly deliveries hovered around 8,000 in June and July. The company looks to be well on its way to reaching a 150,000-vehicle annual run rate, once the global chip shortage is addressed.\nEqually exciting is Nio's unique battery-as-a-service venture, introduced one year ago. This program is designed to allow buyers of its premium EVs to upgrade or replace their batteries in the future. Consumers also receive a discount off the initial sticker price of the vehicle they're buying. In return, buyers pay a monthly subscription fee, which is high margin and will likely boost brand loyalty.\nNio will require patience from its shareholders, but all operating metrics look to be headed in the right direction.\nImage source: Getty Images.\nSnowflake: 508% implied sales growth by 2024\nPerhaps it's no surprise that a cloud stock should be one of the fastest-growing large caps. Cloud data-warehousing company Snowflake (NYSE:SNOW) is expected to increase sales from the $592 million reported in fiscal 2021 to an estimated $3.6 billion by fiscal 2025. That's a 508% jump in just four years.\nWhat makes Snowflake such a fast-growing company is its unique business approach. For instance, it has shunned subscriptions in favor of a more transparent pay-as-you-go model for its customers. The company also built its platform atop the leading cloud infrastructure services. While it can be difficult for businesses to share data when they have that information stored on competing platforms, Snowflake allows its users to share data seamlessly.\nThrough the first six months of fiscal 2022, sales have more than doubled, and its net retention rate in the second quarter actually expanded 1 percentage point to 169% from the sequential first quarter. In plainer English, this means existing clients spent 69% more in the second quarter of 2022 than they did in the comparable year-ago quarter.\nSnowflake's sales growth has thus far shown no signs of slowing. The only question is: Can Wall Street and investors tolerate the company's nosebleed valuation with profitability still a ways off? At roughly 75 times Wall Street's forecasted sales for 2021, the jury is still out.\nImage source: Getty Images.\nNovavax: 1,118% implied sales growth by 2024\nAmong biotech stocks, you'll struggle to find a company that's expected to grow faster than Novavax (NASDAQ:NVAX). After bringing in $476 million in full-year sales in 2020, the consensus is calling for approximately $5.8 billion in revenue by 2024. That's a projected increase of more than 1,110%!\nThe reason Novavax should see its sales soar is the expected Emergency Use Authorization (EUA) for its coronavirus vaccine NVX-CoV2373. While the scientific name hardly rolls off the tongue, Novavax's COVID-19 vaccine has delivered strong efficacy in two large-scale studies. A broad-based U.K. study resulted in a vaccine efficacy (VE) of 89.7% in March, while a phase 3 trial in the U.S. and Mexico demonstrated a similar VE of 90.4%, as reported in June. Even with EUA filing and production delays in developed markets, NVX-CoV2373 could quickly ascend to a global No. 3 status in the fight against COVID.\nAdditionally, early data, which is still being culled, appears to indicate the need for booster shots. With some studies suggesting that efficacy for some of the more prominent vaccines begins to wane within six months of the second dose, Novavax could slide in as a key cog on the booster front in developed markets.\nBut perhaps the most exciting aspect of Novavax is the company's early-stage work on a combination COVID/influenza vaccine. This combo therapy could really separate it from the competition, if it's successful.\nAs of now, Novavax is shaping up as one of the biggest bargains in the biotech space.\nImage source: Getty Images.\nCoinbase Global: 556% implied sales growth by 2024\nA fourth and final large-cap stock with some serious sales growth traction is cryptocurrency exchange and ecosystem Coinbase Global (NASDAQ:COIN). If you think Coinbase had a stellar year in 2020 with $1.28 billion in full-year sales, just wait till it generates $8.4 billion in full-year revenue in 2024, according to Wall Street's consensus. That's 556% sales growth in just four years.