Morgan Stanley’s list of tax loss selling stocks

seekingalpha10-08

Morgan Stanley analysts published their list of tax loss selling stocks. These are stocks in the top quintile of “sell” ratings on Jan. 16, as a proxy for stocks that are favored or widely held. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2473723480?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367783784/image_1367783784.jpg","is_english":true,"pubTime":"2024-10-08 03:28","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2473723480","market":"us","top_or_hot":-1,"title":"Morgan Stanley’s list of tax loss selling stocks","media":"seekingalpha","content":"<div>\n<p>Morgan Stanley analysts published their list of tax loss selling stocks. These are stocks in the top quintile of “sell” ratings on Jan. 16, as a proxy for stocks that are favored or widely held. ...</p>\n\n<a href=\"https://seekingalpha.com/news/4156816-morgan-stanleys-list-of-tax-loss-selling-stocks\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley’s list of tax loss selling stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley’s list of tax loss selling stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 03:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4156816-morgan-stanleys-list-of-tax-loss-selling-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analysts published their list of tax loss selling stocks. These are stocks in the top quintile of “sell” ratings on Jan. 16, as a proxy for stocks that are favored or widely held. ...</p>\n\n<a href=\"https://seekingalpha.com/news/4156816-morgan-stanleys-list-of-tax-loss-selling-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://seekingalpha.com/news/4156816-morgan-stanleys-list-of-tax-loss-selling-stocks","article_id":"2473723480","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367783784/image_1367783784.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2473723480","pubTimestamp":1728329293,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Morgan Stanley analysts published their list of tax loss selling stocks. These are stocks in the top quintile of “sell” ratings on Jan. 16, as a proxy for stocks that are favored or widely held. Analy","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","SPTM":"SPDR Portfolio S&P 1500 Composite Stock Market ETF"},"translate_title":"摩根士丹利税收损失抛售股票清单","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPTM":0.9},"content_text":"Morgan Stanley analysts published their list of tax loss selling stocks. These are stocks in the top quintile of “sell” ratings on Jan. 16, as a proxy for stocks that are favored or widely held. Analysts also screen for stocks that saw at least a 10% drop in their price from mid-January through the end of September.  Morgan Stanley chief investment officer Michael J. Wilson said they limit the downside to 25%, since the stocks with the biggest price drops “tend to show something of a rebound in the fourth quarter.” Wilson also said that the bulk of underperformance, compared to the market – the compared benchmark is the S&P 1500 (NYSEARCA:SPTM) – for the list happens in October. “In the month of October, our tax loss selling stocks have tended to underperform the market by an average of 178 basis points and underperform sector and industry group peers by 114, and 110 basis points, respectively, with hit rates of about 55%,” he said. The tax loss selling stocks underperform the average stock in their sector by 137 basis points in the fourth quarter, with a hit rate of 54%; and underperform the average stock in their industry group by 128 basis points in the fourth quarter, with a hit rate of 54%. Within communication services (XLC) Iridium Communications Inc. (IRDM) – Return from mid-Jan through Sept month-end: - 20% Within consumer discretionary (XLY)  Aptiv Plc (APTV) – Return from mid-Jan through Sept month-end: -11% Standard Motor Products Inc. (SMP) – Return from mid-Jan through Sept month-end: -15% XPEL Inc. (XPEL) – Return from mid-Jan through Sept month-end: -16% Haverty Furniture Companies Inc. (HVT) – Return from mid-Jan through Sept month-end: -19% LKQ Corp. (LKQ) – Return from mid-Jan through Sept month-end: -16% Hilton Grand Vacations Inc. (HGV) – Return from mid-Jan through Sept month-end: -12% Mister Car Wash Inc. (MCW) – Return from mid-Jan through Sept month-end: -22%  Within consumer staples (XLP)  Darling Ingredients Inc. (DAR) – Return from mid-Jan through Sept month-end: -17% Simply Good Foods Co. (SMPL) – Return from mid-Jan through Sept month-end: -17%  Within energy (XLE)  Chord Energy Corp. (CHRD) – Return from mid-Jan through Sept month-end: -15% Civitas Resources Inc. (CIVI) – Return from mid-Jan through Sept month-end: -21% Halliburton Co. (HAL) – Return from mid-Jan through Sept month-end: -13% Patterson-UTI Energy Inc. (PTEN) – Return from mid-Jan through Sept month-end: -24% Schlumberger Limited (SLB) – Return from mid-Jan through Sept month-end: -13% Talos Energy Inc. (TALO) – Return from mid-Jan through Sept month-end: -18% Valaris Ltd. (VAL) – Return from mid-Jan through Sept month-end: -15%  Within financials (XLF) Global Payments Inc. (GPN) – Return from mid-Jan through Sept month-end: -21% Within health care (XLV)  Privia Health Group Inc. (PRVA) – Return from mid-Jan through Sept month-end: -15% Simulations Plus Inc. (SLP) – Return from mid-Jan through Sept month-end: -16% U.S. Physical Therapy Inc. (USPH) – Return from mid-Jan through Sept month-end: -11% Biogen Inc. (BIIB) – Return from mid-Jan through Sept month-end: -21% Dynavax Technologies Corp. (DVAX) – Return from mid-Jan through Sept month-end: -21% Neurocrine Biosciences Inc. (NBIX) – Return from mid-Jan through Sept month-end: -13% Perrigo Co. Plc. (PRGO) – Return from mid-Jan through Sept month-end: -21% Repligen Corp. (RGEN) – Return from mid-Jan through Sept month-end: -14% West Pharmaceutical Services Inc. (WST) – Return from mid-Jan through Sept month-end: -13%  Within industrials (XLI)  Alamo Group Inc. (ALG) – Return from mid-Jan through Sept month-end: -12% Boeing Co. (BA) – Return from mid-Jan through Sept month-end: -24% Gibraltar Industries Inc. (ROCK) – Return from mid-Jan through Sept month-end: -12% Insteel Industries Inc. (IIIN) – Return from mid-Jan through Sept month-end: -14% NV5 Global Inc. (NVEE) – Return from mid-Jan through Sept month-end: -10%  Information technology (XLK)  Photronics Inc. (PLAB) – Return from mid-Jan through Sept month-end: -16% Adobe Inc. (ADBE) – Return from mid-Jan through Sept month-end: -13%  Materials (XLB)  Arch Resources Inc. Class A (ARCH) – Return from mid-Jan through Sept month-end: -17% Quaker Houghton (KWR) – Return from mid-Jan through Sept month-end: -14% Stepan Co. (SCL) – Return from mid-Jan through Sept month-end: -12%  Real estate (XLRE)  Armada Hoffler Properties Inc. (AHH) – Return from mid-Jan through Sept month-end: -11% Host Hotels & Resorts Inc. (HST) – Return from mid-Jan through Sept month-end: -11%","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2473723480"}