\nThe excitement surrounding the company has everything to do with the rise of cryptocurrencies. In particular, trading in Bitcoin and Ethereum, the two largest digital currencies by market cap, accounts for a majority of the company's revenue. With Bitcoin significantly outperforming stocks over the past decade and Ethereum making waves in decentralized finance, Coinbase has quickly become the go-to for all things crypto. And its operating results show it.\nDuring the second quarter, it had 8.8 million monthly transacting users, and trading volume on its platform hit $462 billion. For comparison, trading volume in the second quarter of 2020 was $28 billion. Not surprisingly, revenue grew more than tenfold year over year.\nFor the moment, growth and profitability aren't an issue. However, popular cryptocurrencies have a penchant for wild swings and drawn-out bear markets. If interest in the Big Two were to wane, Coinbase's sales growth would come to a crashing halt, if not reverse.\nWhat's more, there's zero barrier to entry in the crypto brokerage space. Even though Coinbase is the unquestioned most-popular digital currency exchange, transaction fees will likely be weighed down over time as more competition enters the space. Of the four hypergrowth stocks listed here, it's the one with the most tenuous long-term outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831355242,"gmtCreate":1629291473786,"gmtModify":1676529993024,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"go go sea..believe on u","listText":"go go sea..believe on u","text":"go go sea..believe on u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831355242","repostId":"1157369196","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960382309,"gmtCreate":1668070796501,"gmtModify":1676538007753,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"hmm","listText":"hmm","text":"hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960382309","repostId":"9960381871","repostType":1,"repost":{"id":9960381871,"gmtCreate":1668069664794,"gmtModify":1676538007643,"author":{"id":"3574982782498607","authorId":"3574982782498607","name":"WYCKOFFPRO","avatar":"https://static.tigerbbs.com/e6df9a333ebef85a0ceac10611fda7c0","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Reversal Trading For S&P 500 At This Turning Point","htmlText":"\n \n \n  After an impulsive down wave in S&amp;P 500 after the FOMC rate hike, it is still testing the key area with possible more weakness ahead to be triggered by the coming CPI announcement.Watch the video below to find out how you can take advantage with a simple trading plan to trade the reversal in S&amp;P 500 at the key area with multiple timeframe analysis using Wyckoff method.&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000149\"></a><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a>&nbsp;\n \n","listText":"After an impulsive down wave in S&amp;P 500 after the FOMC rate hike, it is still testing the key area with possible more weakness ahead to be triggered by the coming CPI announcement.Watch the video below to find out how you can take advantage with a simple trading plan to trade the reversal in S&amp;P 500 at the key area with multiple timeframe analysis using Wyckoff method.&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000149\"></a><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a>&nbsp;","text":"After an impulsive down wave in S&P 500 after the FOMC rate hike, it is still testing the key area with possible more weakness ahead to be triggered by the coming CPI announcement.Watch the video below to find out how you can take advantage with a simple trading plan to trade the reversal in S&P 500 at the key area with multiple timeframe analysis using Wyckoff method. @TigerStars $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $DJIA(.DJI)$","images":[{"img":"https://community-static.tradeup.com/news/1fa7b37a1666cc77439390a7a9e94ea2","width":"632","height":"452"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960381871","isVote":1,"tweetType":2,"object":{"id":"92a9bb761d32470fb8abb01b733e0ba0","tweetId":"9960381871","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/851fe513387702305447566362/u35B7fVL6oAA.mp4","poster":"https://community-static.tradeup.com/news/fed0950f32b6e500acfcec7c6e39eaa8","shareLink":""},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000116102,"gmtCreate":1640007546872,"gmtModify":1676533498165,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"nokiaaa","listText":"nokiaaa","text":"nokiaaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000116102","repostId":"1192970346","repostType":4,"repost":{"id":"1192970346","pubTimestamp":1640002309,"share":"https://www.laohu8.com/m/news/1192970346?lang=&edition=full","pubTime":"2021-12-20 20:11","market":"us","language":"en","title":"Nokia nabs 5G deal with Elisa Estonia as sole RAN vendor","url":"https://stock-news.laohu8.com/highlight/detail?id=1192970346","media":"seekingalpha","summary":"Nokia(NYSE:NOK) selected by Elisa Estonia, a subsidiary of Elisa Finland, for a nationwide 5G RAN de","content":"<ul>\n <li><p>Nokia(NYSE:NOK)&nbsp;selected&nbsp;by Elisa Estonia, a subsidiary of&nbsp;Elisa Finland, for a nationwide 5G RAN deployment as well as to&nbsp;replace the existing 4G infrastructure in a five-year deal.</p></li>\n <li><p>Nokia will be the sole provider, replacing the incumbent vendor. Deployment is expected to roll out next year following the completion of Estonia’s spectrum auction in early 2022.</p></li>\n <li><p>Under the deal, Nokia will provide equipment from its latest ReefShark System on Chip-powered AirScale equipment portfolio covering Elisa's nationwide radio network across the country.</p></li>\n <li><p>Nokia also maintains a long-standing partnership with Elisa Corporation and was selected as a nationwide supplier of 5G RAN last year supporting their efforts to digitize Finland and make it a leading global 5G market.</p></li>\n</ul>","source":"seekingalpha","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>Nokia nabs 5G deal with Elisa Estonia as sole RAN vendor</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\">\nNokia nabs 5G deal with Elisa Estonia as sole RAN vendor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 20:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781535-nokia-nabs-5g-deal-with-elisa-estonia-as-sole-ran-vendor><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nokia(NYSE:NOK) selected by Elisa Estonia, a subsidiary of Elisa Finland, for a nationwide 5G RAN deployment as well as to replace the existing 4G infrastructure in a five-year deal.\nNokia will be the...</p>\n\n<a href=\"https://seekingalpha.com/news/3781535-nokia-nabs-5g-deal-with-elisa-estonia-as-sole-ran-vendor\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚"},"source_url":"https://seekingalpha.com/news/3781535-nokia-nabs-5g-deal-with-elisa-estonia-as-sole-ran-vendor","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192970346","content_text":"Nokia(NYSE:NOK) selected by Elisa Estonia, a subsidiary of Elisa Finland, for a nationwide 5G RAN deployment as well as to replace the existing 4G infrastructure in a five-year deal.\nNokia will be the sole provider, replacing the incumbent vendor. Deployment is expected to roll out next year following the completion of Estonia’s spectrum auction in early 2022.\nUnder the deal, Nokia will provide equipment from its latest ReefShark System on Chip-powered AirScale equipment portfolio covering Elisa's nationwide radio network across the country.\nNokia also maintains a long-standing partnership with Elisa Corporation and was selected as a nationwide supplier of 5G RAN last year supporting their efforts to digitize Finland and make it a leading global 5G market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897511368,"gmtCreate":1628940212954,"gmtModify":1676529897202,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"tesla still can go","listText":"tesla still can go","text":"tesla still can go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897511368","repostId":"2159721520","repostType":2,"repost":{"id":"2159721520","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1628887162,"share":"https://www.laohu8.com/m/news/2159721520?lang=&edition=full","pubTime":"2021-08-14 04:39","market":"hk","language":"en","title":"Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2159721520","media":"Reuters","summary":"Tesla Inc :Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil V","content":"<html><body><p>Tesla Inc <tsla.o>:Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</tsla.o></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-14 04:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Tesla Inc <tsla.o>:Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</tsla.o></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APR":"Apria, Inc.","TSLA":"特斯拉","LABP":"Landos Biopharma, Inc.","TSS":"Total System Services","SANA":"Sana Biotechnology, Inc.","LHDX":"Lucira Health, Inc.","CGEM":"Cullinan Therapeutics"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159721520","content_text":"Tesla Inc :Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175478658,"gmtCreate":1627048056674,"gmtModify":1703483258459,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>sad sad","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>sad sad","text":"$DiDi Global Inc.(DIDI)$sad sad","images":[{"img":"https://static.tigerbbs.com/d4c1c3f1fdcb38a74564a63bfc188be6","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/175478658","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582628709431845","authorId":"3582628709431845","name":"阳乐梦","avatar":"https://static.tigerbbs.com/f6e286d1f204c1aba31dc946f1bb019e","crmLevel":2,"crmLevelSwitch":0},"content":"Do you still have it, or is it flat","text":"Do you still have it, or is it flat","html":"Do you still have it, or is it flat"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144944399,"gmtCreate":1626264668011,"gmtModify":1703756607149,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"go go","listText":"go go","text":"go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144944399","repostId":"1165924722","repostType":4,"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165169571,"gmtCreate":1624106881193,"gmtModify":1703828907527,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AON\">$Aon PLC(AON)$</a>Believe on you","listText":"<a href=\"https://laohu8.com/S/AON\">$Aon PLC(AON)$</a>Believe on you","text":"$Aon PLC(AON)$Believe on you","images":[{"img":"https://static.tigerbbs.com/a483a8d52ea378b8a3e8ad2c468252a7","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/165169571","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094819940301710","authorId":"4094819940301710","name":"GLENNLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Hope you made good money by now","text":"Hope you made good money by now","html":"Hope you made good money by now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086678599,"gmtCreate":1650456467832,"gmtModify":1676534727620,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"lets rock","listText":"lets rock","text":"lets rock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9086678599","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819058777,"gmtCreate":1630023820899,"gmtModify":1676530201786,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"believe on you","listText":"believe on you","text":"believe on you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819058777","repostId":"2162015794","repostType":4,"repost":{"id":"2162015794","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1630019580,"share":"https://www.laohu8.com/m/news/2162015794?lang=&edition=full","pubTime":"2021-08-27 07:13","market":"us","language":"en","title":"HP shares slip 2% on flat personal-systems sales due to supply chain constraints","url":"https://stock-news.laohu8.com/highlight/detail?id=2162015794","media":"Dow Jones","summary":"Shares of HP Inc. initially dipped 2% in extended trading Thursday after the venerable computing gia","content":"<p>Shares of HP Inc. initially dipped 2% in extended trading Thursday after the venerable computing giant reported fiscal third-quarter results that included a steep jump in printer sales but flat personal-systems sales.</p>\n<p>\"It was a solid quarter. Demand continues to be very strong -- backlog was equivalent to a full quarter -- but it would have been higher if not for low-cost component supply chain challenges,\" HP Chief Executive Enrique Lores told MarketWatch in an interview before the results were announced. \"We are working hard to push supply despite this constrained environment.\"</p>\n<p>HP <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>reported net earnings of $1.1 billion, or 91 cents a share, compared with net earnings of $700 million, or 52 cents a share, in the year-ago quarter. The company's adjusted net earnings was $1.2 billion, or $1 a share.</p>\n<p>Net revenue rose 7% to $15.3 billion from $14.3 billion a year ago.</p>\n<p>HP's personal systems sales that include PCs and laptops made up a large chunk of quarterly revenue, at $10.4 billion, flat from the same quarter a year ago. Printer revenue improved 24%, to $4.9 billion.</p>\n<p>Personal computer sales remained strong in the U.S., where HP took the top spot with 8.07 million unit shipments between April and June, up 20% from the year-ago quarter. Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fell from its No. 1 perch a year ago, to 7.6 million, according to market researcher Canalys.</p>\n<p>Analysts surveyed by FactSet had expected net income of 84 cents a share on revenue of $15.9 billion.</p>\n<p>\"Effectively, the reason the company missed a much higher personal-systems growth number came down to supply shortages -- evident by the full quarter of shipment backlog that HP has, reflecting about six to eight times above pre-pandemic levels,\" Daniel Newman, principal analyst at Futurum Research, told MarketWatch.</p>\n<p>\"Some of these [supply] challenges are industrywide, but getting this right could be the difference from hitting the Street's estimates and coming up short,\" Newman said. \"This will be something to watch in the fourth quarter and beyond.\"</p>\n<p>During the third quarter, HP returned $1.7 billion to shareholders in stock repurchases and dividends. For fiscal 2021, HP estimates adjusted net earnings of between $3.69 and $3.75 a share, eclipsing FactSet estimates of about $3.50.</p>\n<p>HP's stock is up 19% so far in 2021. The broader S&amp;P 500 index has gained 19% this year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HP shares slip 2% on flat personal-systems sales due to supply chain constraints</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\">\nHP shares slip 2% on flat personal-systems sales due to supply chain constraints\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-27 07:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of HP Inc. initially dipped 2% in extended trading Thursday after the venerable computing giant reported fiscal third-quarter results that included a steep jump in printer sales but flat personal-systems sales.</p>\n<p>\"It was a solid quarter. Demand continues to be very strong -- backlog was equivalent to a full quarter -- but it would have been higher if not for low-cost component supply chain challenges,\" HP Chief Executive Enrique Lores told MarketWatch in an interview before the results were announced. \"We are working hard to push supply despite this constrained environment.\"</p>\n<p>HP <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>reported net earnings of $1.1 billion, or 91 cents a share, compared with net earnings of $700 million, or 52 cents a share, in the year-ago quarter. The company's adjusted net earnings was $1.2 billion, or $1 a share.</p>\n<p>Net revenue rose 7% to $15.3 billion from $14.3 billion a year ago.</p>\n<p>HP's personal systems sales that include PCs and laptops made up a large chunk of quarterly revenue, at $10.4 billion, flat from the same quarter a year ago. Printer revenue improved 24%, to $4.9 billion.</p>\n<p>Personal computer sales remained strong in the U.S., where HP took the top spot with 8.07 million unit shipments between April and June, up 20% from the year-ago quarter. Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fell from its No. 1 perch a year ago, to 7.6 million, according to market researcher Canalys.</p>\n<p>Analysts surveyed by FactSet had expected net income of 84 cents a share on revenue of $15.9 billion.</p>\n<p>\"Effectively, the reason the company missed a much higher personal-systems growth number came down to supply shortages -- evident by the full quarter of shipment backlog that HP has, reflecting about six to eight times above pre-pandemic levels,\" Daniel Newman, principal analyst at Futurum Research, told MarketWatch.</p>\n<p>\"Some of these [supply] challenges are industrywide, but getting this right could be the difference from hitting the Street's estimates and coming up short,\" Newman said. \"This will be something to watch in the fourth quarter and beyond.\"</p>\n<p>During the third quarter, HP returned $1.7 billion to shareholders in stock repurchases and dividends. For fiscal 2021, HP estimates adjusted net earnings of between $3.69 and $3.75 a share, eclipsing FactSet estimates of about $3.50.</p>\n<p>HP's stock is up 19% so far in 2021. The broader S&amp;P 500 index has gained 19% this year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162015794","content_text":"Shares of HP Inc. initially dipped 2% in extended trading Thursday after the venerable computing giant reported fiscal third-quarter results that included a steep jump in printer sales but flat personal-systems sales.\n\"It was a solid quarter. Demand continues to be very strong -- backlog was equivalent to a full quarter -- but it would have been higher if not for low-cost component supply chain challenges,\" HP Chief Executive Enrique Lores told MarketWatch in an interview before the results were announced. \"We are working hard to push supply despite this constrained environment.\"\nHP $(HPQ)$reported net earnings of $1.1 billion, or 91 cents a share, compared with net earnings of $700 million, or 52 cents a share, in the year-ago quarter. The company's adjusted net earnings was $1.2 billion, or $1 a share.\nNet revenue rose 7% to $15.3 billion from $14.3 billion a year ago.\nHP's personal systems sales that include PCs and laptops made up a large chunk of quarterly revenue, at $10.4 billion, flat from the same quarter a year ago. Printer revenue improved 24%, to $4.9 billion.\nPersonal computer sales remained strong in the U.S., where HP took the top spot with 8.07 million unit shipments between April and June, up 20% from the year-ago quarter. Apple Inc. $(AAPL)$ fell from its No. 1 perch a year ago, to 7.6 million, according to market researcher Canalys.\nAnalysts surveyed by FactSet had expected net income of 84 cents a share on revenue of $15.9 billion.\n\"Effectively, the reason the company missed a much higher personal-systems growth number came down to supply shortages -- evident by the full quarter of shipment backlog that HP has, reflecting about six to eight times above pre-pandemic levels,\" Daniel Newman, principal analyst at Futurum Research, told MarketWatch.\n\"Some of these [supply] challenges are industrywide, but getting this right could be the difference from hitting the Street's estimates and coming up short,\" Newman said. \"This will be something to watch in the fourth quarter and beyond.\"\nDuring the third quarter, HP returned $1.7 billion to shareholders in stock repurchases and dividends. For fiscal 2021, HP estimates adjusted net earnings of between $3.69 and $3.75 a share, eclipsing FactSet estimates of about $3.50.\nHP's stock is up 19% so far in 2021. The broader S&P 500 index has gained 19% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924669710,"gmtCreate":1672243452131,"gmtModify":1676538659124,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$&nbsp;</a>Gooo","listText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$&nbsp;</a>Gooo","text":"$Boeing(BA)$ Gooo","images":[{"img":"https://community-static.tradeup.com/news/2285228f3e7a244698c5d07ccaadfa4d","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924669710","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088628031,"gmtCreate":1650339820022,"gmtModify":1676534700740,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"go eggs","listText":"go eggs","text":"go eggs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088628031","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146412412,"gmtCreate":1626096508736,"gmtModify":1703753258695,"author":{"id":"3581557493426416","authorId":"3581557493426416","name":"JackTL","avatar":"https://static.tigerbbs.com/851801800e7dc3457e5e60048a987880","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"go citibank","listText":"go citibank","text":"go citibank","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146412412","repostId":"1191603476","repostType":4,"repost":{"id":"1191603476","pubTimestamp":1626072615,"share":"https://www.laohu8.com/m/news/1191603476?lang=&edition=full","pubTime":"2021-07-12 14:50","market":"us","language":"en","title":"Investors to focus on banks' H2 guidance in Q2 earnings report this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1191603476","media":"seekingalpha","summary":"Expect large cap banks to guide lower on net interest income for the back half of 2021, says Morgan ","content":"<p>Expect large cap banks to guide lower on net interest income for the back half of 2021, says Morgan Stanleyanalysts led by Betsy Graseck in the firm's Q2 preview for big banks.</p>\n<p>She sees loan shrinkage rate bottoming in Q2 and Fed tapering talk in Q3 lifting long-end rates.</p>\n<p>Trading revenue, though still strong vs. Q2 2019 levels, will fall from Q2 2020 levels. Graseck sees Q2 2021 capital markets revenue (including trading and investment banking division) will be down 20% Y/Y.</p>\n<p>Recall that in June, Citigroup(NYSE:C)CEO Mark Mason warned that Q2trading revenue is likely to fall ~30%from year ago and JPMorgan Chase(NYSE:JPM)CEO Jamie Dimonexpects Q2trading revenue higher than $6B, which infers a ~38% drop from the year-ago quarter.</p>\n<p>Morgan Stanley's(NYSE:MS)James Gormanalso anticipatesa more \"normalized\" quarter after unusually strong Q4 2020 and Q1 2021 results. \"Net-net the quarter's going to be good,\" he said at a conference in June.</p>\n<p>Reserve releases are seen continuing in Q2, which have helped bolster earnings the past few quarters, after banks set aside massive piles of cash in Q1 2020 to prepare for uncertainty amid the pandemic. But Morgan Stanley's Graseck also sees net charge-offs improving in Q2 2021 due to higher consumer savings rates, falling jobless claims, and rising wages.</p>\n<p>Seeanalysts' EPS revisions on JPM's quarterly earningsover the past two years in chart below.</p>\n<p><img src=\"https://static.tigerbbs.com/3723b7d58874a81ffb5f252dc0260444\" tg-width=\"724\" tg-height=\"437\"></p>\n<p><b>Midcap banks</b>: Morgan Stanley analyst Ken Zerbe expects most banks to beat consensus EPS in the quarter, helped by lower provision expense. Strong deposit growth and low net charge-offs will provide bright spots.</p>\n<p>\"Fundamentally, we have fairly modest expectations\" for Q2, with the biggest headwind being the lack of loan growth. \"In fact, we are cutting our loan growth estimates by 20 bps in 2Q21 given both weak industry growth and cautious management commentary,\" Zerbe writes in a note to clients.</p>\n<p>Because of that, investors will be watching on managements' outlook for H2 2021.</p>\n<p>He expects SVB Financial(NASDAQ:SIVB)to benefit from stronger investment gains and Leerink revenue and likes Signature Bank(NASDAQ:SBNY)on its \"exceptional balance sheet growth at a highly attractive valuation.\"</p>\n<p><b>Trust banks:</b>Ken Usdin has raised EPS estimates for all three trust banks as he expects fees to rise on increased fees, though he sees net interest income softer. Northern Trust(NASDAQ:NTRS)and State Street(NYSE:STT)\"will see greater benefits from the 4%-8% rise in global stock prices. The +5.8% lag from 1Q is also a modest tailwind for asset servicing and asset management fees,\" he writes in a note to clients.</p>\n<p>For that group, he sees higher money-market fee waivers as the biggest negative.</p>\n<p>Here are some EPS consensus estimates by bank:</p>\n<p>Wells Fargo(NYSE:WFC)is expected to return to the black in Q2 with EPS of&nbsp; 92 cents (the average estimate of 15 analysts) vs. a loss of 15 cents per share in the year-ago quarter.</p>\n<p>JPMorgan is expected to earn $3.12 per share, more than double its $1.21 EPS a year earlier, and analysts anticipate Citi to pull in $1.91 EPS vs. 32 cents a year ago.</p>\n<p>Analysts expect Bank of America(NYSE:BAC)to earn 76 cents per share, up from 28 cents earned in Q2 2020.</p>\n<p>For Stat Street, the average analyst estimate is $1.78 per share, up from $1.59 in the year-ago quarter, and Northern Trust is expected to earn $1.69 per share vs. $1.37 a year ago; the EPS consensus for Bank of New York Mellon(NYSE:BK)stands at $1.00, up from 91 cents a year ago.</p>\n<p>The average analyst estimate for SIVB of $6.50 is more than double the $3.10 it earned in Q2 2020; for SBNY, the consensus is $3.12, up from $2.23 it earned a year earlier.</p>\n<p>In chart below, Goldman Sachs(NYSE:GS)boasts the largestnet income growth CAGR over the past three yearswhen compared with its peers.</p>\n<p>SA contributor Khaveen Investmentsanalyzes Goldman's robust investment banking growth to value the company.</p>\n<p><img src=\"https://static.tigerbbs.com/6a84e48162c353f84810c32a6264ab5e\" tg-width=\"918\" tg-height=\"368\"></p>","source":"seekingalpha","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>Investors to focus on banks' H2 guidance in Q2 earnings report this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors to focus on banks' H2 guidance in Q2 earnings report this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3714067-banking-preview><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Expect large cap banks to guide lower on net interest income for the back half of 2021, says Morgan Stanleyanalysts led by Betsy Graseck in the firm's Q2 preview for big banks.\nShe sees loan shrinkage...</p>\n\n<a href=\"https://seekingalpha.com/news/3714067-banking-preview\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","STT":"道富银行","BAC":"美国银行","WFC":"富国银行","GS":"高盛","C":"花旗","JPM":"摩根大通"},"source_url":"https://seekingalpha.com/news/3714067-banking-preview","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1191603476","content_text":"Expect large cap banks to guide lower on net interest income for the back half of 2021, says Morgan Stanleyanalysts led by Betsy Graseck in the firm's Q2 preview for big banks.\nShe sees loan shrinkage rate bottoming in Q2 and Fed tapering talk in Q3 lifting long-end rates.\nTrading revenue, though still strong vs. Q2 2019 levels, will fall from Q2 2020 levels. Graseck sees Q2 2021 capital markets revenue (including trading and investment banking division) will be down 20% Y/Y.\nRecall that in June, Citigroup(NYSE:C)CEO Mark Mason warned that Q2trading revenue is likely to fall ~30%from year ago and JPMorgan Chase(NYSE:JPM)CEO Jamie Dimonexpects Q2trading revenue higher than $6B, which infers a ~38% drop from the year-ago quarter.\nMorgan Stanley's(NYSE:MS)James Gormanalso anticipatesa more \"normalized\" quarter after unusually strong Q4 2020 and Q1 2021 results. \"Net-net the quarter's going to be good,\" he said at a conference in June.\nReserve releases are seen continuing in Q2, which have helped bolster earnings the past few quarters, after banks set aside massive piles of cash in Q1 2020 to prepare for uncertainty amid the pandemic. But Morgan Stanley's Graseck also sees net charge-offs improving in Q2 2021 due to higher consumer savings rates, falling jobless claims, and rising wages.\nSeeanalysts' EPS revisions on JPM's quarterly earningsover the past two years in chart below.\n\nMidcap banks: Morgan Stanley analyst Ken Zerbe expects most banks to beat consensus EPS in the quarter, helped by lower provision expense. Strong deposit growth and low net charge-offs will provide bright spots.\n\"Fundamentally, we have fairly modest expectations\" for Q2, with the biggest headwind being the lack of loan growth. \"In fact, we are cutting our loan growth estimates by 20 bps in 2Q21 given both weak industry growth and cautious management commentary,\" Zerbe writes in a note to clients.\nBecause of that, investors will be watching on managements' outlook for H2 2021.\nHe expects SVB Financial(NASDAQ:SIVB)to benefit from stronger investment gains and Leerink revenue and likes Signature Bank(NASDAQ:SBNY)on its \"exceptional balance sheet growth at a highly attractive valuation.\"\nTrust banks:Ken Usdin has raised EPS estimates for all three trust banks as he expects fees to rise on increased fees, though he sees net interest income softer. Northern Trust(NASDAQ:NTRS)and State Street(NYSE:STT)\"will see greater benefits from the 4%-8% rise in global stock prices. The +5.8% lag from 1Q is also a modest tailwind for asset servicing and asset management fees,\" he writes in a note to clients.\nFor that group, he sees higher money-market fee waivers as the biggest negative.\nHere are some EPS consensus estimates by bank:\nWells Fargo(NYSE:WFC)is expected to return to the black in Q2 with EPS of  92 cents (the average estimate of 15 analysts) vs. a loss of 15 cents per share in the year-ago quarter.\nJPMorgan is expected to earn $3.12 per share, more than double its $1.21 EPS a year earlier, and analysts anticipate Citi to pull in $1.91 EPS vs. 32 cents a year ago.\nAnalysts expect Bank of America(NYSE:BAC)to earn 76 cents per share, up from 28 cents earned in Q2 2020.\nFor Stat Street, the average analyst estimate is $1.78 per share, up from $1.59 in the year-ago quarter, and Northern Trust is expected to earn $1.69 per share vs. $1.37 a year ago; the EPS consensus for Bank of New York Mellon(NYSE:BK)stands at $1.00, up from 91 cents a year ago.\nThe average analyst estimate for SIVB of $6.50 is more than double the $3.10 it earned in Q2 2020; for SBNY, the consensus is $3.12, up from $2.23 it earned a year earlier.\nIn chart below, Goldman Sachs(NYSE:GS)boasts the largestnet income growth CAGR over the past three yearswhen compared with its peers.\nSA contributor Khaveen Investmentsanalyzes Goldman's robust investment banking growth to value the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}